健身器材制造商Peloton Interactive(PTON)周四盘中大涨逾34%,引发市场关注。公司股价大涨主要由以下几个利好因素推动:
首先,Peloton周四宣布任命前苹果公司资深高管Peter Stern为新任首席执行官。Stern曾在苹果公司工作14年,在互联网服务、流媒体内容等战略业务领域拥有丰富管理经验。投资者普遍认为,Stern能够为陷入困境的Peloton带来新的发展契机,公司重振雄风的预期因此大增。
其次,Peloton公布的第一财季业绩超出了市场预期。尽管营收同比有所下滑,但营业现金流转正,公司几乎实现盈亏平衡,仅录得90万美元净亏损。这表明Peloton通过严控成本、整顿财务的努力已初见成效,财务状况得到一定程度改善。
最后,Peloton大幅上调了全年EBITDA指引,预计全年EBITDA将达2.4亿至2.9亿美元,较此前预期的2-2.5亿美元有明显提升。这反映出公司对通过降本增效实现扭亏为盈充满信心。数据显示,公司联网健身产品的单位经济效益和获利率已大幅提高,预计将进一步推动公司获利能力增强。
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