Peloton Interactive Inc at Morgan Stanley Global Consumer & Retail Conference Transcript

Dec 03, 2025 / 06:30PM GMT

Release Date Price: €5.46 (-3.26%)

Transcript

Nathan Feather

Morgan Stanley - Analyst

(video playing)

Good afternoon, everyone. Thank you so much for joining us. My name is Nathan Feather, I'm Morgan Stanley's small and mid-cap Internet analyst. I'm excited to be joined today by Peter Stern, CEO of Peloton. Thanks much for joining us.

Peter Stern

Peloton Interactive Inc - President, Chief Executive Officer

Thanks for having me, Nathan.

Nathan Feather

Morgan Stanley - Analyst

Yes. Before we begin, quick housekeeping item. For important disclosures, please see the Morgan Stanley research disclosure website at www.https://www.morganstanley.com/disclosures/researchdisclosures. If you have any questions, please reach out to your Morgan Stanley sales representative.

And with that, it's been about a year since you joined Peloton, I think just under. Give us a recap of what you've changed in year one and your key learnings up until this point?

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