The Motley Fool Discussion Boards

Previous Page

Investment Analysis Clubs / Saul’s Investing Discussions

URL:  https://boards.fool.com/another-issue-that-bears-watching-is-the-amount-of-34680123.aspx

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.
Copyright 1996-2021 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us