What’s the churn on users? Is it in the IPO docs (I work in a bank and we’re not allowed to look at such things)
I’m guessing low-medium based on the entry point of the machine you need to buy (+ the custom cedar platform looking out through your picture window onto the forest). $40 a month probably isn’t that much if you’ve spent $3000 on the toy.
What’s the profit point on a new user? How long does a user have to subscribe before peloton see a profit. edit: I see the article mentions $5, that sounds like BS…
I can’t see the figures, but it does seem a little high.
potential US market of 45 million households
There are 130 million households in America – they are seriously suggesting they will be in 30% of US households?