Shark NinjaOne of the less well known IPOs' from the last couple of years. Strong growth, financials have been excellent, the company is executing and taking market share from their competitors.
But there's a big problem - tariffs and possible recession. Consumer stocks will perform very poorly if we fall into a recession. It must be noted the manufacturing for this company appears to be in Vietnam. We know Vietnam has emerged as one of the first countries pushing for a deal, which is good for Shark's manufacturing costs. However, the price still goes up so this affects margins.
Something to consider if you're looking at SN. Not financial advice.
