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End of a 40-year era of cheap capital in the mattress industry. Post-disruption Serta Simmons Bedding greets a new beginning.
Jan 28
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Daehee Park
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Bankruptcy
Tuft & Needle X Serta Simmons Bedding, Chapter 11
Jan 24
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Daehee Park
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Bankruptcy
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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
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Daehee Park
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Disrupting the Disruptors
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Future of a Tempur-Owned Mattress Firm
What happens if mattress companies vertically-integrate at the highest level?
Jan 11
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Daehee Park
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Future of a Tempur-Owned Mattress Firm
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Exploiting Creditor Agreements for Control and Profits
How distressed debt investors attempted the "J. Screw" on Serta Simmons Bedding.
Dec 29, 2022
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Daehee Park
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Exploiting Creditor Agreements for Control and Profits
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Money Under the Mattress
A look back at private equity's symbiotic relationship with the mattress industry.
Dec 24, 2022
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Daehee Park
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The Burning Bed
Notes on the mattress business.
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The Burning Bed
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The Burning Bed
Notes on the mattress business.
By Daehee Park
· Launched a year ago
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