Peloton tsis caij siab lawm. Lub tuam txhab kev tawm dag zog cov khoom lag luam tau pummeled tom qab cov xov xwm tawg lub lim tiam dhau los tias nws yuav tsum tso tseg ib ntus kev tsim khoom raws li qhov kev thov softened rau nws cov tsheb kauj vab nyob ruaj ruaj. Peloton shares tau kaw cia siab dua $ 27 rau hnub Friday, qhov deb ntawm qhov siab ntawm $ 163 thaum Lub Kaum Ob Hlis 2020.
Tus neeg ua txhaum? Kev yooj yim ntawm covid-19 kev txwv tau ua rau ib nrab rov qab los rau hauv cov chav kawm qoj ib ce, yuam kom muaj kev sib kis thoob plaws ib zaug kom nrhiav McKinsey los pab txhim kho.
Tseem, nrog cov neeg muaj txiaj ntsig thiab kev ntseeg zoo li kiv cua - lub tuam txhab suav 2.49 lab tus neeg siv khoom thaum kawg lub Kaum Ob Hlis - Peloton tuaj yeem ua qhov txiaj ntsig tau. Tsis tau hais txog, tus tsim kev tawm dag zog-tsheb tuam yeej tsis tau pheej yig dua li tam sim no. Peb khiav los ntawm qee qhov zoo tshaj plaws suitors rau lub hom.
Kua
Apple yog lub npe floated tshaj plaws, tsis yog tsawg kawg vim Tim Cook pom kev noj qab haus huv thiab kev noj qab haus huv raws li nws lub tuam txhab cov cuab yeej cuab tam loj tshaj plaws.
Apple tau tshawb nrhiav txoj hauv kev kom nkag mus rau hauv qhov chaw noj qab haus huv digital, suav nrog kev tshaj tawm Fitness +, qhov kev pabcuam ua npe uas taug qab kev ua haujlwm ntawm Apple Watch. Thaum Apple lub zog nyob hauv nws cov ecosystem, nws yog tam sim no lub teeb kho vajtse - nyob rau hauv qhov kev txiav txim siab, Peloton tsheb kauj vab tuaj yeem yog qhov tseem ceeb ntxiv. Lub $ 2.7 trillion tech behemoth tuaj yeem yooj yim hnab tshos Peloton, tam sim no nrog lub khw muag khoom ntawm $ 12 nphom, hauv txhua qhov nyiaj ntsuab.
"Qhov tseem ceeb tshaj plaws, kev yuav Peloton yuav muab rau Apple lwm txoj hauv kev kom nyiam cov neeg siv khoom xav paub ntau ntxiv thiab sau cov ntaub ntawv ntau ntxiv hauv ib hnub ... Them $ 12 nphom kom tau txais thiab tswj 30 mus rau 60 feeb hauv ib hnub uas tib neeg siv zog zoo li kev txiav txim siab nyiaj txiag ntse," taw qhia Neil Patel rau Motley Fool.
Nike
Investor thiab NYU xibfwb Scott Galloway tau ua kwv yees qhov muag Peloton txij thaum tsawg kawg 2020. Thaum nws tau pib twv rau Apple, tam sim no nws xav tias Nike yog tus neeg yuav khoom zoo tshaj plaws uas tau muab Peloton qhov loj dua tam sim no.
Galloway tau piav qhia hauv nws tsab ntawv xov xwm cov kev kwv yees txhua xyoo. "Peloton qhov kev xav tsis txaus ntseeg ntawm kev lag luam peev ua rau nws lub hom phiaj tseem ceeb dua."
Nws ntseeg tias Peloton yuav tsis xaus rau lub xyoo ua ib lub tuam txhab ywj pheej.
Amazon
Jeff Bezos puas tuaj yeem rub tus neeg ua si qoj ib ce? Anthony Vennare, tus tsim ntawm Fitt Insider, lub vev xaib uas taug qab kev noj qab haus huv thiab kev noj qab haus huv, sib cav tias yog.
"Amazon tab tom nqis peev hauv cov ntsiab lus, thiab Peloton yog lub tuam txhab cov ntsiab lus. Raws li Amazon thawb Alexa thiab lub suab, Peloton cov cuab yeej yuav yog lwm lub vijtsam / khoom siv hauv tsev, "Vennare tau sau rau hauv ib tsab ntawv.
Peloton lub hauv paus tuaj yeem txhawb nqa Amazon kev muag khoom ntawm activewear thiab khoom noj khoom haus, nrog rau ntawm Whole Foods, Vennare ntxiv. Piv txwv li, lub khw muag khoom noj tuaj yeem muab khoom plig Peloton rau cov neeg caij tsheb ua kom tiav cov chav kawm qoj.
Equinox
Ib qho piv txwv classic ntawm kev lag luam qub txeeg qub teg tau txais kev paub txog digitally upstart, Equinox yuav Peloton tuaj yeem ua pov thawj tias yog qhov kev yuav khoom tau zoo. Equinox txoj kev lag luam tam sim no - uas suav nrog gyms, tsev so, ntau yam kev ua haujlwm boutique, thiab SoulCycle - raug hnyav heev rau cov vagaries ntawm covid-19 lockdowns thiab tsis muaj lub cev qoj ib ce tuaj yeem tsis quav ntsej tus nqi ntawm kev muab khoom hauv tsev.
Pib xyoo tas los, Equinox tau tawm mus rau hauv cov dej nrog nws tus kheej kev sib tw qoj tsheb kauj vab, SoulCycle At-Home. Zoo li Peloton, SoulCycle tau tsim nws txoj kev lag luam ntawm cov kws qhia charismatic, txawm hais tias nws tsis ntev los no tau poob qee qhov luster. Kev nqis peev rau hauv Peloton tuaj yeem pab Equinox tseem yog lub zog tseem ceeb nyob rau yav tom ntej ntawm kev tawm dag zog.
Tau qhov twg los: https://qz.com/2116043/why-nike-apple-amazon-or-soulcycle-should-buy-peloton/?utm_source=YPL&yptr=yahoo