Piper Jaffray analyst Peter Keith says he's learned and confirmed that Tempur Sealy (TPX) has recently become the exclusive distributor of mattresses to Conn's (CONN). With Conn's replacing Serta mattresses with Sealy mattress within stores, $20M-$22M in wholesale revenue will now shift over to Tempur, Keith tells investors in a research note. This equates to a 0.8% annual sales lift to North American sales growth starting in September, the analyst estimates. He views the lift as significant given Tempur's low single-digits sales growth guidance. The analyst reiterates an Overweight rating on the shares with an $84 price target.