Peloton's CEO, Peter Stern, believes AI can enhance human capabilities. The company reported its Q3 2025 earnings, emphasizing its resilient subscription model despite tariff challenges impacting hardware costs. CFO Liz Coddington noted that the fitness industry tends to remain stable even during economic declines, offering insights on consumer spending. While tariffs are a concern, Peloton is addressing these with financing options, rentals, and refurbished models. The CEO plans to reassess pricing strategies, and a new COO has been appointed to improve logistics and cost management.
"During the period of GDP decline between 2008 and 2009, external data showed that us spend[ing] on fitness continued to grow, and that implies the fitness industry has some resilience to external economic factors."
"Peloton offers zero percent interest financing, a bike rental program, as well as lower-priced refurbished models."
"AI has the potential to give humans superpowers," says Peloton CEO Peter Stern, highlighting the company's commitment to technology innovation.
"The data suggests that fitness isn't among the first places that consumers are likely to scale back when times are tough."
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