Peloton invented a new category, has a beloved product with off-the-charts NPS scores, a rabid member base, and a largely fixed cost structure that will scale beautifully over time. Peloton was already seeing massive revenue growth even before COVID-19, but is now seeing overwhelming demand. With no need to advertise, CAC is plummeting.
Peloton Interactive
Peloton Interactive
Peloton Interactive
Peloton invented a new category, has a beloved product with off-the-charts NPS scores, a rabid member base, and a largely fixed cost structure that will scale beautifully over time. Peloton was already seeing massive revenue growth even before COVID-19, but is now seeing overwhelming demand. With no need to advertise, CAC is plummeting.