Added to YB: 2025-11-04
Pitch date: 2025-11-01
PTON [bearish]
Peloton Interactive, Inc.
+27.19%
current return
Author Info
No bio for this author
Company Info
Peloton Interactive, Inc. operates integrated fitness platform in North America and internationally. The company offers connected fitness products under the Peloton Bike, Peloton Bike+, Peloton Tread, Peloton Tread+, Peloton Guide, and Peloton Row names.
Market Cap
$2.7B
Pitch Price
$7.32
Price Target
N/A
Dividend
N/A
EV/EBITDA
36.84
P/E
-14.91
EV/Sales
1.48
Sector
Leisure Products
Category
N/A
Peloton Earnings Preview: Record Subscriber Loss in Sight as Subscription Headwinds Mount
PTON short: Subscription biz weakening w/ 75k QoQ drop to 2.8M subs, expect 100k+ loss next Q. Mobile usage -24% YoY, web traffic falling. Subscriptions = 60-65% revenue, so churn risk significant. OpEx cut 25% YoY helps but can't offset shrinking membership. Sub-$400M sub revenue likely.
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