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It seems that they already saturated their Direct to Consumer channel and all their growth is now dependent on their wholesale efforts. It seems risky to me, es

It seems that they already saturated their Direct to Consumer channel and all their growth is now dependent on their wholesale efforts. It seems risky to me, especially with a slow-cycle business like mattresses. Also what happens if retailers create their own premium brands and/or secure exclusivity deals with other manufacturers?

blackearl 7y ago
No better time to dump the business on the market and run
paxys 7y ago
Risky, yes, but the US mattress market has an annual revenue of ~$15 billion, so wholesale is definitely the area where they can expand a lot.