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The Markets
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The Markets
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Financial Services

Peloton Interactive deep in the mire as lockdown boom evaporates

Peloton also signed a US$750mln five-year term loan agreement with JPMorgan Chase & Co and Goldman Sachs Group, reflecting its challenges

Peloton Interactive (NASDAQ:PTON) was tipped for a modest rebound when US markets open after the fitness company hit a new low overnight on a deeper loss than expected and lowered revenue guidance.

On Nasdaq yesterday, the stock was sitting near record lows at US$12.90 per share on Tuesday.

Peloton's stock is down 64% so far in 2022 and 90% from its all-time high in late 2020, when business soared during pandemic lockdowns.

In the quarter ending March 31, the at-home fitness equipment maker lost US$757mln, compared to a quarterly loss of just US$8.6mln a year ago, amid low customer demand as people return to gyms following the end of pandemic safety precautions.

Revenue fell 15% to US$964mln, which marks Peloton's first ever year-on-year decline since it went public in 2019.

Peloton ended the quarter "thinly capitalised" said its CEO, with US$879mln in cash, down from over US$1.1bn a year ago, according to recently appointed chief executive Barry McCarthy who warned turning around the business will take some time.

McCarthy said the company accumulated an enormous amount of unsold bikes and treadmills, even after slashing prices last month, and inventory has "consumed an enormous amount of cash, more than we expected."

Peloton plans to borrow US$750mln in a five-year loan agreement with JP Morgan and Goldman Sachs (NYSE:GS).

Though Peloton's CEO hinted the company could need more outside funding beyond the agreement, the loan will help keep the company afloat and running.

Peloton expects to report revenue of US$675mln to US$700mln in the fourth quarter, well below analysts' average estimate of US$820.9mln, with the company attributing the forecast miss to "softer demand" than it had previously stated.

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