Peloton Interactive, Inc.


SKU: PTON Category:


This is our first report on Peloton Interactive, one of the most popular interactive fitness platforms in the world. The company delivered a disappointing set of results as it failed to meet Wall Street expectations with respect to revenues as well as earnings. It intends to relaunch the digital app in the coming year. The management disclosed that with their new content strategy, there would be a tier-based price structure in the coming quarters. They are also pursuing the 100 million consumers of digital apps. Besides, the customer FaaS scores are quite good. Unaided brand awareness could be much higher in comparison to other items. According to some data, the purchase scores are greater than any of the other products in their product line. During the quarter, the sub-growth was also paced by the spending decline, which is significant sequentially and year over year. Secondary market activations further gave them another chance to increase their subscriber base. We initiate coverage on the stock of Peloton Interactive, Inc. with a ‘Hold’ rating.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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