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Since our initial research covered a basic overview of the company, details of its total revenue and revenue by segments from 2017 to 2019, number of devices sold, subscribers and churn from 2017-19, net losses and EBITDA from 2017-19 and the TAM, we'd recommend additional research to triangulate the operating profit (or EBIT) and operating profit by segment (Connected Fitness Products, subscriptions, and others), if available using this information. We'll provide this information for 2017, 2018, and 2019 to provide a wider outlook. However, if you want us to provide the information for 2019 only, please mention that in the comments.
We will also provide any additional details about the company's history, an overview of the company's business model, its competitive advantage, and reasons for its growth.
Additionally, we'd recommend providing a competitive analysis of 2-3 major competitors of Peloton. We'll identify major competitors based on revenue, market share, customer base or any other suitable but consistent metrics. For each competitor, we'll provide it brief overview, target market, revenue/sales/market share, competitive advantage, and user base (number of users). We'll provide this information in a spreadsheet.