What smart money is saying about Peloton Interactive Inc.
2 funds in our archive have pitched Peloton Interactive Inc. — most recently RGA Investment Advisors in June 2025.
Peloton Interactive, Inc. provides interactive fitness products in North America and internationally. It offers connected fitness products with touchscreen that streams live and on-demand classes under the Peloton Bike, Peloton Bike+, Peloton Tread, and Peloton Tread+ names. The company also provides connected fitness subscriptions for various household users, and access to various live and on-demand classes, as well as Peloton Digital app for connected fitness subscribers to provide access to its classes. As of June 30, 2021, it had approximately 5.9 million members. The company markets and sells its interactive fitness products directly through its retail showrooms and at onepeloton.com. Peloton Interactive, Inc. was founded in 2012 and is headquartered in New York, New York.
Fund coverage · 2 theses
- RGA Investment AdvisorsJune 2025
Peloton Interactive Inc is transforming into a profitable, cash-generating business with significant growth potential by leveraging its strong brand, expanding into strength and nutrition, and effectively managing costs, positioning itself well for future valuation increases.
Read the full thesis - Greenlight CapitalDecember 2024
Peloton is a company with a loyal customer base that, despite a 98% stock decline from its peak, has potential for significant upside through cost-cutting and improved profitability.
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