NASDAQ: PTON

Retailers are stuck between playing the waiting game and risking delays that wreck quarterly results or ponying up and taking to the skies. The goods will arrive quickly, but at what cost?

Peloton is riding a wave for the history books right now. It has grown revenues by triple digits year-over-year for three consecutive quarters while building one of the most recognizable brands in not just fitness, but all consumer segments. If it should continue this meteoric rise, it must sort its supply chain issues before either the vaccines or competition prematurely puts out its flame.