(Bloomberg) - Peloton Interactive Inc. - qhov kev mob kis thoob plaws hauv tsev thaum ntxov - kev qoj ib ce uas tau dhau los ua lub hom phiaj muaj peev xwm coj mus rau tom qab qhov poob qis hauv nws cov nqi Tshuag - tuaj yeem pom qhov kev nyab xeeb nyuaj yog tias nws xaiv rau kev cog lus nrog lub tuam txhab thev naus laus zis loj.
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Ib qho kev txiav txim siab tseem ceeb yog kev tshuaj xyuas kev cai. Muaj qhov txias tiv thaiv kev lag luam loj nyob rau lub sijhawm tam sim no hauv Washington, qhov chaw cov tuam txhab thev naus laus zis tau raug soj ntsuam los ntawm cov neeg tswj hwm rau lawv qhov kev ncav cuag thiab kev cuam tshuam thiab Tsoom Fwv Teb Chaws Trade Commission tsis ntev los no tau foob los thaiv kev yuav los ntawm Nvidia Corp.
Anurag Rana, tus kws tshuaj ntsuam loj ntawm Bloomberg Intelligence tau hais tias "Qhov kev pom zoo yuav ua rau mob taub hau rau lub tuam txhab vim tias lawv yuav raug tshuaj xyuas txhua yam lawv yuav," said Anurag Rana, tus kws tshuaj ntsuam laus ntawm Bloomberg Intelligence, hauv kev xam phaj hnub Sunday.
Peloton tab tom ntsuam xyuas cov kev txaus siab los ntawm cov neeg muaj peev xwm thiab tab tom ua haujlwm nrog tus kws pab tswv yim los tshawb nrhiav cov kev xaiv, raws li cov neeg paub txog cov teeb meem uas thov kom tsis txhob raug txheeb xyuas vim tias kev sib tham yog ntiag tug. Qhov kev txaus siab los ntawm New York-based tsim cov tsheb kauj vab thiab treadmills yog kev tshawb nrhiav thiab yuav tsis ua rau muaj kev lag luam, lawv tau hais.
Cov tuam txhab tau hais tias yuav tau saib Peloton - seb puas yog kev yuav khoom, tus neeg ua lag luam lossis lwm yam kev sib txuas - suav nrog qee lub npe loj tshaj hauv kev siv tshuab thiab kev nyab xeeb. Amazon.com Inc. tau tham nrog cov kws pab tswv yim txog qhov muaj peev xwm pom zoo, Wall Street Journal tau tshaj tawm hnub Friday. Cov kws tshuaj ntsuam kuj tau kwv yees tias Apple Inc. tuaj yeem lurk ua tus neeg yuav khoom. Nike Inc. tseem tab tom txiav txim siab sib cais rau Peloton, raws li Lub Sijhawm Nyiaj Txiag.
Peloton tsis teb tam sim rau email nrhiav lus. Amazon, Nike thiab Apple tsis kam tawm tswv yim.
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Peloton cov khoom lag luam tau poob ntau dua 80% los ntawm lawv lub Ib Hlis 2021 siab thaum muaj kev poob qis tom qab kev txo qis ntawm kev txwv kev sib kis. Nws yog thaj chaw sib txawv heev dua li cov hnub thaum ntxov ntawm kev sib kis, thaum qhov kev thov rau lub tuam txhab cov khoom lag luam ntau tshaj cov khoom siv.
Lub tuam txhab tam sim no muaj nuj nqis tsuas yog ntau dua $ 8 nphom, raws li hnub Friday lub khw muag khoom kaw ntawm $ 24.60 - qis dua nws lub Cuaj Hlis 2019 thawj tus nqi pub dawb ntawm $ 29. Cov shares tau nce ntau npaum li 43% hauv kev ua lag luam txuas ntxiv rau hnub Friday tom qab phau ntawv xov xwm tshaj tawm.
Tus neeg ua lag luam ua lag luam Blackwells Capital LLC lub hli tas los tau tshaj tawm tsab ntawv thov kom lub tuam txhab tua hluav taws co-founder thiab Chief Executive Officer John Foley thiab nrhiav kev muag khoom. Blackwells tau hais hauv tsab ntawv tias cov neeg yuav khoom muaj peev xwm suav nrog Apple, Nike thiab Walt Disney Co.
'Kev cuam tshuam' rau Amazon
Hauv tsab ntawv luv luv rau hnub Friday, Rana thiab Bloomberg Intelligence tus kws tshuaj ntsuam laus laus Poonam Goyal tau hais tias Peloton yuav "tsuas yog kev cuam tshuam" rau Amazon - thaum muab qee qhov kev sib koom ua ke rau lub tuam txhab tsom mus rau huab thiab kev xa khoom. Ib lub tuam txhab kis las, lawv hais tias, "yuav ua tau zoo dua."
Goyal tau sau rau hauv email hnub Sunday tias "Cov khoom lag luam nquag hnav twb muaj qhov chaw ua haujlwm los ntawm kev khiav thiab lwm yam," Goyal tau sau rau hauv email hnub Sunday. "Muaj lub tshuab ua haujlwm uas tuaj yeem koom ua ke lawv cov neeg sawv cev thiab cov khoom tuaj yeem pab lawv tsim lawv tus kheej ntxiv hauv cov zej zog nquag. Lululemon yuav Daim iav rau tib lub laj thawj. "
Thaum Peloton twb yog cov thawj coj noj qab haus huv hauv tsev, ntau yam khoom lag luam tuaj yeem pab nws rov qab xav tau, hais tias Amine Bensaid, kuj yog tus kws tshuaj ntsuam ntawm Bloomberg Intelligence, hauv email hnub Sunday.
Nyeem ntxiv: Vim li cas Apple tsis zoo li yuav Peloton: Power On
Apple thiab Peloton tej zaum yuav zoo li kev sib tw zoo vim tias Apple twb tau thawb ntxiv mus rau hauv kev qoj ib ce, tab sis txawm tias muaj qhov tsis zoo. Peloton cov khoom siv loj, kim kim tsis ua raws li Apple cov khoom lag luam ib txwm muaj kev hloov pauv, thiab nws muaj nws tus kheej lub zog software.
Txawm li cas los xij, tus kws tshuaj ntsuam Dan Ives ntawm Wedbush Securities tau hais tias Apple yuav muaj cov laj thawj zoo los txiav txim siab nrhiav Peloton.
"Apple tej zaum yuav raug yuam rau hauv qhov kev pom zoo no yog tias Amazon, Nike, lossis Disney muaj peev xwm ua phem rau tom qab Peloton hauv kev tiv thaiv kev tiv thaiv kev tawm tsam," Ives tau sau rau hauv tsab ntawv hnub Sunday. "Ntawm qhov kev tawm tsam, Apple los ntawm nws qhov kev pabcuam Fitness + subscription thiab Apple Watch lub tswv yim yuav muaj peev xwm los txhawb Peloton cov kev pabcuam thiab flywheel kom loj hlob nws cov kev pabcuam kev noj qab haus huv, uas yog qhov tseem ceeb ntawm cov tswv yim linchpin."
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Tau qhov twg los: https://finance.yahoo.com/news/peloton-purchase-may-pose-regulatory-213001840.html