Is Peloton a fitness fad or sustainable service?
Elizabeth Montgomery Equities Research Analyst
October 10 2019
With Peloton’s recent IPO, we dug into our Credit and Debit transactional data to see if the drivers of their business reveal a ‘fitness fad’ or a ‘sticky streaming service.’
We focused our analysis on the following areas:
- US Market penetration
- Connect Fitness & Digital Subscription Growth
- Subscription Retention
- Geographical Performance Breakdowns
- Competitive Dynamics