[whoisjuan]

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]

No better time to dump the business on the market and run

[paxys]

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.