Bloomberg Talks · Nov 9, 2026
With Mark Barrocas, CEO of SharkNinja
SharkNinja's net sales rose more than 21% in the third quarter, and the company raised its full-year 2026 outlook. Mark Barrocas, CEO of SharkNinja, told Dani Burger on Bloomberg Talks that the growth came from new products, not from taking share in old ones. Tariffs have shaped SharkNinja's costs since the first Trump administration. Mark says its prices will still stay flat through the holidays.
"For the holiday season this year, we are not taking any price increases." — Mark Barrocas
Mark runs a company that has compounded sales at about 21% a year for 18 years across 41 categories and 36 countries. That record is his answer to Korean beauty brands moving into his categories.
The full interview is covered here so you can skip it.
Here are the 8 takeaways that matter.
Key Takeaways
SharkNinja posted its 14th consecutive quarter of double-digit growth, with net sales up more than 21%
Beauty and home improvement grew near 50%, led by new products rather than share gains
No price increases this holiday season, despite tariffs
A 21% compound annual growth rate over 18 years is SharkNinja's case against K-beauty entrants
SharkNinja expects AI shopping agents to favor it because it has more organic content than any rival
Agentic search on its own website is already lifting conversion
Vacuums, where Shark is number one in the US, benefit first from AI search by use case
1. 14 Quarters of Growth
Net sales rose more than 21% from a year earlier, and SharkNinja raised its full-year 2026 outlook on the back of it.
SharkNinja extended its run of double-digit quarters to 14
"That was our 14th consecutive quarter of double-digit growth." — Mark Barrocas
The streak covers three and a half years. Mark tied this quarter's result to two parts of the business in particular: beauty and international.
