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January 19, 2022
財經

派樂騰器材漲價 摩根大通依舊不樂觀

健身器材公司派樂騰(Peloton)近期以通膨和供應鏈成本上升為由,增列名目加收數百美元費用,形同「變相漲價」。雖然此舉有望提振派樂騰的營收和獲利,但沒有讓華爾街分析師感到興奮,仍舊維持先前的評級。

根據派樂騰官網公告,自1月31日起,凡購買飛輪車「Peloton Bike」,須加收250美元的運送及安裝費用,購買跑步機「Peloton Tread」的消費者,則須負擔350美元的費用。以此計算,消費者支付的總價分別為1,745美元、2,845美元。

新款高階飛輪車「Peloton Bike+」售價仍包含運送及安裝費用,消費者不需另外付費,總價維持在2495美元。

摩根大通證券分析師重申給予派樂騰「與大盤持平」(Market Perform)評級,理由是派樂騰營運面臨挑戰。

2020年,派樂騰為當紅的疫情受惠股,股價飆升超過440%,但網站流量統計顯示,派樂騰網站訪問量出現趨緩,2022年1月以來大幅下降15%。

摩根大通預期明年派樂騰營收為49.5 億美元,較 2021 財年營收 40.2 億美元上升。2023 財年毛利率估計則由 2021 財年的 15.2 億美元上升至 22.9 億美元。

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