Tempur Sealy booming but constrained, mattress competitors reshore-once-more — Panjiva
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Tempur Sealy booming but constrained, mattress competitors reshore-once-more

Canada 529 China 3048 Cons. Discr. - Durables 574 Cons. Discr. - Retailing 517 Indonesia 114 Malaysia 160 Mexico 928 Tariffs 1866 U.S. 5399 Vietnam 412

Tempur Sealy reported Q4’20 revenues which climbed 21.3% year over year, outperforming analysts’ expectation by 7.0 percentage points. While the firm kept up with demand the firm continues “to face supply chain issues” according to CEO Scott Thompson but “expects these constraints to mitigate significantly by early second quarter”. Despite the constraints, U.S. seaborne imports linked to the firm climbed 39.0% year over year in Q4’20 before rising by a further 29.0% in January. Tempur’s competitors face increasing tariffs on imports from seven countries including China. Total U.S. import...

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