Posts on PTON

Latest ideas and analyses related to Peloton Interactive Inc. Class A Common Stock

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PTON

+26 pts



New Leadership Upending PTON Business Model

By realjoe on Sept. 19, 2022, 10:18 a.m.
Tagged topics: initiation report

Views: 22, Votes: 5, Responses: 0, Attachments: 1
PTON

+16 pts



5 Key Takeaways from PTON's FY22 10-K Filing

By cassie on Sept. 7, 2022, 5:44 p.m.
Tagged topics: 10K review

Views: 16, Votes: 4, Responses: 0, Attachments: 1
PTON

+15 pts



$PTON Lowering Expectations Again

By puckerman17 on Aug. 29, 2022, 3:29 p.m.
Tagged topics: analyst lowers estimates

Views: 13, Votes: 3, Responses: 0, Attachments: 1
PTON

+33 pts



Survey Says… The Future of Fitness Is Hybrid

By mooreideas on Aug. 17, 2022, 1:18 p.m.
Tagged topics: analyst checks

Views: 49, Votes: 3, Responses: 0, Attachments: 1
PTON

+33 pts



$PTON Continuing to Shift Costs from Fixed to Variable, w/Focus on FCF; Thoughts Into FY4Q Earnings;

By josiebe on Aug. 15, 2022, 2:27 p.m.
Tagged topics: earnings preview

Views: 19, Votes: 3, Responses: 0, Attachments: 1
PTON

+38 pts



$PTON Down, But Not Out

By josiebe on July 22, 2022, 3:02 p.m.
Tagged topics: initiation report

Views: 29, Votes: 5, Responses: 0, Attachments: 1
PTON

+34 pts



$PTON - J.P. Morgan TMC Conference Takeaways: Fitness-as-a-Service (FaaS) Gaining Traction in Tests

By realjoe on May 25, 2022, 12:16 p.m.
Tagged topics: management commentary

Views: 25, Votes: 2, Responses: 0, Attachments: 1
PTON

+56 pts



Capitulation Feels Complete on Latest Reset; How the Stock Can Work Now

By toastcrunch.info on May 21, 2022, 11:53 p.m.
Tagged topics: leisure

Views: 25, Votes: 5, Responses: 0, Attachments: 1
PTON

+34 pts



$PTON Getting Ready For A Hard Climb Ahead

By mooreideas on May 11, 2022, 1:25 p.m.
Tagged topics: earnings results

Views: 38, Votes: 2, Responses: 0, Attachments: 1
PTON

+34 pts



$PTON Where's the Floor?

By realmomobags on May 10, 2022, 6:38 p.m.
Tagged topics: earnings results

Views: 29, Votes: 2, Responses: 0, Attachments: 1
PTON

+34 pts



$PTON - Turnaround Takes Time

By realjoe on May 10, 2022, 3:36 p.m.
Tagged topics: earnings results , turnaround story

Views: 32, Votes: 2, Responses: 0, Attachments: 1
PTON

+36 pts



$PTON - benefits of price changes unclear given PTON has an end market problem, not market share problem

By underdog on April 18, 2022, 3:23 p.m.
Tagged topics: price changes

Views: 123, Votes: 3, Responses: 0, Attachments: 3
PTON

+45 pts



$PTON - Along for the Ride; Initiate at Equal-weight (as requested)

By realjoe on April 11, 2022, 12:47 p.m.
Tagged topics: initiation report

Views: 63, Votes: 8, Responses: 0, Attachments: 1
PTON

+2 pts



Looking for Morgan Stanley's Initiation Report of $PTON

By beat_the_street on April 10, 2022, 6:57 a.m.
Tagged topics: deep dive

Views: 31, Votes: 1, Responses: 1, Attachments: 0
PTON

+33 pts



Peloton F3Q data update highlights reopening headwinds, but expect meet/beat subs Reiterate Rating: BUY | PO: 42.00 USD | Price: 26.18 USD

By tvalerttelegram on April 7, 2022, 2:11 a.m.
Tagged topics: bofa

Views: 26, Votes: 2, Responses: 0, Attachments: 1
UBER , LYFT , DASH , ABNB , AMZN , EBAY , CHWY , W , POSH , JMIA , PTON , DUOL , NFLX , SPOT , FB , TWTR , SNAP , PINS

+42 pts



1Q22 Internet App Data Analysis

By puckerman17 on April 6, 2022, 3:36 p.m.
Tagged topics: analyst checks

Views: 39, Votes: 4, Responses: 0, Attachments: 1
PTON

+40 pts



$PTON - Not just spinning our wheels (deep dive)

By cassie on March 11, 2022, 12:55 p.m.
Tagged topics: deep dive

Views: 58, Votes: 3, Responses: 0, Attachments: 1
PTON

+40 pts



$PTON - Adjusting The Business Model For A Post-Pandemic Normal

By ethonomics on Feb. 9, 2022, 3:55 p.m.
Tagged topics: earnings results

Views: 63, Votes: 4, Responses: 0, Attachments: 1
PTON

+36 pts



$PTON - bulls bet on new CEO's strategic overhaul will drive more short-covering & win back growth investors

By realjoe on Feb. 9, 2022, 12:19 p.m.
Tagged topics: earnings results

Views: 133, Votes: 2, Responses: 0, Attachments: 1
PTON

+37 pts



$PTON - management overhaul is a good thing, as Barry McCarthy should provide a stead hand rightsizing the business

By puckerman17 on Feb. 8, 2022, 11:09 a.m.
Tagged topics: management departure , Barry McCarthy , John Foley

Views: 34, Votes: 4, Responses: 0, Attachments: 1