Peloton Seen With Several Opportunities to Improve Membership -- Market Talk

Dow Jones03-25

1252 ET - Peloton Interactive has a few opportunities that could help it close a gap between new and churned members, UBS analysts say in a note. The company has room to mature its distribution, and has further runway in the treadmill market, which it has yet to fully participate in given the price point of its products, the analysts say. Peloton also has yet to offer specific strength-only hardware, and has not been chasing growth in its international markets, where it looks much closer to profitability than it did a year ago, they say. The analysts forecast Peloton's monthly churn rate will normalize back to 1.40%-plus into 2027, which means the gap between gross adds and churned members is close to 70k-90k. "We don't look at this as an insurmountable challenge for PTON," they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 12:52 ET (16:52 GMT)

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