Listen now (14 min) | Hi Everyone, Covid has flipped a lot of industries forcing companies to instantly pivot or face the market forces that will eventually come to fruition. There are certain industries however that have spawned and accelerated their growth during this tumultuous year. For a while at-home fitness has evaded the technology invasion. However, there is one company that seems to have created the perfect recipe so you can finally escape the Tony Horton torture. Today we will breakdown Peloton (PTON), the company that aims to revolutionize fitness at home.
Any plans to update this since the latest earnings report? Esp if you felt there are fundamental changes. I know they killed it in the latest Q
Best. Breakdown. Ever. 👍🏻👍🏻
Great write-up. Wondering why the subscription GMs are only 57%, I would expect them to be higher.
In their subscription margin, they bake in the cost of subscription which is driven by music royalties and streaming fees.
This Breakdown makes me want to buy PTON and a bike!!! Thank you, I really enjoyed the reading
Ha...appreciate the feedback. Hold off when they discount their products...good company but boy are those price tags high!