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Peloton(PTON.US)将推出新硬件及AI驱动健身课程
Zhi Tong Cai Jing· 2025-09-30 07:08
Group 1 - Peloton is launching a new entry-level bike with a rotating screen and expanding its accessory product line, including air fans, optional seats, and smartphone holders, which will no longer be supplied by third-party vendors [1] - The company plans to update its marketing strategy to emphasize how fitness and health choices enhance quality of life and promote longevity [1] - Peloton Intelligence will offer more personalized fitness courses and encourage users to upgrade hardware and subscription services to support "advanced features" [1] Group 2 - Peloton's stock price has decreased by 91% from its pandemic peak, while the S&P 500 index has doubled during the same period [2] - The company only achieved profitability in Q4 of fiscal year 2025, primarily due to reductions in R&D and marketing costs, which offset a 6% decline in sales [2] - Peloton is implementing multiple strategies to increase revenue, including expanding hotel partnerships, launching a second-hand equipment platform called "Repowered," and repositioning the brand to encompass a comprehensive health platform that includes nutrition and mental health strategies [2]