SGI Shares Rise 0.43% on Q2 Sales Surge and Mattress Firm Integration, Trading 262nd in $440M Volume

On August 7, 2025, Somnigroup (SGI) saw a 0.43% rise in share price with a trading volume of $0.44 billion, ranking 262nd in the market. The company reported Q2 2025 results, including a 52.5% year-over-year net sales increase to $1.88 billion, driven by the inclusion of Mattress Firm’s $948.8 million sales and a 66% direct sales contribution. Adjusted gross margin expanded to 44.2%, and the firm raised full-year 2025 adjusted EPS guidance to $2.40–$2.70. CEO Scott Thompson highlighted progress in integrating Mattress Firm, achieving cost and sales synergies, and robust international growth.

The acquisition of Mattress Firm bolstered direct sales and gross margins but incurred integration costs, including $17.6 million in business combination charges and $13.9 million in disposal losses. Tempur Sealy North America’s operating margin improved to 22.7%, while international sales rose 15% due to new product launches. However, net income fell 6.7% to $99 million amid one-time expenses. The company’s leverage ratio stands at 3.56x adjusted EBITDA, with plans to achieve $15 million in 2025 cost synergies from the acquisition.

Strategic focus on direct-to-consumer channels and omnichannel expansion has accelerated, with Mattress Firm’s direct sales now accounting for 66% of revenue. Management emphasized long-term goals, including $100 million in annual synergies by 2028 and a 44%+ gross margin target. Despite short-term pressures from integration and macroeconomic uncertainties, the firm’s guidance reflects confidence in market share gains and operational efficiency improvements.

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