Can Peloton Finally Overcome Supply Constraints?

Demand for the fitness equipment that Peloton Interactive (NASDAQ: PTON) produces has been surging. So much so that the company is having a hard time filling orders in a timely manner. At one point this past year, customer wait times from order to delivery got as high as 10 weeks.

The demand spike was of course related to the ongoing coronavirus pandemic and people's reluctance to engage in public activities at the moment. With restrictions on activity outside of the home, consumers shifted their interests and spending. Peloton's difficulty in fulfilling demand is twofold: One part is the increase in demand for its products, and the other is the increase in demand for shipping services to the U.S.

The good news for shareholders is that the company has adjusted to changing economic conditions and is now better at meeting the demand.

Source Fool.com