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Peloton is raising subscription fees while cutting prices for its Bikes and other equipment

Effective June 1, the price of Peloton's all-access subscription plan in the United States will go up to $44 per month, from $39.

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Tim Connors core team
6 months ago

Co-Founder & Founding Investor @ Platform Venture Studio

unit economics likely get worse with these moves....
Lissette Arias core team
6 months ago

Partner and Chief Design Officer @ Platform Venture Studio

they've been struggling for a bit, right? kinda desperately trying new strategies from what i've read

Tim Connors core team
6 months ago

Co-Founder & Founding Investor @ Platform Venture Studio

Brett Wischow core team
6 months ago

Head of Growth @ Platform Venture Studio

will be a good test to see if investors value unit economics or subscription revenue more

Tim Connors core team
6 months ago

Co-Founder & Founding Investor @ Platform Venture Studio

suspect they have a bunch of cash sucked up in excess bikes they aren't selling so he is trying to free up cash and hope they can get good attach rate on new subscriptions. strange they kept the price low if you don't have their bike, I'd have thought they'd want to encourage those folks to get the bike vs make the price difference even bigger.

6 months ago

IDEA Centre Fellow at University of Notre Dame

I agree, possibly a last desperate push to shift excess inventory before coming lawsuits over TreadX hurt consumer demand for equipment further?