Trend

The sleep economy

Stage: Scaling
Horizon: 2018–2032

The sleep economy. Sleep becomes a tracked, optimised, and purchased good: rings, mattresses, apnoea devices, and melatonin for children.

Scaling Compounding now. Evidence is visible in company results and data. Largest effect expected 2018–2032.

Second-order effects

A biological constant becomes a consumer category; school start times and shift work become health-policy fights.

Reference — sleepfoundation.org ↗

Its neighbourhood

Everything this entry connects to directly. Click any point to follow it.

Frictions it intensifies

These pressures get worse, or reach more people.

Sleep a third of every day, badlyAcross every phase
School starts before the adolescent brain wakes upAdolescence
The infant does not sleep, so neither do the parentsInfancy

Solutions it accelerates

Mattresses and beddingAcross every phase
Sleep medicine and apnoea devicesAcross every phase
Wearables and continuous health trackingMidlife
Sleep aids, melatonin, and sleep trackingAdolescence
Cribs, bassinets, swaddles, and sleep aidsInfancy
Baby monitorsInfancy
Home appliancesAcross every phase
Psychiatric medicationAcross every phase
Later school start-time policiesAdolescence

Solutions it threatens

Energy drinks and teen snack brandsAdolescence
Coffee shopsEarly adulthood
Beer, wine, and spiritsEarly adulthood

Sectors it reshapes

Home and consumer goods$2.9T
Healthcare and pharmaceuticals$4.6T

How to track it

If this trend is real, these are the numbers that will show it first.

Consumer preference shiftsTier 4

Companies it favours

AppleAAPL · $3.5T
ResMedRMD · $40B
PhilipsPHIA · $25B
Somnigroup (Tempur SealySGI · $15B
Ouraprivate
Whoopprivate
Calmprivate