SNBRQOTCHousehold FurnitureUS GAAP · USD

Sleep Number Corp

Sleep Number Corp designs, manufactures, markets, and sells sleep products centered on its adjustable smart beds and related bedding accessories. The company operates primarily in the United States through a direct-to-consumer model that combines company-owned stores with online sales and a vertically integrated supply chain.

Kysy yhtiöstä
Liikevaihto1 411milj. USD
+0,0 %v/v
Liikevoitto (EBIT)−46,6milj. USD
+0,0 %v/v
EBIT-marginaali−3,3%
+0,0 %-yks.v/v
Nettotulos−132milj. USD
+0,0 %v/v
Vapaa kassavirta−17,7milj. USD
+0,0 %v/v

Tilikausi 2026 · muutos edellisvuodesta

Kehitys 2021–2026

−50005001 0001 5002 0002 500milj. USD2021: 1 857 milj. USD2021: EBIT 185 milj. USD20212022: 2 114 milj. USD2022: EBIT 68 milj. USD20222023: 1 887 milj. USD2023: EBIT 23 milj. USD20232024: 1 682 milj. USD2024: EBIT 23 milj. USD20242025: 1 411 milj. USD2025: EBIT −47 milj. USD20252026: 1 411 milj. USD2026: EBIT −47 milj. USD20261 411−47
LiikevaihtoLiikevoitto (EBIT)
Kysy Clarifolta: Sleep Number Corp

Liiketoiminta

Osuus liikevaihdosta
Smart Sleep Systems70 %

Adjustable beds and mattress systems with integrated sleep technology.

Mattresses15 %

Core mattress products sold through the Sleep Number brand.

Bedding Accessories10 %

Pillows, sheets, bases, and other complementary sleep products.

Services and Other5 %

Sleep-related services, warranties, and other ancillary revenue.

Asiakkaat

Sleep Number sells mainly to U.S. households looking for premium sleep solutions, especially consumers who value comfort customization and sleep-tracking features. Its customer base also includes repeat buyers and brand advocates drawn to the company’s direct relationship model and personalized product experience.

Premium household consumers

Buy smart beds and mattresses for personalized comfort and sleep quality.

Brand-loyal repeat customers

Return for upgrades, accessories, and replacement cycles within the Sleep Number ecosystem.

Online shoppers

Purchase through the company website after researching features and configurations.

Store-based shoppers

Visit company-owned stores to test products and receive guided selling support.

Strategia

Sleep Number’s strategy centers on its direct-to-consumer model, product innovation, and use of sleep data to differentiate the brand. The company is also focused on expanding reach to new customer groups while using its store network, online channel, and vertically integrated operations to support a more resilient business model.

Direct-to-consumer executionLyhyt aikaväli

The company controls the customer experience and pricing through its own channels.

Product and technology differentiationKeskipitkä aikaväli

Smart sleep features help separate the brand from standard mattress competitors.

Broader customer reachKeskipitkä aikaväli

Growth depends on attracting new households beyond the core brand base.

Maantiede

Sleep Number’s business is concentrated in the United States, where it operates company-owned stores and serves customers online. The company’s manufacturing, distribution, and customer service footprint is also U.S.-based, so domestic consumer demand and housing conditions are the main geographic drivers of performance.

Riskit

Sleep Number is exposed to cyclical demand in bedding, consumer credit availability, and housing-market weakness because its products are discretionary purchases. It also faces execution risk in marketing, product innovation, supply chain reliability, cybersecurity, and the ability to maintain its brand and retail footprint.

Järjestetty vakavuuden mukaan
MatalaKohtalainenKorkeaMatalaKohtalainenKorkeaVaikutus →Todennäköisyys →Brand and product innovation execution1Supply chain and supplier dependence2Consumer credit availability4Cybersecurity and data protection5
Vaikutus on riskin vakavuus ja todennäköisyys sen toteutumisen todennäköisyys lähivuosina, molemmat arvioitu yhtiön raporttien perusteella. Numerot vastaavat listaa.
  1. Brand and product innovation executionVaikutus: KorkeaTodennäköisyys: Korkea

    The business depends on maintaining product quality and introducing differentiated offerings.

    Kohdistuu: Retail brand and product pipeline

  2. Supply chain and supplier dependenceVaikutus: KorkeaTodennäköisyys: Kohtalainen

    The company relies on key suppliers, logistics partners, and manufacturing continuity.

    Kohdistuu: Global sourcing and delivery

  3. Cyclical bedding demandVaikutus: Korkea

    Mattress and sleep-system purchases are discretionary and tied to consumer confidence and housing activity.

    Kohdistuu: U.S. household spending

  4. Consumer credit availabilityVaikutus: KeskitasoTodennäköisyys: Korkea

    Financing options can influence affordability and conversion in premium sleep products.

    Kohdistuu: Retail financing

  5. Cybersecurity and data protectionVaikutus: KeskitasoTodennäköisyys: Kohtalainen

    Sleep data, customer systems, and online sales create exposure to breaches and disruption.

    Kohdistuu: Digital commerce and sleep data platform

Kysy Clarifolta: Sleep Number Corp

Kirjanpito

Harkinnanvaraiset erät
Seasonality and promotional timing

Retail bedding sales and advertising spend can vary sharply by quarter, affecting comparability.

Vaikutus: Quarterly revenue and expense volatility

Sales returns and warranty accruals

Management estimates returns and warranty costs, which can change reported margins.

Vaikutus: Gross margin and operating expense timing

Lease accounting

A large store footprint creates material operating lease liabilities and related expense recognition.

Vaikutus: Balance sheet obligations and store economics

Non-GAAP adjusted ROIC

The company uses adjusted invested capital and adjusted NOPAT, which can differ from GAAP measures.

Vaikutus: Capital efficiency analysis

Samankaltaisia listattuja yhtiöitä

Julkisesti listattuja yhtiöitä, joilla on samankaltainen liiketoiminta.

Somnigroup International Inc

SGI · Household Furniture

Purple Innovation, Inc.

PRPL · Household Furniture

Target Corporation

TGT · Retail-Variety Stores

RemSleep Holdings Inc.

RMSL · Services-Personal Services

Sleep Cycle

SLEEP · Technology

SmartRent, Inc.

SMRT · Services-Computer Integrated Systems Design

Päivitetty: 24.9.2026

Sleep Number Corp (OTC) – Household Furniture | Analyysi – Clarifo