About
Information is our nourishment. Say hello to the data gods.
Meet Our Team
Consumers speak. We listen, analyze, and dig deep. You win!
Learn More
Solutions
Get targeted insights into industry trends with our quarterly sector reports, so you can predict the future and stay a step ahead.
Learn More
Receive alerts and reports to power your fund management. Partner with our team of analysts to take your research to the next level.
Learn More
Plug our consumer-demand-data directly into your client-facing software, tools, and platform or work with us to create custom, high-value content your customers will love.
Learn More
Testing our data is like jumping in a time machine to compare market gains and losses against reliable and annotated historical data.
Learn More
Track specific tickers, receive alerts, and watch sector-specific trends. Drill down on individual stocks and see where consumer sentiment aligned with gains and losses in trading.
Learn More
Who We Serve
LikeFolio is your real-time focus group keeping you connected to consumers and giving you a critical edge over your competition.
Learn More
LikeFolio is your research secret weapon to sniff out game-changing shifts in the market before they happen.
Learn More
LikeFolio is source of quantitative data based upon real consumer insights to power your investment engine.
Learn More
LikeFolio is your content pipeline positioning your tool as an indispensable resource to your customers.
Learn More
LikeFolio has partnered with Tradesmith to build Derby City Insights and bring our powerful insights engine to private investors.
Learn More

Are Peloton (PTON) Users Sticking Around?

August 26, 2021

Are Peloton (PTON) Users Sticking Around?

Despite design flaws of late, Peloton has a knack for keeping consumers around.

Earlier this month Peloton announced it is beginning to repair recalled treadmill touchscreens (that were falling off), after previously implementing security features to enhance the safety of its tread prior to U.S. release.

LikeFolio data shows that recalls and safety concerns have not impacted overall brand happiness.

In fact, Peloton Happiness has actually increased +2 points YoY to 86% positive, 5 points higher vs. fitness equipment provider, NLS.

In addition, cancellation mention volume remains negligible (less than one mention per day). This lines up with Peloton's previous notes on high retention.

Last quarter, average net monthly connected fitness churn was 0.31%. This is extremely low. To give a goal post, Netflix, Disney and Apple streaming service churn rates fall between 2% and 15%.

Another important LikeFolio metric to consider when gauging retention is mention volume.

Peloton Mentions remain +171% higher vs. 2019, though buzz has tempered vs. 2020's workout-from-home craze.

This theme is mirrored in overall fitness trends. Consumer mentions of utilizing virtual trainers remain ~100% higher vs. 2019, but are showing near-term signs of normalization.

In addition, data suggests some consumers are returning to the gym. New gym membership mentions are +15% higher vs. last year.

But stay tuned here...any changes in reopening/mask guidance could swing fitness trends back in Peloton's favor.

The company is facing tough comps and investors will be listening for updates on supply chain challenges and any impacts spurring from previously noted recalls and safety updates.

Peloton reports 21Q4 Earnings August 26 after the bell.

Related Posts

Peloton is riding high

Peloton (PTON) Last quarter, Peloton crushed estimates: sales grew 172% and […]

Read More
Covid Vaccine: Winners & Losers

Trend Watch -- Looking Ahead We knew this day would […]

Read More
Are AirPods at Max Volume?

Apple ($AAPL) Apple announced and released its AirPods Max for […]

Read More
1 2 3 5

Related Posts

KEEP YOUR COMPETITIVE EDGE

Get FREE insights in your inbox every week with the Daily Drop.

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.

Partner Sites

©2022 LikeFolio. All Rights Reserved.
Privacy Policy
|
Terms of Use
LikeFolio userslaptop-phonepie-chartchart-barsselect