Peloton's CFO Says a Cheaper Treadmill Could be Coming -- Barrons.com
Peloton's CFO Says a Cheaper Treadmill Could be Coming -- Barrons.com
DJ Peloton's CFO Says a Cheaper Treadmill Could be Coming -- Barrons.com
DJ 佩洛頓首席財務官稱，可能會有一台便宜的跑步機來了-巴倫
By Shaina Mishkin
由謝娜·米什金
The next Peloton Interactive product probably won't be a rowing machine or an exercise bike, said the company chief financial officer Jill Woodworth. But a lower-priced treadmill could be in the cards. "We believe the running and boot camp category is two-to-three [times] the size of the bike category," she said. "If you think about our priorities, that is first and foremost on our minds."
該公司首席財務官吉爾·伍德沃斯（Jill Woodworth）表示，下一個 Peloton 互動產品可能不會是划船機或健身自行車。但是價格較低的跑步機可能在卡片中。她說：「我們相信跑步訓練營和新兵訓練營類別的大小是自行車類別的兩到三倍。」「如果您考慮我們的優先事項，那是我們首先想到的。」
Woodworth addressed new product rumors, the company's subscription model, and its much-discussed holiday commercial during a Barron's Investing in Tech call. The conference takes place every Wednesday until July 15.
伍德沃斯（Woodworth）在巴倫（Barron）的《投資科技》電話中發表了新產品謠言，該公司的訂閱模式以及其備受討論的假日廣告。會議在每個星期三舉行，直到 7 月 15 日。
"The only category that we have spoken explicitly about is our desire to have a lower-priced tread, or a tread that's priced more in line with our existing bike," Woodworth said. The price of the company's stationary bike starts at $2,245, according to the company's website, while its treadmill begins at $4,295.
Woodworth 說：「我們明確談到的唯一類別是我們希望擁有較低價格的胎面，或者價格更符合我們現有的自行車的胎面。」根據該公司的網站，該公司固定式自行車的價格從 $2,245 起，而跑步機的起價為 4,295 美元。
While a rower "over time, could be interesting," Woodworth said, she sees that market opportunity as smaller than the bike, and "much, much smaller than tread and boot camp."
雖然一個划船者「隨著時間的推移，可能會很有趣，」Woodworth 說，她認為這個市場機會比自行車小得多，「比胎面和新兵訓練營小得多。」
Peloton shares (ticker: PTON) have been rising throughout the coronavirus crisis. Of the 26 analysts polled by FactSet, 24 currently rate Peloton Buy or Overweight -- despite attention from a short seller before the crisis that briefly sent shares falling.
在整個冠狀病毒危機中，佩洛頓股票（股票代碼：PTON）一直在上升。在由 FactSet 調查的 26 位分析師中，24 目前率伯洛頓購買或超重-儘管短期發送股票下跌危機之前從一個賣空賣方的關注。
Asked about the skeptical view that Peloton's app, which charges $12.99 a month, could draw users away from its $39 monthly membership, Woodworth characterized the app as "somewhat of a lead generation tool for our connected fitness."
被問及懷疑態度認為 Peloton 的應用程序每月收費 12.99 美元，可能會吸引用戶遠離其 39 美元的每月會員資格，Woodworth 將該應用程序特徵為「有點是我們連接健身的潛在客戶生成工具」。
While the platform was originally intended as a companion app for members while they traveled, Woodworth said it gained steam after Peloton released the Tread and expanded its digital offerings. "What we see is it's an incredible way for people to be introduced to the Peloton community," she said.
雖然該平台最初是作為會員旅行時的伴侶應用程序，但 Woodworth 表示，在 Peloton 發布 Tread 並擴展了其數字產品之後，它獲得了熱潮。她說：「我們看到的是，這是人們引入 Peloton 社區的一種令人難以置信的方式。」
During the call, Woodworth also addressed Peloton's controversial holiday commercial, which stirred up a social media storm -- and her view of what the reaction said about popular views on fitness. "I think some of the backlash we got represents a lot of the baggage that has been in the fitness category for years and years," she said, which has historically been "centered around weight loss" and fad products. "That's just not how we see ourselves."
在通話期間，伍德沃斯還討論了佩洛頓（Peloton）有爭議的度假廣告，這激起了社交媒體風暴--以及她對健身流行觀點的反應所說的看法。她說：「我認為我們得到的一些反彈代表了許多多年來一直在健身類別中的行李，」她說，歷史上一直以「減肥」和時尚產品為中心。「這不是我們看待自己的方式。」
"I think it was also just a representation that people think that if you give someone the gift of fitness, that you're giving them the message that they need to lose weight," Woodworth added, "and that's never been any part of our brand."
Woodworth 補充道：「我認為這也只是一種表現，人們認為，如果您給某人健身的禮物，那就是他們需要減肥的信息，」Woodworth 補充道，「這從未成為我們品牌的任何一部分。」
Email: Shaina Mishkin at shaina.mishkin@dowjones.com
電子郵件:謝娜·米什金在 shaina.mishkin@dowjones.com
(END) Dow Jones Newswires
(完) 道瓊斯通訊社
July 09, 2020 05:29 ET (09:29 GMT)
七月 9 日, 2020 歐洲時間 (格林威治標準時間 09:29)
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