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Subject:  Re: PTON's ongoing shipping trouble Date:  11/28/2020  4:33 PM
Author:  wheelzofsteel Number:  73827 of 77930

Another issue that bears watching is the amount of customers using financing to make their PTON purchase. I was looking into the S-1 of Affirm the other day, which is a fintech providing installment loans for e-commerce. Peloton is 30% of their revenue.

"Our top merchant partner, Peloton, represented approximately 28% of our total revenue for the fiscal year ended June 30, 2020 and 30% of our total revenue for the three months ended September 30, 2020."

To me, that's a sign that PTON may have tapped out its market.
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