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The apex operator

SharkNinja hit an all-time high this week, as its killer growth streak continues

The viral appliance maker’s sales have more than quadrupled since 2018.

Dear Santa, all I want for Christmas is the Ninja NC501 CREAMi XL Deluxe 11-in-1 Ice Cream and Frozen Treat Maker with 2 XL Family Size Pint Containers. Thanks.

In the midst of an unusually flat festive sales period last December, there was one company that stood out as a particular favorite among shoppers, its shiny appliances and household products lurking on Christmas wish lists the world over: SharkNinja. In earnings earlier this week, the company noted an “outstanding holiday season,” which capped off an already remarkable 2025, hauling $6.4 billion worth of blenders, slushy-makers, vacuums, air fryers, and more — sending the stock to an all-time high yesterday.

SharkNinja sales growth chart
Sherwood News

Shark attacks

Thanks to its diverse range of products for everyday life, from beauty LED skin masks to boring but reliable cleaning appliances, SharkNinja sales have more than quadrupled since 2018, as the company, which went public in the summer of 2023, starts to really cement itself as a literal household name.

With home shopping channels dying a slow death, SharkNinja’s TikTok-friendly products are finding themselves the subject of viral reviews and hype as the millennial generation ages into buying all of the white goods and gadgets they need — as well as many they don’t.

Management has pointed to their “3-pillar growth strategy” — reaching into new categories, growing share in existing categories, and expanding internationally — for recent successes, forecasting revenues to grow 10% to 11% in the year ahead as well. Indeed, to meet the ever-growing demand from people who want to fill their kitchens and cupboards with the hottest appliances and gadgets, SharkNinja now aims to churn out ~25 new products every year, while growing market share across the ranges it’s already established.

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Hims to stop offering copy of Wegovy pill following FDA scrutiny

Hims & Hers said it has decided to stop offering its newly launched copycat version of Novo Nordisk’s Wegovy pill, after the telehealth company drew criticism from the Food and Drug Administration. 

“Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment,” Hims wrote on X.

Shares of Hims are down double digits in premarket trading on Monday, while Novo Nordisk ADRs are up more than 6% as of 5:20 a.m. ET.

On Friday afternoon, the FDA said it would take “decisive steps” to restrict GLP-1 compounding. Department of Health and Human Services General Counsel Mike Stuart said on social media Friday he had referred Hims to the Department of Justice “for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.”

Hims launched the product last week, a seeming copy of a recently released and patented drug, which immediately drew fire from Novo Nordisk and regulators.

Shares of Hims are down double digits in premarket trading on Monday, while Novo Nordisk ADRs are up more than 6% as of 5:20 a.m. ET.

On Friday afternoon, the FDA said it would take “decisive steps” to restrict GLP-1 compounding. Department of Health and Human Services General Counsel Mike Stuart said on social media Friday he had referred Hims to the Department of Justice “for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.”

Hims launched the product last week, a seeming copy of a recently released and patented drug, which immediately drew fire from Novo Nordisk and regulators.

Hims oral semaglutide

Hims, long flying under regulators’ radar, finally strikes a nerve with its Wegovy pill copy

It’s unclear if the pill Hims is selling works or if the FDA will allow it.

$1.3M

There’s still plenty of money to be made in brainrot. The top 1,000 Roblox creators earned an average of $1.3 million in 2025 — up 50% from the year prior — according to CEO Dave Baszucki on the company’s fourth-quarter earnings call.

Roblox paid out $1.5 billion to creators last year, meaning its top 1,000 creators took home about 87% of the total pool.

Like other creator economy giants, Roblox rewards its biggest creators for their contributions to user engagement. Creator-made titles like “Grow a Garden” and “Steal a Brainrot” substantially boosted playing time over the course of the year. In September, the company increased its developer exchange rate, or the ratio of in-game currency to cash payout, by 8.5%.

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