Peloton – Near-term Holiday Sales Outlook & Long-term Positioning – 2 December 2020

  • Public Equity
  • Consumer
  • North America


Former VP at Peloton Interactive Inc


  • Key trends and developments in the connected fitness industry
  • Peloton's (NASDAQ: PTON) positioning and impact of supply chain constraints on near-term sales, focusing on holiday-driven orders
  • Implications of recently announced celebrity collaborations as part of content strategy
  • Near-term impact of gym reopenings and closings and future coronavirus vaccine


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