Aug. 4 at 2:14 PM
US mattress search interest broke out in spring 2026, and it rhymes with 2020. My prediction… the news shock kept people home, attention turned indoors, and spending rotated toward the house for a short period.
$PRPL Purple peaked at an index of 80 in April, 31% above its May 2020 COVID high and 4.6x its 2025 baseline, reversing five straight years of decline in a single quarter. Sleep Number, Saatva,
$SGI Tempur and Casper all moved with it. Q2 earnings are still unreleased across the group. Whether this is new demand or demand pulled forward, the quarter is unlikely to print where consensus sits.