Apple, Tsis yog Amazon, Yuav Tsum Yuav Peloton. Ib tug kws tshuaj ntsuam piav qhia yog vim li cas.

Ntawv loj

Nws tau raug tshaj tawm tias

Amazon.com

thiab

Nike

yog hnyav bids rau

Peloton Sib tham sib
.
Ib tug kws tshuaj ntsuam hais tias nws xav tsis thoob yog tias

Kua

kuj tsis nyob hauv qhov sib tov. 

Dan Ives, tus kws tshuaj ntsuam ntawm Wedbush tau hais hauv tsab ntawv tshaj tawm hnub Sunday tias "Peb yuav xav tsis thoob yog tias Apple tsis cuam tshuam nrog cov txheej txheem muaj peev xwm no," 

Tau txais Peloton (ticker: PTON) "yuav yog qhov kev tawm tsam loj" rau Apple (AAPL) thiab "catalyze lub tuam txhab kev nruj kev noj qab haus huv thiab kev noj qab haus huv cov thawj coj nyob rau xyoo tom ntej," Ives sau. 

"Nrog ~ 2.8 lab them nyiaj rau hnub no thiab qhov sib tw muaj zog heev / tshwj xeeb sib tw, Apple tau txais Peloton yuav yog ob qho kev tawm tsam thiab tiv thaiv tau los ntawm peb lub tswv yim," tus kws tshuaj ntsuam ntxiv. 

Wall Street Journal yog thawj zaug tshaj tawm lub lim tiam dhau los uas Peloton tau txais kev txaus siab los ntawm cov neeg muaj peev xwm, suav nrog Amazon (AMZN). Lub Sijhawm Nyiaj Txiag tau tshaj tawm ib zaj dab neeg rau hnub Friday tias Nike (NKE) kuj tau soj ntsuam kev sib tw rau Peloton, lub tuam txhab kev sib tham sib tham. 

Peloton Tshuag, uas tau poob 83% hauv 12 lub hlis dhau los, tau nce 26.4% rau $ 31.10 hauv kev ua lag luam tom qab hnub Friday. Hauv 2020, thaum muaj kev thov ntau ntxiv rau Peloton lub tsheb kauj vab thaum lub sijhawm kaw, cov khoom lag luam tau nce siab tshaj $ 160. Tab sis cov khoom lag luam tau poob qis thaum lub gyms rov qhib dua. Nws tau poob 31% xyoo rau hnub tim.

Lub hli tas los, tus neeg ua lag luam ua lag luam Blackwells Capital tau hais tias nws tau xa ib tsab ntawv mus rau Peloton pawg thawj coj saib xyuas lub tuam txhab hluav taws kub CEO John Foley thiab tshawb nrhiav kev muag khoom.

Ives tsis yog thawj tus qhia tias Apple tuaj yeem ua haujlwm ntawm Peloton, muab lub tshuab thev naus laus zis thawb ntxiv mus rau hauv lub cev. Apple yog ib lub tuam txhab pom zoo los ntawm Blackwells, xws li Walt Disney (DIS), Nike thiab Sony (SONY).

Ives tau sau hnub Sunday tias Apple - los ntawm nws qhov kev pabcuam Fitness + subscription thiab Apple Watch lub tswv yim - "yuav muaj peev xwm siv Peloton cov kev pabcuam thiab flywheel kom loj hlob tuaj rau nws cov kev pabcuam kev noj qab haus huv uas tau ua lub tswv yim tseem ceeb rau [CEO Tim] Cook."

Kev nrhiav tau ntawm Peloton kuj tseem yuav tiv thaiv lwm lub tuam txhab los ntawm "tau txais lawv txhais tes ntawm Peloton," uas Ives tau hais rau Apple "yuav yog tus qauv lag luam pheej hmoo rau nws ntu kev noj qab haus huv thiab kev ua haujlwm yav tom ntej."

Sau rau Joe Woelfel ntawm [email tiv thaiv]