ninitta/iStock via Getty Images It’s been 2 years since Peloton Interactive, Inc. (NASDAQ:PTON) started shifting its business model from one based around selling physical exercise devices to one built around subscriptions. That doesn’t seem like a bad plan on paper. However, the results have been lackluster so far. Since subscriber growth is mainly dependent on…
Thomas Barwick/Stone via Getty Images Overall, the sentiment in the markets has been cheery, with only a few exceptions. Peloton Interactive (NASDAQ:PTON) is a big one. The pandemic market darling has entered into a years-long slump, pummeled by a lack of consumer demand for its core products as well as an inability to yield net…
Husam Cakaloglu Back in September, I wrote that I thought that Peloton’s (NASDAQ:PTON) subscription business had value, but that there was no immediate catalyst on the horizon. The stock has rallied over 35% since, then. My first write-up on the name was back in March, when I said the stock price needed to be lower…
FatCamera/E+ via Getty Images When I look at a company like Peloton (NASDAQ:PTON), I often marvel at how quickly a beloved, popular company can turn into a pariah when it’s subject to the whims of consumer demand. The exercise-bike maker was one of the hottest stocks to trade during the pandemic, but amid this year’s…
Justin Paget Introduction Peloton Interactive’s (NASDAQ:PTON) meteoric rise in the fitness industry during the pandemic has collided with the winds of change in a post-pandemic world. Once celebrated as a symbol of the at-home fitness revolution, Peloton achieved a peak market cap of nearly $50 billion. However, as the world reopened and people returned to…