People can say Peleton is sooo much more than an exercise bike. I don't disagree, however, it's core business and most valuable product is it's bike. Sure, subscriptions and add-ons bring in lots of cash, but you won't get any of that subscription money if your target market is as small as this one's is. I say that because you have to be financially in a decent position in life to even afford a service like Peleton, and I just don't buy into the idea that Amazon or Apple or some big tech will come along and eat this company. I think they have a better ability to scale the bikes and services making PTON a buyout in my opinion. Who says the acquiring tech company won't pay them $5/share? Buyer's beware.
評論:
*Subscription money will not have a significant impact if the target market is not widened. This can only be done by lowering initial costs for the product.