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Mattress Firm - Avoid For Now, As Valuation And Leverage Risks Remain
- Mattress Firm reports in-line results, and the fourth-quarter guidance is soft.
- The financial leverage, integration challenges ahead and steep valuation all create risks, in my eyes.
- Following multi-year momentum and these risks, I continue to avoid the shares despite the sell-off.
Mattress Firm - Another Deal, But Is There Appeal?
- Mattress Firm makes another deal, this time acquiring Back to Bed.
- The latest deal just adds to anticipated and reported revenue growth as reported by the firm.
- Despite the rapid growth and share price momentum, I am cautious amidst a premium valuation, the increase in leverage and integration challenges.