Maybe Peloton is its own worst enemy
- Peloton has issued another recall for its original Bike Plus units, affecting 833,000 units.
- The recall was announced during Peloton’s Q1 2026 earnings call, which took place at an unusual time of 4 pm ET instead of the usual 8:30 am.
- Peloton CEO Peter Stern addressed the recall on the call, stating that there were only three reports of breakages and two injuries, with a free replacement seat being offered to affected customers.
- The company’s decision to announce the recall during an earnings call has raised questions about its communication strategy and potential timing conflicts.
- Peloton’s Q1 2026 results were posted after the markets closed, suggesting that the company may be trying to avoid any negative market impact from the recall announcement.
For years – through its pandemic-fueled highs and its post-quarantine malaise – Peloton has held its earnings calls at a bright and bushy 8:30AM ET. Not yesterday. Instead, the company broke different news first thing in the morning: it issued yet another recall for 833,000 of its original Bike Plus units, before posting its Q1 2026 results after the markets closed at 4 o’clock.
Peloton CEO Peter Stern addressed the recall right away during the company’s earnings call, stating the facts – that there were only three reports of breakages and two injuries, plus the company was offering a free replacement seat. Later, when asked in an Q&A with …
Read the full story at The Verge.
Q. Why did Peloton break its usual earnings call schedule?
A. Peloton broke its usual schedule by issuing a recall for 833,000 of its original Bike Plus units first thing in the morning.
Q. How many reports of breakages were there related to the recalled Bike Plus units?
A. There were only three reports of breakages related to the recalled Bike Plus units.
Q. How many injuries were reported related to the recalled Bike Plus units?
A. There were two injuries reported related to the recalled Bike Plus units.
Q. What was offered by Peloton as a result of the recall?
A. Peloton is offering a free replacement seat for affected customers.
Q. Why did Peloton’s CEO address the recall during the earnings call?
A. The CEO addressed the recall right away, stating the facts about the issue and its resolution.
Q. When was Peloton’s Q1 2026 results posted after the markets closed?
A. Peloton’s Q1 2026 results were posted after the markets closed at 4 o’clock.
Q. What is notable about Peloton’s loyal audience in this context?
A. It seems that a good product and loyal audience is a winning formula for everyone except, it appears, Peloton.