Company Overview - Tempur Sealy International, Inc. (TPX) shares increased by 6% to close at $66.92, with a notable trading volume that exceeded normal levels. This follows a 13.3% gain over the past four weeks [1][2]. Acquisition Progress - Investor confidence has risen due to the approval of Tempur Sealy's $4 billion acquisition of Mattress Firm Inc. by a U.S. judge in Texas, which overturned a previous FTC decision that blocked the deal due to antitrust concerns. However, the acquisition cannot be finalized until February 7, allowing time for the FTC to appeal [2]. Earnings Expectations - Tempur Sealy is projected to report quarterly earnings of $0.57 per share, reflecting a year-over-year increase of 7.6%. Revenue is expected to reach $1.19 billion, up 1.8% from the same quarter last year [3][4]. Earnings Estimate Revisions - The consensus EPS estimate for Tempur Sealy has been revised 1.4% higher in the last 30 days, indicating a positive trend that typically correlates with stock price appreciation. The stock currently holds a Zacks Rank of 2 (Buy) [4]. Industry Comparison - Tempur Sealy is part of the Zacks Retail - Home Furnishings industry. Another company in this sector, Home Depot (HD), saw a 0.8% decline in its stock price, closing at $408.76, but has returned 5.9% over the past month. Home Depot's EPS estimate has also increased by 2% to $3.07, representing an 8.9% year-over-year change, and it holds a Zacks Rank of 2 (Buy) [4][5].

Investors looking for stocks in the Retail - Home Furnishings sector might want to consider either Tempur Sealy (TPX) or Home Depot (HD) . But which of these two stocks presents investors with the better value opportunity right now? Let's take a closer look.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earnings estimat ...

The collaboration will develop exclusive content that aims to improve sleep routines and foster deep, restful sleep for consumers.LEXINGTON, Ky., Jan. 27, 2025 /PRNewswire/ -- Tempur Sealy International, Inc. (NYSE: TPX), the company synonymous with innovation in the mattress industry, today announced a partnership between Tempur-Pedic® and Calm, the leading app to help people sleep more, stress less and live mindfully. The collaboration will develop exclusive content that aims to improve sleep routines and ...

Core Insights - Tempur Sealy International, Inc. has launched a new Sealy Posturepedic® collection, enhancing its 75-year legacy in the mattress industry with a focus on superior support and innovation [1][2][3] Product Features - The new Sealy Posturepedic collection includes four levels: Sealy Posturepedic, Sealy Posturepedic Plus, Sealy Posturepedic Pro, and Sealy Posturepedic Elite, catering to a range of price points from entry-level to premium [1] - Each mattress features PrecisionFit™ Coils, which are patent-pending coils designed to adapt to individual body shapes, promoting natural alignment and reducing discomfort [2][3] - Additional technologies include MAXSUPPORT™ TECHNOLOGY for targeted support, DURAFLEX™ COIL EDGE to prevent sagging, and ADVANCED SEALYCHILL™ TECHNOLOGY for enhanced cooling, providing 40% more cooling than standard treatments [8] Durability and Warranty - Sealy Posturepedic mattresses undergo rigorous testing, including robotic simulations of years of use and a 500-mile shipping test, ensuring durability [4] - The company offers a 10-year warranty on every Sealy Posturepedic mattress, reinforcing its commitment to quality [4] Market Position and Strategy - Tempur Sealy aims to solidify Sealy's position as America's 1 mattress brand through continuous innovation and investment [3] - The company operates a powerful omni-channel retail strategy, selling products through third-party retailers, over 750 company-owned stores, and e-commerce channels [6] Environmental Commitment - Tempur Sealy is dedicated to environmental responsibility, with a goal of achieving carbon neutrality for its global operations by 2040 [7]

Investors interested in stocks from the Retail - Home Furnishings sector have probably already heard of Tempur Sealy (TPX) and Home Depot (HD) . But which of these two stocks offers value investors a better bang for their buck right now? We'll need to take a closer look.There are plenty of strategies for discovering value stocks, but we have found that pairing a strong Zacks Rank with an impressive grade in the Value category of our Style Scores system produces the best returns. The Zacks Rank is a proven s ...

LEXINGTON, Ky., Jan. 15, 2025 /PRNewswire/ -- Tempur Sealy International, Inc. (NYSE: TPX) will release its financial results for the fourth quarter and full year ended December 31, 2024, before the NYSE opening of regular trading on Thursday, February 20, 2025. The Company will hold a conference call at 8:00 a.m. Eastern Time.The call will be webcast and can be accessed on the Company's investor relations website at investor.tempursealy.com. After the conference call, a webcast replay will remain available ...

Following my coverage on Tempur Sealy International (NYSE: TPX ) in Aug'24, for which I recommended a buy rating due to my expectation that TPX is nearing its point of growth inflection, this post isI take a fundamentals-based approach to value investing.I disagree with the common misconception held by many investors that low multiple stocks must be cheap. I look for companies that offer the best long-term durability at the most affordable prices. Consequently, I have a propensity to be drawn to companies w ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2024 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-31922 TEMPUR SEALY INTERNATIONAL, INC. (Exact name of registrant as specified in its charter) Delaware 33-1022198 (State or other jur ...

Financial Data and Key Metrics - Net sales grew 2% to $1.3 billion in Q3 2024 compared to the same period last year [8] - Adjusted EBITDA grew 6% to $275 million, with an adjusted EBITDA margin of 21.1%, the strongest margin in 10 quarters [8][11] - GAAP EPS grew 14% to $0.73 per share, while adjusted EPS grew 7% to $0.82 per share [8] - Free cash flow was $240 million, the strongest quarter since Q3 2021 [10] - Adjusted EBITDA to net debt leverage ratio declined to 2.4x, below the midpoint of the targeted range of 2-3x [9] Business Line Performance - US business performed well compared to the broader market, driven by new product launches and distribution wins [13][17] - Stearns & Foster was the strongest performing brand in the quarter, with growth in both wholesale and direct-to-consumer channels [17] - International sales grew 12% on a reported basis and 11% on a constant currency basis, with a 200 basis point expansion in operating margins [23][31] - The newly-launched International Tempur collection drove growth in key markets like the UK, Germany, China, and Australia [24] Market Performance - The US bedding industry remains significantly below historical volumes, with unit volumes down high-single-digits in 2024 [35] - International markets showed strong momentum, with double-digit growth in sales and improved operating margins [23][31] - The company expects market normalization to begin in 2025, led by the launch of the new Sealy Posturepedic product line [12][18] Strategy and Industry Competition - The company is preparing for the planned acquisition of Mattress Firm, with a Federal Court hearing scheduled for November 12, 2024 [39] - The new Sealy Posturepedic product line, launching in 2025, targets the mid to entry-level market and features proprietary coil technology [18][19] - The company continues to invest in advertising and consumer-centric innovation, with a focus on premium, health, and wellness-focused customers [12][16] Management Commentary on Operating Environment and Future Outlook - The bedding industry has been in a prolonged downturn, with volumes down approximately 30% from peak levels in 2021 [48] - The company expects a recovery or normalization in the market, driven by lower interest rates, improved housing formation, and increased consumer confidence [48] - International markets are expected to sustain strong growth, supported by new product launches and expanded distribution [23][80] Other Important Information - The company executed a $1.6 billion Term Loan B to fund the Mattress Firm acquisition [33] - Advertising spend in Q3 was $119 million, consistent with prior years, and is expected to increase in 2025 [66][69] - The company expects full-year 2024 adjusted EPS to be between $2.45 and $2.55, representing 4% growth year-over-year [34] Q&A Session Summary Question: How will consumer demand trend in late 2024 and early 2025? - The company expects market normalization in 2025, driven by lower interest rates, improved housing formation, and the launch of the new Sealy Posturepedic product line [48] Question: What is the contribution margin outlook for North America and International? - International contribution margins are expected to be higher than the US, with North America around 30-35% [52] Question: What is the state of the industry heading into 2025? - The industry is expected to recover, with product innovation and advertising driving growth, though full normalization may take time [57] Question: How will the new Sealy Posturepedic launch impact earnings in 2025? - The launch is not expected to have incremental costs, as advertising will be offset by cost reductions [78] Question: Why is international growth sustainable? - Growth is driven by new product launches, expanded distribution, and strong execution in key markets like the UK [80] Question: What drove the strong performance of Stearns & Foster in Q3? - Strong performance was due to sales focus, SKU optimization, and effective execution [83]

For the quarter ended September 2024, Tempur Sealy (TPX) reported revenue of $1.3 billion, up 1.8% over the same period last year. EPS came in at $0.82, compared to $0.77 in the year-ago quarter.The reported revenue compares to the Zacks Consensus Estimate of $1.29 billion, representing a surprise of +0.54%. The company delivered an EPS surprise of +1.23%, with the consensus EPS estimate being $0.81.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how t ...