PTON
Peloton Interactive, Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 0 / 3
- Avg. return
- —
- Verdicts
- Worked 3
pitch
Winter 2020
Bruce
short
worked
Newsletter
Peloton is an expensive add-on fitness product with a smaller total addressable market (TAM) than market expectations. The company's churn is artificially low due to legacy contracts, and it faces sig
pitch
Winter 2020
Bruce Kim
short
worked
Newsletter
PTON faces significant competition with no moat, particularly from SoulCycle, which is launching a connected bike product. The projected revenue for 2024 is $2.9 billion, significantly lower than the
pitch
Winter 2020
unknown
short
worked
Newsletter
The thesis is based on the belief that Peloton's business model is unsustainable due to increasing competition and declining subscriber growth, leading to a potential decrease in revenue and profitabi