The Motley Fool Discussion Boards

Previous Page

Investment Analysis Clubs / Saul’s Investing Discussions


Subject:  Re: PTON's ongoing shipping trouble Date:  11/29/2020  9:50 PM
Author:  XMFBreakerTinker Number:  73848 of 78461

Affirm is everywhere from Target to Best Buy to the small Shopify (I assume) customer from whom I ordered premium rollerblades from the other day instead of a Peloton. Hey, I figure I can stay in better shape roller skiing (it’s a Minnesota thing) but have not had a single person denounce Peloton to follow my lead.

The fact that Peloton actually grew its percentage w Affirm, given how fast they are growing seeems mathematically somewhat astounding. Not dispositive as there is an assumption made there but I think the assumption that Target Best Buy etc are very large customers as well for Affirm.

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