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FreightWaves Staff Thursday, February 18, 2021

Peloton’s supply chain is broken (and $100m won’t fix it)

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.

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FreightWaves Staff Thursday, January 21, 2021

Peloton: The poster child for Containergeddon

The past 12 to 18 months have been nothing short of spectacular for Peloton. It has cemented itself as a prominent fitness brand with a base of fiercely loyal customers while growing revenues 233% yoy in Q3. But the company has outkicked its coverage and capped potential growth due to its supply chain constraints and lack of visibility.

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