Last Updated: October 7, 2025
Analyzing Management
For hedge funds and asset managers, the quality of a public company’s leadership plays a pivotal role in both initial due diligence and continual risk assessment. ManagementTrack offers a consistent approach that eliminates distractions—highlighting specific strengths and vulnerabilities, flagging potential risks and advantages, and drawing a straightforward connection between CEO actions and financial performance.
CEO Barrocas’s growth formula may not overcome his autocratic style and inexperience.
Analysis of SharkNinja CEO Mark Barrocas
Despite his proven formula for driving near-term growth, Barrocas’s autocratic style and inexperience in key transitions may leave him poorly aligned with building a sustainable, scalable organization with strong governance.
ManagementTrack’s analysis focuses on Mark Barrocas’s track record and skillset against the following key factors for SN:
- Penetrating the Beauty Tech market to create a new growth pillar.
- Driving international growth via direct-to-consumer transition.
- Mitigating tariff costs and weak consumer spending.
- Executing on raised guidance to validate growth narrative.
Report Available: Proprietary Interviews & Analysis on Mark Barrocas Answers Key Questions
ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.
Question Answered #1
How will Barrocas’s micromanaging and high-turnover culture impact his ability to build a sustainable organization capable of long-term growth?
Question Answered #2
How will Barrocas’s autocratic leadership style, which prizes speed over collaboration, address the company’s critical governance failures?
Question Answered #3
How will Barrocas’s proven formula for driving category growth adapt to new challenges like the complex international direct-to-consumer transition where he has no direct experience?
Why Do Investors Use ManagementTrack?
What is ManagementTrack’s analysis of Mark Barrocas at SN?
Through its proprietary career analysis and interviews with former colleagues, ManagementTrack establishes an executive’s track record, core competencies, and potential weaknesses. This profile is then measured against SN’s most critical challenges: penetrating the beauty tech market, transitioning the international business to a direct-to-consumer model, mitigating tariff costs amid weak consumer spending, and executing on raised guidance to validate the growth narrative.
What additional proprietary signals does ManagementTrack utilize to predict company performance based on its leadership?
ManagementTrack employs proprietary models to detect unusual levels of executive evasion during earnings call Q&A. It also scrutinizes all insider transactions to identify outlier trades predictive of future over- or underperformance. These signals, combined with the ManagementTrack Rating—a predictive 1-10 score for each executive—provide investors with a distinct perspective on how leadership is likely to influence future company results.
What is the scope of ManagementTrack’s coverage?
ManagementTrack provides real-time coverage of the C-suite for every publicly traded company.
How to Learn More
Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.
Author
Author Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.
Sources
Verified Career History by ManagementTrack for Mark Barrocas
Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
SharkNinja, Inc. 10Q
SharkNinja, Inc. 10K
SharkNinja, Inc. Earnings Calls
SharkNinja, Inc. Press Releases
Relevant Links
- For more information on ManagementTrack’s Data visit: https://paragonintel.com/management-track-data/
- For more information on ManagementTrack’s Interview & Analysis visit: https://paragonintel.com/management-track-reports/
- For more information on ManagementTrack’s Interview library visit: https://paragonintel.com/management-track-report-library/
- For more information on ManagementTrack’s Evasion Analysis visit: https://paragonintel.com/earnings-call-evasion/
- For more information on how ManagementTrack helps hedge funds and asset managers visit: https://paragonintel.com/
