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    Brad ThomasKeyBanc Capital Markets

    Brad Thomas's questions to Somnigroup International Inc (SGI) leadership

    Brad Thomas's questions to Somnigroup International Inc (SGI) leadership • Q2 2025

    Question

    In a follow-up question, Brad Thomas asked how the investment in Full Power and increased vertical integration might change the pace and nature of product innovation.

    Answer

    CEO Scott Thompson described the combination with Mattress Firm as an 'unlock' for future innovation. He explained that it allows the company to align on a single technology platform, leveraging Full Power, which accelerates development and de-risks innovation by ensuring a large distribution home for new products. This alignment prevents consumer confusion from multiple competing in-store technologies and enables more complex, experience-changing innovations.

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