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Casper

Can a digitally-native sleep brand sustain premium positioning and customer lifetime value across DTC, retail, and financing channels post-privatization?

HQNew York, NY, USA
IndustryE-commerce / DTC brand
The story

Casper Sleep Inc. began as a direct-to-consumer online mattress brand and expanded into physical retail with Casper Stores. The company built out a broader sleep-product portfolio (pillows, bedding, furniture, accessories) and added consumer financing, extended protection plans, and multi-channel retail. After going public in 2020, Casper was taken private by Durational Capital Management in 2022.

Last 12 months
The stack
Payments / PSP
Adyen
Lending
Affirm installment financing (3/6/12/18/24 months, 0% APR subject to eligibility)Katapult lease-purchase / lease-to-own (up to $3,500, no credit required)
Accounting gap: minor