However, tread mention volume significantly lags generic Peloton and Peloton Bike mentions.
Bottom line: consumers don’t appear significantly concerned about the new South African variant, yet — and as a whole, Peloton growth is still decelerating.
Make no mistake, consumers who do have Peloton machine, LOVE the product and associated services. A consumer happiness rating higher than 83% positive (and rising) is nearly unheard of in the LikeFolio universe. Nautilus equipment lags by more than 6 points, for comparison.
But for now, these loyal customers may not be enough to fuel the Peloton growth rates the Street is looking for.
Stay tuned through an extremely important New Year Resolution season just over a month away. This is when consumers really tip their hands, and we’ll be listening.