7.78/10
Average Respondent sentiment on Tempur Sealy’s positioning relative to their competitive positioning, overall product offering, management team, etc. has improved over the last 12 months, increasing from a 7.57 out of 10 (on average) to a 7.78 out of 10 (on average).
This report is a comprehensive follow up to our last Mattress IR published in January. In our last report, respondents predicted supply chain issues would persist (and in some cases worsen) and that TPX, PRPL, and LEG would be best positioned to emerge from these issues with strength.
My utilization of BWG has certainly picked up during this period. You continue to do a great job with your value-add more apparent than ever in volatile times.
Outlook for Q2 for the broader hotel & lodging industry - Based upon everything that has emerged YTD, how are you revising your forecasts for Q2 (Occupancy Rates, RevPar, ADRs, etc.)?
Thoughts on Roku’s partnership with Hisense in the EU… will Roku be as successful internationally as they are in the United States?
Sustainability of The Trade Desk’s growth momentum. Do you think they can continue to outperform their peers & sustain their growth trajectory?