Peloton is a hot mess. The market has spoken and Peloton is playing defense, now targeting 'less affluent' people and cutting hardware (bikes etc) prices. GOING FOR GROWTH! Please... they rode covid coattails, and are nothing more than a treadmill/bike company. Affirms penetration into Aus (via Peloton) will not have any impact.
While I'm not a happy investor atm (due to a few reasons), and the execution risk is high, I do still believe that Zip is ticking many boxes re: building a global business (with scale/unit economics). Over the next 12-24 months, the key indicators for me to watch (besides standard growth metrics) is engagement I.e # of transactions monthly, ARPU and other metrics that hint at increasing LTV.
Peloton is a hot mess. The market has spoken and Peloton is...
-
- There are more pages in this discussion • 10,622 more messages in this thread...
You’re viewing a single post only. To view the entire thread just sign in or Join Now (FREE)
Add ZIP (ASX) to my watchlist
 (20min delay)
|
|||||
|
Last
$2.12 |
Change
0.000(0.00%) |
Mkt cap ! $2.751B | |||
| Open | High | Low | Value | Volume |
| $2.11 | $2.19 | $2.08 | $37.25M | 17.52M |
Buyers (Bids)
| No. | Vol. | Price($) |
|---|---|---|
| 5 | 134476 | $2.12 |
Sellers (Offers)
| Price($) | Vol. | No. |
|---|---|---|
| $2.14 | 90343 | 8 |
View Market Depth
| Last trade - 16.10pm 06/09/2024 (20 minute delay) ? |
| ZIP (ASX) Chart |