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.