04

November, 2020

Peloton is riding high

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Peloton (PTON)

Last quarter, Peloton crushed estimates: sales grew 172% and the company raised its outlook for future demand. 

Peloton Purchase Intent shows sustained YoY growth.

Peloton Consumer Demand

This brand is being propelled by a multi-tier subscription model, high retention rates, happy customers, and a macro environment tilted toward working out from home.

Andy talked about this in detail today on the TD Ameritrade Network.

A deceleration from the rapid adoption observed this Spring could spook some. But there’s no denying that Peloton is a top performer. We have trouble betting against it.

Trend Watch: Smart TV's (WMT, CMCSA)

Comcast and Walmart announced that they may team up to create a smart TV yesterday.

 

LikeFolio Smart TV Purchase Intent has accelerated in 2020 alongside a major shift to… 

Stay ahead of wallstreet, take a tour/buy now.

Get a demo at your own pace and see the power of LikeFolio data & insights for yourself.  Let’s do this!

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