THE DIGITAL SHIFT
Is Peloton’s economic moat defensible?
The path to sustainable growth post-COVID-economy
Published in
8 min readMay 13, 2020
Some people argue that Pelaton is Apple (HW), Tesla (DTC), and Netflix (Content) combined into one company. While it doesn’t match the scale of any of these iconic brands, it is certainly matching them in their early growth rates. Peloton recently released its…