Peloton Interactive Inc operates an interactive fitness platform. It operates its business in two reportable segments: Connected Fitness Products and Subscription. Connected Fitness Product revenue consists of sales of bike and tread and related accessories, associated fees for delivery and installation, and extended warranty agreements. Subscription revenue consists of revenue generated from monthly Connected Fitness Subscription and Digital Subscription. The company generates the majority of the revenue from the sale of Connected Fitness Products.
Month: January 2022
Investment Memo | iRobot Corporation (IRBT)
Update: As of Aug 2022, Amazon acquired iRobot. I guess Bezos noticed what a steal iRobot was. The thesis below is as of Jan 2022, when the firm was still listed.Thesis bottom line iRobot (IRBT or ‘company’) is a leader in the Robot Vacuum Cleaner (RVC) space. Economic moats include Consumer Lock-In, Patents and a … Continue reading Investment Memo | iRobot Corporation (IRBT)