Gab_Boey
2021-07-14
Commercial and like please.
Peloton- A Hollywood Story That Promises To Last<blockquote>Peloton——一个承诺持久的好莱坞故事</blockquote>
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It is a story of a bike company that became a global content brand.","content":"<p><b>Peloton Interactive</b> (NASDAQ:PTON) has deservedly gained the title of the <b>Netflix </b>(NASDAQ:NFLX) of Wellness. It is a story of a bike company that became a global content brand.</p><p><blockquote><b>Peloton互动</b>（纳斯达克股票代码：PTON）当之无愧地获得了<b>网飞</b>（纳斯达克股票代码：NFLX）的健康。这是一个自行车公司成为全球内容品牌的故事。</blockquote></p><p> Its recent success has been helped by the pandemic that trapped people across the globe inside their homes, providing the sports entertainment company both a captive and a lucrative audience, with total workouts growing from 48 million just a year earlier to 171 million in the last quarter.</p><p><blockquote>它最近的成功得益于疫情，疫情将全球各地的人们困在家中，为这家体育娱乐公司提供了一个俘虏和一个有利可图的观众，总锻炼次数从一年前的4800万次增长到上个季度的1.71亿次。</blockquote></p><p> <h4><b>Inside The Hollywoodization Of Peloton</b></h4> In many ways, Peloton operates similarly to an old-school Hollywood studio. It creates star instructors who are on multi-year contracts. It produces its own content and controls its distribution.</p><p><blockquote><h4><b>Peloton 的好莱坞化内幕</b></h4>在许多方面，Peloton的运作类似于老派的好莱坞工作室。它创造了签订多年合同的明星教练。它制作自己的内容并控制其分发。</blockquote></p><p> CEO John Foley, a former president of e-commerce at <b>Barnes & Noble</b> (NYSE:BNED), wanted to shoot for the moon, as he aimed to license tracks from bands he loved, including The Rolling Stones. As a result, Peloton landed Jay-Z and only a few months later, it got Meghan Trainor to record a cover of \"Crazy Little Thing Called Love\".</p><p><blockquote>首席执行官 John Foley，前电子商务总裁<b>巴诺书店</b>（纽约证券交易所代码：BNED），想为月球拍摄，因为他的目标是授权他喜欢的乐队的歌曲，包括滚石乐队。结果，Peloton找到了Jay-Z，仅仅几个月后，它就让Meghan Trainor录制了《疯狂的小东西叫爱》的封面。</blockquote></p><p> That same year, the brand underwent a transformation from being known for its bikes to being known for its content. It is that year, 2018 when Peloton gifted the world with its digital app. It made stars out of its instructors like Robin Arzón, who now has 770,000 followers on Instagram. It was also the year when it raised $550 million in funding to build a Netflix-like media empire. Only three years later, a major part of what Foley envisioned when he reached for the stars came true. The company, which went public in 2019, now has a market cap of around $30 billion. It has signed deals with Peloton member Beyoncé on classes that celebrate her music and member Shonda Rhimes on a campaign called Year of Yes that is designed to build self-confidence and encourage regular exercise.</p><p><blockquote>同年，该品牌经历了从以自行车闻名到以内容闻名的转变。那一年，也就是2018年，Peloton向世界展示了其数字应用程序。它将罗宾·阿尔松（Robin Arzón）等讲师打造成了明星，他现在在 Instagram 上拥有 77 万粉丝。也是在这一年，它筹集了 5.5 亿美元资金，建立了一个类似 Netflix 的媒体帝国。仅仅三年后，福利在寻找明星时所设想的大部分实现了。该公司于2019年上市，目前市值约为300亿美元。它已与 Peloton 成员碧昂斯 (Beyoncé) 签署协议，举办庆祝她音乐的课程，并与成员珊达·莱姆斯 (Shonda Rhimes) 签署协议，开展名为“是之年”的活动，旨在建立自信并鼓励定期锻炼。</blockquote></p><p> Peloton, whose bikes start at $1,895, did it by carefully controlling its production values, smartly promoting its instructors, and making music integral to its brand signature. It now produces 19 new classes a day and offers them in the U.K., Germany, U.S., and Canada.</p><p><blockquote>Peloton的自行车起价为1895美元，它通过仔细控制其生产价值、巧妙地推广其教练以及使音乐成为其品牌签名不可或缺的一部分来做到这一点。它现在每天制作19门新课程，并在英国、德国、美国和加拿大提供。</blockquote></p><p> <h4><b>Peloton Did Some Heavy Lifting</b></h4> Along with the voluntary recall of its two treadmill models in May after the death of a child which the company estimated as a $165 million hit to future revenue and a recently revealed data breach, Peloton has its challenges.</p><p><blockquote><h4><b>Peloton做了一些繁重的工作</b></h4>Peloton 在一名儿童死亡后于 5 月份自愿召回了两款跑步机型号，该公司估计这将对未来收入造成 1.65 亿美元的损失，以及最近披露的数据泄露事件，Peloton 也面临着挑战。</blockquote></p><p> Peloton's pre-IPO filings and subsequent quarterly earnings reports stress that music licensing is a key risk to its business. It made its public debut while being sued by music publishers over its alleged use of unlicensed songs. Peloton responded by removing every class from its library that had at least <a href=\"https://laohu8.com/S/AONE\">one</a> of the copyrighted songs. This amounted to more than half of the classes at the time. Some Peloton users refered to this day as \"The Day the Music Died,\" and even sued the company over its claim that its on-demand library is \"ever-growing.\" According to SEC filings, Peloton spent $31.1 million to settle the publishers' lawsuit, but the total cost may be even higher than that. Peloton reported its music royalty and streaming delivery fees rose by $81.5 million for the nine months ending March 31st, 2021, compared to the same period last year.</p><p><blockquote>Peloton 的 IPO 前文件和随后的季度收益报告强调，音乐授权是其业务的主要风险。Peloton 首次公开亮相时，因涉嫌使用未经授权的歌曲而被音乐出版商起诉。作为回应，Peloton 从其库中删除了所有至少有<a href=\"https://laohu8.com/S/AONE\">一</a>受版权保护的歌曲。这相当于当时一半以上的班级。一些 Peloton 用户将这一天称为“音乐消亡之日”，甚至起诉该公司声称其点播库“不断增长”。根据美国证券交易委员会的文件，Peloton 花费了 3110 万美元来解决出版商的诉讼，但总成本可能更高。Peloton报告称，与去年同期相比，截至2021年3月31日的九个月内，其音乐版税和流媒体交付费用增加了8150万美元。</blockquote></p><p> <h4><b>The post-pandemic outlook is bright</b></h4> Despite in-person fitness classes restarting as the pandemic fades into history, Peloton's user base seems to be locked in. The company is proud of its low churn rate of subscribers. In its latest quarter, the churn rate was an impressive 0.31 percent, the company's lowest rate in six years, whereas Netlflix stands at 2.4 percent.</p><p><blockquote><h4><b>大流行后的前景是光明的</b></h4>尽管随着疫情逐渐成为历史，面对面的健身课程重新开始，但Peloton的用户群似乎被锁定了。该公司以其低用户流失率而自豪。在最近一个季度，流失率高达0.31%，是该公司六年来的最低流失率，而Netlflix为2.4%。</blockquote></p><p> Later this year, Peloton will open its new 20,000-square-foot London exercise studios and broadcast center. In 2020, New Yorkers got its upgraded $50 million facilities.</p><p><blockquote>今年晚些时候，Peloton 将开设占地 20,000 平方英尺的新伦敦健身工作室和广播中心。2020年，纽约人获得了价值5000万美元的升级设施。</blockquote></p><p> It has begun rapidly expanding its classes to include things like bike boot camp, dance cardio, and barre to become well-known beyond its original cycling and treadmill offerings.</p><p><blockquote>它已经开始迅速扩大其课程，包括自行车新兵训练营、舞蹈有氧运动和barre，以超越其最初的自行车和跑步机产品而闻名。</blockquote></p><p> <h4><b>Third-Quarter Figures</b></h4> For the quarter that ended March 31st, Peloton reported revenue of $1.26 billion and a loss per share of 3 cents. Its performance even exceeded Wall Street's expectations and the company saw both earnings and sales growth improve last quarter. The bottom line improved from 20 cents per share loss the same quarter a year ago whereas revenue soared 141%. In the prior three quarters, its sales grew 172%, 232%, and 128%.</p><p><blockquote><h4><b>第三季度数据</b></h4>截至 3 月 31 日的季度，Peloton 报告营收为 12.6 亿美元，每股亏损 3 美分。其业绩甚至超出了华尔街的预期，该公司上季度的盈利和销售增长均有所改善。利润较去年同期每股亏损 20 美分有所改善，而收入则飙升 141%。前三个季度，其销售额分别增长了172%、232%和128%。</blockquote></p><p> Connected-fitness subscriptions rose 135% YoY and now total more than 2 million. The 12-month retention rate stood at 92%.</p><p><blockquote>Connected-fitness 订阅量同比增长 135%，目前总数超过 200 万。12个月保留率为92%。</blockquote></p><p></p><p> <h4><b>Delivery Delays</b></h4> Delivery delays are also a result of a continued surge in demand caused by the pandemic. Although a $100 million investment that was announced last quarter in expedited shipping and the recently completed $420 million acquisition of Precor have helped bring Bike fulfillment times back to pre-pandemic levels, Bike+ shipments still face delays.</p><p><blockquote><h4><b>交货延迟</b></h4>交货延迟也是疫情导致需求持续激增的结果。尽管上季度宣布对 expedited shipping 的 1 亿美元投资以及最近完成的 4.2 亿美元收购 Precor 的交易帮助自行车履行时间恢复到大流行前的水平，但 Bike+ 的发货仍面临延误。</blockquote></p><p> To help fix these problems, Peloton announced plans to start construction this summer on its first U.S.-based factory on May 24th. The $400 million facility, slated to open in 2023 will certainly help Peloton shorten production and delivery times in its biggest market.</p><p><blockquote>为了帮助解决这些问题，Peloton 宣布计划于今年夏天于 5 月 24 日开始建设其位于美国的第一家工厂。这座耗资 4 亿美元的工厂计划于 2023 年开业，肯定会帮助 Peloton 缩短其最大市场的生产和交付时间。</blockquote></p><p> <h4><b>Outlook</b></h4> Peloton's latest earnings report is proof that strong momentum is everything bud fading. Its action to expand its manufacturing capabilities shows that the company is addressing <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its main weak spots. Foley admitting the fault, as well as revealing concrete plans to fix safety issues was exactly what investors wanted to hear.</p><p><blockquote><h4><b>世界观</b></h4>Peloton 最新的收益报告证明，强劲的势头正在消退。其扩大制造能力的行动表明该公司正在解决<a href=\"https://laohu8.com/S/AONE.U\">一</a>它的主要弱点。福利承认错误，并透露解决安全问题的具体计划，正是投资者希望听到的。</blockquote></p><p> Peloton is going through its most difficult time as a public company but this is a company that never thought small and it became a global wellness entertainment brand because of it. Its content is so good that people want to buy their expensive hardware just to use it.</p><p><blockquote>Peloton正在经历作为一家上市公司最困难的时期，但这是一家从不认为自己小的公司，因此它成为了一个全球健康娱乐品牌。它的内容是如此之好，以至于人们想购买昂贵的硬件来使用它。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Peloton- A Hollywood Story That Promises To Last<blockquote>Peloton——一个承诺持久的好莱坞故事</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPeloton- A Hollywood Story That Promises To Last<blockquote>Peloton——一个承诺持久的好莱坞故事</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga Earnings </p>\n<p class=\"h-time smaller\">2021-07-14 10:23</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p><b>Peloton Interactive</b> (NASDAQ:PTON) has deservedly gained the title of the <b>Netflix </b>(NASDAQ:NFLX) of Wellness. It is a story of a bike company that became a global content brand.</p><p><blockquote><b>Peloton互动</b>（纳斯达克股票代码：PTON）当之无愧地获得了<b>网飞</b>（纳斯达克股票代码：NFLX）的健康。这是一个自行车公司成为全球内容品牌的故事。</blockquote></p><p> Its recent success has been helped by the pandemic that trapped people across the globe inside their homes, providing the sports entertainment company both a captive and a lucrative audience, with total workouts growing from 48 million just a year earlier to 171 million in the last quarter.</p><p><blockquote>它最近的成功得益于疫情，疫情将全球各地的人们困在家中，为这家体育娱乐公司提供了一个俘虏和一个有利可图的观众，总锻炼次数从一年前的4800万次增长到上个季度的1.71亿次。</blockquote></p><p> <h4><b>Inside The Hollywoodization Of Peloton</b></h4> In many ways, Peloton operates similarly to an old-school Hollywood studio. It creates star instructors who are on multi-year contracts. It produces its own content and controls its distribution.</p><p><blockquote><h4><b>Peloton 的好莱坞化内幕</b></h4>在许多方面，Peloton的运作类似于老派的好莱坞工作室。它创造了签订多年合同的明星教练。它制作自己的内容并控制其分发。</blockquote></p><p> CEO John Foley, a former president of e-commerce at <b>Barnes & Noble</b> (NYSE:BNED), wanted to shoot for the moon, as he aimed to license tracks from bands he loved, including The Rolling Stones. As a result, Peloton landed Jay-Z and only a few months later, it got Meghan Trainor to record a cover of \"Crazy Little Thing Called Love\".</p><p><blockquote>首席执行官 John Foley，前电子商务总裁<b>巴诺书店</b>（纽约证券交易所代码：BNED），想为月球拍摄，因为他的目标是授权他喜欢的乐队的歌曲，包括滚石乐队。结果，Peloton找到了Jay-Z，仅仅几个月后，它就让Meghan Trainor录制了《疯狂的小东西叫爱》的封面。</blockquote></p><p> That same year, the brand underwent a transformation from being known for its bikes to being known for its content. It is that year, 2018 when Peloton gifted the world with its digital app. It made stars out of its instructors like Robin Arzón, who now has 770,000 followers on Instagram. It was also the year when it raised $550 million in funding to build a Netflix-like media empire. Only three years later, a major part of what Foley envisioned when he reached for the stars came true. The company, which went public in 2019, now has a market cap of around $30 billion. It has signed deals with Peloton member Beyoncé on classes that celebrate her music and member Shonda Rhimes on a campaign called Year of Yes that is designed to build self-confidence and encourage regular exercise.</p><p><blockquote>同年，该品牌经历了从以自行车闻名到以内容闻名的转变。那一年，也就是2018年，Peloton向世界展示了其数字应用程序。它将罗宾·阿尔松（Robin Arzón）等讲师打造成了明星，他现在在 Instagram 上拥有 77 万粉丝。也是在这一年，它筹集了 5.5 亿美元资金，建立了一个类似 Netflix 的媒体帝国。仅仅三年后，福利在寻找明星时所设想的大部分实现了。该公司于2019年上市，目前市值约为300亿美元。它已与 Peloton 成员碧昂斯 (Beyoncé) 签署协议，举办庆祝她音乐的课程，并与成员珊达·莱姆斯 (Shonda Rhimes) 签署协议，开展名为“是之年”的活动，旨在建立自信并鼓励定期锻炼。</blockquote></p><p> Peloton, whose bikes start at $1,895, did it by carefully controlling its production values, smartly promoting its instructors, and making music integral to its brand signature. It now produces 19 new classes a day and offers them in the U.K., Germany, U.S., and Canada.</p><p><blockquote>Peloton的自行车起价为1895美元，它通过仔细控制其生产价值、巧妙地推广其教练以及使音乐成为其品牌签名不可或缺的一部分来做到这一点。它现在每天制作19门新课程，并在英国、德国、美国和加拿大提供。</blockquote></p><p> <h4><b>Peloton Did Some Heavy Lifting</b></h4> Along with the voluntary recall of its two treadmill models in May after the death of a child which the company estimated as a $165 million hit to future revenue and a recently revealed data breach, Peloton has its challenges.</p><p><blockquote><h4><b>Peloton做了一些繁重的工作</b></h4>Peloton 在一名儿童死亡后于 5 月份自愿召回了两款跑步机型号，该公司估计这将对未来收入造成 1.65 亿美元的损失，以及最近披露的数据泄露事件，Peloton 也面临着挑战。</blockquote></p><p> Peloton's pre-IPO filings and subsequent quarterly earnings reports stress that music licensing is a key risk to its business. It made its public debut while being sued by music publishers over its alleged use of unlicensed songs. Peloton responded by removing every class from its library that had at least <a href=\"https://laohu8.com/S/AONE\">one</a> of the copyrighted songs. This amounted to more than half of the classes at the time. Some Peloton users refered to this day as \"The Day the Music Died,\" and even sued the company over its claim that its on-demand library is \"ever-growing.\" According to SEC filings, Peloton spent $31.1 million to settle the publishers' lawsuit, but the total cost may be even higher than that. Peloton reported its music royalty and streaming delivery fees rose by $81.5 million for the nine months ending March 31st, 2021, compared to the same period last year.</p><p><blockquote>Peloton 的 IPO 前文件和随后的季度收益报告强调，音乐授权是其业务的主要风险。Peloton 首次公开亮相时，因涉嫌使用未经授权的歌曲而被音乐出版商起诉。作为回应，Peloton 从其库中删除了所有至少有<a href=\"https://laohu8.com/S/AONE\">一</a>受版权保护的歌曲。这相当于当时一半以上的班级。一些 Peloton 用户将这一天称为“音乐消亡之日”，甚至起诉该公司声称其点播库“不断增长”。根据美国证券交易委员会的文件，Peloton 花费了 3110 万美元来解决出版商的诉讼，但总成本可能更高。Peloton报告称，与去年同期相比，截至2021年3月31日的九个月内，其音乐版税和流媒体交付费用增加了8150万美元。</blockquote></p><p> <h4><b>The post-pandemic outlook is bright</b></h4> Despite in-person fitness classes restarting as the pandemic fades into history, Peloton's user base seems to be locked in. The company is proud of its low churn rate of subscribers. In its latest quarter, the churn rate was an impressive 0.31 percent, the company's lowest rate in six years, whereas Netlflix stands at 2.4 percent.</p><p><blockquote><h4><b>大流行后的前景是光明的</b></h4>尽管随着疫情逐渐成为历史，面对面的健身课程重新开始，但Peloton的用户群似乎被锁定了。该公司以其低用户流失率而自豪。在最近一个季度，流失率高达0.31%，是该公司六年来的最低流失率，而Netlflix为2.4%。</blockquote></p><p> Later this year, Peloton will open its new 20,000-square-foot London exercise studios and broadcast center. In 2020, New Yorkers got its upgraded $50 million facilities.</p><p><blockquote>今年晚些时候，Peloton 将开设占地 20,000 平方英尺的新伦敦健身工作室和广播中心。2020年，纽约人获得了价值5000万美元的升级设施。</blockquote></p><p> It has begun rapidly expanding its classes to include things like bike boot camp, dance cardio, and barre to become well-known beyond its original cycling and treadmill offerings.</p><p><blockquote>它已经开始迅速扩大其课程，包括自行车新兵训练营、舞蹈有氧运动和barre，以超越其最初的自行车和跑步机产品而闻名。</blockquote></p><p> <h4><b>Third-Quarter Figures</b></h4> For the quarter that ended March 31st, Peloton reported revenue of $1.26 billion and a loss per share of 3 cents. Its performance even exceeded Wall Street's expectations and the company saw both earnings and sales growth improve last quarter. The bottom line improved from 20 cents per share loss the same quarter a year ago whereas revenue soared 141%. In the prior three quarters, its sales grew 172%, 232%, and 128%.</p><p><blockquote><h4><b>第三季度数据</b></h4>截至 3 月 31 日的季度，Peloton 报告营收为 12.6 亿美元，每股亏损 3 美分。其业绩甚至超出了华尔街的预期，该公司上季度的盈利和销售增长均有所改善。利润较去年同期每股亏损 20 美分有所改善，而收入则飙升 141%。前三个季度，其销售额分别增长了172%、232%和128%。</blockquote></p><p> Connected-fitness subscriptions rose 135% YoY and now total more than 2 million. The 12-month retention rate stood at 92%.</p><p><blockquote>Connected-fitness 订阅量同比增长 135%，目前总数超过 200 万。12个月保留率为92%。</blockquote></p><p></p><p> <h4><b>Delivery Delays</b></h4> Delivery delays are also a result of a continued surge in demand caused by the pandemic. Although a $100 million investment that was announced last quarter in expedited shipping and the recently completed $420 million acquisition of Precor have helped bring Bike fulfillment times back to pre-pandemic levels, Bike+ shipments still face delays.</p><p><blockquote><h4><b>交货延迟</b></h4>交货延迟也是疫情导致需求持续激增的结果。尽管上季度宣布对 expedited shipping 的 1 亿美元投资以及最近完成的 4.2 亿美元收购 Precor 的交易帮助自行车履行时间恢复到大流行前的水平，但 Bike+ 的发货仍面临延误。</blockquote></p><p> To help fix these problems, Peloton announced plans to start construction this summer on its first U.S.-based factory on May 24th. The $400 million facility, slated to open in 2023 will certainly help Peloton shorten production and delivery times in its biggest market.</p><p><blockquote>为了帮助解决这些问题，Peloton 宣布计划于今年夏天于 5 月 24 日开始建设其位于美国的第一家工厂。这座耗资 4 亿美元的工厂计划于 2023 年开业，肯定会帮助 Peloton 缩短其最大市场的生产和交付时间。</blockquote></p><p> <h4><b>Outlook</b></h4> Peloton's latest earnings report is proof that strong momentum is everything bud fading. Its action to expand its manufacturing capabilities shows that the company is addressing <a href=\"https://laohu8.com/S/AONE.U\">one</a> of its main weak spots. Foley admitting the fault, as well as revealing concrete plans to fix safety issues was exactly what investors wanted to hear.</p><p><blockquote><h4><b>世界观</b></h4>Peloton 最新的收益报告证明，强劲的势头正在消退。其扩大制造能力的行动表明该公司正在解决<a href=\"https://laohu8.com/S/AONE.U\">一</a>它的主要弱点。福利承认错误，并透露解决安全问题的具体计划，正是投资者希望听到的。</blockquote></p><p> Peloton is going through its most difficult time as a public company but this is a company that never thought small and it became a global wellness entertainment brand because of it. Its content is so good that people want to buy their expensive hardware just to use it.</p><p><blockquote>Peloton正在经历作为一家上市公司最困难的时期，但这是一家从不认为自己小的公司，因此它成为了一个全球健康娱乐品牌。它的内容是如此之好，以至于人们想购买昂贵的硬件来使用它。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞","PTON":"Peloton Interactive, Inc.","QNETCN":"纳斯达克中美互联网老虎指数","BNED":"Barnes & Noble Education, Inc"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151598821","content_text":"Peloton Interactive (NASDAQ:PTON) has deservedly gained the title of the Netflix (NASDAQ:NFLX) of Wellness. It is a story of a bike company that became a global content brand.\nIts recent success has been helped by the pandemic that trapped people across the globe inside their homes, providing the sports entertainment company both a captive and a lucrative audience, with total workouts growing from 48 million just a year earlier to 171 million in the last quarter.\nInside The Hollywoodization Of Peloton\nIn many ways, Peloton operates similarly to an old-school Hollywood studio. It creates star instructors who are on multi-year contracts. It produces its own content and controls its distribution.\nCEO John Foley, a former president of e-commerce at Barnes & Noble (NYSE:BNED), wanted to shoot for the moon, as he aimed to license tracks from bands he loved, including The Rolling Stones. As a result, Peloton landed Jay-Z and only a few months later, it got Meghan Trainor to record a cover of \"Crazy Little Thing Called Love\".\nThat same year, the brand underwent a transformation from being known for its bikes to being known for its content. It is that year, 2018 when Peloton gifted the world with its digital app. It made stars out of its instructors like Robin Arzón, who now has 770,000 followers on Instagram. It was also the year when it raised $550 million in funding to build a Netflix-like media empire. Only three years later, a major part of what Foley envisioned when he reached for the stars came true. The company, which went public in 2019, now has a market cap of around $30 billion. It has signed deals with Peloton member Beyoncé on classes that celebrate her music and member Shonda Rhimes on a campaign called Year of Yes that is designed to build self-confidence and encourage regular exercise.\nPeloton, whose bikes start at $1,895, did it by carefully controlling its production values, smartly promoting its instructors, and making music integral to its brand signature. It now produces 19 new classes a day and offers them in the U.K., Germany, U.S., and Canada.\nPeloton Did Some Heavy Lifting\nAlong with the voluntary recall of its two treadmill models in May after the death of a child which the company estimated as a $165 million hit to future revenue and a recently revealed data breach, Peloton has its challenges.\nPeloton's pre-IPO filings and subsequent quarterly earnings reports stress that music licensing is a key risk to its business. It made its public debut while being sued by music publishers over its alleged use of unlicensed songs. Peloton responded by removing every class from its library that had at least one of the copyrighted songs. This amounted to more than half of the classes at the time. Some Peloton users refered to this day as \"The Day the Music Died,\" and even sued the company over its claim that its on-demand library is \"ever-growing.\" According to SEC filings, Peloton spent $31.1 million to settle the publishers' lawsuit, but the total cost may be even higher than that. Peloton reported its music royalty and streaming delivery fees rose by $81.5 million for the nine months ending March 31st, 2021, compared to the same period last year.\nThe post-pandemic outlook is bright\nDespite in-person fitness classes restarting as the pandemic fades into history, Peloton's user base seems to be locked in. The company is proud of its low churn rate of subscribers. In its latest quarter, the churn rate was an impressive 0.31 percent, the company's lowest rate in six years, whereas Netlflix stands at 2.4 percent.\nLater this year, Peloton will open its new 20,000-square-foot London exercise studios and broadcast center. In 2020, New Yorkers got its upgraded $50 million facilities.\nIt has begun rapidly expanding its classes to include things like bike boot camp, dance cardio, and barre to become well-known beyond its original cycling and treadmill offerings.\nThird-Quarter Figures\nFor the quarter that ended March 31st, Peloton reported revenue of $1.26 billion and a loss per share of 3 cents. Its performance even exceeded Wall Street's expectations and the company saw both earnings and sales growth improve last quarter. The bottom line improved from 20 cents per share loss the same quarter a year ago whereas revenue soared 141%. In the prior three quarters, its sales grew 172%, 232%, and 128%.\nConnected-fitness subscriptions rose 135% YoY and now total more than 2 million. The 12-month retention rate stood at 92%.\nDelivery Delays\nDelivery delays are also a result of a continued surge in demand caused by the pandemic. Although a $100 million investment that was announced last quarter in expedited shipping and the recently completed $420 million acquisition of Precor have helped bring Bike fulfillment times back to pre-pandemic levels, Bike+ shipments still face delays.\nTo help fix these problems, Peloton announced plans to start construction this summer on its first U.S.-based factory on May 24th. The $400 million facility, slated to open in 2023 will certainly help Peloton shorten production and delivery times in its biggest market.\nOutlook\nPeloton's latest earnings report is proof that strong momentum is everything bud fading. Its action to expand its manufacturing capabilities shows that the company is addressing one of its main weak spots. Foley admitting the fault, as well as revealing concrete plans to fix safety issues was exactly what investors wanted to hear.\nPeloton is going through its most difficult time as a public company but this is a company that never thought small and it became a global wellness entertainment brand because of it. Its content is so good that people want to buy their expensive hardware just to use it.","news_type":1,"symbols_score_info":{"BNED":0.9,"QNETCN":0.9,"PTON":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":3789,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":24,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/145434126"}
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