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.

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 Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Change in Inventory (Qtr)
1 Amer Sports 18.61 Bn 17.92 Bn 1.17 Bn -79.10 Mn
2 Hasbro 13.64 Bn 12.26 Bn 867.20 Mn 80.90 Mn
3 Life Time Group Holdings 9.88 Bn 9.65 Bn 412.26 Mn -
4 Acushnet Holdings 5.40 Bn 5.33 Bn 445.83 Mn -41.02 Mn
5 Mattel 4.25 Bn 3.73 Bn 542.12 Mn 162.77 Mn
6 Planet Fitness 3.74 Bn 3.34 Bn 300.73 Mn 4.41 Mn
7 YETI Holdings 3.58 Bn 3.52 Bn 322.52 Mn -
8 Callaway Golf 3.01 Bn 2.73 Bn 306.70 Mn -75.10 Mn
9 Onespaworld Holdings 2.75 Bn 2.70 Bn 84.35 Mn -7.29 Mn
10 Peloton Interactive 2.29 Bn 1.08 Bn 344.40 Mn -42.90 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 -42.90 Mn
Jun 30, 2026 -42.90 Mn
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