Shin Mafarkin Mafarki na Tempur Sealy yana farawa ne kawai?

Tempur Sealy (TPX -Samun Rahoton)
A ranar Litinin, Wall Street ya gigice bayan da aka dakatar da kwangilar da babban kamfanin katifa na abokin ciniki.
Hannun jari na Tempur sun fadi 27. 98% zuwa $45.
Jiya 50, fadi 4. 26% zuwa $43. 55 a tsakiya
Ciniki a yammacin yau
Kamfanin katifa, wanda kamfanin dillalan gida na Afirka ta Kudu Steinhoff International ya samu a bara, ya dogara da Tempur Sealy da Serta Simmons a matsayin babban mai samar da katifu masu alama.
Masanin binciken UBS Michael Lasser ya ce a cikin wani rahoto a yau cewa tasirin Tempur ba kawai asarar tallace-tallace da wannan dangantaka ta haifar ba.
Ya yi imanin cewa ba tare da goyan bayan babban dillalan kwanciya ba, Tempur na iya samun wahalar kula da iyawar farashin sa a madadin mai rahusa.
"Aƙalla, muna tsammanin yana buƙatar kula da jarin tallace-tallace da yawa don kiyaye alamar ta dace da kasuwar kasuwa," in ji Lasser. \".
A lokaci guda kuma, kamfanonin katifa suna buƙatar neman hanyar da za su maye gurbin ƙarar da aka rasa, wanda zai iya haifar da Tempur mai gasa.
UBS ta ce kamfanonin katifa suna da kashi 21% na tallace-tallace na duniya, amma wannan adadi yana kusa da 25% --30% a cikin Amurka. S.
Dangane da lissafin kamfanin, tallace-tallace a Arewacin Amurka a Tempur na iya faɗi da kusan kashi 17% a cikin 2017.
Seth Basham da Nathan Friedman, manazarta na Wedbush, sun ce wannan dakatarwar na iya yin matsin lamba ga kudaden shiga, saboda yawancin asarar da aka yi zai yi wuya a maye gurbinsu da sauran abokan ciniki.
Wannan kuma wani "wani rauni ne" ga darajar kamfanin, wanda kwanan nan ya girgiza yayin fuskantar sabuwar gasa mai kawo cikas.
Wedbush ya fi dacewa don zaɓin injin gado mai kwanciyar hankali (SCSS)
Kamar yadda kamfani zai iya kama wasu rabon Tempur-Pedic da aka raba.
Ƙarshen kwangilar shine " girgizar ƙasa a cikin masana'antu " kuma yana buɗe dama mai yawa a tsakanin sauran mahalarta, in ji Stan Stanich, Shugaba na Stanich Communications, babban kamfanin Amurka. S.
Bangaren ado na gida.
Masu cin gajiyar na iya haɗawa da masu kera katifa, dillalan yanki da farawar katifa na kan layi kamar Casper, Helix da Leesa, waɗanda ke ba da madadin rahusa.
An ƙaddamar da Casper a cikin 2014 tare da kudaden shiga na $0. 2 biliyan a cikin 2016.
Domin kamfanin ya yanke tubalin. kuma-
Casper na iya siyar da samfuran lokaci ɗaya azaman abokin tarayya
A wata hira da shugaban kamfanin Philip Klean ya ce idan aka sayar da su ta hanyar dillalan katifa na gargajiya, kudin zai kasance na uku.
\"Masu amfani sun gane ba sa bukatar zuwa kantin katifa don siyan kayayyaki masu inganci," in ji Krim. Kimanin kashi 80% na mutane sun fara neman katifu akan layi, in ji shi.
Ya kuma ce masana’antar ta koma tambura kai tsaye zuwa masu amfani.
Krim ya ji cewa Tempur da kamfanin katifa sun kammala kwangilar su kuma sun yi imanin cewa matakin zai hanzarta kai tsaye zuwa-
Tashoshi masu amfani.
\"Casper ya shirya sosai don yin babban rabo a cikin sauyin wannan tashar," in ji shi. \".
Steinreich ya ce akwai karin masu fafatawa a bangaren katifa na dala 3,000 da sama.
Masu amfani yanzu suna da yuwuwar saka hannun jari don samun ingantaccen bacci saboda suna tunanin hakan wani bangare ne na lafiyarsu gaba ɗaya, in ji shi.
Sakamakon haka, ƙarin masu amfani suna son biyan ƙarin don ingantattun kayayyaki, kuma masu sayar da katifa irin su Tempur suna fuskantar gasa daga kamfanoni masu zaman kansu.
Kamar Kingdown da E. S.
Kluft/Aireloom