Susan Maklari's questions to Somnigroup International Inc (SGI) leadership • Q2 2025
Question
Susan Maklari asked about the drivers behind the recent improvement in demand trends during the quarter and what factors Somni Group is monitoring to gauge the durability of the recovery.
Answer
CEO Scott Thompson attributed the positive shift to stabilized consumer confidence and the successful, large-scale launch of the new Sealy Posturepedic line, which gained momentum throughout the quarter. CFO Bhaskar Rao added that the company's guidance assumes a mid-to-high single-digit EPS growth in the back half of the year, with Q4 expected to be stronger than Q3 due to Mattress Firm's historical seasonality.