@conorsen I think $DLTR and $PTON will be on the list
Peloton update tomorrow morning at TSOH Investment Research $PTON
As always, includes prior disclosure of any proposed portfolio changes
Peloton Connected Fitness Product Revenues $PTON https://t.co/GQWaW8DasZ
Peloton TTM Adjusted OpEx $PTON https://t.co/w9CJ962I0X
TSOH Weekly Roundup (05/01/26)
Stocks discussed this week include $PTON, $RBLX, and $QRTEA
https://t.co/RTF8gIJ2mp https://t.co/gTfqUz1AiI
TSOH Weekly Roundup - 04/17/2026 (#3)
Includes $PTON, $NKE, $BF.B, and others
https://t.co/F0CDMdGIOm https://t.co/bYmWNdYNJI
Today’s TSOH Investment Research
“Peloton: Clipping In” $PTON
https://t.co/qzaUPsCSkv
$PTON update tomorrow morning at TSOH Investment Research https://t.co/q5bBNggUDq
Peloton TTM Revenues $PTON https://t.co/Kz8vaVbVrK
Peloton Connected Fitness (CF) Subscriber Update $PTON https://t.co/oGd2WHVwiS
$PTON below $6, down >30% from recent highs
Today's TSOH Investment Research
Peloton: A Costly Turnaround $PTON
https://t.co/2A4EUWog3a https://t.co/gKUgRRz94l
Peloton update tomorrow morning at TSOH Investment Research $PTON https://t.co/cX0W9xeDbj
$PTON TTM Subscription Revenues (trailing five-year CAGR of +29%) https://t.co/UCQcV4R3IR
Peloton Quarterly Free Cash Flow $PTON https://t.co/9LVPclrM4e
$PTON CFO Liz Coddington: "We need to create awareness beyond the bike and get prospective members to consider and reconsider us... And even with ~1.6% churn, we churned out >500,000 subs in FY25. We need to deliver on our road map to keep members engaged so they don't churn."
Peloton: Back On The Bike $PTON
Thank you to @FrancoOlivera for his helpful feedback on this one https://t.co/Btn9ZM30ir
Peloton update tomorrow morning at TSOH Investment Research $PTON
As always, it includes prior disclosure of any proposed portfolio changes https://t.co/zAHpboRPj6
$PTON CEO on CF Product gross margins: "A lot of it was driven through improvements in things like inventory and logistics. We haven't fundamentally addressed the equipment cost structure... It requires reengineering and evolving supplier relationships. There is more upside." https://t.co/775yqJQC0H
Peloton R&D Expense $PTON https://t.co/yMuXB9E6uU
Einhorn cuts $PTON stake by >95%
Slide from his deck in October 2024 https://t.co/GFtEdnUMhm
Peloton Average Net Monthly Paid CF Subscriber Churn $PTON https://t.co/cV4hrB3eSP
From FY17 - FY25, Peloton's cumulative FCF was negative $3 billion $PTON https://t.co/0bacpGL1nX
Peloton TTM FCF $PTON https://t.co/RCugGVMuT4
Peloton Gross Margins $PTON https://t.co/gKZZ9K5e5W
Peloton Connected Fitness Subscribers $PTON https://t.co/rnP2hxSWDT
Peloton Annual Revenues $PTON https://t.co/QDCXJDk0nh
Former $PTON VP: "They know they have to evolve to succeed, and they also realized that they can't just spend... That was Peloton's biggest issue, which it struggled to overcome for years... They just didn't understand you had to run it as a business."
https://t.co/ALDuUJ42ba
