What's the future of Peloton?
@howardlindzon has me thinking. Could Peloton become a clothing company A media company? I think both are very possible.
Currently Peloton only makes ~1% from branded apparel and 0% from media revenue.
I expect that to change drastically.
@howardlindzon has me thinking. Could Peloton become a clothing company A media company? I think both are very possible.
Currently Peloton only makes ~1% from branded apparel and 0% from media revenue.
I expect that to change drastically.
That is such a compelling ad proposition.
Complete attention on a screen for 20-60 minutes. You can't get that anywhere else.
And the customer is VERY valuable.
Complete attention on a screen for 20-60 minutes. You can't get that anywhere else.
And the customer is VERY valuable.
. @profgalloway speaks about Peloton's gross margins. Imagine when they add an ads business on top of this. Margins go through the roof.
For reference, SoulCycle did 18m in revenue from retail sales in 2015 (most recent data I can find).
