Research
FORUM TRANSCRIPT

Peloton Interactive – IPO Filing Analysis – 18 September 2019

  • Multi Asset
  • Consumer
  • North America
PREMIUM

Specialist

VP at Flywheel Sports Inc

Agenda

  • Pricing strategy regarding volume considerations
  • Subscription model and membership churn as Peloton Interactive matures
  • Product expansion potential examining cross-selling and cannibalisation
  • Music licensing considerations and content relevancy

Questions

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