Peloton Interactive (PTON) Change in Inventory (2018 - 2026)
Peloton Interactive (PTON) posted Change in Inventory of -$42.7 million for Q1 2026, down 66.15% sequentially from -$25.7 million in Q4 2025, and up 7.58% YoY from -$39.7 million in Q1 2025.
Analysis
Peloton Interactive (PTON) Change in Inventory (2018 - 2026) Analysis & Trends
Peloton Interactive has reported Change in Inventory for 9 years, with the latest figure at -$42.7 million in Q1 2026.
- Quarterly Change in Inventory rose 7.58% year-over-year to -$42.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was -$49.9 million (up 67.0% YoY) and the FY2025 annual result came in at -$136.5 million, up 16.26% from the prior year.
- Change in Inventory retreated to -$42.7 million in Q1 2026 per PTON's latest filing, from -$25.7 million in the prior quarter.
- Over five years, Change in Inventory peaked at $30.0 million in Q3 2025 and troughed at -$299.6 million in Q2 2022.
- A 5-year average of -$78.3 million and a median of -$56.7 million in 2024 frame the typical range for Change in Inventory.
- The sharpest annual moves came in 2022 and 2025: Change in Inventory tumbled 272.11% in 2022, then soared 4385.71% in 2025.
- Over 5 years, Change in Inventory stood at -$181.5 million in 2022, then surged by 55.1% to -$81.5 million in 2023, then climbed by 4.17% to -$78.1 million in 2024, then surged by 67.09% to -$25.7 million in 2025, then sank by 66.15% to -$42.7 million in 2026.
- According to Business Quant data, Change in Inventory over the past three periods registered -$42.7 million, -$25.7 million, and $30.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Amer Sports | 15.86 Bn | 15.14 Bn | 1.07 Bn | -220.30 Mn |
| 2 | Hasbro | 13.19 Bn | 11.82 Bn | 867.20 Mn | 80.90 Mn |
| 3 | Life Time Group Holdings | 9.59 Bn | 9.36 Bn | 412.26 Mn | - |
| 4 | Acushnet Holdings | 5.13 Bn | 5.06 Bn | 445.83 Mn | -41.02 Mn |
| 5 | Mattel | 4.21 Bn | 3.69 Bn | 542.12 Mn | 162.77 Mn |
| 6 | Planet Fitness | 3.97 Bn | 3.57 Bn | 300.73 Mn | 4.41 Mn |
| 7 | YETI Holdings | 3.10 Bn | 3.04 Bn | 322.52 Mn | - |
| 8 | Callaway Golf | 2.80 Bn | 2.52 Bn | 306.70 Mn | -75.10 Mn |
| 9 | Peloton Interactive | 2.27 Bn | 1.07 Bn | 344.40 Mn | -42.90 Mn |
| 10 | Onespaworld Holdings | 2.23 Bn | 2.19 Bn | 84.35 Mn | -7.29 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | -42.90 Mn |
| Mar 31, 2026 | -42.70 Mn |
| Dec 31, 2025 | -25.70 Mn |
| Sep 30, 2025 | 30.00 Mn |
| Jun 30, 2025 | -11.50 Mn |
| Mar 31, 2025 | -46.20 Mn |
| Dec 31, 2024 | -78.10 Mn |
| Sep 30, 2024 | -700,000.00 |
| Jun 30, 2024 | -26.20 Mn |
| Mar 31, 2024 | -56.70 Mn |
| Dec 31, 2023 | -81.50 Mn |
| Sep 30, 2023 | 1.40 Mn |
| Jun 30, 2023 | -102.40 Mn |
| Mar 31, 2023 | -147.60 Mn |
| Dec 31, 2022 | -181.50 Mn |
| Sep 30, 2022 | -106.00 Mn |
| Jun 30, 2022 | -299.60 Mn |
| Mar 31, 2022 | -156.10 Mn |
| Dec 31, 2021 | 297.00 Mn |
| Sep 30, 2021 | 332.40 Mn |