Latest news with #Peloton
Yahoo
20 hours ago
- Business
- Yahoo
The Top 5 Analyst Questions From Peloton's Q1 Earnings Call
Peloton's first quarter results met Wall Street's expectations, but the market responded negatively as sales fell and subscriber numbers continued to decline. Management attributed the quarter's performance to lower hardware sales and a year-over-year reduction in paid Connected Fitness subscriptions, partially offset by improved unit economics and cost discipline. CEO Peter Stern described the ongoing shift towards a higher-margin, subscription-focused model, highlighting that the company achieved its fifth consecutive quarter of positive adjusted EBITDA and free cash flow. Stern noted, 'We continue to track ahead of our $200 million cost restructuring plan, which is driving meaningful improvement in profitability.' Is now the time to buy PTON? Find out in our full research report (it's free). Revenue: $624 million vs analyst estimates of $621.5 million (13.1% year-on-year decline, in line) Adjusted EPS: -$0.04 vs analyst estimates of -$0.04 (in line) Adjusted EBITDA: $89.3 million vs analyst estimates of $80.37 million (14.3% margin, 11.1% beat) The company slightly lifted its revenue guidance for the full year to $2.46 billion at the midpoint from $2.46 billion EBITDA guidance for the full year is $340 million at the midpoint, below analyst estimates of $345 million Operating Margin: -5.2%, up from -20.4% in the same quarter last year Connected Fitness Subscribers: 2.88 million, down 171,000 year on year Market Capitalization: $2.55 billion While we enjoy listening to the management's commentary, our favorite part of earnings calls are the analyst questions. Those are unscripted and can often highlight topics that management teams would rather avoid or topics where the answer is complicated. Here is what has caught our attention. Youssef Squali (Truist): Asked about Peloton's progress on key initiatives and management changes; CEO Peter Stern explained cost reductions and the focus on innovation, while noting that new hires are intended to drive operational and commercial improvements. Arpine Kocharyan (UBS): Inquired about the impact of broader consumer slowdown; CFO Liz Coddington reported modest hardware sales softness but highlighted the resilience of subscription revenue and efforts to offer lower-priced options. Arpine Kocharyan (UBS): Followed up on pricing and cost discipline; Stern said the company is evaluating pricing for both hardware and subscriptions, and that cost control remains a priority to support profitability. Doug Anmuth (JPMorgan): Sought clarity on marketing strategy and future free cash flow; Stern described a holistic review of marketing spend, and Coddington signaled ongoing free cash flow generation, with inventory optimization tailwinds set to moderate next year. Simeon Siegel (BMO Capital Markets): Queried member base trends and the used equipment activation fee; Stern and Coddington clarified that churn remains stable and described the activation fee as a revenue and retention positive, especially for secondary market subscribers. Looking ahead, the StockStory team will watch for (1) tangible results from new hardware and software launches aimed at improving member engagement, (2) progress in scaling new retail and commercial partnerships in both domestic and international markets, and (3) sustained cost discipline as Peloton seeks to balance growth initiatives with profitability. Execution on leadership hires and effectiveness of marketing strategy will also be critical markers. Peloton currently trades at $6.44, down from $6.99 just before the earnings. Is there an opportunity in the stock?The answer lies in our full research report (it's free). Donald Trump's victory in the 2024 U.S. Presidential Election sent major indices to all-time highs, but stocks have retraced as investors debate the health of the economy and the potential impact of tariffs. While this leaves much uncertainty around 2025, a few companies are poised for long-term gains regardless of the political or macroeconomic climate, like our Top 9 Market-Beating Stocks. This is a curated list of our High Quality stocks that have generated a market-beating return of 183% over the last five years (as of March 31st 2025). Stocks that made our list in 2020 include now familiar names such as Nvidia (+1,545% between March 2020 and March 2025) as well as under-the-radar businesses like the once-small-cap company Comfort Systems (+782% five-year return). Find your next big winner with StockStory today.
Yahoo
a day ago
- Business
- Yahoo
Peloton (PTON) Rallies 6.4% on Quarterly Window-Dressing
Peloton Interactive, Inc. (NASDAQ:PTON) is one of the . Peloton Interactive rallied by 6.42 percent on Friday to close at $6.8 apiece as investors appeared to scoop up bargains ahead of the quarterly window-dressing. In recent news, Peloton Interactive, Inc. (NASDAQ:PTON) announced the creation of a chief technology officer role in line with its plans to focus on artificial intelligence innovation. The role will be assumed by Francis Shanahan, who has led the company's engineering and technical teams, customer-facing AI innovation strategy, guided product architecture, and ensured its systems are scalable and high-performing. In the third quarter of fiscal year 2025, Peloton Interactive, Inc. (NASDAQ:PTON) narrowed its net losses by 71.5 percent to $47.7 million from $167.3 million in the same period last year, pushing its nine-month losses down by 73 percent to $140.5 million from $521.4 million in the same comparable period. A group of people in a fitness class with connected fitness products in a studio or gym. Revenues for the last quarter declined by 13 percent to $624 million from $717.7 million year-on-year, while revenues for the nine-month period decreased by 8 percent to $1.883 billion from $2.056 billion. While we acknowledge the potential of PTON as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the best short-term AI stock. READ NEXT: 20 Best AI Stocks To Buy Now and 30 Best Stocks to Buy Now According to Billionaires. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
2 days ago
- Entertainment
- Yahoo
At 13, He Lost His Arm. Now He's a Top Peloton Coach
Growing up, Logan Aldridge could never sit still—and if you've met him, you know that hasn't changed. Sitting across from him in his cowboy hat at Sounds Like Nashville Live, his smile was warm and his energy magnetic, so much so that you might not even notice he's missing his left arm. And that's exactly how he wants it. When Aldridge was 13, he was out wakeboarding—something his family did almost every weekend. In an instant, the rope he was holding tangled in the boat's propeller. His left arm was severed, and blood was everywhere. On the way to the hospital, still in shock and trying to process what had just happened, he looked to his mom for answers. 'In the ambulance, when I was thinking, 'Oh my gosh, my arm might get amputated,' I asked my mom [what would happen],' he told Men's Journal. 'And she says, 'Logan, it's just an arm.' That mentality can be viewed by someone as tough love, but it was also the moment that shifted my perspective. It kind of transformed the way I saw myself—and what could become of this.'Aldridge has never let his accident define him, and he doesn't want it to define how others see him either. After he lost his arm, he stood up in front of his entire school and told them what happened—head-on, no drama, no whispers. He's never been afraid of the spotlight—and he's spent the years since turning that resilience into a movement. Today, Aldridge is Peloton's only adaptive fitness instructor. The accident that changed his life also changed how he sees others: with compassion, not caution. While he encourages his trainees to work within the realities of their bodies, you better believe he'll still push them. "My coaching style is one of inclusive accessibility and democratization of fitness, where there shouldn't be barriers to entry, especially if the individual has physical limitations. And through that lens, it's made me a really compassionate instructor and coach. But, big but here, I will make you want to throw up." When he was young, Aldridge remembers people constantly trying to help him. Whether it was teachers stepping in to assist before he had a chance to figure things out, or people gently reminding him of what might be harder now that he'd lost his dominant arm, he understood they meant well. But he never saw himself that way—and he never wanted to be told what he couldn't he brings that same mindset into his training and coaching. He wants everyone he works with to walk away knowing they're capable of more than they think. That they can work hard, push themselves, and move past the limits they—or others—have placed on them. "Just because you're a seated athlete, bilateral amputee, one arm, or whatever the case may be, I have compassion and understanding, but I don't have sympathy," he said. "I still want to push you and show you, regardless of impairment condition or not, if somebody's timid and afraid, doesn't think they can become strong, I want to show them through affirming, empowering action that they're capable." He's able to do just that through Peloton, a platform that meets people wherever they are—no gym membership required. Since joining in 2022, Aldridge has made it his mission to help people of all abilities see themselves reflected in fitness. "I want to help build a way in which people who are intimidated, fearful, who have disabilities, can have this platform. It doesn't have to be on a bike or a tread. It can be in their pocket. It can be on an app. They can just be on the couch and open the app and just watch, just watch. And then maybe the next day you'll try, you know, it's just baby steps, micro changes that make it to macro solutions. And the community at Peloton is the definition of an inclusive, welcoming, understanding community." At 13, He Lost His Arm. Now He's a Top Peloton Coach first appeared on Men's Journal on Jun 27, 2025
New York Times
4 days ago
- Health
- New York Times
Are Weighted Vests Worth the Hype?
In the past year, weighted vests have become a fixture of the fitness world. It can be hard to walk in a park or on a hiking trail without seeing someone wearing one. Many menopause and fitness influencers — some of whom make money on commission — pitch them as a way to add some resistance to walks, squats and lunges, or even turn housework into a workout. Some claim the vests can help women in midlife maintain strong bones and muscles. One influencer recently went so far as to call them 'one of the best-kept secrets' for healthy aging. Several companies that sell weighted vests have seen recent boosts in their sales numbers, and last month, Peloton launched a series of weighted vest walks. But how effective are weighted vests, really? We asked fitness experts and exercise scientists to explain what the research shows. Can weighted vests improve bone health? For women who have gone through menopause, maintaining bone health is essential for avoiding falls and moving comfortably through daily life. Bone density plummets in the five to seven years after menopause, and half of women over 50 will break a bone because of osteoporosis. A large body of research suggests that exercise can indeed help to strengthen your bones by strategically stressing them. Want all of The Times? Subscribe.
The Verge
4 days ago
- Business
- The Verge
Ladder isn't done trolling Peloton.
Posted Jun 25, 2025 at 4:00 PM UTC Ladder isn't done trolling Peloton. The strength-training startup had a funny campaign last year, ribbing Peloton for allegedly copying the Ladder app for its Strength Plus app. Now it's flexing that it poached Peloton instructor Jennifer Jacobs (who Peloton originally poached from Ladder) and offering Peloton members a three-month, all access subscription. Word has it Ladder is also planning to send trucks with digital billboards outside Peloton's NY headquarters advertising the campaign.
