Bloomberg Talks Peloton Interactive CEO Peter Stern Talks New Products' Price Point
Oct 1, 2025
Peter Stern, the CEO of Peloton Interactive, shares his vision for the company's future, emphasizing a major hardware overhaul and the launch of Peloton IQ. He confidently discusses the rationale behind recent price increases, asserting the value added through new features and classes. Stern highlights the dual appeal of their new equipment for current members and potential buyers. He also outlines Peloton's ambition to be a holistic health partner, covering not just fitness but also mental well-being and nutrition.
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Major Product Overhaul And AI Move
- Peloton launched a completely new equipment lineup plus Peloton IQ, an AI personal trainer, and expanded total wellness offerings.
- Peter Stern expects these changes to show value over time and drive adoption beyond immediate market reactions.
Existing Members Receive New Features
- Existing members get Peloton IQ and Breathwork content included in their membership at no extra hardware cost.
- Non-members are encouraged to join now because the new cross-training equipment combines cardio and strength in one machine.
Guidance Already Reflects Launches
- Peloton baked the new launches into annual guidance and expects subscriber growth to inflect back toward expansion later this year.
- Stern says the company has reignited innovation and plans to build on strong customer loyalty with instructors as a foundation.