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Bike price cut, rising costs to hit Peloton's profitability

Published 08/26/2021, 04:11 PM
Updated 08/26/2021, 08:30 PM
© Reuters. FILE PHOTO: A Peloton exercise bike is seen after the ringing of the opening bell for the company's IPO at the Nasdaq Market site in New York City, September 26, 2019. REUTERS/Shannon Stapleton/File Photo
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(Reuters) -Peloton Interactive Inc said on Thursday its near-term profitability would suffer due to a decision to slash the price of its exercise bike and higher commodity and marketing costs.

The fitness equipment maker also introduced monthly financing options for its Bike+ and Tread products across all regions, as it looks to prevent a slowdown in its business after last year's home fitness boom.

The moves, aimed at making its bikes more affordable, will weigh on its performance in the first quarter. The company's revenue forecast of $800 million was below analysts' average estimate of $1.01 billion, according to Refinitiv data.

Its shares fell as much as 15% after the bell but pared losses to trade down 6%.

Peloton (NASDAQ:PTON)'s original bike will now cost $1,495, compared with $1,895 earlier, and the company will also shift its product sales mix towards its treadmill.

New York-based Peloton said it expects a return to profitability on an adjusted core earnings basis by the financial year 2023.

In the near term, it plans on prioritizing subscription growth and reducing the time gap between sales and delivery.

"We are planning fiscal 2022 as an investment year in marketing our products and optimizing operations," Chief Financial Officer Jill Woodworth said on an earnings call.

© Reuters. FILE PHOTO: A Peloton exercise bike is seen after the ringing of the opening bell for the company's IPO at the Nasdaq Market site in New York City, September 26, 2019. REUTERS/Shannon Stapleton/File Photo

Peloton posted a net loss attributable to Class A and Class B shareholders of $1.05 per share, in the quarter ended June 30, compared with a profit of 27 cents per share a year earlier. Analysts on average were expecting a loss of 45 cents per share.

Peloton, which also disclosed a material weakness in its internal control over financial reporting, said fourth-quarter revenue rose 54% to $936.9 million. The figure was better than estimates.

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