CG: Should Investors be Sweating Peloton?

Industry Focus

The Motley Fool

Interview, Money, Consumergoods, Business, Businessnews, Ceo, Technology, Investing, Stocks, Energy, Fool, Financial, Economy, Healthcare, News, Banking, Motley, Tech, Business News, Investments

4.6 • 854 Ratings

🗓️ 11 May 2021

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Despite a solid quarter, Peloton has fought an uphill battle against mismanagement, treadmill recalls, and even data privacy leaks. Join Motley Fool analysts Asit Sharma and Emily Flippen as they circle back around on Peloton and discuss just how critical Peloton’s recent struggles are to its long-term thesis.

Stocks: Peloton (PTON)

Check out more of our content here:

Podcasts

Youtube

Twitter

Reach us by Email @ [email protected]

Transcript

Click on a timestamp to play from that location

0:00.0	Welcome to Industry Focus. The Podcast that dives into a different sector of the stock market each day.
0:11.0	I'm your host Emily Flippin. I'm Jason Moser. I'm Nick Seyple. I'm Dylan Lewis. And today
0:16.0	we're talking financials. Today we're talking consumer goods. Wild Card Wednesday.
0:20.4	And we're talking energy. And today we're talking tech.
0:23.0	Let's dive in.
0:25.0	Welcome to Industry Focus.
0:28.0	Today is Tuesday, May 11th, and I'm the host of this Consumer Goods episode, Emily Flippin.
0:34.0	Today I'm joined by Motleyville analyst Osset Sharma as we update our thoughts and our analysis
0:39.1	on Peloton. Long overdue update here for one of the worst performers in our consumer
0:45.2	goods basket.
0:46.2	Osset, thanks so much for joining.
0:48.2	Emily, thank you for having me and I'm excited that I got up the nerve to actually have this
0:55.1	conversation just kidding I actually like it when when you talk about a stock
1:00.6	that you like and it falls it gives you a chance to reassess your
1:03.7	thesis. So I'm not that scared. Just sort of kidding around. And when I say it was
1:08.6	one of the five companies that we picked for our consumer goods basket back at the beginning of 2021. I really mean me since I
1:16.7	think I was the one who brought it to the table. So I think we owe our listeners and really I owe myself an explanation for why Peloton and my position in Peloton is down nearly 50% in four months.
1:31.0	It's truly been quite a whirlwind business.
1:34.6	And I think we're going to end this episode by asking ourselves the question of,
1:39.1	is this thesis debt, right?
1:42.0	Like is the Peloton thesis intact still or should I be selling
1:46.2	my shares at this point?
	...

Please login to see the full transcript.

Previous episode | Next episode

Disclaimer: The podcast and artwork embedded on this page are from The Motley Fool, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of The Motley Fool and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.