End of a 40-year era of cheap capital in the mattress industry. Post-disruption Serta Simmons Bedding greets a new beginning.
Tuft & Needle X Serta Simmons Bedding, Chapter 11
Story of the $250 green tea mattress. The greatest economic arbitrage in the mattress industry you probably haven't heard of.
What happens if mattress companies vertically-integrate at the highest level?

December 2022

How distressed debt investors attempted the "J. Screw" on Serta Simmons Bedding.
A look back at private equity's symbiotic relationship with the mattress industry.