NPD

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 3, 2025 by David Zorub · across every show →

Everything said about NPD, oldest first

Mar 3, 2025 bullish
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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