Supply Chain Research

The proliferation of “mattress in a box” retailers since Casper’s launch in 2014 has been due to improving e-commerce platforms and the nature of unbranded product shipping. U.S. imports climbed 35% on a year earlier in the 12 months to March 31, though fell 5% in the month of March. The latter may be a concern, but likely only reflects seasonality as Chinese supplies (78% of the total) dropped 27% due to timing of the lunar new year. That exposure to China may become a problem. While furniture was mostly avoided in the initial round of section 301 duties applied by the Trump administrat...