[新聞] Peloton Earnings Disappointed. Another Pandemic Play Sinks.

看板Stock (股票)作者 (qk123)時間4年前 (2021/11/05 08:05), 編輯推噓25(2615)
留言32則, 25人參與, 4年前最新討論串1/1
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% -- ※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 1.169.32.160 (臺灣) ※ 文章網址: https://www.ptt.cc/bbs/Stock/M.1636070726.A.441.html

11/05 08:09, 4年前 , 1F
PENN 也是跌很慘 拖累板塊
11/05 08:09, 1F

11/05 08:09, 4年前 , 2F
開始校正回歸惹
11/05 08:09, 2F

11/05 08:11, 4年前 , 3F
危機入市 明天開始分批買 每跌20%再買
11/05 08:11, 3F

11/05 08:11, 4年前 , 4F
資金開始輪動了QQ
11/05 08:11, 4F

11/05 08:12, 4年前 , 5F
刺激的美股
11/05 08:12, 5F

11/05 08:12, 4年前 , 6F
科技半導體 看看TSM
11/05 08:12, 6F

11/05 08:13, 4年前 , 7F
撤車車繼續強
11/05 08:13, 7F

11/05 08:23, 4年前 , 8F
我比較好奇為什麼支付都那麼爛,PYPL,SQ 這半年至
11/05 08:23, 8F

11/05 08:23, 4年前 , 9F
一年根本沒動,PYPL更慘就不用說了...
11/05 08:23, 9F

11/05 08:29, 4年前 , 10F
Z不是疫情受益股吧
11/05 08:29, 10F

11/05 08:31, 4年前 , 11F
看來玩完了
11/05 08:31, 11F

11/05 08:33, 4年前 , 12F
沒賺錢的成長股 股價還這麼貴
11/05 08:33, 12F

11/05 08:34, 4年前 , 13F
有實體辣妹可以看就不用在家看電視辣妹了
11/05 08:34, 13F

11/05 08:35, 4年前 , 14F
就炒作 沒基本面就這樣 成本沒比人低要跑得快
11/05 08:35, 14F

11/05 08:35, 4年前 , 15F
真正要漲的上去還是得回歸基本面 美股太現實了
11/05 08:35, 15F

11/05 08:37, 4年前 , 16F
夢做完回歸現實 這種被套幾年都回不去
11/05 08:37, 16F

11/05 08:40, 4年前 , 17F
力山GG
11/05 08:40, 17F

11/05 09:00, 4年前 , 18F
力山早就GG了吧
11/05 09:00, 18F

11/05 09:05, 4年前 , 19F
力山是不是更便宜了
11/05 09:05, 19F

11/05 09:06, 4年前 , 20F
又是ARK愛股
11/05 09:06, 20F

11/05 09:09, 4年前 , 21F
ARKW早清倉了吧,部位剩0.02%
11/05 09:09, 21F

11/05 09:11, 4年前 , 22F
馬臉Manta?噴一波往下樓
11/05 09:11, 22F

11/05 09:13, 4年前 , 23F
沒夢的 不早早跑 留下洗碗
11/05 09:13, 23F

11/05 09:36, 4年前 , 24F
這家在台灣的薪資.......
11/05 09:36, 24F

11/05 09:36, 4年前 , 25F
金融新創大概晚一些
11/05 09:36, 25F

11/05 09:37, 4年前 , 26F
哈 馬臉下去
11/05 09:37, 26F

11/05 10:05, 4年前 , 27F
LSPD昨天也跌快30% 慘
11/05 10:05, 27F

11/05 10:12, 4年前 , 28F
傻傻的 之前股價攻上去 有台灣代工廠幫忙顧
11/05 10:12, 28F

11/05 10:12, 4年前 , 29F
都要自己弄 被倒死剛剛好
11/05 10:12, 29F

11/05 11:00, 4年前 , 30F
笑死 媽臉manta
11/05 11:00, 30F

11/05 11:17, 4年前 , 31F
有人知道 LSPD 為什麼崩嗎???
11/05 11:17, 31F

11/05 11:21, 4年前 , 32F
就馬臉這水平還敢收會員
11/05 11:21, 32F
文章代碼(AID): #1XX7L6H1 (Stock)
文章代碼(AID): #1XX7L6H1 (Stock)