Sleep Number plunges 21% as Q2 results, guidance disappoint investors

Published 30/07/2025, 14:08
Sleep Number plunges 21% as Q2 results, guidance disappoint investors

Investing.com -- Sleep Number Corporation (NASDAQ:SNBR) shares tumbled 21.3% premarket after the smart bed maker reported second-quarter results that significantly missed analyst expectations and provided weaker-than-expected full-year guidance, highlighting ongoing challenges in its turnaround efforts.

The company reported a second-quarter loss of $1.09 per share, substantially worse than analysts’ expected loss of $0.11 per share. Revenue fell 19.7% YoY to $328 million, missing the consensus estimate of $357.42 million. The disappointing results were attributed to lower sales volume and a reduced store count, following aggressive cost-cutting measures implemented at the beginning of the quarter.

"Sleep Number is in a turnaround. I joined because it is fundamentally a great company and I continue to believe that," said Linda Findley, President and CEO. "We cut marketing spend dramatically in Q2 because the old marketing strategy was inefficient, and we needed to implement a major reset. We expected the sharp drop in second quarter sales based on these changes."

Despite the revenue decline, the company maintained its gross profit margin at 59.1%, consistent with the prior year. Operating expenses decreased by $48 million, or 21%, to $185 million before restructuring costs, driven by reductions across marketing, selling, general and administrative expenses.

Looking ahead, Sleep Number lowered its full-year 2025 revenue guidance to approximately $1.45 billion, representing a 14% YoY decline and falling short of analyst expectations of $1.51 billion. The company expects gross profit margin to be 61% and anticipates break-even free cash flow in the second half of 2025.

The company’s leverage ratio stood at 4.56x EBITDAR on a trailing 12-month basis at quarter-end, approaching but still below its covenant maximum of 4.75x, indicating limited financial flexibility as it navigates its turnaround strategy.

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