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SharkNinja Emerges As A Strong Buy: Analyst Forecasts Growth Amid Strategic Innovations

SharkNinja Emerges As A Strong Buy: Analyst Forecasts Growth Amid Strategic Innovations

SharkNinja成爲強勢買盤:分析師預測在戰略創新中將實現增長
Benzinga ·  05/17 01:26

BofA Securities analyst Alexander Perry initiated coverage on the shares of Sharkninja Inc (NYSE:SN) with a Buy rating and announced a price target of $90.00.

美銀證券分析師亞歷山大·佩裏開始對Sharkninja Inc(紐約證券交易所代碼:SN)的股票進行報道,評級爲買入,並宣佈目標股價爲90.00美元。

In less than three decades, the company has become a leading household brand and the analyst thinks it is poised for further growth.

在不到三十年的時間裏,該公司已成爲領先的家居品牌,分析師認爲它有望進一步增長。

The analyst expects SharkNinja's data driven approach to innovation to lead to more market share gains in new and existing categories and shelf space/SKU expansion at retailers, including Amazon.com Inc (NASDAQ:AMZN), Walmart Inc (NYSE:WMT) and Costco Wholesale Corporation (NASDAQ:COST).

該分析師預計,SharkNinja的數據驅動型創新方法將導致包括亞馬遜公司(納斯達克股票代碼:AMZN)、沃爾瑪公司(紐約證券交易所代碼:WMT)和好市多批發公司(納斯達克股票代碼:COST)在內的新興和現有類別的更多市場份額增加,並擴大其貨架空間/SKU。

The analyst noted that SharkNinja continues to gain share in 6 of its 7 top categories, according to Nielsen point-of-sale data.

這位分析師指出,根據尼爾森的銷售點數據,SharkNinja在其7個頂級類別中的6個類別中繼續獲得份額。

The company plans to launch about 25 new products each year, ~ 20 iterations of existing items and 5 new products by analyzing customer interactions and feedback, the analyst said.

該分析師表示,該公司計劃通過分析客戶互動和反饋,每年推出約25種新產品,對現有產品進行約20次迭代和5種新產品。

The analyst believes these efforts should lead to significant shelf space/SKU expansion at key retailers, given SN tailors each product to the individual retailer to fit the seller's pricing strategy.

分析師認爲,鑑於SN會根據賣方的定價策略爲個別零售商量身定製每種產品,這些努力將導致主要零售商的貨架空間/SKU大幅擴張。

The analyst anticipates SharkNinja to replicate the success it has had in the beauty category in the outdoor/sporting goods category.

分析師預計,SharkNinja將在戶外/體育用品類別中複製其在美容領域取得的成功。

The analyst sees early signs of success in sporting goods with new product launches including the Ninja FrostVault cooler, which quickly sold out at its initial pilot at Dick's Sporting Goods Inc (NYSE:DKS).

這位分析師看到了體育用品領域取得成功的早期跡象,包括Ninja FrostVault冷卻器在內的新產品的推出,該冷卻器在迪克體育用品公司(紐約證券交易所代碼:DKS)的首次試點時很快就銷售一空。

The $90 price target is based on 20-21X the analyst's C25 EPS of $4.35, a premium to other leisure brands, which the analyst believes is justified given a higher 3-year sales CAGR outlook and higher EBITDA margins.

90美元的目標股價是基於分析師C25每股收益4.35美元的20-21倍,高於其他休閒品牌。分析師認爲,鑑於3年銷售複合增長率前景更高和息稅折舊攤銷前景更高,息稅折舊攤銷前利潤率更高,這是合理的。

Price Action: SN shares are trading higher by 2.13% at $73.71 at the last check Thursday.

價格走勢:在週四的最後一次支票中,SN股價上漲2.13%,至73.71美元。

譯文內容由第三人軟體翻譯。


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