Latest news with #PelotonInteractive
Yahoo
5 days ago
- Business
- Yahoo
Jim Cramer Recommends Spotify Over Peloton Interactive
Peloton Interactive, Inc. (NASDAQ:PTON) is one of the 15 stocks that Jim Cramer recently talked about. During the lightning round, a caller asked what Cramer thinks of Peloton Interactive, Inc. (NASDAQ:PTON), and he replied: 'Well, you know, it is a subscription business, and I like subscription businesses. I think that they work, but I don't think they have the growth. So, therefore, I'm going to say if you want a subscription business, I want you to be in Spotify.' A group of people in a fitness class with connected fitness products in a studio or gym. Peloton Interactive, Inc. (NASDAQ:PTON) provides connected fitness equipment and a digital platform that combines hardware, software, and content as it provides interactive workout experiences through various sales channels. During an episode of Squawk on the Street aired in March, Cramer mentioned the stock while appreciating subscription businesses. 'The fitness trend is good. Remember the fatness trend is battling with the fitness trend. But I would say that Peloton, Spotify, Netflix, Costco, subscription businesses. Subscription businesses are king. And Peloton's a subscription business. Well done… Peloton seems like it's got churn down. And I like that. That was a very good call. I thought the call was very good. Remember, I'm totally in this camp which just says, younger people want to workout.' While we acknowledge the potential of PTON as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: The Best and Worst Dow Stocks for the Next 12 Months and 10 Unstoppable Stocks That Could Double Your Money. Disclosure: None. Sign in to access your portfolio
Yahoo
12-06-2025
- Business
- Yahoo
Peloton Announces Appointment of Chief Marketing Officer and Creates Chief Technology Officer Role to Focus on AI Innovation Strategy
Megan Imbres will join as Chief Marketing Officer; Peloton's Francis Shanahan will serve as CTO NEW YORK, June 12, 2025--(BUSINESS WIRE)--Peloton Interactive, Inc. (NASDAQ: PTON) has appointed Megan Imbres to its leadership team as Chief Marketing Officer. The company has also created a Chief Technology Officer role, promoting Francis Shanahan, its Senior Vice President of Connected Fitness Software, to the position. Together, the appointments represent a commitment to creative and technical innovation to empower Peloton Members to live fit, strong, long, and happy. Megan Imbres, who will join the company on July 7, will oversee global brand and product marketing, growth marketing, creative, consumer insights, and member engagement. She brings more than 20 years of experience with direct-to-consumer brands, including expertise in data-driven performance marketing, brand development, and creative strategy for some of the world's most influential technology and entertainment companies. She will report to CEO Peter Stern. Megan most recently served as Managing Director of Apple Marcom LA, the global marketing communications group responsible for the company's services businesses, overseeing significant creative campaigns and delivering tentpole cultural moments, including the Apple Music Super Bowl Halftime Show and Apple TV's partnership with Major League Soccer. Prior to Apple, Megan played a pivotal role in the growth of Netflix, first helping to build the brand and streaming category before later establishing the Netflix Originals brand. Other previous positions include Global Head of Brand Marketing for Amazon Ads and Head of Brand and Content Marketing for the mobile streaming startup Quibi, working closely with founders Jeffrey Katzenberg and Meg Whitman. She is also a passionate cyclist and competitive triathlete, recently qualifying for the Kona Ironman 2025 World Championships. "Megan's experience in growing direct-to-consumer subscription businesses, her creative instincts, and her track record of delivering culturally resonant campaigns will propel us on our path towards growth," said Stern. "I look forward to working alongside her and our fantastic marketing organization as we deepen our connection with our millions of existing Members and meet millions of new ones." Francis Shanahan has been promoted to Chief Technology Officer, reporting to Chief Product Officer Nick Caldwell. In this position, he leads Peloton's engineering and technical teams, spearheads the team's customer-facing AI innovation strategy, guides product architecture, and ensures its systems are scalable and high-performing, helping the company deliver on its strategic objective of improving Member outcomes. Since joining Peloton in March 2021, Francis has led Peloton's software engineering team, delivering intuitive product experiences that enable Peloton's expert-led content to reach more than six million Members across multiple hardware devices and apps. Under his leadership, the team has reimagined the homescreen experience to serve content recommendations and launched several new features, including Personalized Plans and Pace Targets, all designed to make it easier for Members to find, discover, and engage with our content and meet their goals. "Francis has been an instrumental partner in our product organization and understands the important role AI plays in our connected fitness ecosystem," said Nick Caldwell, Peloton's Chief Product Officer. "In addition to being steeped in the exact innovation that we'll need to realize our potential in this next chapter, he's also an incredible ambassador for our brand as an ultra-marathon runner for whom endurance and performance training is deeply personal." About Peloton Peloton (NASDAQ: PTON) provides Members with world-class equipment, ground-breaking software, expert human instruction, and the world's most supportive fitness community. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit View source version on Contacts Media Contact Stephanie Tackachpress@ Investor Relations Contact James Marshinvestor@ Sign in to access your portfolio
Yahoo
12-06-2025
- Business
- Yahoo
Peloton Announces Appointment of Chief Marketing Officer and Creates Chief Technology Officer Role to Focus on AI Innovation Strategy
Megan Imbres will join as Chief Marketing Officer; Peloton's Francis Shanahan will serve as CTO NEW YORK, June 12, 2025--(BUSINESS WIRE)--Peloton Interactive, Inc. (NASDAQ: PTON) has appointed Megan Imbres to its leadership team as Chief Marketing Officer. The company has also created a Chief Technology Officer role, promoting Francis Shanahan, its Senior Vice President of Connected Fitness Software, to the position. Together, the appointments represent a commitment to creative and technical innovation to empower Peloton Members to live fit, strong, long, and happy. Megan Imbres, who will join the company on July 7, will oversee global brand and product marketing, growth marketing, creative, consumer insights, and member engagement. She brings more than 20 years of experience with direct-to-consumer brands, including expertise in data-driven performance marketing, brand development, and creative strategy for some of the world's most influential technology and entertainment companies. She will report to CEO Peter Stern. Megan most recently served as Managing Director of Apple Marcom LA, the global marketing communications group responsible for the company's services businesses, overseeing significant creative campaigns and delivering tentpole cultural moments, including the Apple Music Super Bowl Halftime Show and Apple TV's partnership with Major League Soccer. Prior to Apple, Megan played a pivotal role in the growth of Netflix, first helping to build the brand and streaming category before later establishing the Netflix Originals brand. Other previous positions include Global Head of Brand Marketing for Amazon Ads and Head of Brand and Content Marketing for the mobile streaming startup Quibi, working closely with founders Jeffrey Katzenberg and Meg Whitman. She is also a passionate cyclist and competitive triathlete, recently qualifying for the Kona Ironman 2025 World Championships. "Megan's experience in growing direct-to-consumer subscription businesses, her creative instincts, and her track record of delivering culturally resonant campaigns will propel us on our path towards growth," said Stern. "I look forward to working alongside her and our fantastic marketing organization as we deepen our connection with our millions of existing Members and meet millions of new ones." Francis Shanahan has been promoted to Chief Technology Officer, reporting to Chief Product Officer Nick Caldwell. In this position, he leads Peloton's engineering and technical teams, spearheads the team's customer-facing AI innovation strategy, guides product architecture, and ensures its systems are scalable and high-performing, helping the company deliver on its strategic objective of improving Member outcomes. Since joining Peloton in March 2021, Francis has led Peloton's software engineering team, delivering intuitive product experiences that enable Peloton's expert-led content to reach more than six million Members across multiple hardware devices and apps. Under his leadership, the team has reimagined the homescreen experience to serve content recommendations and launched several new features, including Personalized Plans and Pace Targets, all designed to make it easier for Members to find, discover, and engage with our content and meet their goals. "Francis has been an instrumental partner in our product organization and understands the important role AI plays in our connected fitness ecosystem," said Nick Caldwell, Peloton's Chief Product Officer. "In addition to being steeped in the exact innovation that we'll need to realize our potential in this next chapter, he's also an incredible ambassador for our brand as an ultra-marathon runner for whom endurance and performance training is deeply personal." About Peloton Peloton (NASDAQ: PTON) provides Members with world-class equipment, ground-breaking software, expert human instruction, and the world's most supportive fitness community. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit View source version on Contacts Media Contact Stephanie Tackachpress@ Investor Relations Contact James Marshinvestor@ Sign in to access your portfolio
Business Wire
12-06-2025
- Business
- Business Wire
Peloton Announces Appointment of Chief Marketing Officer and Creates Chief Technology Officer Role to Focus on AI Innovation Strategy
NEW YORK--(BUSINESS WIRE)--Peloton Interactive, Inc. (NASDAQ: PTON) has appointed Megan Imbres to its leadership team as Chief Marketing Officer. The company has also created a Chief Technology Officer role, promoting Francis Shanahan, its Senior Vice President of Connected Fitness Software, to the position. Together, the appointments represent a commitment to creative and technical innovation to empower Peloton Members to live fit, strong, long, and happy. Megan Imbres, who will join the company on July 7, will oversee global brand and product marketing, growth marketing, creative, consumer insights, and member engagement. She brings more than 20 years of experience with direct-to-consumer brands, including expertise in data-driven performance marketing, brand development, and creative strategy for some of the world's most influential technology and entertainment companies. She will report to CEO Peter Stern. Megan most recently served as Managing Director of Apple Marcom LA, the global marketing communications group responsible for the company's services businesses, overseeing significant creative campaigns and delivering tentpole cultural moments, including the Apple Music Super Bowl Halftime Show and Apple TV's partnership with Major League Soccer. Prior to Apple, Megan played a pivotal role in the growth of Netflix, first helping to build the brand and streaming category before later establishing the Netflix Originals brand. Other previous positions include Global Head of Brand Marketing for Amazon Ads and Head of Brand and Content Marketing for the mobile streaming startup Quibi, working closely with founders Jeffrey Katzenberg and Meg Whitman. She is also a passionate cyclist and competitive triathlete, recently qualifying for the Kona Ironman 2025 World Championships. 'Megan's experience in growing direct-to-consumer subscription businesses, her creative instincts, and her track record of delivering culturally resonant campaigns will propel us on our path towards growth,' said Stern. 'I look forward to working alongside her and our fantastic marketing organization as we deepen our connection with our millions of existing Members and meet millions of new ones.' Francis Shanahan has been promoted to Chief Technology Officer, reporting to Chief Product Officer Nick Caldwell. In this position, he leads Peloton's engineering and technical teams, spearheads the team's customer-facing AI innovation strategy, guides product architecture, and ensures its systems are scalable and high-performing, helping the company deliver on its strategic objective of improving Member outcomes. Since joining Peloton in March 2021, Francis has led Peloton's software engineering team, delivering intuitive product experiences that enable Peloton's expert-led content to reach more than six million Members across multiple hardware devices and apps. Under his leadership, the team has reimagined the homescreen experience to serve content recommendations and launched several new features, including Personalized Plans and Pace Targets, all designed to make it easier for Members to find, discover, and engage with our content and meet their goals. 'Francis has been an instrumental partner in our product organization and understands the important role AI plays in our connected fitness ecosystem,' said Nick Caldwell, Peloton's Chief Product Officer. 'In addition to being steeped in the exact innovation that we'll need to realize our potential in this next chapter, he's also an incredible ambassador for our brand as an ultra-marathon runner for whom endurance and performance training is deeply personal.' About Peloton Peloton (NASDAQ: PTON) provides Members with world-class equipment, ground-breaking software, expert human instruction, and the world's most supportive fitness community. Founded in 2012 and headquartered in New York City, Peloton has millions of Members across the US, UK, Canada, Germany, Australia, and Austria. For more information, visit
Yahoo
12-06-2025
- Business
- Yahoo
PTON Stock Rises 22% in 3 Months: Should You Buy Now or Hold Steady?
Shares of Peloton Interactive, Inc. PTON have gained 21.6% in the past three months compared with the Zacks Leisure and Recreation Products industry's 13.2% growth. The stock has outperformed the Zacks Consumer Discretionary sector's and the S&P 500's rise of 13.5% and 8.9%, respectively. Investor sentiment surrounding Peloton has turned more optimistic in recent weeks, supported by the company's ongoing turnaround efforts and strategic focus on cost efficiency. The launch of its 'Repowered' marketplace for refurbished bikes and treadmills has signaled a practical approach to addressing excess inventory while broadening its customer base, particularly among value-seeking consumers. Image Source: Zacks Investment Research Investors appear encouraged by signs of improving margins and disciplined cost control, which have helped offset concerns about demand softness and competitive pressures. Additionally, clarity around minimal tariff exposure has further alleviated fears of supply chain disruption. The uptick in institutional interest and bullish options activity suggests rising confidence that Peloton's recovery strategy may be taking Peloton is trading 32.3% below its 52-week high of $10.90. So, should investors pour more capital into PTON shares now? Let's take a closer look. Peloton is showing meaningful signs of progress as it transitions from crisis management to a focused, profitability-driven recovery. The company continues to benefit from the stickiness of its connected fitness platform, with high-margin subscription revenues now contributing nearly 70% of total sales. Subscription growth and retention continue to be pillars of Peloton's turnaround. Despite broader macroeconomic headwinds and soft hardware sales, the company added 5,000 net Connected Fitness subscriptions during the fiscal third quarter and maintained a low churn rate of 1.2%. Enhanced personalization tools, such as the newly introduced Personalized Plans and strength-based content, have been instrumental in deepening member engagement. Peloton's ability to maintain a loyal customer base reinforces the durability of its recurring revenue stream. Peloton's marketing discipline and renewed brand positioning are also beginning to bear fruit. The company's 'Find Your Power' campaign has expanded its appeal to a broader audience, especially male users, driving both higher attach rates for Tread sales and improved customer acquisition metrics. With marketing spend down 46% year over year and LTV-to-CAC improving by over 30%, Peloton is attracting new subscribers efficiently. Strategic operational decisions are further reinforcing Peloton's recovery narrative. The company is scaling new retail formats with strong early results, such as its high-performing micro-store in Nashville, and expanding through university partnerships and commercial installations via Precor. The initiatives likely support lower cost-per-acquisition while expanding brand presence across diverse channels. Despite its recent operational improvements, Peloton continues to grapple with significant headwinds, particularly in its Connected Fitness hardware business. In the third quarter of fiscal 2025, hardware revenues declined 27% year over year, reflecting soft consumer demand for premium fitness equipment amid macroeconomic headwinds. Although initiatives like refurbished product offerings and equipment rentals aim to expand reach, they have yet to meaningfully offset losses from new hardware sales. This persistent weakness raises concerns, especially given Peloton's historical reliance on hardware to drive initial subscriber pressure from digital fitness players like Apple Fitness+, Lululemon Studio, and free alternatives continues to mount, making subscriber growth increasingly difficult without significant innovation and marketing transitions also cast a shadow over Peloton's strategic direction. With multiple key executive roles still unfilled — including Chief Marketing Officer, Chief Communications Officer, and Chief Information Officer — the company is navigating critical brand repositioning and go-to-market changes without a fully staffed C-suite. As Peloton attempts to expand into new markets, relaunch its retail presence, and reposition its brand beyond cycling, these gaps in leadership may hinder effective execution and delay potential recovery. Peloton's fiscal 2025 earnings per share (EPS) estimates have been revised downward, widening from a loss of 33 cents to a loss of 41 cents over the past 60 days. This downward trend reflects weakening analyst confidence in the stock's near-term prospects. Image Source: Zacks Investment Research Industry players like Planet Fitness, Inc. PLNT have increased their earnings estimates 0.3% in the past 60 days, while estimates for Xponential Fitness, Inc. XPOF have declined 50.6% in the same time frame. Meanwhile, estimates for YETI Holdings, Inc.'s YETI earnings have declined 29.9% in the past 60 days. Peloton stock is currently trading at a discount. WYY is currently trading at a forward 12-month price-to-sales (P/S) multiple of 1.18X, well below the industry average of 4.95X, reflecting an attractive investment opportunity. Then again, other industry players, such as Planet Fitness, Xponential Fitness and YETI Holdings, have P/S ratios of 6.29X, 1.29X and 1.35X, respectively. Image Source: Zacks Investment ResearchFrom a technical perspective, PTON is currently trading above its 50-day moving average, indicating solid upward momentum and price stability. Image Source: Zacks Investment Research Peloton has made tangible progress in reshaping its business through disciplined cost control, growing subscription revenue, and strategic efforts to expand distribution and enhance brand engagement. The company's ability to generate consistent free cash flow and improve customer acquisition efficiency reflects meaningful operational improvement. With a loyal subscriber base, expanding wellness offerings, and a clear push toward profitability, Peloton's turnaround appears to be gaining challenges persist. Weakness in hardware sales, intensifying competitive pressures, and gaps in senior leadership pose risks to the company's recovery momentum. The recent downward revision in earnings estimates further clouds the near-term outlook. While Peloton is trading at an attractive valuation and showing technical strength, uncertainty around execution and top-line growth warrants caution. Given the mixed picture, investors may find it prudent to hold existing positions rather than chase the recent currently has a Zacks Rank #3 (Hold) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Planet Fitness, Inc. (PLNT) : Free Stock Analysis Report YETI Holdings, Inc. (YETI) : Free Stock Analysis Report Peloton Interactive, Inc. (PTON) : Free Stock Analysis Report Xponential Fitness, Inc. (XPOF) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
