mattresses
2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Aug 31, 2018 by Philip Krim · across every show →
Everything said about mattresses, oldest first
Aug 31, 2018 bullish
Nov 20, 2023 negative
Franceschetti: DTC mattress brands failed due to commoditization and price wars
“Mattresses, they have incredible unit economics. The main problem of mattresses are two. One is a commodity. And so what happened with some of the D to C brands, it became a price war because anyone could sell the same product and unit economics didn't work.”