Latest / Boardroom Conversations with Fexingo: CEOs, Strategy, and Corporate Leadership Explained
How One Earnings Call Changed Everything at Peloton
In the debut episode of Boardroom Conversations, Lucas and Luna dissect the stunning turnaround at Peloton—a company that went from pandemic darling to near-collapse and back again. With new CEO Peter Stern at the helm, Peloton slashed costs, renegotiated debt, and launched a subscription-only model that flipped the narrative. Lucas breaks down the key numbers: a 43 percent reduction in operating expenses, a debt restructuring that saved $200 million annually, and a subscriber base that stabilized at 6.4 million. Luna questions whether this is a true revival or a temporary reprieve, and the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.