NPD

company on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about NPD, every show

CAPITAL ALLOCATORS Assertion Supported
Zorub: SharkNinja routinely grabs 30% to 40% share in new product categories
“It had 45 to 50% gross margins and high teens EBITDA margins. A very clean balance sheet. And when we purchased data from NPD that showed point of sale for all the different categories they were in, you saw a business that when it enters a new category, very r…”
David Zorub Mar 3, 2025 ▶ 44:07 David Zorub - Navigating Hedge Fund Headwinds at Parsifal (EP.434)

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