Peloton Can Still Grow 100 Times More, Says CEO

The transcript covers Peloton's response to increased demand, their strategies for post-pandemic growth, and supply chain improvements. It highlights innovation in product development, including new hardware and content partnerships. The discussion also touches on competition in the fitness industry and Peloton's plans for global expansion.

How did Peloton adapt its content delivery when studios closed during the pandemic?

• They stopped producing new content.

• They only offered pre-recorded sessions.

• Instructors streamed from their homes.

• They partnered with local gyms.

What percentage of Americans reportedly plan not to return to gyms post-pandemic?

• 59%

• 75%

• 45%

• 30%

What is the current delivery time for Peloton's core bike in the US?

• 1 to 2 weeks

• 6 to 8 weeks

• 2 to 4 weeks

• 4 to 6 weeks

Which new product did Peloton announce alongside a new bike?

• A rowing machine

• A lower-priced treadmill

• A strength training machine

• A yoga mat

What type of partnerships is Peloton investing in to enhance its content?

• Partnerships with music artists

• Partnerships with tech companies

• Partnerships with sports teams

• Partnerships with local gyms

How does Peloton view the entry of companies like Apple into the fitness streaming market?

• As an opportunity to collaborate

• As a validation of the market

• As a threat to their business

• As irrelevant to their strategy

What is a challenge Peloton faces in its global expansion efforts?

• Lack of interest in international markets

• Difficulty in finding local partners

• High competition from local brands

• The complexity of their vertically integrated model