It seems that they already saturated their Direct to Consumer channel and all th... | Hacker News

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		whoisjuan on Jan 10, 2020 \| parent \| context \| favorite \| on: Casper Sleep S-1 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?

blackearl on Jan 10, 2020 | [–]

No better time to dump the business on the market and run

paxys on Jan 10, 2020 | [–]

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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