Presentation Ronald JoseyMD and Co-Head of Tech & Communications [Audio Gap] at Citi, and I'm always happy to have with us Peloton's CFO, Liz Coddington. Liz, you've been with Peloton since January of '22, no... Liz CoddingtonChief Financial Officer June of '22. Ronald JoseyMD and Co-Head of Tech & Communications June of '22. I knew I have my January role. And yes, so it's been quite a whirlwind. It's been great, though, watching everything go through. And so what I wanted to do is go through the busi ...

Peloton (PTON) 2025 Conference September 03, 2025 10:10 AM ET Company ParticipantsRon Josey - Managing DirectorLiz Coddington - CFORon JoseyAt Citi, and I'm always happy to have with us Peloton CFO Liz Coddington. Liz, you've been with Peloton since January '22? No.Liz CoddingtonJune '22.Ron JoseyJune '22. I knew I had my January wrong. And yeah. So it's been it's been quite a whirlwind. It's been great though watching watching everything go through.And so, what I wanted to do is is go through the business ...

Group 1 - Peloton Interactive, Inc. will have its Chief Financial Officer, Liz Coddington, participate in a fireside chat at the Citi Global TMT Conference on September 3, 2025, at 10:10 AM EDT [1] - The event will be accessible via a live webcast and replay on the Company's Investor Relations website [1] Group 2 - Peloton provides world-class fitness equipment, innovative software, expert instruction, and a supportive community for its members [2] - The company was founded in 2012 and is headquartered in New York City, serving millions of members across various countries including the US, UK, Canada, Germany, Australia, and Austria [2]

格隆汇8月28日｜据路透，当地时间周三，联邦上诉法院裁决，美国互动健身平台Peloton Interactive必 须面对一项诉讼，被指控在新冠疫情限制放松时通过掩盖家用健身器材的过剩库存，欺骗了股东。曼哈 顿第二巡回上诉法院推翻了下级法院的决定，允许股东继续提出索赔，称这家健身器材制造商发表了三 项虚假和误导性声明，人为地抬高了其股票价格。这起股东诉讼发生在Peloton股价从2021年2月5日至 2022年1月19日期间暴跌超过80%的时期，这与疫苗广泛可用和健身房重新开放的时间相吻合。 ...

Peloton (PTON) Stock Analysis - Peloton was a high-flying COVID stock that collapsed when the pandemic ended [2][3] - The stock is showing signs of improvement in price and fundamentals, presenting a good risk-reward entry point [4] - Zacks Rank gives Peloton a number two buy rating [4] - Peloton's market cap is $322 billion, with a beta of 208%, indicating high volatility [5] - Goldman Sachs lifted its price target to $1150 from $7, with a buy rating up from neutral [12] - A major product event announcement is expected in October, potentially related to AI and the "Peloton Intelligence" platform [13] - Q4 earnings showed a 5-cent report, above the expected -7 cents, with revenue exceeding expectations [16] - Adjusted IBIDA is $140 million this year versus $70 million last year, and free cash flow is $113 million versus $26 million last year, indicating fundamental improvement [17] - Key resistance level to watch is $10, with potential targets at $14 and $18 if it breaks through [18][19] - A positive catalyst and continued earnings momentum could lead to a $14 target by December or early January [22] TAT Technologies (TAT) Stock Analysis - TAT Technologies is a defense contractor in the aerospace market, manufacturing components for F-16s and other military vehicles [25] - It has a Zacks Rank number one, indicating a strong buy [24] - The company has a $500 million market cap and a 25 times forward earnings multiple [25] - Earnings estimates have moved from $033 to $041 and $035 to $040 in the last 30 days [26] - Full-year estimates have increased from $131 to $145, and next year's estimates from $089 to $215 [27] - Topline growth is projected at 16% for this year and 25% for next year [27] - The company has a 25 times forward earnings multiple, 28% times book value, and under three times on price to sales [28] - Margins are increasing from 73% to 8% to 82% [29]

Core Viewpoint - Peloton Interactive is preparing to implement a significant turnaround plan, which has positively impacted its stock performance recently [1][2]. Group 1: Stock Performance - Peloton's stock has increased by more than 8% in price week-to-date as of the last market open [1]. - The stock received a boost from an analyst recommendation upgrade from Goldman Sachs [2]. Group 2: Product Upgrades - The company is planning to launch its most significant set of product upgrades in years, potentially as soon as October [4]. - New offerings may include a Peloton bike, a treadmill, and an integrated artificial intelligence (AI) platform [4]. Group 3: Sales Strategy - Management intends to enhance its sales efforts by increasing the sales of used equipment and providing more self-assembly options for customers [5]. Group 4: Historical Context - Peloton experienced a significant rise in sales during the pandemic but has struggled to maintain that momentum since then [6]. - The CEO has recently promised that the turnaround plan will yield results [6].

Peloton Interactive (NASDAQ: PTON ) is still a stock with tons of pressure and uncertainty. Despite having survived the post-pandemic, the company has not been able to consolidate a solid business model able to achieve growth Analyst's Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it ...

Core Insights - Peloton is planning to launch an integrated artificial intelligence (AI) platform along with new products as early as October [1] - The company aims to enhance its offerings by introducing an updated bike, a refreshed treadmill, and new branded peripherals [2] - Peloton is also expanding its refurbished equipment and self-assembly options [2] Product and Service Developments - The CEO announced the use of advanced technologies like AI to provide personalized coaching [2] - Peloton has opened two micro stores and plans to add eight more by the holiday season [2] - The company has launched special pricing programs for various groups including students and healthcare workers [2] Strategic Initiatives - Peloton is undergoing a transformation phase, focusing on intentional investments for future growth [3] - The company has initiated a restructuring campaign to address a significant drop in subscription numbers [3] - An online marketplace called Peloton Repowered was launched to allow members to sell used equipment [4] Community Engagement - Peloton updated its app feature called Teams, enabling larger community building and unique leaderboard goals [4] - The special pricing program introduced in May aims to make membership and purchase options more accessible [4]

Group 1 - Peloton's shares have increased by 28.1% over the past four weeks, closing at $8.25, with a mean price target of $10.4 indicating a potential upside of 26.1% [1] - The average of 17 short-term price targets ranges from a low of $6.00 to a high of $20.00, with a standard deviation of $3.37, suggesting variability in analysts' estimates [2] - Analysts show strong agreement on Peloton's ability to report better earnings than previously predicted, which supports the view of potential upside [4][11] Group 2 - The Zacks Consensus Estimate for Peloton's current year has increased by 84.4% over the past month, with four estimates revised higher and no negative revisions [12] - Peloton holds a Zacks Rank 2 (Buy), placing it in the top 20% of over 4,000 ranked stocks based on earnings estimates [13] - While consensus price targets may not be reliable for predicting exact gains, they can indicate the direction of price movement [14]

Industry Overview - The health and fitness industry has transformed into a significant market, driven by a cultural shift towards healthier living, with consumers actively seeking better nutrition and structured fitness plans [2] - The global health and wellness market is projected to reach $11 trillion by 2034, growing at a compound annual growth rate (CAGR) of 5.4% from 2025 [4] - Major tech companies like Apple and Amazon are reshaping consumer engagement in wellness through innovative products and services [3] Company Highlights Peloton Interactive - Peloton has developed a connected fitness platform that combines advanced equipment with immersive digital content, creating an interactive fitness experience [7] - The company has shifted its business model to a balanced mix of product and subscription revenues, with subscription services becoming a key driver of recurring income [8] - Peloton continues to innovate and expand its market reach through partnerships and international expansion, positioning itself for long-term growth in the fitness sector [10] Sprouts Farmers Market - Sprouts operates as a health-focused grocery retailer, offering a wide selection of fresh, natural, and organic products, with its private-label brand representing about 24% of total sales [11][12] - The company has embraced digital transformation, with online sales accounting for roughly 15% of total revenues, and has invested in community well-being initiatives [13] - Sprouts has expanded its store locations and created a proprietary distribution network to enhance product freshness and supply chain efficiency [12] SunOpta - SunOpta focuses on plant-based and fruit-based products, catering to the growing demand for health and wellness options [14] - The company has evolved into a high-growth platform centered on scalable, high-margin categories, particularly in oat-based beverages and fruit-based foods [15] - SunOpta integrates sustainability into its product development, enhancing its alignment with health and fitness values [16] The Beachbody Company - Beachbody has built a comprehensive health and fitness ecosystem that combines digital workouts, nutrition, and mindset coaching through its BODi platform [17] - The company has shifted its business model to a direct-to-consumer sales approach, enhancing flexibility in content access and reducing operating expenses [19] - Beachbody is expanding into physical retail and innovating with targeted wellness solutions, aligning with evolving health trends [20]