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THE NEW TECH CULT: PELOTON
I hate cardio. But apparently there is enough people that pretend to & these cult bikes
(my new name for Pelotons) are FLYING off the shelves & the stock has gone 
since IPO.
Here is a semi serious thread about why I think Peloton could be HUGE..
I hate cardio. But apparently there is enough people that pretend to & these cult bikes
(my new name for Pelotons) are FLYING off the shelves & the stock has gone since IPO.Here is a semi serious thread about why I think Peloton could be HUGE..
1/ PELOTON X BEYONCÉ
Peloton now has multi-year partnership with Beyoncé.
Why?
Peloton is making Beyoncé themed workouts + her upcoming releases will probably be featured = amping her streaming numbers. IMO this is just the beginning for artist relationships w/ Peloton…
Peloton now has multi-year partnership with Beyoncé.
Why?
Peloton is making Beyoncé themed workouts + her upcoming releases will probably be featured = amping her streaming numbers. IMO this is just the beginning for artist relationships w/ Peloton…
2/ VIRTUAL CONCERTS?
Epic games brought this to the forefront w/ Marshmello & Travis Scott fortnight virtual concerts. 10 MILLION tuned into Marshmello’s concert…That’s insane! Think of how many people after those virtual concerts went & downloaded songs from Mellow and Scott?
Epic games brought this to the forefront w/ Marshmello & Travis Scott fortnight virtual concerts. 10 MILLION tuned into Marshmello’s concert…That’s insane! Think of how many people after those virtual concerts went & downloaded songs from Mellow and Scott?
3/ PICTURE THIS
If Beyoncé themed workouts prove a bump in her streaming #'s other artists are going to be clamoring to be FTr'd on workouts. There are many opportunities for AD revenue for @onepeloton in the future during these workout or possible virtual concerts like Scotts?
If Beyoncé themed workouts prove a bump in her streaming #'s other artists are going to be clamoring to be FTr'd on workouts. There are many opportunities for AD revenue for @onepeloton in the future during these workout or possible virtual concerts like Scotts?
4/ PELOTON IS A STATUS SYMBOL
Americans
status symbols. Leasing fancy cars, buying phones they can’t afford, and next up in the status symbol pipeline is the cult bike. $PTON bears love to say “ just wait until it becomes a coat rack!!" I say NAY!
and here's why...
Americans
status symbols. Leasing fancy cars, buying phones they can’t afford, and next up in the status symbol pipeline is the cult bike. $PTON bears love to say “ just wait until it becomes a coat rack!!" I say NAY!and here's why...
5/ STATUS SYMBOL CONT.
If I didn’t use my Peloton bike (if I had one) I’d still have that sucker planted in the middle my living room absolutely GLISTENING. What’s better than showing people you not only have money but you also care about working out?
*cough lulu for ex. cough*
If I didn’t use my Peloton bike (if I had one) I’d still have that sucker planted in the middle my living room absolutely GLISTENING. What’s better than showing people you not only have money but you also care about working out?
*cough lulu for ex. cough*
6/ MY STATIONARY BIKE IS FASTER THAN YOURS
Peloton has sparked millennial competition during quarantine like no other. Live track your position in the field and see where you place at the end. You see statistics about your workout (how many cals burned, cadence, output etc.)
Peloton has sparked millennial competition during quarantine like no other. Live track your position in the field and see where you place at the end. You see statistics about your workout (how many cals burned, cadence, output etc.)
7/ PELULU
Moving on to the more serious part of this thread - Peloton has moved into apparel in a big way (another revenue stream). Like Lulu Lemon, you can show off to people outside of your home that you not only workout but also have money!
Moving on to the more serious part of this thread - Peloton has moved into apparel in a big way (another revenue stream). Like Lulu Lemon, you can show off to people outside of your home that you not only workout but also have money!
8/
In all seriousness, Peloton sells in their physical stores/online stores hoodies, bras, and various types of workout gear. Pictured below are some Grateful Dead x Peloton collab merch sold on their store again proving that music will be a big part of their future.
In all seriousness, Peloton sells in their physical stores/online stores hoodies, bras, and various types of workout gear. Pictured below are some Grateful Dead x Peloton collab merch sold on their store again proving that music will be a big part of their future.
9/ MORE THAN A BIKE
Pton’s 1-year retention rate is 96% (2019), higher than Netflix (93%). Simply incredible. Peloton is more than a bike - it's a service & an experience. You are being trained by a world class instructor, competing against friends, in the comfort of your home.
Pton’s 1-year retention rate is 96% (2019), higher than Netflix (93%). Simply incredible. Peloton is more than a bike - it's a service & an experience. You are being trained by a world class instructor, competing against friends, in the comfort of your home.
10/ $PTON
A typical recession would have buried Peloton. A pandemic and glooming depression? Catapulted it.
Let's get into the nitty gritty about $PTON with the help of my favorite deep dive service @ycharts
Up 292.3% since IPO ($27 -> $100 a share)
A typical recession would have buried Peloton. A pandemic and glooming depression? Catapulted it.
Let's get into the nitty gritty about $PTON with the help of my favorite deep dive service @ycharts
Up 292.3% since IPO ($27 -> $100 a share)
11/ $PTON financials
Market Cap: 29.4B
PE Ratio: 359
Rev (TTM): 2.3 B
Rev (Qrtrly YoY %): 232.4%
Not profitable (yet)
Guidance: Q4 rev $500M - $520M. Fiscal 2020 projected 1.04M-1.05M subscribers. Fiscal 2020 rev $1.72B - $1.74B It has all the symptoms of a growth stock...
Market Cap: 29.4B
PE Ratio: 359
Rev (TTM): 2.3 B
Rev (Qrtrly YoY %): 232.4%
Not profitable (yet)
Guidance: Q4 rev $500M - $520M. Fiscal 2020 projected 1.04M-1.05M subscribers. Fiscal 2020 rev $1.72B - $1.74B It has all the symptoms of a growth stock...
12/ $PTON ORDERS
Peloton orders have been through the roof and there is a backlog. With Christmas around the corner this demand will only increase - insane demand = no need to spend on ADs. which in turn could turn this company into the green!
Peloton orders have been through the roof and there is a backlog. With Christmas around the corner this demand will only increase - insane demand = no need to spend on ADs. which in turn could turn this company into the green!
13/ LONG $PTON
Cont. to eye retention rate, sub growth (currently 94% YoY), & burn rate. With this crazy demand $PTON will lay off ADs and save a ton of money. Orders will boom through Dec.
Follow me on @JoinCommonstock to know when I buy more! https://share.commonstock.com/share?inviter=gannon
Cont. to eye retention rate, sub growth (currently 94% YoY), & burn rate. With this crazy demand $PTON will lay off ADs and save a ton of money. Orders will boom through Dec.
Follow me on @JoinCommonstock to know when I buy more! https://share.commonstock.com/share?inviter=gannon
14/ THANK YOU!
If you enjoyed this thread or know someone long $PTON please give it a like & a share - Those that follow me on @JoinCommonstock know that I entered $PTON in Sept. & sold most my bag in Oct. for a 67% gain (but I am looking to add more after this recent dip!).
If you enjoyed this thread or know someone long $PTON please give it a like & a share - Those that follow me on @JoinCommonstock know that I entered $PTON in Sept. & sold most my bag in Oct. for a 67% gain (but I am looking to add more after this recent dip!).
