Earnings And ProfitabilityEBITDA outperformance and a raised EBITDA outlook reflect margin leverage from product mix and realized cost savings, supporting a path to sustained profitability.
Product Innovation And Health PartnershipsLaunch of AI-backed Peloton IQ and equipment, together with partnerships with Hospital for Special Surgery and The Recovery Shop, broadens offerings into rehabilitation and specialized content that can attract new member segments.
Retail Expansion And Hardware MixA retail partnership with Johnson Fitness & Wellness and a microstore rollout, paired with stronger sales of higher-priced hardware, should boost product visibility and improve unit economics.