原文標題：Peloton Earnings Disappointed. Another Pandemic Play Sinks.
原文連結：https://reurl.cc/52VdZ7
發布時間：Nov. 4, 2021 5:57 pm
原文內容：
Peloton Interactive was the latest pandemic-play stock casualty
Peloton Reports Earnings Today. The Stock Faces Stiff Headwinds.
The unraveling of the stay-at-home trade has put pressure on Peloton's stock,
setting up a pivotal earnings report later today.
Continue reading this earnings season. Shares are diving in extended trading
after the at-home fitness firm reported a wider-than-expected net loss for
the September quarter, and cut its full fiscal-year outlook.
Peloton reported a fiscal-first-quarter net loss of $376 million, or $1.25 a
share. Total revenue grew 6% year over year to $805.2 million. Wall Street’s
consensus estimate called for a net loss of $1.10 a share on revenue of
$808.7 million, according to FactSet
The company, which sells bikes and treadmills that pair with $39.99 a month
subscriptions, said average monthly workouts per connected fitness
subscription dropped to 16.6 from 20.7 a year ago. Investors watch that
metric for signs of engagement.
In after-hours trading, Peloton stock is down 25% to $64.59, about a third of
its 52-week intraday high of $171.09, set in January. The company joins Roku
(ROKU) and Chegg (CHGG) as popular pandemic plays that are now disappointing
investors with reports this week.
Peloton now expects the 2022 fiscal year to end in June with 3.35 million to
3.45 million connected fitness subscribers, down from a prior forecast of
3.63 million. Its outlook for fiscal-year revenue ranges from $4.4 billion to
$4.8 billion, down from a prior forecast of $5.4 billion.
For the fiscal second quarter, which includes the all-important holiday
season, the company expects to hit connected fitness subscribers of between
2.8 million to 2.85 million. It expects revenue in the range from $1.1
billion to $1.2 billion for the quarter, below Wall Street’s consensus
estimate of $1.49 billion, according to FactSet. The company said that so
far, the fiscal second quarter has been softer than expected.
“With the benefit of adequate inventories and order-to-delivery windows that
are now back to pre-pandemic levels, we expect a healthy holiday selling
season,” the company added in a prepared statement. “Our forecast assumes
unit sales modestly ahead of last year’s Q2 levels, driven by growing
consumer interest in the Connected Fitness category and a resumption of our
marketing and promotional activity.”
心得:
PTON 財報再度炸裂
盤後大崩 -30%
我覺得這新聞標題下的很好
最近雖然美股很瘋
但是有些去年起漲的疫情受益股已經開始回到地球了
那些高點出現在今年3月以前
之後反彈也軟軟的特別危險
顯然市場早有預期
最近 Q3 財報開出來都殺一根大的
Z -25%
PTON -30% (目前盤後)
PENN -21%