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A comment on Casper Sleep S-1. Parent comment

Re:Casper Sleep S-1 by whoisjuan on Friday January 10, 2020 @02:31PM (#22014448)
It seems that they already saturated their Direct to Consumer channel and all their growth is now dependent on their wholesale efforts. It seems risky to me, especially with a slow-cycle business like mattresses. Also what happens if retailers create their own premium brands and/or secure exclusivity deals with other manufacturers?
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Re:Casper Sleep S-1 by blackearl on Friday January 10, 2020 @02:45PM (#22014600)
No better time to dump the business on the market and run
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Re:Casper Sleep S-1 by paxys on Friday January 10, 2020 @02:45PM (#22014607)
Risky, yes, but the US mattress market has an annual revenue of ~$15 billion, so wholesale is definitely the area where they can expand a lot.
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