Inside the Numbers. How Furniture Retailers Are Winning in Uncertain Times.

Originally published November 7, 2025. This version was rebuilt from company releases for the FIN archive, and the facts are as of that date.

Early November 2025 was earnings season, and the companies that did well had something in common. They controlled how their product reached the customer, whether through their own stores, their own showrooms or a store format they were willing to rethink.

The short version

• Somnigroup posted a record quarter in its first full stretch with Mattress Firm under the same roof.
• Arhaus set a third-quarter revenue record, driven mostly by new showrooms.
• Wayfair said it would test a store about half the size of its earlier locations, in Columbus, Ohio.
• Private payrolls grew again in October, according to ADP.

Somnigroup shows what owning the store does

Somnigroup, the parent of Tempur Sealy, reported consolidated sales growth of 63% for the third quarter, almost entirely from adding Mattress Firm. It also reported record operating cash flow and raised its outlook.

The more useful point for an independent bedding retailer is structural. The company behind Tempur-Pedic and Sealy now owns Mattress Firm. Its own sales to its own stores disappear from the reported numbers, but the products, the floor placement and the promotions are now all one company's decisions. Independents selling the same brands should think hard about what they offer that the manufacturer's own stores can't.

Arhaus grows by opening rooms

Arhaus reported record third-quarter net revenue, up 8.0% from a year earlier, and said the growth came mainly from new showrooms along with stronger demand. It also opened its largest traditional showroom so far, in Pasadena.

A high-end customer kept buying in a cautious year, and Arhaus kept investing in big, designed spaces for that customer to walk through. Experience is still worth paying for at the top of the market.

Wayfair shrinks the box

Wayfair announced it would open a store of about 70,000 square feet in Columbus in late 2026, roughly half the size of the stores it had announced before. The company framed it as a test of whether a smaller footprint can keep the inspiration and convenience of the larger stores while running more efficiently.

When the biggest online furniture seller keeps building physical stores and then experiments with their size, it says something about where furniture is really decided. People still want to sit on it first.

Jobs held up

ADP's October report showed private employers added 42,000 jobs, with trade, transportation and utilities among the gainers, and steady pay growth for people who stayed in their jobs. Steady paychecks don't guarantee furniture sales, but they keep the door open for them.

Where this left the industry in early November

The winners that fall owned their channel. A manufacturer with its own stores, a retailer pouring money into showrooms and an e-commerce company testing smaller stores were all chasing the same thing, control of the moment a customer decides.

Related on FIN

• Every Door in Town
• Furniture Showrooms Run on Morale

Sources

• Somnigroup International, Record third quarter 2025 results release, Nov. 6, 2025
• Arhaus, Inc., Third quarter 2025 results, Exhibit 99.1
• Wayfair, Columbus smaller-format store announcement, Nov. 6, 2025
• ADP Research, National Employment Report, October 2025