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August 23, 2023
財經

Peloton發出現金流預警 業績展望低預期

智能健身裝備製造商派樂騰(Peloton Interactive) ,此前公佈的第一財季營收預測低於預期,公司還發出了現金流預警。

派樂騰週三盤前公布上一季營收從去年同期的6.787億美元降至6.421億美元,略高於分析師預期的6.399億美元。每股虧損達68美分,遜於分析師預期每股38美分虧損。

其中主力產品智能健身設備銷售額下降抵銷了4%的訂閱收入增幅。

與此同時,Peloton預計新財年第一財季營收介於5.8億至6億美元之間,低於分析師普遍預期的6.478億美元。

派樂騰表示,由於硬件產品銷售的季節性特性、庫存付款時間和市場營銷費用的影響,不再預期未來兩個季度將出現正的自由現金流。

疫情期間,派樂騰曾受惠於在家健身需求激增,然而隨著愈來愈多的顧客重新前往健身房健身,對Peloton 產品的需求開始放緩。

近幾個月內,美國消費模式從購買商品轉向旅遊等體驗類活動,加上面對通脹壓力,消費者對非必需品的購買意願也相對減弱。

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