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1/ Dive into why Peloton $PTON has been able to create a backlog of bike deliveries 8-10wks while Costco has bikes of similar quality available today. 
2/ What creates a monthly churn of less than 0.8%? What creates guiding for monthly churn of less than 0.75% even as we arise out of a pandemic? What creates a cult-like following and a strong moat? The answer is quite easy and clear and very similar to Disney or Netflix.
3/ I consider it the @onePeloton 3 C's
Content
Community
Connectivity
Content: Disney has been able to create a $330B empire of parks, resorts, cruises, movies, streaming, merchandise etc. with its content. Content is king and Peloton knows this.
Content
Community
Connectivity
Content: Disney has been able to create a $330B empire of parks, resorts, cruises, movies, streaming, merchandise etc. with its content. Content is king and Peloton knows this.
4/ Content contd'
Peloton has carefully picked and groomed instructors for top-notch content for all demographics. There is something for everyone. Peloton has seen huge initial success with music partners (Beyonce el al) and will continue to develop. Continually improving
Peloton has carefully picked and groomed instructors for top-notch content for all demographics. There is something for everyone. Peloton has seen huge initial success with music partners (Beyonce el al) and will continue to develop. Continually improving
5/ Content contd'
content will allow further moat expansion and stickiness into apparel which will grow to be a huge growth driver.\\
Community: Peloton has developed their leaderboard to follow friends, compete with friends and compete against your own metrics. This has provided
content will allow further moat expansion and stickiness into apparel which will grow to be a huge growth driver.\\
Community: Peloton has developed their leaderboard to follow friends, compete with friends and compete against your own metrics. This has provided
6/ Community contd'
huge word of mouth referrals as we have seen minimal Peloton ads during the pandemic. It wasn't needed. They have marketing as ammunition for new product launch, further expansion into other markets in the future.
huge word of mouth referrals as we have seen minimal Peloton ads during the pandemic. It wasn't needed. They have marketing as ammunition for new product launch, further expansion into other markets in the future.
7/ Community contd'
The challenges, FB groups, high fives and Homecoming events are another driver of the Peloton community. You don't see people flocking to Echelon (Amazon bike)
headquarters Homecoming selling out tickets in less than an hour (pre-Covid)
The challenges, FB groups, high fives and Homecoming events are another driver of the Peloton community. You don't see people flocking to Echelon (Amazon bike)
headquarters Homecoming selling out tickets in less than an hour (pre-Covid)
8/ Connectivity: Peloton makes every rider feel like the instructor is speaking directly to them during a ride. They have consulted with experts in production and have trained their instructors precisely to do just this. Peloton subscribers feel strongly connected
9/ Connectivity contd'
to the brand and have done the marketing for them.
As @keylargofoley says on every conference call, we are just getting started. Peloton has a bright future with strong cult-like following which has created a strong moat.
to the brand and have done the marketing for them.
As @keylargofoley says on every conference call, we are just getting started. Peloton has a bright future with strong cult-like following which has created a strong moat.
10/ This strong moat will allow further international expansion, further product expansion, annual product refresh (like cars and iPhone), as well as apparel. Let me know your thoughts below on what I consider the Peloton brand 3 C's.
