SharkNinja Inc. (NYSE: SN) is a discretionary consumer play expected to perform well through late 2025 due to improving macro conditions. As U.S. retail sales rise, the company, specializing in home appliances, is set to benefit from increased consumer spending and confidence.

Goldman Sachs supports SharkNinja’s potential, citing lower inflation expectations and anticipated Fed rate cuts. The company’s exposure to the housing market presents risks but also opportunities for growth. Building permits in the U.S. have declined, impacting new-home demand, but potential mortgage rate cuts could boost appliance spending.

SharkNinja stock’s recent rally and decrease in short interest indicate a bullish trend. The company’s Q2 earnings beat expectations, with an EPS of $0.97. Analysts are optimistic about future earnings, forecasting a 46% jump in Q3 2025 EPS and setting a price target of $127, indicating a 36% upside potential.

Despite trading at a premium to the retail sector average, SharkNinja’s valuation suggests the market expects growth and potential multiple expansion. The company’s comeback is attributed to unjustified weakness and offers a promising setup for investors looking to capitalize on a retail rebound and growth potential.

SharkNinja’s earnings momentum, improving sentiment, and favorable macro conditions make it an attractive investment for medium- to long-term investors. The company’s comeback story is just beginning, presenting a compelling opportunity for those seeking to ride a retail rebound with embedded growth potential.

Read more at Nasdaq: Can the SharkNinja Rally Continue? Analysts Think So