Sleep Number Corp(SNBR)Stock Analysis
AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →13F Pro Quality Score
Rank #2,419 of 2,879 stocks
View Consumer Discretionary peers →
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
SNBR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for Sleep Number Corp (SNBR), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores SNBR at 29.1/100 on a 32-signal composite quality model, placing it at rank #2,419 of 2,879 stocks — the bottom half of the AI-ranked universe. Areas of concern include revenue growth (8.2) and balance sheet strength (12.4), which score below median versus the broader universe. Based on the latest XBRL financial filings (Q1 2026), Sleep Number Corp reports quarterly revenue of $319.0M, net income of $-50.3M, free cash flow of $-13.2M. Top institutional holders of SNBR by reported 13-F value include STADIUM CAPITAL MANAGEMENT, Pacific Ridge Capital Partners,, BlackRock,, based on the most recent SEC filings. SNBR trades on the Nasdaq exchange and files with the SEC under CIK 827187. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate SNBR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Sleep Number Corp directly from SEC EDGAR. Sleep Number Corp's 13F Pro composite quality score has ranged between 8 and 74 since 2021, currently 29.1 — a declining long-term trajectory across 56 quarterly and live scoring snapshots.
Revenue
Q1 2026
$319.0M
Net Income
Q1 2026
$-50.3M
Free Cash Flow
Q1 2026
$-13.2M
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-20.4% YoYNet Income
-155.6% YoYOperating Income
-66.3% YoYEPS (Diluted)
-156.3% YoYTotal Assets
-9.8% YoYTotal Debt
+18.9% YoYOp. Cash Flow
-24.9% YoY| Metric | FY 2024 | FY 2022 | FY 2021 | FY 2020 | FY 2019 | FY 2018 |
|---|---|---|---|---|---|---|
| Revenue | $1.68B -20.4% | $2.11B -3.2% | $2.18B +17.7% | $1.86B +9.3% | $1.70B +10.9% | $1.53B |
| Net Income | $-20.3M -155.6% | $36.6M -76.2% | $153.7M +10.5% | $139.2M +70.1% | $81.8M +17.7% | $69.5M |
| Operating Income | $22.9M -66.3% | $67.9M -64.9% | $193.5M +4.7% | $184.9M +64.9% | $112.1M +21.3% | $92.4M |
| EPS (Diluted) | $-0.90 -156.3% | $1.60 -74.0% | $6.16 +25.7% | $4.90 +81.5% | $2.70 +40.6% | $1.92 |
| Total Assets | $860.8M -9.8% | $953.9M +3.7% | $919.5M +14.9% | $800.1M -0.7% | $806.0M +71.4% | $470.1M |
| Total Debt | $546.6M +18.9% | $459.6M +20.2% | $382.5M +56.6% | $244.2M +5.7% | $231.0M | — |
| Operating Cash Flow | $27.1M -24.9% | $36.1M -88.0% | $300.0M +7.3% | $279.7M +47.8% | $189.2M +43.8% | $131.5M |
AI Insight: SNBR Ratio Trends
Sleep Number's profitability has collapsed into deep losses across all metrics, with operating margin declining from +2.0% in Q3 2024 to -11.6% in Q2 2026.
• Operating margin deteriorated from 2.0% (Q3 2024) to -11.6% (Q2 2026); net margin fell from -0.7% to -15.8% over same period.
• Return on assets collapsed from -1.5% (Q3 2024) to -31.4% (Q2 2026), indicating severe asset efficiency deterioration.
• ROIC swung from 49.8% (Q3 2024) to negative by Q2 2025, destroying invested capital; latest quarters show zero or negative returns.
⚠ TTM shows -6.4% operating margin and -13.0% net margin; company is unprofitable on trailing twelve-month basis.
⚠ Two consecutive quarters (Q1–Q2 2026) show worsening losses; margin decline accelerating, not stabilizing.
Get alerted when SNBR's score changes
Free account: watchlist tracking, the daily AI brief, and the AI screener.
Available Research
13F Pro tracks comprehensive data for Sleep Number Corp including:
Top Institutional Holders of SNBR
STADIUM CAPITAL MANAGEMENT LLC
$4.7M2,616,459 shPacific Ridge Capital Partners, LLC
$3.2M1,767,445 shBlackRock, Inc.
$2.5M1,371,804 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$2.1M1,154,388 shVANGUARD CAPITAL MANAGEMENT LLC
$1.7M920,066 shMARSHALL WACE, LLP
$1.4M806,416 shBANK OF AMERICA CORP /DE/
$1.3M745,460 shTWO SIGMA INVESTMENTS, LP
$1.3M743,168 shGOLDMAN SACHS GROUP INC
$1.2M695,281 shJACOBS LEVY EQUITY MANAGEMENT, INC
$1.1M624,287 sh
| Fund | Value | Shares |
|---|---|---|
| STADIUM CAPITAL MANAGEMENT LLC | $4.7M | 2,616,459 |
| Pacific Ridge Capital Partners, LLC | $3.2M | 1,767,445 |
| BlackRock, Inc. | $2.5M | 1,371,804 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $2.1M | 1,154,388 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.7M | 920,066 |
| MARSHALL WACE, LLP | $1.4M | 806,416 |
| BANK OF AMERICA CORP /DE/ | $1.3M | 745,460 |
| TWO SIGMA INVESTMENTS, LP | $1.3M | 743,168 |
| GOLDMAN SACHS GROUP INC | $1.2M | 695,281 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $1.1M | 624,287 |
More Consumer Discretionary Companies
View all Consumer Discretionary →Put SNBR on your watchlist
Track score changes the day Sleep Number Corp files with the SEC, follow the hedge funds that own it, screen 2,800+ AI-scored stocks, and get the daily brief — free.
Free tier includes 13F data, economic indicators, and market overview. Pro starts at $6.67/mo (billed annually).
Popular Research
Is SNBR a good stock to buy?
13F Pro's AI-powered analysis of Sleep Number Corp (SNBR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for SNBR are available on the SNBR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own SNBR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling SNBR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Sleep Number Corp's investment landscape.