SNBR Sleep Number Corp

BEARISH Impact: 9/10 8-K
Horizon weeks Filed Jun 12, 2026 Processed 8d 18h ago SEC 0000950103-26-008891
8-K material event: Items 1.01, 1.03, 2.04
Latest settled — T+1d
SNBR ▼ -42.54% at T+1d
SHORT call ✓ call won +42.54% · α vs SPY +44.31% · entry $0.3902 → $0.2242
Next anchor: T+5d tomorrow
Last close $0.2100 (close Jun 18) · +46.18% from $0.3902 entry (call sign-flipped)
Entry anchored
Jun 12, 10:26 AM ET
via Databento tick
T+1d
-42.54%
call +42.54% · α +44.31%
$0.2242
settled 6d ago
T+5d
call — · α —
tomorrow
T+20d
call — · α —
in 22d
T+60d
call — · α —
in 3mo

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Executive Summary

Sleep Number Corp filed for Chapter 11 bankruptcy on June 12, 2026, and simultaneously entered into a stalking horse Asset Purchase Agreement with SNBR Inc., a subsidiary of Sleep Country Canada Inc., to sell substantially all of its assets for a base purchase price of $415 million in cash plus the assumption of certain liabilities. The filing of the bankruptcy petitions triggered an event of default under the company's prepetition credit agreement, accelerating approximately $672.5 million in aggregate principal debt, which is now subject to the automatic stay. Common shareholders are expected to receive no recovery, and the company expects its shares to be delisted from Nasdaq.

Key Financial Metrics

Deal Value
$415.0M

Actionable Insight

Common equity is expected to be wiped out — monitor for delisting and potential OTC trading. The stalking horse bid of $415M sets a floor, but a higher bid could emerge at auction. DIP financing provides operational runway through the sale process. Trade claims and unsecured debt recoveries will depend on the final sale price and plan of reorganization.

Key Facts

  • Sleep Number Corp filed voluntary Chapter 11 petitions on June 12, 2026, in the Southern District of New York.
  • Entered into a stalking horse Asset Purchase Agreement with SNBR Inc. (Sleep Country Canada subsidiary) for a base purchase price of $415 million in cash plus assumed liabilities.
  • The company had approximately $672.5 million in aggregate principal debt outstanding as of the Petition Date, which was accelerated by the bankruptcy filing.
  • The company expects to secure up to $260 million in debtor-in-possession financing, including up to $65 million in new money loans.
  • Common shares are 'significantly out of the money' and expected to have no recovery; delisting from Nasdaq is expected.
  • The asset sale is subject to higher and better offers through a court-supervised auction process and Bankruptcy Court approval.
  • The company has filed a motion to reject leases for 44 non-operational locations already closed.

Financial Impact

Base purchase price of $415 million for substantially all assets; approximately $672.5 million in prepetition debt accelerated; up to $260 million in DIP financing expected.

debtliquidityequity value

Risk Factors

  • Common shares likely worthless — delisting from Nasdaq expected.
  • Higher or better bid could emerge at auction, altering recovery outcomes for stakeholders.
  • DIP financing is subject to Bankruptcy Court approval and conditions precedent.
  • Operational disruption during Chapter 11 process may impact customer and supplier relationships.
  • Antitrust review under HSR Act could delay or block the sale.

Market Snapshot

Exchange
Nasdaq
Sector
Household Furniture
Analyst Consensus
0% bullish (9 analysts)

Documents Analyzed

This report is based on 6 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000950103-26-008891
Document: dp248362_8k.htm0000950103-26-008891
Document: dp248362_ex9901.htm0000950103-26-008891
Document: 0000950103-26-008891-index-headers.html0000950103-26-008891
Document: 0000950103-26-008891-index.html0000950103-26-008891
Document: 0000950103-26-008891.txt0000950103-26-008891
9 reports for SNBR
Performance horizon
100% Hit rate 3 of 3 directional calls best @ T+20▲ +61.05%May 12, 2026
Filters
Rows
Reports for SNBR — sortable, filterable
Type Now
Jun 17, 2026
3d ago
8-K
BEARISH ★ 8/10
$0.3300 awaiting T+1awaiting T+1$0.2100 (+36.36%)
Jun 16, 2026
4d ago
8-K
BEARISH ★ 8/10
$0.3900 $0.2072▲ +46.87%▲ +47.65%$0.2100 (+46.15%)
Jun 12, 2026
8d ago
8-K
BEARISH ★ 9/10
$0.3902 $0.2242▲ +42.54%▲ +44.31%$0.2100 (+46.18%)
Jun 10, 2026
10d ago
8-K
NEUTRAL ★ 2/10
$0.6600 $0.3902▼ −40.88%▼ −41.42%$0.2100 (−68.18%)
Jun 2, 2026
18d ago
8-K
NEUTRAL ★ 3/10
$1.07 $0.3500▼ −67.29%▼ −67.69%$0.2100 (−80.37%)
May 12, 2026
5w ago
8-K
BEARISH ★ 8/10
$1.90 $1.77▲ +6.84%▲ +7.42%$0.2100 (+88.95%)
Apr 28, 2026
7w ago
8-K
BEARISH ★ 8/10
$3.25 $3.03▲ +6.77%▲ +6.76%$0.2100 (+93.54%)
Mar 12, 2026
14w ago
8-K
NEUTRAL ★ 3/10
$3.67 $3.45▼ −5.99%▼ −5.40%$0.2100 (−94.28%)
Mar 12, 2026
14w ago
8-K
NEUTRAL ★ 4/10
$3.67 $3.45▼ −5.99%▼ −5.40%$0.2100 (−94.28%)
Showing 9 of 9

US Market Status

Market Closed — Opens Mon (28h 43m)

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