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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Is the mattress industry about to become a monopoly? Discover what nobody’s saying about the TSI bid for Leggett & Platt – and why it matters for you.
The biggest shakeup in the sleep industry is happening behind closed doors, and almost nobody is addressing it. Mark Kinsley dives deep into the Somnigroup’s bid to buy Leggett & Platt, and what this means for everyone—from mattress retailers to sleep health advocates. If you've ever worried about shrinking competition, rising prices, or the future of your business, this episode is a must-watch.
We break down why Leggett’s bedding sales dropped 10% and how only 11% of Americans moved last year—the lowest since 1948—slamming demand for furniture and mattresses. Mark reveals why so many retailers are quietly moving away from TSI, and what happens when the largest manufacturer, retailer, and component supplier join forces.
Industry experts and insiders are voicing fears—and opportunities—about a market that could soon be controlled by one giant player. But with every threat comes a chance for innovation. Could this be the moment for new brands, vertical integration, and upmarket products to shine? Or is it the end of real competition in the mattress world?
Timestamps:
- 00:00 – Why nobody’s openly discussing the TSI-Leggett bid
- 02:45 – The hidden impact of low residential moves on mattress demand
- 05:30 – The surprising reason Leggett & Platt’s sales are tanking
- 09:10 – How COVID forced mattress makers to go vertical
- 13:20 – The FTC’s warning: Monopoly fears and anti-competitive moves
- 17:05 – What a $14B market cap means for the industry’s future
- 21:10 – The silent retailer rebellion against TSI and Somni Group
- 24:50 – Is it time to bet on innovation and upmarket products?
- 27:30 – The “wait and see” mindset: What’s at stake for everyone?
- 30:00 – Your next move: How to prepare for seismic industry shifts
Connect with The FAM Podcast:
🔗 LinkedIn: https://www.linkedin.com/company/the-fam-mattress/
📱 TikTok: https://www.tiktok.com/@forallthingsmattress
📸 Instagram: https://www.instagram.com/forallthingsmattress/
📘 Facebook: https://www.facebook.com/thefamnews
🎵 Spotify: https://open.spotify.com/show/4wvSqPZaxehCSmwRpByLi4
🍎 Apple Podcast: https://podcasts.apple.com/us/podcast/the-fam-podcast-with-mark-kinsley/id1452601818
338 episodes
