Peloton | Investor Day Presentation Deck | 71 slides

Peloton · 2020-09
arc beats above · slides in the middle · loops below · scroll → 2 LOOPS
SETUP TENSION ANALYSIS EVIDENCE RESOLUTION APPENDIX
HOVER FOR DETAILS · CLICK A SLIDE FOR FULLSCREEN · STEP 5
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Slide inventory

71
every slide · same image gating as the playbook
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Slide 1
front_matter
Open slide detailBeat · Attention
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other
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front_matter
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front_matter
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establish_context
Open slide detailBeat · InterestLoop · Logic Chain
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The slide uses a stacked block diagram to illustrate vertical integration.present_framework
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The chart illustrates consistent high-growth performance over a six-year period.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
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The slide uses two bar charts to demonstrate the divergence in growth rates between the user base and engagement levels.analyze_data
Open slide detailBeat · InterestLoop · Logic Chain
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This slide serves as a brand marketing example rather than a strategic data slide.other
Open slide detailBeat · InterestLoop · Logic Chain
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summarize
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summarize
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The slide uses a 'disrupted vs. disruptor' framework to contextualize Peloton's market position.frame_situation
Open slide detailBeat · InterestLoop · Logic Chain
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The slide uses a literal 'hairy monster' illustration to play on the 'Hairy' part of the BHAG acronym.summarize
Open slide detailBeat · InterestLoop · Logic Chain
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plan_implementation
Open slide detailBeat · InterestLoop · Logic Chain
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summarize
Open slide detailBeat · Desire
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transition
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The slide uses a split-screen visual to contrast the two primary hardware products.front_matter
Open slide detailBeat · Desire
18
Minimalist design, high-impact visual storytelling.establish_context
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front_matter
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20
The slide uses a two-row categorization framework to define product value propositions.present_framework
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frame_problem
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22
The slide uses callouts to annotate specific physical components of the exercise bike.present_solution
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present_solution
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present_solution
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present_solution
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present_solution
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This is a product marketing slide showing the hardware design of the Peloton Bike+.other
Open slide detailBeat · Desire
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compare_peers
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transition
Open slide detailBeat · Desire
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This is a marketing/brand image slide.front_matter
Open slide detailBeat · Desire
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illustrate_case
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summarize
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Uses a simple vertical process flow to show strategic priorities.transition
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Slide 34 of a presentation deck.establish_context
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35
The slide uses a callout-style diagram to label specific physical features of the treadmill.present_solution
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present_solution
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compare_peers
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transition
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The slide uses a horizontal timeline framework to illustrate product and market expansion over time.present_framework
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40
summarize
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41
The slide uses a four-column layout to categorize content strategy.present_framework
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42
The slide uses a 'What will be next?' hook to transition to future product offerings.present_solution
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43
The slide highlights the success of the Artist Series with specific workout counts for 10 featured artists.analyze_data
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present_solution
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other
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The chart demonstrates a clear upward trend in user engagement over time, correlating with content investment.analyze_data
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The chart illustrates the decline in the dominance of cycling as a percentage of total workouts.analyze_data
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Shows a significant diversification away from pure cycling dominance toward strength, meditation, and running.analyze_data
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The chart illustrates the diversification of user activity beyond the core cycling offering.analyze_data
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compare_peers
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present_solution
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summarize
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The chart uses color to distinguish fiscal years, with red highlighting the most recent data points (FY2019/FY2020).analyze_data
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transition
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frame_situation
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Uses two side-by-side photos to illustrate the 'service' and 'relationship' aspects of the business model.establish_context
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plan_implementation
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The slide uses a large photograph of the facility to provide visual evidence of operational scaling.plan_implementation
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other
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establish_context
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other
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The map uses hub-and-spoke visualization to represent logistics coverage.quantify_opportunity
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transition
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Uses a funnel diagram to visualize market segmentation.size_opportunity
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The chart uses vertical dotted lines to separate fiscal years.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The chart displays a gradual decline in retention from near 100% to 80% over a 3-year period.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The chart highlights the shift in Peloton's user base toward the 25-34 age demographic compared to the general US population.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The chart illustrates a shift in Peloton's customer base toward lower income brackets over time.analyze_data
Open slide detailBeat · ActionLoop · Cost Of Inaction
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The chart uses a combination of bar (subscriptions) and line (margin) to show the trade-off between growth and profitability.prioritize
Open slide detailBeat · ActionLoop · Cost Of Inaction
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state_next_steps
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summarize
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