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SharkNinja Launches Ninja HydraSense Water Filtration System at $199.99
SharkNinja introduced Ninja HydraSense, an intelligent water filtration system built to raise expectations for what home water filtration should deliver. Starting August 13, 2026, the Ninja HydraSense will be available at SharkNinja.com for $199.99 with additional replacement filters at $39.99.
SharkNinja Expects 16% to 17% Increase in Net Sales for FY 2026
Consensus $6.18. For fiscal year 2026, SharkNinja expects: Net sales to increase 16.0% to 17.0% compared to the prior year above the prior expectation of 11.5% to 12.5%. Adjusted Net Income per diluted share between $6.45 and $6.55, reflecting a 22.2% to 24.1% increase compared to the prior year above the prior expectation of between $6.00 and $6.10, reflecting a 13.6% to 15.5% increase. Of the $0.45 increase, approximately $0.15 is associated with the expected net tariff refund benefit. Adjusted EBITDA between $1,357 million and $1,369 million, reflecting a 19.5% to 20.5% increase compared to the prior year above the prior expectation of between $1,290 million and $1,300 million, reflecting a 13.5% to 14.5% increase. Of the $67 million to $69 million increase, approximately $30 million is associated with the expected net tariff refund benefit. A GAAP effective tax rate of approximately 22.0% to 23.0%. Diluted weighted average shares outstanding of approximately 142.5 million. Capital expenditures in the range of $190 million to $210 million primarily to support investments in new product launches and technology. The Company's updated outlook reflects stronger underlying operating performance complemented by the expected net benefit from tariff refunds. In Q3 2026, SharkNinja submitted refund claims of approximately $247.1 million through the U.S. Customs and Border Protection refund process, and the CBP accepted those claims. As a result, the Company expects to recognize a benefit of approximately $247.1 million as a reduction of cost of sales, with a corresponding receivable, in the third quarter of 2026. The underlying duties subject to refund are expected to be split approximately evenly between amounts previously expensed in fiscal 2025 and in the first half of 2026. We have treated the refunds consistently with the period in which the underlying tariff costs were recognized. Refunds associated with tariffs expensed in 2025 will benefit our GAAP results and cash flow, but will be excluded from Adjusted Net Income, Adjusted EBITDA, and Adjusted Net Income per diluted share in our Fiscal 2026 Outlook. Refunds associated with tariffs incurred in 2026 will be reflected in these same Adjusted metrics as part of our revised full year outlook, consistent with the treatment of the original expense, and inclusive of the Company's current intention to reinvest back into the business to support long-term growth. Areas of reinvestment may include retail activation, media, technology and AI capabilities, and mitigation of ongoing updated tariff and input-cost pressures. The Company's updated outlook also reflects current tariff levels, including minimum rates of 10% for Indonesia, Malaysia, and Cambodia, and 12.5% for China, Vietnam, and Thailand, assumed to persist for the remainder of 2026.
SharkNinja Launches FlexStyle IonCurl Priced at $349.99
SharkNinja announced that Shark Beauty has launched FlexStyle IonCurl, the newest addition to its FlexStyle franchise. The company said, "Powered by Ion Smooth Technology and CoandaBoost, IonCurl delivers visibly smoother, shiny hair with less frizz and bouncier, more defined curls, all without heat damage. Building on the success of the FlexStyle ecosystem, IonCurl is the precision upgrade for consumers who demand more from their styling routine." Shark FlexStyle IonCurl will be available beginning July 6, 2026 on sharkninja.com, for $349.99.
US Stocks Drop Sharply Amid Renewed US-Iran Tensions
The major averages closed broadly lower after renewed military exchanges between the United States and Iran, which increased concerns about energy markets and global economic growth. Oil prices remain volatile as traders assess the risk of disruptions in the Middle East, particularly around the Strait of Hormuz. President Trump commented to reporters that the U.S. will be attacking Iran "very hard," building on his statement earlier on Truth Social that Iran took "too long to negotiate a deal that would have been great for them," so "now they will have to pay the price!!!"Meanwhile the CPI report showed annual inflation accelerating to 4.2% in May, which was in line with expectations but means that consumer prices rose at a faster rate for a third-straight month.Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceX'sIPO has drawn over $250B of investor demand, dwarfing the $75B the company aims to raise,Chewyreportedand provided guidance for Q2 and FY26Cracker Barrelreportedand provided its outlook for FY26Super Microannounced $7B inVisais partnering with OpenAI to2. WALL STREET CALLS:Niketo Sector Perform at RBC CapitalBarclaysOscar Healthon exposure to individual ACA marketBillto Hold at TruistCava Groupto Buy at UBSSharkNinjawith an Overweight at Piper Sandler3. AROUND THE WEB:OpenAI is preparing its new model and expects its IPO to occur within the next year, The Information reportsUbisoftis shuttering two studios and cutting up to 380 staff, Kotaku reportsVolvosaid that in Q2, customer demand and deliveries in Europe are stable at good levels across the business, while in North America, demand remains strong with production gradually increasing, Reuters reportsStarbucksis considering options for its Japanese business, recently holding preliminary discussion with investment banks to determine an approach, Bloomberg saysAmazon Web Services'Chief Marketing Officer Julia White has asked staff to recruit recently laid off employees from Meta, Business Insider reports4. MOVERS:Clover Healthgained after announcing the Centers for Medicare & Medicaid ServicesHyliion Holdingsincreased after Needhamcoverage of the stock with a Buy ratingRobinhoodwas higher after, a director bought $20.2M shares, and announcing metrics for MayDianthuswas lower after Sanofihalted itsWolfspeedfell after filing to sell5. EARNINGS/GUIDANCE:J.Jilland reaffirmed guidance for FY26Hinge Healthraised itsCasey's General Stores, with CEO Darren Rebelez commenting on "another record fiscal year"Limoneira, with EPS missing consensusCore & Mainand reaffirmed its guidance for FY26INDEXES:The Dow fell 953.33, or 1.87%, to 49,918.78, the Nasdaq lost 509.32, or 1.98%, to 25,169.50, and the S&P 500 declined 119.66, or 1.62%, to 7,266.99.
Major U.S. Averages Decline Amid Escalating Geopolitical Tensions
The major averages were broadly lower as investors confront escalating U.S.-Iran tensions and a highly anticipated inflation report. The May CPI report showed annual inflation accelerating to 4.2% in May, which was in line with expectations but means that consumer prices rose at a faster rate for a third-straight month.Geopolitics are adding another layer of uncertainty. Renewed military exchanges between the United States and Iran have increased concerns about energy markets and global economic growth. Oil prices remain volatile as traders assess the risk of disruptions in the Middle East, particularly around the Strait of Hormuz. President Trump commented to reporters that the U.S. will be attacking Iran "very hard," building on his statement earlier on Truth Social that Iran took "too long to negotiate a deal that would have been great for them," so "now they will have to pay the price!!!"Get caught up quickly on the top news and calls moving stocks with these five Top Five lists.1. STOCK NEWS:SpaceX'sIPO has drawn over $250B of investor demand, dwarfing the $75B the company aims to raise,Chewyreportedand provided guidance for Q2 and FY26Cracker Barrelreportedand provided its outlook for FY26Super Microannounced $7B inLakeland Industriesreported better-than-expected2. WALL STREET CALLS:Niketo Sector Perform at RBC CapitalBarclaysOscar Healthon exposure to individual ACA marketBillto Hold at TruistCava Groupto Buy at UBSSharkNinjawith an Overweight at Piper Sandler3. AROUND THE WEB:Volvosaid that in Q2, customer demand and deliveries in Europe are stable at good levels across the business, while in North America, demand remains strong with production gradually increasing, Reuters reportsStarbucksis considering options for its Japanese business, recently holding preliminary discussion with investment banks to determine an approach, Bloomberg saysAmazon Web Services'Chief Marketing Officer Julia White has asked staff to recruit recently laid off employees from Meta, Business Insider reportsNovelis, an aluminum-rolling plant in upstate New York that supplies Ford Motorand other automakers, will restart production Wednesday nine months after a fire, WSJ saysIn a recently published report, White Diamond Research claims SEGG Mediais "a fake company"4. MOVERS:Clover Healthgains after announcing the Centers for Medicare & Medicaid ServicesHyliion Holdingsincreases after Needhamof the stock with a Buy ratingRobinhoodhigher after being approved to, a director bought $20.2M shares, and announcing metrics for MayDianthuslower afterits CIDP Phase 3 studyWolfspeedfalls after filing to sellof stock5. EARNINGS/GUIDANCE:J.Jilland reaffirmed guidance for FY26Hinge Healthfor FY26 and Q2Casey's General Stores, with CEO Darren Rebelez commenting on "another record fiscal year"Limoneira, with EPS missing consensusCore & Mainand reaffirmed its guidance for FY26INDEXES:Near midday, the Dow was down 1.28%, or 651.41, to 50,220.70, the Nasdaq was down 1.33%, or 342.66, to 25,336.16, and the S&P 500 was down 0.99%, or 73.45, to 7,313.20.
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