Research
FORUM TRANSCRIPT

Peloton – Turnaround Efforts & Amazon Distribution Launch Implications

  • Public Equity
  • Consumer
  • North America
PREMIUM

Specialist

Former executive at Peloton Interactive Inc

Agenda

  • Peloton’s (NASDAQ: PTON) newly announced partnership with Amazon (NASDAQ: AMZN) – distribution dynamics and wider implications
  • Peloton’s turnaround efforts, including potential merits and drawbacks
  • Digital fitness competitive landscape, consumer lifetime value and CAC (customer acquisition cost) trends
  • Near-to-long-term at-home fitness industry demand outlook

Questions

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