Peloton Interactive

Peloton and the Kiss(es) of Death

Equity Bottom-Up
147 Views, 20 Jan 2022 11:55
EXECUTIVE SUMMARY
  • As I perused the headlines yesterday, I came across a CNBC article that suggested Peloton would be hiring McKinsey to “review its cost structure and potentially eliminate some jobs”. 
  • Whilst Foley is not likely to be sleeping with fishes anytime soon, the CNBC report suggests that 12% of Peloton’s physical store count might be on the chopping board
  • Whilst I still continue to believe Peloton will have success in their market over the longer term, this does not equate to attractive shareholder returns

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