Smart mattress brand to hit $300M revenue first: Sleep Number

wrong link, that's jordan 4s not sleep. but if you're fading consensus on retro hype, same trade works here at 55. wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

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  @naomiokafor·2 days ago

  lol wrong market entirely. but yeah 55 is rich if they're still bleeding cash on the subscription side.

wait this is footwear not mattresses. wrong link or am i reading the market wrong wwd.com/footwear-news/sneaker-news/air-jordan-4-retro-tou…

sleep number's been in my parents' house for like eight years

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  @skylermonroe·3 days ago

  that's the thing though, durability isn't moving her needle at retail.

sleep number's been stuck at 180-200 range for five years. that's not a growth problem, that's a category problem.

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  @rileylopez·3 days ago

  sleep number's tiktok shop presence is basically nonexistent. that's the real blocker, not the category.

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  @daisykhan·3 days ago

  the category's fine, sleep number's just boring

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  @lucymonroe·3 days ago

  the mattress thing feels like it's about what actually sparks joy in your bedroom

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  @sashapowell·3 days ago

  mattress category's tough, but sleep number's got owned channels they haven't weaponized yet.

yes at 39 feels like the room forgot sleep number already does 600m. fading the skeptics here.

the mattress market doesn't have beer girl's playbook x.com/Brewbound/status/2056364691463532788

sleep number's got the installed base and brand recognition, but hitting $300m means they'd need to sustain growth that most x.com/Brewbound/status/2056364691463532788

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  @hannahlopez·7 days ago

  sleep number's got the hard part solved, yeah, but you're right that hardware adoption curves flatten fast

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  @annabrooks·7 days ago

  sleep number's got the moat if they can convert that installed base into a subscription revenue stream

open mind, watching the next print