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Peloton Faces Earnings Reckoning Amid Subscriber Slump
6 Aug
Summary
- Peloton's revenue expected to decline 9.8% year-on-year
- Analysts anticipate the business to stay the course heading into earnings
- Peloton has missed Wall Street's revenue estimates twice in the last two years
Peloton, the exercise equipment company, is set to report its earnings this Thursday, August 10th, 2025, before the market opens. The company faced a mixed quarter in its previous earnings report, meeting analysts' revenue expectations but missing on earnings per share.
As Peloton heads into its latest earnings report, analysts are expecting a 9.8% year-on-year decline in revenue, down to $580.3 million. This would mark a deceleration from the company's flat revenue in the same quarter last year. Peloton is also expected to report an adjusted loss of $0.03 per share.
Interestingly, the majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. However, Peloton has missed Wall Street's revenue estimates twice over the last two years, raising concerns about the company's ability to meet expectations.
The consumer discretionary segment, which Peloton belongs to, has seen mixed results from its peers. Apple delivered year-on-year revenue growth of 9.6%, beating analysts' expectations, while Hasbro reported a revenue decline of 1.5%, topping estimates by 11.2%. Investors in the sector have had steady hands going into earnings, with share prices up 1.6% on average over the last month.
