The bedding industry, like many other industries, is facing a unique set of challenges — from low foot traffic to industry consolidation to an uncertain economy and more.
Despite these challenges, many industry leaders believe there is an opportunity for the bedding industry this year as well. After a surprisingly steady first quarter and Presidents Day exceeding some retailers’ expectations, the industry is cautiously optimistic that 2026 will be a growth year.
Mark Quinn, vice president of sales and marketing for Shifman, said one of the industry’s challenges is consolidation.
“Between Somnigroup International looking to acquire Leggett & Platt, both retailers and manufacturers will be impacted,” he said. “It creates uncertainty, so they will need to think strategically about their reaction.”
On the upside, he believes independent brands will have an advantage because they can collaborate with retailers to provide value and quality.
“Retailers are concerned about having too much of one company on the floor,” he said. “This will place importance on partnering with family-owned companies instead of private equity.”
Frank Hood, president and CEO of Kingsdown, says the industry will improve if interest rates improve.
“There are more home mortgages over 6% now than there are under 3%,” he said. “But retailers and manufacturers must have inventory so that potential tariffs don’t drive prices up. If we don’t step on our own feet, we will have a good year.”
And while he said 2026 will be an improvement over 2025, the question is “when”?
“I’m unsure about the rate of change, but I do know Kingsdown is prepared for challenges and is on track for a growth year.”
Richard Fleck, president of Paramount Sleep, said he also thinks the housing market will rebound, and he’s already starting to see it. However, he thinks having an omnichannel strategy will be the key to success in 2026 and offer an opportunity many retailers haven’t realized.
“The industry should focus on omnichannel strategies,” he said. “Retailers are investing, and it’s valuable for those with no online presence. Having a robust, comprehensive omnichannel strategy that’s separate from brick-and-mortar stores will help retailers win. The internet is the top store.”
Mike Juoni, vice president of sales for Molecule, said he’s eternally optimistic, but there are signs pointing to positive things ahead.
“I’m anticipating the back half of the year to be very good for the industry,” he said. “The cycle has been in a long cycle of depressions, and I believe rate relief is coming, which will get things moving by boosting housing sales and freeing up credit lines.”
Derek Leishman, director of sales for Mlily USA, said he’s also hopeful that the back end of the year will be successful.
“There are a lot of challenges, from geopolitical issues to tariffs to economic issues, but we are optimistic that economic issues will be less dramatic in 2026. There’s an opportunity for those who can be consistent for everyone — from manufacturers to retailers to consumers. At Mlily, we’re doubling down on creative ways to move forward despite the challenges.”
