Peloton. The name used to ring like a cash register. Now it echoes like an empty gym. Ninety-six percent off its high. A steep drop, even for a company selling expensive daydreams. Wall Street still sees a flicker of hope – almost half the analysts rate it a buy. Optimism. A dangerous habit in this business.
Earnings drop next week. A chance to prove something. Or to confirm the obvious. I’m watching. Not with hope, mind you. Just a professional curiosity. Like a doctor examining a patient already on life support.
The question isn’t about revenue, not at first. It’s about the bottom line. Can they patch the leaks before the ship goes under? They’ve been hacking at costs, trying to align with a reality where not everyone needs a stationary bike that costs more than a used car. Two quarters of net income. A temporary reprieve, maybe. Free cash flow going up. A slow drip, not a flood.
Management admits the fat hasn’t all been trimmed. A new plan to save a hundred million by 2026. Ambitious. Most plans are. It’s the execution that usually gets you. They’re releasing the December quarter numbers on the fifth. A lot needs to fall into place. They’re saying bottom-line gains will fuel top-line growth. A neat theory. I’ll be looking for the numbers, not the spin. Profitability metrics. That’s where the truth usually hides, buried under layers of investor relations fluff.
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2026-01-30 11:22