Peloton Interactive (PTON) Change in Inventory (2018 - 2026)
Peloton Interactive's (PTON) quarterly Change in Inventory came in at -$42.7 million in Q1 2026, up 7.58% year-on-year from -$39.7 million in Q1 2025, and down 66.15% quarter-over-quarter from -$25.7 million in Q4 2025.
Peloton Interactive (PTON) Change in Inventory (2018 - 2026) Analysis & Trends
Peloton Interactive has disclosed Change in Inventory across 9 years of filings, most recently posting -$42.7 million for Q1 2026.
- Change in Inventory for Q1 2026 came in at -$42.7 million, up 7.58% year-over-year; the trailing twelve-month figure through Mar 2026 was -$49.9 million (up 67.0% YoY), and the FY2025 annual result was -$136.5 million, up 16.26% from the prior year.
- Change in Inventory came in at -$42.7 million for Q1 2026 at Peloton Interactive, down from -$25.7 million in the prior quarter.
- In the past five years, Change in Inventory ranged from a high of $30.0 million in Q3 2025 to a low of -$299.6 million in Q2 2022.
- The 5-year median for Change in Inventory is -$56.7 million (2024), against an average of -$78.3 million.
- Across the five-year window, Change in Inventory tumbled 272.11% in 2022 and jumped 4385.71% in 2025, its largest moves.
- Peloton Interactive's Change in Inventory stood at -$181.5 million in 2022, then soared by 55.1% to -$81.5 million in 2023, then gained by 4.17% to -$78.1 million in 2024, then soared by 67.09% to -$25.7 million in 2025, then sank by 66.15% to -$42.7 million in 2026.
- The last three Change in Inventory figures came in at -$42.7 million (Q1 2026), -$25.7 million (Q4 2025), and $30.0 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Change in Inventory (Qtr) |
|---|---|---|---|---|---|
| 1 | Amer Sports | 19,630,355.93 Bn | 19,630,355.28 Bn | 1.17 Bn | 1.69 Bn |
| 2 | Hasbro | 11.86 Bn | 10.53 Bn | 764.10 Mn | 26.90 Mn |
| 3 | Life Time Group Holdings | 7.22 Bn | 7.10 Bn | 382.00 Mn | - |
| 4 | Acushnet Holdings | 5.62 Bn | 5.57 Bn | 355.26 Mn | -27.92 Mn |
| 5 | Mattel | 4.31 Bn | 3.44 Bn | 386.78 Mn | 128.39 Mn |
| 6 | Planet Fitness | 4.05 Bn | 3.58 Bn | 291.90 Mn | -2.81 Mn |
| 7 | YETI Holdings | 3.97 Bn | 3.79 Bn | 340.87 Mn | -34.02 Mn |
| 8 | Callaway Golf | 2.93 Bn | 2.43 Bn | 326.70 Mn | -26.20 Mn |
| 9 | Onespaworld Holdings | 2.44 Bn | 2.43 Bn | 209.81 Mn | 5.21 Mn |
| 10 | Peloton Interactive | 2.38 Bn | 1.26 Bn | 327.30 Mn | -42.70 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | -42.70 Mn |
| Mar 31, 2026 | -42.70 Mn |
| Dec 31, 2025 | -25.70 Mn |
| Dec 31, 2025 | -25.70 Mn |
| Sep 30, 2025 | 30.00 Mn |
| Sep 30, 2025 | 30.00 Mn |
| Jun 30, 2025 | -11.50 Mn |
| Jun 30, 2025 | -11.50 Mn |
| Mar 31, 2025 | -46.20 Mn |
| Mar 31, 2025 | -46.20 Mn |
| Dec 31, 2024 | -78.10 Mn |
| Dec 31, 2024 | -78.10 Mn |
| Sep 30, 2024 | -700,000.00 |
| Sep 30, 2024 | -700,000.00 |
| Jun 30, 2024 | -26.20 Mn |
| Jun 30, 2024 | -26.20 Mn |
| Mar 31, 2024 | -56.70 Mn |
| Mar 31, 2024 | -56.70 Mn |
| Dec 31, 2023 | -81.50 Mn |
| Dec 31, 2023 | -81.50 Mn |