Peloton: Some Assembly Required

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 24 August 2022

⏱️ 23 minutes

🔗️ Recording | iTunes | RSS

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Summary

Amazon becomes the first partner to sell Peloton's equipment and apparel on their own site. (0:21) Bill Mann discusses: - The upside potential for Peloton - Whether Peloton may become part of Amazon's Prime membership offerings - Toll Brothers blaming supply chain and labor shortages for a cut in guidance - Nordstrom's challenges with inventory and family ownership (11:31) Jeremy Bowman and Jason Hall engage in a Bull vs. Bear debate over Beyond Meat. Who won the debate? You can cast your vote in our poll on Twitter @MotleyFoolMoney. Stocks mentioned: PTON, AMZN, TOL, JWN, BYND, YUM Host: Chris Hill Guest: Bill Mann Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	We've got signs of life from Peloton and a bull versus bear debate over Beyond Meat.
0:09.9	Motleyful Money starts now.
0:11.6	I'm Chris Hale joining me today, Motleyful Senior Amalist Bill Man.
0:24.1	Thanks for being here.
0:25.3	Hey Chris, how are you?
0:27.1	I'm doing alright.
0:29.8	Let's start with Peloton, shall we?
0:31.4	Because Peloton has struck a deal to sell its equipment and branded apparel on an e-commerce
0:38.0	website called Amazon.com.
0:40.6	Herde that.
0:41.6	Yeah, shares up 20%.
0:44.5	To be a little bit more serious, this is the first partnership that Peloton has struck
0:49.6	to sell their stuff on another company site.
0:53.3	And so I guess my first question is, do you think the movement that we're seeing in
0:57.0	the stock reflects reality or the potential for more of these types of partnerships to
1:04.6	come?
1:05.6	I think what you're looking at here is the recognition from Peloton's management that
1:11.7	that white glove service isn't necessary, that they are not a premium brand with a premium
1:18.3	service with no amount of competition out there, that they need to get as many Peloton
1:26.4	bikes and treadmills and their platforms in front of people as quickly as possible.
1:34.1	So this is yet another move away from what the founder CEO, former CEO, John Foley had
1:42.1	in mind for the company.
	...

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