The Burning Bed | Daehee Park | Substack

End of a 40-year era of cheap capital in the mattress industry. Post-disruption Serta Simmons Bedding greets a new beginning.

Jan 28 •

New

Tuft & Needle X Serta Simmons Bedding, Chapter 11

Jan 24 •

Disrupting the Disruptors

Story of the $250 green tea mattress. The greatest economic arbitrage in the mattress industry you probably haven't heard of.

Jan 19 •

Future of a Tempur-Owned Mattress Firm

What happens if mattress companies vertically-integrate at the highest level?

Jan 11 •

Exploiting Creditor Agreements for Control and Profits

How distressed debt investors attempted the "J. Screw" on Serta Simmons Bedding.

Dec 29, 2022 •

Money Under the Mattress

A look back at private equity's symbiotic relationship with the mattress industry.

Dec 24, 2022 •

The Burning Bed

The Burning Bed

Notes on the mattress business.

The Burning Bed

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