JMP证券:Peloton新定价计划需求强劲 但营收能见度仍然有限

JMP证券:Peloton(PTON.US)新定价计划需求强劲 但营收能见度仍然有限
智通财经APP获悉,JMP证券分析师Andrew Boone发表研报表示,据Peloton Interactive Inc (NASDAQ:PTON)(PTON.US)的销售助理称,该公司看到消费者对其推出的全功能订阅定价计划的强劲需求,不过,该数据只限于测试第一天,并且试行范围仍然局限于少数几个市场。据悉,近期,该公司推出了一项新的定价计划,该定价系统只需顾客按月支付固定自行车和健身课程的费用。Boone表示,对于Peloton首席执行官Barry McCarthy愿意做出尝试感到鼓舞,不过,由于该公司3月至今网站访问量同比下降31%,同时本季度以来网站访问量同比下降20%,这使其营收能见度仍然有限。因此,该分析师维持Peloton“与大市持平”评级。
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