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

By 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

Read the full report here