Several consumer-focused companies reported weaker-than-expected first-quarter results, leading to declines in their stock prices. Molson Coors Beverage Company experienced a drop in revenue attributed to tepid demand for its beer products. Restaurant Brands International and Planet Fitness also saw their shares fall after posting first-quarter results below analyst estimates. Krispy Kreme's stock declined sharply following weak quarterly results and modest future projections. Peloton Interactive reported a 13% year-over-year revenue decline to $624 million in its third quarter, marking the third consecutive year of sales decreases. Despite the revenue drop and a larger-than-expected adjusted loss per share of $0.12, Peloton delivered its fifth consecutive quarter of positive adjusted EBITDA and free cash flow, driven by improved hardware unit economics and cost structure adjustments. Peloton's adjusted EBITDA rose substantially by 1,434% year-over-year to $89.4 million, slightly surpassing estimates, but the company still faced a stock price decline.
$PTON #Peloton Q3'25 Earnings Highlights 🔹 Adj EPS: -$0.12 (Est. -$0.07) 🔴 🔹 Revenue: $624M (Est. $623.0M) 🟢; DOWN -13% YoY 🔹 Adj EBITDA: $89.4M (Est. $85M) 🟢; UP +1,434% YoY
Peloton posts bigger-than-expected Q3 loss on slow demand https://t.co/SOEUuiaN9X
Peloton falls 4% after reporting that revenue sank 13% last quarter, marking the third straight year-on-year decline in sales.