Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

Vietnam Consumer discretionary / Thematic (Sector/Industry)

<ul><li>This note addresses the January 2023 mattress import data posted on the Department of Commerce, US International Trade Commission DataWeb at https://dataweb.usitc.gov.</li><li>We track imports for three specific Harmonized Tariff System 10-digit codes (HTS-10) that define adult mattresses.</li><li>HTS import unit and customs value data are normally posted ~70 days after the month-end of the month being reported.</li></ul>

This note addresses the January 2023 mattress import data posted on the Department of Commerce, US International Trade Commission DataWeb at https://dataweb.usitc.gov.We track imports for three specific Harmonized Tariff System 10-digit codes (HTS-10) that define adult mattresses.HTS import unit and customs value data are normally posted ~70 days after the month-end of the month being reported.

January Mattress Imports Bump Higher Versus December; Sourcing from Vietnam Rebounds