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Peloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton 在 2021 年下滑。谷歌搜索趋势并未改善该股前景</blockquote>

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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":696733684,"tweetId":"696733684","gmtCreate":1640764493810,"gmtModify":1640764494119,"author":{"id":3577773488711202,"idStr":"3577773488711202","authorId":3577773488711202,"authorIdStr":"3577773488711202","name":"inv3st","avatar":"https://static.tigerbbs.com/efb6f0592ef761afbf6bab2267a2e76e","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":28,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","extraTitle":"","html":"<html><head></head><body>Like ty</body></html>","htmlText":"<html><head></head><body>Like ty</body></html>","text":"Like ty","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/696733684","repostId":1157701450,"repostType":4,"repost":{"id":"1157701450","kind":"news","pubTimestamp":1640763338,"share":"https://www.laohu8.com/m/news/1157701450?lang=zh_CN&edition=full","pubTime":"2021-12-29 15:35","market":"us","language":"en","title":"Peloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton 在 2021 年下滑。谷歌搜索趋势并未改善该股前景</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1157701450","media":"Barrons","summary":"Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raym","content":"<html><head></head><body>Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.<blockquote><html><head></head><body>自 2021 年初以来，Peloton Interactive 的价值已经缩水了四分之三。雷蒙德-詹姆斯（Raymond James）的一位分析师并不确定新的一年会改变现状。</body></html></blockquote>Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.<blockquote>Peloton 股价（股票代码：周二下跌 2.8%，至 35.68 美元）。如果收盘价达到这一水平，这将是自 2020 年 5 月 4 日股价触及 33.90 美元以来的最低收盘价。今年迄今为止，Peloton 股价已下跌 77%，因为投资者已经逃离了高歌猛进的大流行项目，这些项目似乎在 Covid-19 关闭期间出现了需求膨胀。</blockquote>The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.<blockquote>该公司的 connected fitness 订阅服务每月收费 39.99 美元，可将 Peloton 课程和数据跟踪与其品牌设备联系起来。订阅在封锁期间受到打击，但重新开放显示出需求减弱的迹象。11 月份发布的令人失望的前景引发了最近的抛售。</blockquote>Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex &amp; the City reboot, haven’t helped.<blockquote>即使对 Covid-19 奥密克戎变种的担忧也不足以让股价回到 2020 年底的水平。一些备受瞩目的公关失误，包括《欲望都市》重启版的骑行后死亡事件，都无济于事。</blockquote>Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.<blockquote>雷蒙德·詹姆斯 (Raymond James) 分析师亚伦·凯斯勒 (Aaron Kessler) 很好奇这个假期的 Peloton 需求是否激增，他查看了谷歌搜索数据。基于低于预期的趋势，凯斯勒认为，该公司对 12 月份净增加 30.8 万至 35.8 万联网健身用户的预期可能过于激进。</blockquote>“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”<blockquote>“凯斯勒在一份说明中写道：”从历史上看，谷歌搜索趋势数据与 Peloton 硬件销量有很好的相关性。“根据我们的最新分析，搜索趋势数据显示，12 月份季度对 Peloton 销售的需求继续疲软。”</blockquote>U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.<blockquote>12 月份季度迄今为止，美国搜索趋势同比下降 30%，而 9 月份季度下降了 31%。英国搜索量同比放缓 40%，而德国搜索量则下降 58%。一个明显的迹象是澳大利亚，那里的搜索量从去年的低基数同比增长了213%。</blockquote>Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.<blockquote>凯斯勒根据市场表现对 Peloton 进行评级。他没有目标价，但估计公允价值为 38 美元。如果 Peloton 的收入增长恢复得超过他的预期，他可能会看到 51 美元的公允价值，尽管这是一个看涨的情况。在他的看跌情景中，更明显的放缓将导致股价跌至 27 美元。</blockquote>“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.<blockquote>“凯斯勒写道：”我们仍然认为，在大流行病期间，需求大幅提升，因此销售并没有出现我们预期的典型季节性。</blockquote></body></html><blockquote></blockquote>","source":"market_watch","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton 在 2021 年下滑。谷歌搜索趋势并未改善该股前景</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPeloton Has Slumped in 2021. Google Search Trends Don’t Improve the Stock’s Outlook<blockquote>Peloton 在 2021 年下滑。谷歌搜索趋势并未改善该股前景</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nBarrons2021-12-29 15:35\n\n</h4>\n</header>\n<article>\n<html><head></head><body>Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.<blockquote><html><head></head><body>自 2021 年初以来，Peloton Interactive 的价值已经缩水了四分之三。雷蒙德-詹姆斯（Raymond James）的一位分析师并不确定新的一年会改变现状。</body></html></blockquote>Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.<blockquote>Peloton 股价（股票代码：周二下跌 2.8%，至 35.68 美元）。如果收盘价达到这一水平，这将是自 2020 年 5 月 4 日股价触及 33.90 美元以来的最低收盘价。今年迄今为止，Peloton 股价已下跌 77%，因为投资者已经逃离了高歌猛进的大流行项目，这些项目似乎在 Covid-19 关闭期间出现了需求膨胀。</blockquote>The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.<blockquote>该公司的 connected fitness 订阅服务每月收费 39.99 美元，可将 Peloton 课程和数据跟踪与其品牌设备联系起来。订阅在封锁期间受到打击，但重新开放显示出需求减弱的迹象。11 月份发布的令人失望的前景引发了最近的抛售。</blockquote>Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex &amp; the City reboot, haven’t helped.<blockquote>即使对 Covid-19 奥密克戎变种的担忧也不足以让股价回到 2020 年底的水平。一些备受瞩目的公关失误，包括《欲望都市》重启版的骑行后死亡事件，都无济于事。</blockquote>Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.<blockquote>雷蒙德·詹姆斯 (Raymond James) 分析师亚伦·凯斯勒 (Aaron Kessler) 很好奇这个假期的 Peloton 需求是否激增，他查看了谷歌搜索数据。基于低于预期的趋势，凯斯勒认为，该公司对 12 月份净增加 30.8 万至 35.8 万联网健身用户的预期可能过于激进。</blockquote>“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”<blockquote>“凯斯勒在一份说明中写道：”从历史上看，谷歌搜索趋势数据与 Peloton 硬件销量有很好的相关性。“根据我们的最新分析，搜索趋势数据显示，12 月份季度对 Peloton 销售的需求继续疲软。”</blockquote>U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.<blockquote>12 月份季度迄今为止，美国搜索趋势同比下降 30%，而 9 月份季度下降了 31%。英国搜索量同比放缓 40%，而德国搜索量则下降 58%。一个明显的迹象是澳大利亚，那里的搜索量从去年的低基数同比增长了213%。</blockquote>Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.<blockquote>凯斯勒根据市场表现对 Peloton 进行评级。他没有目标价，但估计公允价值为 38 美元。如果 Peloton 的收入增长恢复得超过他的预期，他可能会看到 51 美元的公允价值，尽管这是一个看涨的情况。在他的看跌情景中，更明显的放缓将导致股价跌至 27 美元。</blockquote>“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.<blockquote>“凯斯勒写道：”我们仍然认为，在大流行病期间，需求大幅提升，因此销售并没有出现我们预期的典型季节性。</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.marketwatch.com/articles/peloton-has-slumped-in-2021-google-search-trends-dont-improve-the-stocks-outlook-51640720783?mod=newsviewer_click_seemore\">Barrons</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PTON":"Peloton Interactive, Inc."},"source_url":"https://www.marketwatch.com/articles/peloton-has-slumped-in-2021-google-search-trends-dont-improve-the-stocks-outlook-51640720783?mod=newsviewer_click_seemore","is_english":true,"share_image_url":"https://static.laohu8.com/599a65733b8245fcf7868668ef9ad712","article_id":"1157701450","content_text":"Peloton Interactive has shed three quarters of its value since the start of 2021. An analyst at Raymond James isn’t so sure the new year will change things.Shares of Peloton (ticker: were down 2.8% to $35.68 on Tuesday. If they close at that level, it would be the lowest close since May 4, 2020, when the stock hit $33.90. Peloton shares have fallen 77% year to date, as investors have fled from high-flying pandemic plays that seemed to see inflated demand amid Covid-19 shutdowns.The company’s connected fitness subscription costs $39.99 a month to link Peloton classes and data tracking to its branded equipment. The subscriptions were a hit amid lockdowns, but the reopening has shown signs of waning demand. A disappointing outlook released in November triggered the latest selloff.Not even concerns about the Omicron variant of Covid-19 have been enough to send shares back to late-2020 levels. Some high-profile public relations flops, including a post-ride death in the Sex & the City reboot, haven’t helped.Curious whether Peloton demand this holiday season has spiked, Raymond James analyst Aaron Kessler took a look at Google search data. Based on softer-than-expected trends, Kessler believes the company’s outlook for 308,000 to 358,000 net added connected fitness subscribers in the December quarter may be too aggressive.“Historically, Google Search Trends data has correlated well with Peloton hardware sales,” Kessler wrote in a note. “Based on our updated analysis, the search trends data indicates continued softening of demand for Peloton sales in the December quarter.”U.S. search trends were down 30% year over year so far in the December quarter, compared to a 31% decline in the September quarter. U.K. searches slowed 40% year over year, while Germany searches were down 58%. One bright sign was Australia, where searches were up 213% year over year from a low base last year.Kessler rates Peloton at Market Perform. He doesn’t have a price target, but estimates a fair value at $38. If Peloton revenue growth recovers more than he expects, he could see a $51 fair value, though that’s a bull case. In his bear case scenario, a more significant slowdown leads shares down to $27.“We continue to believe significant demand was pulled forward during the pandemic and as such sales are not seeing the typical seasonality that we would expect,” Kessler wrote.","news_type":1,"symbols_score_info":{"PTON":0.9}},"isVote":1,"tweetType":1,"viewCount":4177,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":6,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/696733684"}