Peloton: Fitness Fad or Sustainable Streaming Media/Fitness Service?

Equities Research Analyst

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


Read the full report here

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