Peloton to Unveil New Equipment and AI Features in Fall Refresh

Peloton plans to introduce new equipment, AI features, and software in a fall refresh to boost sluggish hardware sales and its connected fitness segment. The company will unveil an updated bike, treadmill, peripherals, and an integrated AI platform, aiming to revamp its product offerings and drive growth.

Peloton Interactive Inc. (PTON) is set to unveil a significant product refresh this fall, aiming to revitalize its hardware sales and connected fitness segment. The company plans to introduce updated bikes, treadmills, peripherals, and an integrated AI platform, according to sources familiar with the matter [2]. The refresh comes as Peloton seeks to address persistent sales declines and position itself as a leading AI-focused health and wellness company under the leadership of CEO Peter Stern [2].

The upcoming product launches include an updated bike, treadmill, new branded peripherals, and an integrated AI platform. The updated bike will feature a rotating screen, allowing users to engage in a wider variety of workouts, including yoga, with a more comfortable viewing position. The refreshed treadmill will switch to a smaller display unit and a different mounting structure, addressing previous issues with the heavy display [2]. Additionally, Peloton is exploring the introduction of a rowing machine called the Row+ and a range of branded accessories, such as an air fan, smartphone holder, and alternative bike seat [2].

At the center of Peloton's renewed strategy is an effort to deeply integrate AI into its mobile apps and hardware software. The initiative, dubbed Peloton Intelligence, aims to make workouts more personalized to each user and encourage the adoption of upgraded hardware and subscriptions that support additional functionality [2]. Stern hinted at the approach during the company's fourth-quarter earnings call, stating that AI would deliver individualized insights and fitness goals, making it easier to hit key metrics [2].

Peloton's fall refresh is expected to be part of a broader strategy to rebuild the company and drive growth. The company has been grappling with persistent sales declines since the pandemic, with revenue in its hardware segment falling nearly 18% in fiscal 2025 [2]. The refresh is also part of a broader effort to optimize the company's product offerings and reduce costs, including by encouraging more self-assembly of equipment [2].

Peloton's stock price has been volatile in recent months, reflecting the company's challenges and the broader market conditions. However, the upcoming product refresh and AI integration could provide a catalyst for growth and renewed investor interest in the company. As Peloton continues to evolve and adapt to changing market conditions, the fall refresh is a critical milestone in its transformation into a leading AI-focused health and wellness company.

References:

[1] https://finance.yahoo.com/news/5-most-interesting-analyst-questions-053714063.html
[2] https://www.bloomberg.com/news/articles/2025-08-14/peloton-readies-updated-bike-ai-push-and-accessories-to-boost-sales