Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
001323.SZ
HOLDREMOVEDe Rucci Healthy Sleep Co., Ltd. · Consumer Cyclical · China · $1.1B · Avg Vol: $3M/d
De Rucci Healthy Sleep is a Chinese consumer cyclical brand facing severe domestic real estate and consumer spending headwinds. It lacks a global footprint or un-copyable moat, and does not align with our core investment themes.
COMPANY DESCRIPTION
De Rucci Healthy Sleep Co., Ltd. designs, manufactures, and markets high-end bedding products, including mattresses, bed frames, and smart sleep systems. The company is a premium market leader in China's bedding industry, utilizing a strong brand image and an extensive network of franchised stores to capture high-margin retail sales. Its competitive moat is reinforced by its focus on "healthy sleep" technology and customized ergonomic designs.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 859.0M | 824.4M | 827.9M | 772.4M | -3.5% |
| EPS | 0.25 | 0.27 | 0.26 | 0.18 | -9.8% |
| Shares | 440.0M | 440.0M | 440.0M | 435.1M | -1.1% |
| Debt | 15.3M | 75.6M | 162.2M | 195.8M | 133.9% |
| Equity | 644.4M | 685.6M | 667.6M | 656.2M | 0.6% |
| Op CF | 95.7M | 285.9M | 161.1M | 56.9M | -15.9% |
| Inv CF | -194.4M | -140.6M | -315.8M | 6.6M | — |
| Fin CF | 146.9M | -87.4M | -47.5M | -21.8M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Consumer Cyclical, ranked by industry match, size, and score similarity. Cross-listings of 001323.SZ are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| 001323.SZ | De Rucci Healthy Sleep Co., Ltd.(you) | $1.1B | 39 | HOLD |
| 002572.SZ | Suofeiya Home Collection Co., Ltd. | $1.1B | 42 | HOLD |
| 002242.SZ | Joyoung Co.,Ltd | $948M | 40 | HOLD |
| 301061.SZ | MotoMotion China Corporation | $1.5B | 44 | HOLD |
| 603610.SS | Keeson Technology Corporation Limited | $1.0B | 25 | SELL |
| 001221.SZ | Higold Group Co., LTD. | $2.6B | 38 | HOLD |
| 603848.SS | Guangdong Hotata Technology Group Co.,Ltd. | $803M | 27 | SELL |
| 000521.SZ | Changhong Meiling Co., Ltd. | $852M | 51 | HOLD |
| 600983.SS | Whirlpool China Co., Ltd. | $815M | 51 | HOLD |
| 002543.SZ | Guangdong Vanward New Electric Co., Ltd. | $716M | 28 | SELL |
Peer medians: ROE 7.0% · P/E 23.7x · Gross margin 22.2%