SharkNinja appears to have fallen out of favor with several major Australian retailers after struggling to fulfil stock orders, significantly impacting availability during peak promotional periods such as Black Friday.

According to management at Harvey Norman, one of Australia’s largest appliance retail groups, SharkNinja failed to deliver approximately 50 % of the stock they had ordered for the Black Friday sales period—a situation that left them facing lost sales opportunities as consumers shopped for Shark Ninja products.

Retail insiders claim that these supply shortfalls not only frustrated customers but also strained retailer relationships.

Harvey Norman executives allege that SharkNinja management placed blame on their logistics partners for the delivery failures, and one retail source even suggested that the Sydney-based supplier appeared to retain sufficient inventory for its own direct-to-consumer online store, raising concerns among partners about prioritisation.

Several other retailers spoken to by ChannelNews described SharkNinja as an increasingly unreliable supplier in terms of maintaining consistent stock levels.

“We were let down over Black Friday and we are still waiting for our Christmas stock, which is a real disappointment,” a senior executive at one of Australia’s biggest appliance chains told ChannelNews.

Attempts to obtain comment from SharkNinja have so far gone unanswered. The company is actively working to shift manufacturing away from China—a move it says is designed to mitigate tariff impacts and logistical bottlenecks.

SharkNinja, which relies heavily on strong U.S. sales, has acknowledged that recent U.S. tariffs on imports from China have cost the business “hundreds of millions” of dollars in profits, and some Australian retailers suspect these pressures have exacerbated supply issues locally.

CEO Mark Barrocas has publicly stated that while a U.S. supply ecosystem for many of the company’s products is still under development, SharkNinja is transitioning most of its manufacturing to lower-cost Southeast Asian countries, including Vietnam, Thailand, Malaysia and Indonesia, to diversify its supply chain.

However, retailers told ChannelNews that operational headwinds—both in logistics and production—have damaged confidence. Some are now exploring alternative brands to reduce their supply risk.

Industry analysts note that although the relocation of manufacturing has helped improve margins and supported earnings, persistent tariff costs and ongoing supply chain inefficiencies continue to challenge operational performance.

In recent 2025 earnings calls, SharkNinja management emphasised strong global product demand, innovation, and execution of its omni-channel strategy as core strengths, even amid a difficult supply backdrop.

Some market commentators warn that ongoing manufacturing and trade policy challenges, alongside slower adoption of advanced supply-chain technologies, could hamper competitiveness over the longer term.

Despite these issues, SharkNinja remains focused on growth, citing robust international demand and expansion into new categories—such as beauty tech and kitchen appliances—as key drivers for future performance.

📊 Current Share Price (December 2025)
SharkNinja, Inc. is publicly traded on the New York Stock Exchange under the ticker symbol SN. As of mid-December 2025, the company’s stock was trading around US $112–114 per share. Recent data shows a closing price of approximately $113.62 at the last market close, with a 52-week range between about $60.50 and $128.51. Market sentiment remains cautiously optimistic, with analyst price targets averaging above current levels