Peloton被指拥有多项提升会员规模的机会——市场评论

投资观察03-25

UBS分析师在一份报告中指出，Peloton Interactive存在多个可帮助其缩小新增会员与流失会员之间差距的机遇。分析师认为，该公司在分销渠道成熟度方面尚有提升空间，并在跑步机市场拥有进一步的发展潜力——鉴于其产品定价，Peloton尚未完全渗透该市场。此外，Peloton尚未推出专攻力量训练的硬件设备，且未在国际市场追求增长；尽管其国际市场的盈利前景较一年前已明显改善。分析师预测，至2027年，Peloton的月流失率将逐步回归至1.40%以上水平，这意味着新增会员与流失会员的净差将维持在7万至9万之间。他们强调：“我们认为这对PTON而言并非不可逾越的挑战。”

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