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I bet they will beat expectations again. They're selling everything they can make and not needing to do any marketing. The only problems they're having as far as i can tell are keeping up with demand, the delivery experience and bugs and issues with the new bike. Overall, I think the fundamentals are all good and they'll continue to see huge demand for the foreseeable future.
 

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Although connected fitness is very hot right now they seem to have a pretty good advantage over their competitors. As long as their supply, delivery and quality problems don't really start to hurt them they should be in good shape.
 

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Stock dropped today because of the good news of a potential vaccine which could slow down their demand. Not surprising but I think they'll do well in the long run as home fitness is here to stay.
 
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