Peloton Archives | Consumer Edge

Peloton leading in shrinking at-home fitness category

Mar 3, 2025 | 5 minutes read | All Posts

At Home Fitness BODI Earnest Analytics iFit Mirror Nordictrack Orion Consumer Spend Peloton Retention Rogue Fitness Strava Tonal Transaction Data

Peloton leading in shrinking at-home fitness category

Peloton (PTON) is the undisputed leader in At-Home Fitness spending according to Earnest credit card data. The stationary bike and treadmill maker’...

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From Micro to Macro: Emerging Fitness Trends from Transaction Data

Oct 25, 2023 | 5 minutes read | All Posts>Earnest Talks

Alternative Data Earnest Analytics Earnest Talks Foot Traffic Data Gyms Peloton Share of Wallet Transaction Data

From Micro to Macro: Emerging Fitness Trends from Transaction Data

Earnest Analytics' Head of Marketing, Michael Maloof, sat down with Peloton's Senior Manager of Partnerships & Corporate Development, Jacob Wax, to d...

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Peloton stands to gain customers from Lululemon partnership

Oct 4, 2023 | 5 minutes read | All Posts

Apparel Earnest Analytics Fitness Lululemon Orion Consumer Spend Peloton Transaction Data

Peloton stands to gain customers from Lululemon partnership

Contact Sales for more details....

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Frontier, Peloton, and Old Navy among More Exposed Brands As Student Loan Payments set to Resume

alejandra

Jul 19, 2023 | 5 minutes read | All Posts

Air Travel Apparel Earnest Analytics Frontier Home Furnishing Ikea Old Navy Orion Consumer Spend Peloton Student Loans Transaction Data Wayfair

Frontier, Peloton, and Old Navy among More Exposed Brands As Student Loan Payments set to Resume

Download full report: Evaluating the Impact of Student Loan Payment Resumption on Consumer Spending....

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COVID's Long-Term Impact Almost Zero for Most Non-Subscription Retailers

alejandra

Jan 18, 2023 | 5 minutes read | All Posts>Earnest Talks

At Home Fitness Blue Apron Earnest Analytics Gym Macroeconomic Trends Meal Kits Orion Consumer Spend Peloton Restaurants Transaction Data

COVID's Long-Term Impact Almost Zero for Most Non-Subscription Retailers

Recorded January 12, 2023....

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Estimating the Long-Term Impact of Major Events: Evidence from COVID-19

alejandra

Jan 5, 2023 | 5 minutes read | All Posts

AMC Covid-19 Credit Card Debt Delivery DoorDash Earnest Analytics Gyms HelloFresh Home Fitness Instacart Macroeconomic Trends Meal Kits Orion Consumer Spend Peloton Restaurants Retail Transaction Data Wayfair Webinar

Estimating the Long-Term Impact of Major Events: Evidence from COVID-19

By Shin Oblander (Columbia University) and Daniel Minh McCarthy (Emory University)...

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Peloton is keeping customers, but are they adding enough?

Jan 27, 2022 | 5 minutes read | All Posts

Covid-19 Earnest Analytics Fitness Gyms Home Fitness Orion Consumer Spend Peloton Subscription Trends Transaction Data

Peloton is keeping customers, but are they adding enough?

Recent news that Peloton ($PTON) would be pausing equipment production made waves for the company which had once been a beneficiary of the pandemic. ...

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Holiday Retail 2021 Data Shows Slowing Spend, Earlier Shopping So Far

alejandra

Dec 15, 2021 | 5 minutes read | Consumer>Macro

Apparel Covid-19 Department Stores Earnest Analytics ERSI Foot Traffic General Merchandise GLOSSIER Health & Beauty Holiday Home Improvement Location Data NIKE Nordstrom Orion Consumer Spend Peloton Performance benchmarking PETS Retail Shein Target Transaction Data Walmart

Holiday Retail 2021 Data Shows Slowing Spend, Earlier Shopping So Far

Total aggregate consumer spending grew 3% YoY in the week ending Dec 7th according to the Earnest Analytics (FKA Earnest Research) Spend Index (ERSI*...

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Holiday Retail 2021 Data Shows More Visits, More Online

Nov 18, 2021 | 5 minutes read | Consumer>Macro

Apparel Covid-19 Department Stores Earnest Analytics ERSI Foot Traffic General Merchandise GLOSSIER Health & Beauty Holiday Home Improvement Location Data NIKE Nordstrom Orion Consumer Spend Peloton Performance benchmarking PETS Retail Shein Target Transaction Data Walmart

Holiday Retail 2021 Data Shows More Visits, More Online

Part one of our three-part holiday shopping series—subscribe to receive our upcoming reports....

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May 27, 2021 | 5 minutes read | Consumer>Macro

Athleisure Earnest Analytics Foot Traffic Gyms Home Improvement Location Data Orion Consumer Spend Peloton Performance benchmarking Reopening Subscription Trends Transaction Data Vaccination

Will It Work Out for Gyms?

As the road to recovery continues, we looked at a leading indicator of returning to normal behavior: fitness spending and gym attendance. We also che...

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Apr 8, 2021 | 5 minutes read | Consumer>Macro

Air Travel Cosmetics Covid-19 Delivery Aggregators Department Stores Dining Earnest Analytics ETSY GAP Kohl's Online Grocery Orion Consumer Spend Peloton Performance benchmarking Retail Stimulus Transaction Data

Stimulus: Third Time’s the Charm

Almost exactly one year after the start of the pandemic, the third and largest-to-date stimulus payment of $1400 per individual (vs. the second round...

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Stimulus Round 2: A Booster Shot for Retail?

Feb 8, 2021 | 5 minutes read | Consumer>Macro

Apparel Covid-19 DoorDash Earnest Analytics Ecommerce ETSY Food Delivery Home Improvement Macroeconomic Trends Orion Consumer Spend Peloton Retail Stimulus Transaction Data ULTA

Stimulus Round 2: A Booster Shot for Retail?

In the ongoing fight against the COVID-19 pandemic, an additional $900B of stimulus relief funds were signed into law on December 27th, exactly nine ...

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Dec 1, 2020 | 5 minutes read | All Posts

Affirm Covid-19 Earnest Analytics Fintech IPO Orion Consumer Spend Peloton Share of Wallet Shopify Tech Transaction Data Walmart

Affirm to IPO Now, Not Later

With news of Affirm’s upcoming IPO, we looked at how the fintech company’s customers overlap with some of the largest merchants referenced in the...

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Jun 30, 2020 | 5 minutes read | All Posts

Acquisitions Earnest Analytics Equinox Fitness Gyms Lululemon Mirror Peloton

LULU Acquires Mirror

...

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Sep 24, 2019 | 5 minutes read | All Posts

Earnest Analytics Financial Services IPO Peloton SoulCycle

Cycling through Peloton's S-1

Source: My Fit Station...

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Tag: Peloton

Peloton leading in shrinking at-home fitness category

From Micro to Macro: Emerging Fitness Trends from Transaction Data

Peloton stands to gain customers from Lululemon partnership

Frontier, Peloton, and Old Navy among More Exposed Brands As Student Loan Payments set to Resume

COVID's Long-Term Impact Almost Zero for Most Non-Subscription Retailers

Estimating the Long-Term Impact of Major Events: Evidence from COVID-19

Peloton is keeping customers, but are they adding enough?

Holiday Retail 2021 Data Shows Slowing Spend, Earlier Shopping So Far

Holiday Retail 2021 Data Shows More Visits, More Online

Will It Work Out for Gyms?

Stimulus: Third Time’s the Charm

Stimulus Round 2: A Booster Shot for Retail?

Affirm to IPO Now, Not Later

LULU Acquires Mirror

Cycling through Peloton's S-1

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