Tempur Sealy International Inc. (NYSE:TPX) Q2 2020 Earnings Conference Call July 30, 2020 ET Company Participants Aubrey Moore - Investor Relations Scott Thompson - Chairman, President and CEO Bhaskar Rao - Executive Vice President and CFO Conference Call Participants Curtis Nagle - Bank of America Bobby Griffin - Raymond James Atul Maheswari - UBS Peter Keith - Piper Sandler Seth Basham - Wedbush Securities Keith Hughes - SunTrust Laura Champine - Loop Capital Brad Thomas - KeyBanc Capital Markets Robert D ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2020 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to . Commission file number 001-31922 TEMPUR SEALY INTERNATIONAL, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporati ...

Tempur Sealy International Inc. (NYSE:TPX) Q1 2020 Earnings Conference Call April 29, 2020 8:00 AM ET Company Participants Aubrey Moore - IR Scott Thompson - Chairman, President and CEO Bhaskar Rao - EVP and CFO Conference Call Participants Bobby Griffin - Raymond James Keith Hughes - SunTrust Curtis Nagle - Bank of America William Reuter - Bank of America Atul Maheswari - UBS John Baugh - Stifel Bobby Friedner - Piper Sandler Seth Basham - Wedbush Brad Thomas - KeyBanc Capital Markets Operator Ladies and g ...

Tempur Sealy International, Inc. (TPX) "Success is strengthening our Iconic Brands while driving higher ROIC through focused execution " © 2020 Tempur Sealy International, Inc. 1 TEMPUR + SEALY | --- | --- | --- | |-----------------------|---------------------------------------|-----------------------------------------| | | Three Months Ended December 31, 2019 | Twelve Months Ended December 31, 2019 | | Consolidated % Sales | $ 871M 100% | $ 3,106M 100% | | North America % Sales | $ 719M 83% | $ 2,533M 82% ...

零售门店网络 - 截至2019年12月31日，拥有56家Tempur-Pedic零售门店，并计划在2020年新开约20家门店[27] - 旗下Sleep Outfitters在美国五个州拥有97家门店[27] - 公司计划在2020年新开约20家Tempur-Pedic零售店[36] - 截至2019年12月31日，公司在美国拥有56家Tempur-Pedic门店[35] - 截至2019年底，Sleep Outfitters作为区域性寝具零售商拥有97家门店[37] - 截至2019年12月31日，公司已开设56家Tempur-Pedic®零售店[90] 销售渠道与合作伙伴 - 批发渠道占2019年净销售额的87.5%[30] - 与Mattress Firm达成供应协议，产品将重新引入其约2,500家美国门店[31] - 与Big Lots扩大供应协议，该零售商在美国拥有1,400家门店[32] - 与欧洲领先寝具零售商Beter Bed Holding达成协议，产品已在超过100家门店推出[33] - 直销渠道在2019年占净销售额的12.5%[34] - Cocoon by Sealy品牌产品定位在1,000美元以下的电子商务市场[27] - 公司研究显示约20%的消费者偏好直接从制造商购买[35] 员工与劳动关系 - 公司全球员工总数约为7,400名[20] - 截至2019年12月31日，公司拥有约7400名员工，其中约5400名在北美[61] - 公司约28.0%的员工由各种工会代表[61] - 2019年北美和国际部门各有约400名员工的集体谈判协议在2020年到期[61] - 公司拥有约7400名全职员工，其亚洲合资企业另有约1200名全职员工[101] - 约28.0%的员工由各工会代表，受不同集体谈判协议或政府工会合同约束[101] 国际业务与外汇影响 - 2019年公司约25.6%的净销售额来自美国以外市场[84] - 2019年外汇汇率变动导致净收入负面影响约1.9%[84] - 2019年外汇汇率变动对调整后EBITDA负面影响约1.1%[84] - 公司产品销往全球约100个国家[94] - 2019年公司净销售额约25.6%来自美国以外市场[94] 公司治理与资本管理 - 截至2019年12月31日，公司已回购约130万股股票，总金额约1.023亿美元[92] - 截至2019年12月31日，股票回购计划剩余授权额度约1.246亿美元[92] - 2020年2月，董事会将股票回购授权总额增加至3亿美元[92] - 公司主要股东（持股超5.0%）出售股份可能对股价造成下行压力[115] - 公司注册证书和章程中的反收购条款可能延迟或阻止未经董事会批准的并购交易[116] 研发与授权业务 - 公司拥有四个研发中心，三个在美国，一个在丹麦[48] - 公司2019年授权业务产生的净特许权使用费收入约为2260万美元[56] 债务与融资 - 2026年到期的高级票据利率为5.50%[17] - 2023年到期的高级票据利率为5.625%[17] 风险因素 - 公司未对关键管理人员购买关键人物保险[100] - 公司养老金计划目前资金不足，可能需支付现金补足，影响盈利能力和流动性[109] - 公司面临产品责任和场所责任索赔风险，现有保险可能不足以覆盖实际负债[102][103] - 公司需持续投入资本以遵守环境和健康安全法规，潜在污染清理责任可能重大[106][108] - 公司营销和广告行为可能面临监管审查或索赔，导致成本增加或需改变策略[105] - 公司受美国及国际反垄断法规约束，定价或促销行为若违规可能面临高额罚款和三倍赔偿[110] - 公司普通股价格波动剧烈，可能受季度业绩、经济状况、自然灾害等多种因素影响[111]

Tempur Sealy International Inc (NYSE:TPX) Q4 2019 Results Conference Call February 13, 2020 8:00 AM ET Company Participants Aubrey Moore - Investor Relations Scott Thompson - Chairman, President and Chief Executive Officer Bhaskar Rao - Executive Vice President and Chief Financial Officer Conference Call Participants Atul Maheshwari - UBS John Baugh - Stifel, Nicolaus & Company Bobby Griffin - Raymond James & Associates, Inc. William Reuter - Bank of America Merrill Lynch Brad Thomas - Keybanc Capital Marke ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2019 ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number 001-31922 TEMPUR SEALY INTERNATIONAL, INC. (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporatio ...

Tempur Sealy International, Inc. (NYSE:TPX) Q3 2019 Results Earnings Conference Call October 31, 2019 8:00 AM ET Company Participants Aubrey Moore - Director, IR Scott Thompson - Chairman, CEO & President Bhaskar Rao - EVP & CFO Conference Call Participants Bobby Griffin - Raymond James William Reuter - Bank of America Brad Thomas - KeyBanc Capital Markets Laura Champine - Loop Capital Curtis Nagle - Bank of America Bobby Friedner - Piper Jaffray John Baugh - Stifel Carla Casella - JPMorgan Bob Drbul - Gugg ...

☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q to ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number 001-31922 TEMPUR SEALY INTERNATIONAL, INC. For the quarterly period ended June 30, 2019 (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

Tempur Sealy International, Inc. (NYSE:TPX) Q2 2019 Earnings Conference Call July 25, 2019 8:00 AM ET Company Participants Aubrey Moore - Director, IR Scott Thompson - Chairman, CEO & President Bhaskar Rao - EVP & CFO Conference Call Participants Seth Basham - Wedbush Securities Curtis Nagle - Bank of America Merrill Lynch Robert Griffin - Raymond James & Associates Michael Lasser - UBS Investment Bank John Baugh - Stifel, Nicolaus & Company Laura Champine - Loop Capital Markets Peter Keith - Piper Jaffray ...