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EFTA00807317 | EFTA00807322 GROWTH DRIVERS - SIGNATURE PRODUCT HONEYCOMB Growth in the Peloton model begins with core cycling ASSET MANAGEMENT • Core cycling is demonstrating continued momentum. Peloton sold -22k bikes in 2015, -62k in 2016, and -131k in 2017 • Bike Subscribers grew over 700% during this period as shown in the chart below, with Q/Q subscriber growth averaging 30% over the past 8 quarters • Through investments in the brand, sales force, and retail footprint, we believe Peloton has a continued runway to drive bike product and subscription revenue growth within the US Bike Subscribers 400,000 350,000 300,000 250,000 4O15-4O17 200,000 Bike Subs up >700% 150,000 100,000 50,000 l - • oe I 0'. N l 41. e" l.o ) IN6\ I I I &AV- )osAir IT`6\ V" 6\# a N6\ eV 4,\ ci 6\ t:' Source: Company data STRICTLY CONFIDENTIAL NOT FOR DISTRIBUTION S EFTA00807322
May 6, 2026 at 5:15 PM