Sleep Number Gestione
Criteri Gestione verificati 1/4
Sleep Number Il CEO è Linda Findley, nominato in Apr2025, e ha un mandato di 1.33 anni. la retribuzione annua totale è $ 6.23M, composta da 13.7% di stipendio e 86.3% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.45% delle azioni della società, per un valore di $ 1.83K. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 1.3 anni e 6.3 anni.
Informazioni chiave
Linda Findley
Amministratore delegato
US$6.2m
Compenso totale
| Percentuale dello stipendio del CEO | 13.70% |
| Mandato del CEO | 1.3yrs |
| Proprietà del CEO | 0.5% |
| Durata media del management | 1.3yrs |
| Durata media del Consiglio di amministrazione | 6.3yrs |
Aggiornamenti recenti sulla gestione
Recent updates
Aggiornamento narrativa • Jun 23
SNBR: Product Reset And Marketing Will Support Earnings Recovery After Bankruptcy
Analysts have reduced their Sleep Number price target to $2 from $4, citing updated expectations for revenue growth, profit margins, and future P/E assumptions that point to a more cautious outlook. What’s in the News for Sleep Number Sleep Number filed for voluntary Chapter 11 reorganization on June 12, 2026 in the US Bankruptcy Court for the Southern District of New York, reporting assets in the range of US$500 million to US$1b and liabilities in the range of US$1b to US$10b, with Davis Polk & Wardwell LLP, Guggenheim Securities, A&G Real Estate Partners, and Kroll Restructuring Administration engaged as advisors.Aggiornamento narrativa • Jun 05
SNBR: Product Reset And Marketing Efforts Will Support Future Earnings Recovery
Narrative Update on Sleep Number The updated analyst price target for Sleep Number has moved from $4.50 to $2.50. This reflects analysts' reduced fair value estimates following a series of price target cuts to $5, $4 and most recently $2, as they weigh ongoing marketing efforts and new product launches against what they describe as limited impact on sales so far.Aggiornamento narrativa • May 11
SNBR: Marketing And Product Reset Will Support Future Earnings Recovery Potential
Analysts have trimmed their price targets on Sleep Number to a range of about $4 to $5. This reflects increased caution as recent marketing and product efforts have yet to show clear sales momentum.Aggiornamento narrativa • Apr 21
SNBR: Marketing Reset And Product Overhaul Will Support Future Earnings Power
Analysts have sharply reduced Sleep Number's blended price target, with recent resets to $4 and $5 reflecting more cautious views on how current marketing efforts and new product launches are feeding through to sales and earnings. Analyst Commentary Recent Street research on Sleep Number has centered on how well the current marketing push and new product launches might translate into sustained earnings power, with price targets reset into the mid single digits as analysts reassess risk and execution.Aggiornamento narrativa • Apr 06
SNBR: Marketing Reset And Product Overhaul Will Support Future Upside
Narrative Update on Sleep Number The analyst price target on Sleep Number has shifted lower into a $4 to $5 range, as analysts point to limited sales traction so far despite progress on marketing spend and new product launches. Analyst Commentary Recent research points to a mixed view on Sleep Number, with price targets now clustered in the low single digits and ratings held at Neutral.Aggiornamento narrativa • Mar 21
SNBR: Marketing Reset And New Mattress Portfolio Will Support Future Upside
Sleep Number's updated fair value estimate has shifted from $11.00 to $4.50. This reflects analysts' recent cuts to price targets to around $4 to $5 as they weigh ongoing Neutral ratings against limited sales traction, despite some progress in marketing and new product launches.Aggiornamento narrativa • Mar 07
SNBR: Improved Execution And Product Mix Will Support Rich Future P/E
Analysts have modestly increased their price targets on Sleep Number, with recent Street research indicating upward adjustments such as $4 and $7 moves as they factor in updated views on the company. Analyst Commentary Recent research updates point to a more constructive stance on Sleep Number, with price targets adjusted higher as analysts revisit their assumptions around the business and its execution risks.Aggiornamento narrativa • Feb 20
SNBR: Higher Fair Value And Execution Progress Will Support Rich P/E
Narrative Update on Sleep Number The updated analyst price target for Sleep Number moves from $9.00 to $11.00. This reflects analysts’ refreshed views on fair value, discount rate, revenue growth, profit margin, and future P/E following recent target increases from multiple firms.Aggiornamento narrativa • Feb 05
SNBR: Margin Optimism And High Future P/E Will Likely Disappoint
Analysts have raised their price targets on Sleep Number by about $7, citing updated expectations for revenue growth, profit margins and future P/E assumptions that refine their overall outlook on the shares. Analyst Commentary Bullish Takeaways Bullish analysts highlight that the revised price target, which is $7 higher, reflects more confidence in Sleep Number’s ability to translate its current revenue outlook into steadier earnings over time.
Nuova narrativa • Feb 02
Premium Pricing And Flat Revenue Will Pressure Margins And Undermine Turnaround Hopes
Catalysts About Sleep Number Sleep Number designs, manufactures and sells premium adjustable mattresses and sleep systems that focus on comfort, firmness control and temperature management. What are the underlying business or industry changes driving this perspective?Aggiornamento narrativa • Jan 22
SNBR: Elevated Future P/E Will Likely Fail To Support Price
Analysts have raised their fair value estimate for Sleep Number from $5.50 to $9.00, reflecting revisions to revenue growth and profit margin assumptions, as well as a significantly higher future P/E multiple that supports the updated price targets cited in recent research. Analyst Commentary Recent research commentary around Sleep Number centers on how changes to revenue and margin assumptions flow through to the updated fair value and price targets, including the move from a prior US$5.50 view to US$9.00.Articolo di analisi • Jan 17
Sleep Number Corporation's (NASDAQ:SNBR) Shares Climb 38% But Its Business Is Yet to Catch Up
Despite an already strong run, Sleep Number Corporation ( NASDAQ:SNBR ) shares have been powering on, with a gain of...Aggiornamento narrativa • Jan 07
SNBR: Future Earnings Guidance And Margins Will Likely Fail To Support Price
Analysts have modestly adjusted their price targets on Sleep Number, citing refined assumptions around long term revenue growth of 77.30%, a profit margin of 4.86% and a future P/E of 2.62x as key drivers of their updated valuation work. What's in the News Amy O’Keefe has been appointed as Sleep Number’s next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder staying through December 12, 2025 to support the transition (company announcement).Articolo di analisi • Jan 07
Is There An Opportunity With Sleep Number Corporation's (NASDAQ:SNBR) 48% Undervaluation?
Key Insights The projected fair value for Sleep Number is US$14.44 based on 2 Stage Free Cash Flow to Equity Sleep...Aggiornamento narrativa • Dec 23
SNBR: Future Margin Gains Will Likely Prove Insufficient For Current Price
Narrative Update on Sleep Number Analysts have modestly lowered their price target on Sleep Number to approximately $5.50 per share, reflecting slightly more cautious expectations around the company’s profitability and valuation multiple, while growth assumptions remain largely unchanged. What's in the News Appointed Amy O’Keefe as next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder supporting a brief transition period through December 12, 2025 (company filing) Highlighted O’Keefe’s more than 30 years of experience driving operational, strategic, and financial transformations across consumer products, technology, and wellness companies, including senior roles at Avaya, Weight Watchers, and Drive DeVilbiss Healthcare (company filing) Reaffirmed 2025 earnings guidance, projecting approximately $1.4 billion in net sales and about 60% gross margin for the full year (company guidance) Revised 2025 outlook earlier in the year to call for roughly $1.4 billion in net sales, indicating stable but not accelerating expectations for revenue growth (company guidance) Reported no share repurchases between June 29 and September 27, 2025, while confirming cumulative buybacks of about 50.1 million shares for $1.77 billion under a long running repurchase program launched in 2006 (company disclosure) Valuation Changes Fair Value Estimate: unchanged at approximately $5.50 per share, indicating no material shift in the intrinsic value assessment.Seeking Alpha • Dec 11
Sleep Number Navigates A Challenging Consumer Market When Time Is Critical
Summary Sleep Number Corporation (SNBR) receives a Sell rating with a $5.64 price target, reflecting deep financial and operational challenges. SNBR is aggressively restructuring — cutting costs, reducing assets, and revamping management — to restore profitability amid a weak consumer environment. Elevated leverage (6.80x net debt/aEBITDA) and tightened credit covenants heighten risk, with profitability not expected until FY27. Despite a discounted 0.12x price/sales multiple, SNBR may be a value trap given debt risks and uncertain turnaround prospects. Read the full article on Seeking AlphaAggiornamento narrativa • Dec 09
SNBR: Modest Margin Improvement Will Likely Fail To Support Current Share Price
Analysts have modestly lowered their price target on Sleep Number to reflect a slightly reduced future earnings multiple of about 2.62 times, while still acknowledging stable fair value at 5.50 dollars, unchanged discount rates, and a marginally improved profit margin outlook. What's in the News Sleep Number appointed Amy O’Keefe as its next Chief Financial Officer, effective December 8, 2025, with interim CFO Bob Ryder supporting the transition through December 12, 2025 (Key Developments) O’Keefe brings more than 30 years of experience in financial and operational transformations across consumer products, technology, and wellness companies, including senior finance roles at Avaya, Weight Watchers, Drive DeVilbiss Healthcare, Savant Systems, and D&M Holdings (Key Developments) The company reaffirmed its full year 2025 guidance, targeting approximately 1.4 billion dollars in net sales and a gross margin of about 60% (Key Developments) Earlier in 2025, Sleep Number revised guidance to project full year net sales of approximately 1.4 billion dollars, signaling a consistent outlook for top line performance (Key Developments) Under its long running share repurchase program launched in 2006, the company reported no share buybacks between June 29 and September 27, 2025, while confirming cumulative repurchases of 50,132,467 shares for 1.77 billion dollars (Key Developments) Valuation Changes Fair Value: Unchanged at 5.50 dollars per share, indicating no revision to the intrinsic value estimate.Aggiornamento narrativa • Nov 25
SNBR: Margin Gains Will Strengthen Bullish Outlook Despite Slower Top Line
Analysts have lowered their price target for Sleep Number from $6.95 to $2.69, citing reduced revenue growth expectations. However, they also note improved profit margin projections.Aggiornamento narrativa • Nov 07
SNBR: Improved Margins And Revenue Will Drive Bullish Sentiment Ahead
Analysts have lowered their price target for Sleep Number from $7.50 to $5.50, reflecting cautious optimism over improved revenue growth and slightly better profit margins, even as valuation multiples decline. What's in the News Sleep Number Corporation revised its earnings guidance for 2025.Articolo di analisi • Jul 29
Optimistic Investors Push Sleep Number Corporation (NASDAQ:SNBR) Shares Up 34% But Growth Is Lacking
Sleep Number Corporation ( NASDAQ:SNBR ) shareholders would be excited to see that the share price has had a great...Articolo di analisi • May 09
Sleep Number Corporation's (NASDAQ:SNBR) 62% Price Boost Is Out Of Tune With Revenues
Sleep Number Corporation ( NASDAQ:SNBR ) shareholders are no doubt pleased to see that the share price has bounced 62...Articolo di analisi • May 03
Analysts Have Been Trimming Their Sleep Number Corporation (NASDAQ:SNBR) Price Target After Its Latest Report
As you might know, Sleep Number Corporation ( NASDAQ:SNBR ) recently reported its quarterly numbers. It was a pretty...
Nuova narrativa • May 02
Cost Cuts And Product Differentiation Will Improve Operations
Product innovation in Climate Series beds and ARU expansion highlights potential revenue growth through consumer-focused differentiation.Seeking Alpha • Mar 12
Sleep Number Crashes As Risks Are Mounting, But Not Everything Is Lost
Summary SNBR stock crashed almost 42% on its earnings release and closed at a 52-week low, reflecting a myriad of risks investors are worried about. As consumer confidence slumps, the expected rebound in the U.S. mattress industry may not happen in 2025 yet, while tariffs are a key risk to SNBR’s margins and liquidity. The recently announced CEO change and open misalignment with major shareholder Stadium Capital on Board changes are creating additional uncertainty. On the flip side, risks are now largely priced in, meaning that any improvement in consumer sentiment could become a material upside catalyst. While I maintain my HOLD rating, this is a high-risk / high-reward bet for risk-tolerant traders, not suited for value or quality investors. Read the full article on Seeking AlphaArticolo di analisi • Dec 04
Sleep Number Corporation's (NASDAQ:SNBR) 29% Price Boost Is Out Of Tune With Revenues
Sleep Number Corporation ( NASDAQ:SNBR ) shares have had a really impressive month, gaining 29% after a shaky period...Seeking Alpha • Nov 26
Sleep Number: Navigating Market Cycles While Building Operational Excellence
Summary Sleep Number demonstrates operational resilience with improving margins (60.8%) and positive free cash flow ($34M) despite revenue headwinds, showing strong execution in a challenging market environment. Technology leadership position and smart bed capabilities create significant competitive advantage, though higher SG&A costs (55%) reflect challenges to educate consumers about air mattress. Trading at historical low valuation (0.7x EV/Sales) with record discount to Tempur Sealy. Near-term headwinds include CEO transition after 12-year tenure, severe housing market slowdown, and increased competition from Tempur Sealy's planned Mattress Firm acquisition. Read the full article on Seeking AlphaAnalisi delle retribuzioni degli amministratori delegati
| Data | Compenso totale | Stipendio | Utili della società |
|---|---|---|---|
| Apr 04 2026 | n/a | n/a | -US$174m |
| Jan 03 2026 | US$6m | US$854k | -US$132m |
Compensazione vs Mercato: La retribuzione totale di Linda ($USD 6.23M ) è superiore alla media delle aziende di dimensioni simili nel mercato US ($USD 657.11K ).
Compensazione vs guadagni: Dati insufficienti per confrontare la retribuzione di Linda con le performance aziendali.
AMMINISTRATORE DELEGATO
Linda Findley (53 yo)
1.3yrs
Mandato
US$6,233,574
Compensazione
Ms. Linda A. Findley is President, Chief Executive Officer & Director of Sleep Number Corporation from April 7, 2025. Ms. Findley has extensive experience leading consumer brands that combine digital and p...
Gruppo dirigente
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.3yrs | US$6.23m | 0.45% $ 1.8k | |
| Executive VP & CFO | less than a year | US$902.11k | Nessun dato | |
| Executive VP and Chief Product | no data | US$1.19m | 0% $ 0 | |
| Executive VP | 8.6yrs | US$1.19m | 0.011% $ 45.3 | |
| Executive VP and Chief Retail & People Officer | 6.1yrs | US$807.02k | 0.22% $ 881.7 | |
| Controller & Principal Accounting Officer | 1.5yrs | Nessun dato | 0.042% $ 171.0 | |
| Executive VP & Chief Marketing Officer | 1.3yrs | Nessun dato | 0.21% $ 841.8 | |
| Senior VP | 1.3yrs | Nessun dato | 0.011% $ 44.2 | |
| Chief Restructuring Officer | less than a year | Nessun dato | Nessun dato |
1.3yrs
Durata media
53yo
Età media
Gestione esperta: Il team dirigenziale di SNBR.Q non è considerato esperto (durata media 1.3 anni), il che suggerisce un nuovo team.
Membri del Consiglio di amministrazione
| Nome | Posizione | Mandato | Compensazione | Proprietà |
|---|---|---|---|---|
| President | 1.3yrs | US$6.23m | 0.45% $ 1.8k | |
| Independent Director | 2.8yrs | US$209.92k | 0.00059% $ 2.4 | |
| Independent Director | 4.6yrs | US$219.11k | 0.018% $ 73.6 | |
| Independent Director | 6.3yrs | US$199.11k | 0.029% $ 119.0 | |
| Independent Director | 8.3yrs | US$199.11k | 0.12% $ 491.4 | |
| Member of Sleep Number Quality - Life Advisory Board | 18.5yrs | Nessun dato | Nessun dato | |
| Member of Sleep Number Quality - Life Advisory Board | 18.5yrs | Nessun dato | Nessun dato | |
| Member of Sleep Number Quality - Life Advisory Board | 18.5yrs | Nessun dato | Nessun dato | |
| Member of Sleep Number Quality - Life Advisory Board | 18.5yrs | Nessun dato | Nessun dato | |
| Member of Scientific Advisory Board | 6.3yrs | Nessun dato | Nessun dato | |
| Independent Chairman of the Board | 4.6yrs | US$249.61k | 0.067% $ 272.3 | |
| Chairman of Scientific Advisory Board | 6.3yrs | Nessun dato | Nessun dato |
6.3yrs
Durata media
60.5yo
Età media
Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di SNBR.Q sono considerati esperti (durata media dell'incarico 6.3 anni).
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/08/09 20:16 |
| Prezzo dell'azione a fine giornata | 2026/08/07 00:00 |
| Utili | 2026/04/04 |
| Utili annuali | 2026/01/03 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
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| Stime di consenso degli analisti | +3 anni |
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| Prezzi di mercato | 30 anni |
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| Proprietà | 10 anni |
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| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Sleep Number Corporation è coperta da 14 analisti. 0 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| null null | Argus Research Company |
| Jessica Schoen Mace | Barclays |
| Curtis Nagle | BofA Global Research |