Peloton (NASDAQ: PTON)

“Peloton shares fall 25% as company posts wider-than-expected loss and slashes full-year outlook”. Quote from CNBC dated Nov. 4, 2021

Lagoon users were ahead of the headline, here’s why… 

Peloton, a connected platform for fitness, depends significantly on the growth of its online community and new users to support its strategy. Throughout 2020 and into early 2021, the company experienced significant growth in customers and customer engagement, due in large part to pandemic related lockdowns and stay at home orders.  

In the summer of 2021 Peloton began to encounter difficulties maintaining their momentum. Between August 1 and their release of earnings the stock dropped by 35.3%. Post earnings until December 31, 2021 it dropped an additional 36%, for a cumulative decline of 58.6%. Lagoon saw it coming. 

Our proprietary Digital Engagement KPI and Social Media Growth KPI provided early insights that the market didn’t fully incorporate until the company released earnings on November 4.

  • User engagement slowed and traffic to their website began to decline 
  • Social media communities began to show a marked reduction in metrics.  

* Social media growth KPI is a combination of the growth in Peloton’s followers on Twitter, facebook and Instagram

** Lagoon’s Digital Engagement KPI is the fusion of web traffic and various app metrics

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