Peloton Interactive Inc at Morgan Stanley Technology, Media & Telecom Conference Transcript

Mar 07, 2023

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Mar 07, 2023 / 04:35PM GMT
Lauren Elizabeth Cassel Schenk - Morgan Stanley, Research Division - Equity Analyst

All right. Good morning, everyone. Thanks for joining us. I'm Lauren Schenk, Morgan Stanley's small- mid-cap Internet analyst. I'm excited to be joined this morning by Liz Coddington, Peloton CFO. Before we get started, 1 disclosure on my end, please note that all important disclosures, including personal holding disclosures and Morgan Stanley disclosures appear on the Morgan Stanley public website at morganstanley.com/researchdisclosures or at the registration desk.

Questions and Answers:

Lauren Elizabeth Cassel Schenk - Morgan Stanley, Research Division - Equity Analyst

So that out of the way, Liz, you've been at Peloton for about 9 months. Maybe let's take a step back and as you think about the last 9 months, what have been some of the biggest learnings and unanticipated challenges that you've come across in your time there?

Liz Coddington - Peloton Interactive, Inc. - CFO

Yes. So I think this question is really about some of

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