Excerpt: Somnigroup - Taking Share From Overleveraged Competitors [Seeking Alpha]
Sleep Number Corporation (SNBR)
Last sleep number corporation earnings: 4/22 04:01 pm
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US:NASDAQ Investor Relations:
ir.sleepnumber.com
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Source: Seeking Alpha
In Q1 2025, Somnigroup completed its merger with the largest mattress retailer, Mattress Firm (estimated retail market share of 40%), and is now leveraging this advantaged distribution to accelerate share gains. Today, as a part of the broader Somnigroup mattress machine, we see a transformed business, and a key pillar of a vertically integrated bedding company of meaningful scale. JackF/iStock via Getty Images The following segment was excerpted from the Third Point Q4 2025 Investor Letter. Somnigroup ( SGI ) is the dominant player in US mattresses and has grown its share of the domestic wholesale market from 27% in This article was written by Quick Insights The merger gives Somnigroup advantaged distribution, accelerating share gains, with Tempur products now exceeding 60% of Mattress Firm sales, up from ~48% at deal close. Somnigroup can win from a housing cycle recovery or from ongoing competitor distress, as rivals like Sleep Number and Serta Simmons face revenue
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SNBR
News
- Sleep Number (NASDAQ:SNBR) had its "neutral" rating reaffirmed by analysts at UBS Group AG.MarketBeat
- Travis Kelce partners with Sleep Number—shop winning Presidents Day deals [USA TODAY]USA TODAY
- I used Claude to vibe-code my wildly overcomplicated smart home [Verge, The]Verge, The
- NFL star Travis Kelce takes stake in mattress maker Sleep Number [BNN Bloomberg (Canada)]BNN Bloomberg
- Sleep Number Welcomes Travis Kelce as its Newest Strategic Partner and Investor [Yahoo! Finance]Yahoo! Finance
SNBR
Earnings
- 11/5/25 - Miss
SNBR
Analyst Actions
- 2/12/26 - UBS Group AG
SNBR
Sec Filings
- 2/6/26 - Form SCHEDULE
- 2/5/26 - Form SCHEDULE
- 1/28/26 - Form 8-K
- SNBR's page on the SEC website