The Peloton story: everything you need to know
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Peloton’s new CEO says the company isn’t impacted by tariffs.
CEO Peter Stern made his public debut in today’s Q2 2025 earnings call. It was mostly a ho-hum affair relating Peloton’s ongoing recovery, but he did drop this tidbit about tariffs:
“The good news here is that no Peloton-branded hardware products are subject to the tariffs from China or if they were to re-emerge from Mexico or Canada. And of course, most of our revenues come from subscriptions.”
CFO Liz Coddington added that tariffs for Mexico, China, and Canada would only impact Peloton’s connected fitness products by about 1 percent.
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