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Paul Cerro
$25.9M
Followers
@paulcerro
05/15/2023
Earnings Recap for
$XPOF
and
$PTON
Just released our notes on Xponential Fitness
$XPOF
and Peloton
$PTON
recent earnings.
TL;DR
XPOF still seeing strength in consumer spending and KPI continue to crush
PTON slows the bleeding but CF subs under pressure and are guiding down
https://www.cedargrovecm.com/p/earnings-recap-xpof-and-pton#details
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Paul Cerro
$25.9M
Followers
@paulcerro
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