One Last Sprint: The Analytics Behind Peloton’s 6-Month Growth Strategy
A Blend of Analytics & Strategy to Assess Peloton’s Growth and Exit Options
This is a tough time for many businesses that benefited from a pandemic-driven surge in business. Transitioning from predictable growth, to uncertainty, to explosive growth, back to a steady state leaves supply chains in flux and a high risk of excess inventory.
Peloton is one company that has been all over the map with regard to their stock price, sales, and customer volume. The latest signs point to a challenging environment for them to operate independently — by their own admission, they have a ~6-month window to prove their viability as a company, and otherwise they’ll be forced to seek “strategic alternatives” for their business.
Where could Peloton go from here? What organic growth options exist? Where does Peloton’s value lie? Who are potential strategic acquirers for their business?
Peloton Today: Hardware, Software, Content, and Stores
Peloton primarily makes money on the sale of its fitness products (treadmill, bikes, rowing machines, and more to come) and ongoing subscription revenue for access to its content.
