WinnieTan
2022-01-01
[smile]
Bargain Shopping? This Stock Is Down 77% in 2021
免责声明:上述内容仅代表发帖人个人观点,不构成本平台的任何投资建议。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
1
3
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":692506536,"tweetId":"692506536","gmtCreate":1641019417332,"gmtModify":1641019417750,"author":{"id":3575756259846149,"idStr":"3575756259846149","authorId":3575756259846149,"authorIdStr":"3575756259846149","name":"WinnieTan","avatar":"https://static.tigerbbs.com/dc2229f3d337236e1c23cfa3c8cf0902","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":43,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p><span>[smile] </span></p></body></html>","htmlText":"<html><head></head><body><p><span>[smile] </span></p></body></html>","text":"[smile]","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/692506536","repostId":2195485524,"repostType":4,"repost":{"id":"2195485524","kind":"highlight","pubTimestamp":1641007260,"share":"https://www.laohu8.com/m/news/2195485524?lang=&edition=full","pubTime":"2022-01-01 11:21","market":"us","language":"en","title":"Bargain Shopping? This Stock Is Down 77% in 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2195485524","media":"Motley Fool","summary":"This company thrived during the pandemic, but economic reopening has reversed the benefits.","content":"<html><head></head><body><p>Investors looking for bargains can often find them in the stock market. Poor performance, negative perception, and the fear of losing money can all cause stocks to sell off and trade at lower-than-usual prices.</p><p><b>Peloton</b> (NASDAQ:PTON) is <a href=\"https://laohu8.com/S/AONE.U\">one</a> of those stocks that have sold off considerably in 2021. Indeed, the stock is down 77% this year. Let's look at what has caused it to fall so hard and whether it's a good value for bargain-shopping investors.</p><p class=\"t-img-caption\"><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F659097%2Fgettyimages-1172278008.jpg&w=700&op=resize\" tg-width=\"700\" tg-height=\"466\" width=\"100%\" height=\"auto\"/><span>Image source: Getty Images.</span></p><h2>Peloton management overcorrected</h2><p>The clearest reason Peloton's stock fell so much is the worldwide economic reopening. Peloton's products were in high demand when economies were in various phases of lockdowns and nonessential businesses, including gyms, were forced to close their doors to the public. That limited the ways folks could exercise, and they turned to Peloton in large numbers.</p><p>The surge in demand was so pronounced that Peloton had difficulty fulfilling orders. At one point, customers had to wait more than ten weeks to receive their exercise equipment. In response, management made investments to increase manufacturing capacity and reduce delivery times.</p><p>Unfortunately for Peloton, several effective vaccines against COVID-19 were developed, economies started reopening, and demand for in-home exercise equipment decreased. Meanwhile, Peloton is stuck with a higher expense base because of its investments to increase capacity. In its most recent quarter ended Sept. 30, Peloton reported a net loss of $367 million compared to a net profit of $69.3 million at the same time last year.</p><p>To make matters worse, Peloton had decreased the price of its bike from $1,895 to $1,495. The move did create increased purchasing from price-sensitive consumers but not enough to offset the considerable price decrease. As a result, revenue in the connected-fitness-products segment (which includes bike sales) fell from $601 million in the third quarter of 2020 to $501 million in Q3 2021. Meanwhile, supply-chain disruptions are raising input and transportation costs; the cost to fulfill sales increased by 21.1% year over year in Q3.</p><p>One potential, near-term bright spot for Peloton is the $1.27 billion of inventory it had on hand ahead of the lucrative holiday shopping season -- up from $937 million in the prior quarter. The quarter ending in December typically is the most lucrative for Peloton, coinciding with not only holiday gift-giving but also new year resolution-induced purchasing. So management is hopeful for strong sales this quarter.</p><h2>Peloton's stock is a relative bargain</h2><p>Peloton's stock has undoubtedly faced a steep price decline in 2021 -- and for clear reasons. Customer demand leveled off as economies reopened; meanwhile, management was making investments to increase capacity. All of this has shaken investor confidence. At one point in the last two years, Peloton's stock was selling at a price-to-sales ratio over 20. As of this writing, it's down to 2.7.</p><p>Yet Peloton's stock price crash could now be a bargain for long-term investors who can tolerate any further volatility the company could go through in the short term as it adjusts to changing consumer behavior.</p></body></html>","source":"fool_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Bargain Shopping? This Stock Is Down 77% in 2021</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nBargain Shopping? This Stock Is Down 77% in 2021\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-01 11:21 GMT+8 <a href=https://www.fool.com/investing/2021/12/31/peloton-is-a-bargain-stock-price-crash-2022/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Investors looking for bargains can often find them in the stock market. Poor performance, negative perception, and the fear of losing money can all cause stocks to sell off and trade at lower-than-...</p>\n\n<a href=\"https://www.fool.com/investing/2021/12/31/peloton-is-a-bargain-stock-price-crash-2022/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","PTON":"Peloton Interactive, Inc.","BK4190":"消闲用品","BK4566":"资本集团","BK4532":"文艺复兴科技持仓"},"source_url":"https://www.fool.com/investing/2021/12/31/peloton-is-a-bargain-stock-price-crash-2022/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195485524","content_text":"Investors looking for bargains can often find them in the stock market. Poor performance, negative perception, and the fear of losing money can all cause stocks to sell off and trade at lower-than-usual prices.Peloton (NASDAQ:PTON) is one of those stocks that have sold off considerably in 2021. Indeed, the stock is down 77% this year. Let's look at what has caused it to fall so hard and whether it's a good value for bargain-shopping investors.Image source: Getty Images.Peloton management overcorrectedThe clearest reason Peloton's stock fell so much is the worldwide economic reopening. Peloton's products were in high demand when economies were in various phases of lockdowns and nonessential businesses, including gyms, were forced to close their doors to the public. That limited the ways folks could exercise, and they turned to Peloton in large numbers.The surge in demand was so pronounced that Peloton had difficulty fulfilling orders. At one point, customers had to wait more than ten weeks to receive their exercise equipment. In response, management made investments to increase manufacturing capacity and reduce delivery times.Unfortunately for Peloton, several effective vaccines against COVID-19 were developed, economies started reopening, and demand for in-home exercise equipment decreased. Meanwhile, Peloton is stuck with a higher expense base because of its investments to increase capacity. In its most recent quarter ended Sept. 30, Peloton reported a net loss of $367 million compared to a net profit of $69.3 million at the same time last year.To make matters worse, Peloton had decreased the price of its bike from $1,895 to $1,495. The move did create increased purchasing from price-sensitive consumers but not enough to offset the considerable price decrease. As a result, revenue in the connected-fitness-products segment (which includes bike sales) fell from $601 million in the third quarter of 2020 to $501 million in Q3 2021. Meanwhile, supply-chain disruptions are raising input and transportation costs; the cost to fulfill sales increased by 21.1% year over year in Q3.One potential, near-term bright spot for Peloton is the $1.27 billion of inventory it had on hand ahead of the lucrative holiday shopping season -- up from $937 million in the prior quarter. The quarter ending in December typically is the most lucrative for Peloton, coinciding with not only holiday gift-giving but also new year resolution-induced purchasing. So management is hopeful for strong sales this quarter.Peloton's stock is a relative bargainPeloton's stock has undoubtedly faced a steep price decline in 2021 -- and for clear reasons. Customer demand leveled off as economies reopened; meanwhile, management was making investments to increase capacity. All of this has shaken investor confidence. At one point in the last two years, Peloton's stock was selling at a price-to-sales ratio over 20. As of this writing, it's down to 2.7.Yet Peloton's stock price crash could now be a bargain for long-term investors who can tolerate any further volatility the company could go through in the short term as it adjusts to changing consumer behavior.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1119,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":7,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/692506536"}
精彩评论