Somnigroup International Inc.NYSE: SGI

2026 Somnigroup Investor Day Presentation (03/04/2026 00: 00: 00)

· Issued by Somnigroup International Inc.
Investor Day

March 4, 2026



Scott Thompson

Chief Executive Officer

2





Scott Thompson Chairman, President and Chief Executive Officer

Agenda



Cliff Buster Chief Executive Officer, Tempur Sealy



Hansbart Wijnand Executive Vice President, International, Tempur Sealy



Steve Rusing President and Chief Executive Officer, Mattress Firm

Break



Tom Murray Executive Vice President and Chief Marketing Officer



Jonathan Hirst Chief Executive Officer, Dreams



Bhaskar Rao Executive Vice President and Chief Financial Officer



Ǫ&A

3

Global Scale, Vertical Integration:

World's largest bedding company with leading, end-to-end

capabilities from design and manufacturing to retail

Omnichannel Reach s Iconic Brands:

Portfolio of trusted brands and products, reaching consumers wherever

they shop - online, in 2,800+ stores, and through a robust wholesale network

Relentless Innovation s Consumer Insight:

Industry-leading RCD, marketing investment and consumer access fuel product

differentiation and demand as sleep becomes ever more central to health and wellness

Operational Excellence s Leverage:

Structural advantages drive superior efficiency, margin expansion and cash flow

Resilient Cash Generation s Disciplined Capital Allocation:

Robust free cash flow and strong balance sheet supports business reinvestment, acquisitions and shareholder returns

Connected, Proven Leadership:

Seasoned management team with track record of driving execution and growth across all business units

Poised for Industry Recovery:



Uniquely positioned to capture share and drive value as the $120 billion1 global bedding market rebounds

4

Investment Thesis: The Stage Is Set - the Best Is Yet to Come

High-level Strategic Direction | Corporate Governance | Capital Allocation

Leading global

bedding manufacturer

Leading U.S.

bedding retailer

Leading UK

bedding retailer

Tactical Go-to-market Strategy | Operational Excellence | Passionate Customer Service



5



Somnigroup: Facts and Figures

$7.7B

2025 sales2

$1.3B

2025 adjusted EBITDA3

66%

Direct to consumer

2,800+

Global store locations

20,000+

Talented associates

Present in

100+ markets

70+

production facilities

425+

retail stores

2,100+ owned stores

across 46 U.S. states

5,400+

Sleep Experts

Retails all leading bedding brands

UK's leading bedding retailer with 225+ stores

Vertically integrated manufacturing



6

2025 Sales

50%

34%

16%

Mattress Firm

Tempur Sealy North America Tempur Sealy International 4



Jonathan Hirst CEO

Petra Kasperova CFO

Emma Lang Dan Parsons

Chief Chief

Customer Commercial Officer Officer

Siobhan King

Chief Marketing Officer

Gemma Saunders

Director of People

7



Steve Rusing Doug Manko Katie Curtis

President, CFO EVP,

CEO Information

Technology

George Hanson Chief Digital

Officer

Jody Putnam Chief Retail Officer

Phillip Busker

EVP,

Merchandising

Daria Russell Bill Best EVP, Legal SVP, Supply and General Chain

Counsel



Cliff Buster Scott Vollet CEO EVP, Global Operations

Hansbart Wijnand EVP,

International

Brent Pfister SVP, Brand Management

C NPD

Stefani Norton SVP, U.S.

Sales

Mark Richardson CFO

Jimmy Rose SVP, Global Operations

Drew Miller

Chief Administrative Officer

Dirk Hupfer

SVP, CFO,

International



Scott Thompson CEO

Bhaskar Rao

EVP, CFO

David Montgomery EVP, Business

Development

Tom Murray

EVP, CMO

Kindra Bellis Kindel Nuño

EVP, CIO EVP, CHRO

and General Counsel



Industry-leading Management

Our Mission and Vision





MISSION

Transform how the world sleeps

VISION



Be every customer's choice for better sleep by advancing innovation and expertise

We have sold over 300 million sleep products in the last decade to help improve the health of people worldwide



8

State of the Industry Today

U.S. Produced Mattress Units1

2023-2025 demand was below Great Recession demand trough

Allocation of U.S. Industry Ad Spend5

Industry-wide reductions in upper funnel advertising spend have constrained consumer awareness

25.0

24.0

23.0

24.3

22.5

23.5

23.6

23.5

24.1

24.7

7.5%

7.0%

U.S. Produced Units (Millions)

22.0

21.0

20.0

20.1

20.G

20.4

6.5%

27%

73%

48%

52%

5G%

41%

36%

36%

62%

62%

U.S. Produced Units / U.S. Population

6.0%

19.0

18.0

17.0

16.0

15.0

18.1

18.0

16.7

15.G

5.5%

5.0%

4.5%

64%

64%

38%

38%

2019 2020 2021 2022 2023 2024 2025

2009

20-year

Trough

2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

U.S. Produced Units 10-Year Average

20-Year Trough (2009) U.S. Produced Units / U.S. Population

Lower Funnel Upper Funnel

9



Bedding Demand Poised to Normalize From Current Levels

2025 was ~11.4 million units

below the long-term trendline,

underscoring the potential for near-term demand stabilization

30

25

20

15

10

2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025

Total U.S. Produced Units1

Trend Line (Based on 2011-2021 CAGR)

The bedding industry

is structurally intact and supported by long-term drivers

Growing focus on

health and wellness

Consumer-centric innovation

Investments in

upper-funnel advertising

Improved consumer confidence

Housing formation growth

Aging population 10





PRODUCTS BRANDS CHANNELS

Somnigroup Is Uniquely Positioned

We are the only company in the industry with global leadership across the value chain

Advantages across

products, brands, channels

Differentiated

technologies

Regular product launch cycle

Iconic

brands

Leading U.S. industry marketing spend

Robust retail

footprint

Global omnichannel presence



11

Vertical Integration Is Our Key Differentiator

We leverage each stage to create customer value, drive operating efficiency, improve product performance and enhance returns

01

Innovation

02

Production

03

Marketing

04

Wholesale Distribution

05

DTC Retail

4 industry-leading lab sites

110,000+ square feet of RCD

70+ strategically located plants globally, supported by resilient supply chains

$700M+ annual advertising spend

20,000+ third-party retail doors

2,800+ retail stores globally

40+ e-commerce platforms

12



Our Strengths Create a Powerful Flywheel

Shareholder returns



Strategic

optionality

Broad omnichannel distribution

Strongest share of voice drives traffic and conversion

Benefits to shareholders

Benefits to consumers

Innovative products with iconic brands

Scale across the value chain

Benefits to partners

Reinvestment in operations

Operational leverage drives margin and cash flow

13



2028 Targets6

2026-2028 CAGRs

Adjusted EPS3 +24%

Sales +MSD%

Adjusted EBITDA3 +Mid-teens%

14



Cliff Buster

Chief Executive Officer Tempur Sealy

15



Tempur Sealy Overview

Tempur Sealy Sales

Wholly owned

Third-party distributors



26% 25%

74%

North America International4

Wholesale Direct

75%





2025 Sales⁷

$4.GB

2025 Adjusted EBITDA3

$1.0B

Present in 100+ markets 70+ manufacturing facilities 425+ owned retail stores

20,000 third party retail doors globally

Complementary portfolio

of brands and private labels

16



Competitive Position Built on Four Structural Advantages

Consumer-centric Innovation



Comprehensive Brand and Product Portfolio



Advanced Manufacturing Capabilities



Omnichannel Strategy



17



Consumer-Centric Innovation Pipeline

Consumer insights into sleep needs drive targeted product development

01

Improved quality of sleep

Our research shows the top drivers of purchase decisions5 include:

Key innovation

focus areas

Quality C

Durability

02

Relief from pain and discomfort

Support

03

Upgraded rest and relaxation

Comfort

Climate

We further leverage our insights to educate retailers on these purchase motivators, enabling optimized merchandising and advertising

Sleep Tracking

Snoring

18



75+ dedicated new product development employees;

$30M+ RsD budget; 4 RCD facilities totaling 110,000 square feet



Purpose-driven product solutions are developed to meet specific consumer sleep needs

Tempur Breeze® C ActiveBreeze®; ProSmart bases; Intellicoil (Stearns C Foster®); PrecisionFit (Sealy®)



Discernable, consumer-preferred features

and benefits drive higher ASP and mix

2025 PDMA Outstanding Corporate Innovator Award



SleepTracker, developed with FullPower-AI over the past seven years, provides a unique and proprietary sleep technology platform,

and we recently invested and extended our global license by 10 years



19

Industry-Leading Innovation

Meeting the Full Spectrum of Consumer Needs

PERFORMANCE "I want better sleep quality and recovery."

WELLNESS "I want to rejuvenate my body and mind." LUXURY "I want high-quality, luxurious materials." INREDLUIALGBEILNITCYE "I want to reward myself after a busy day."

RELIABLE "I want a no-frills product I can trust."

VALUE "I want the best deal out there."



20

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