Peloton Expands Treadmill Lineup with Foldable Model and AI Features
New affordable foldable treadmill and AI tools aim to broaden Peloton's appeal beyond pandemic boom.
1Peloton's strategic pivot
Peloton launches three new treadmill models including its first foldable option, priced from $2,200 to $6,700, available October 1. The move comes as the company shifts focus from pandemic-era hardware sales to a subscription-based model, with app revenue now comprising 70% of total income. This reflects changing consumer behavior post-pandemic, with fewer equipment purchases but sustained interest in digital fitness content.
2Pricing strategy shift
The $2,200 Tread Flex represents Peloton's most affordable treadmill yet, targeting budget-conscious consumers in smaller living spaces. Industry analysts suggest this price point could attract new users who previously found Peloton's premium pricing prohibitive. The company aims to balance its luxury reputation with more accessible options while maintaining higher-end models like the $6,700 Tread Plus Vision for elite athletes.
3Space-saving innovation
The foldable Tread Flex reduces its footprint by 50% when stored, addressing a key barrier for urban consumers. Peloton emphasizes this model's suitability for walkers and hikers rather than serious runners, reflecting broader fitness trends toward moderate-intensity exercise. The design responds to criticism of previous models' bulkiness, particularly the Tread Plus which requires significant space.
4AI-powered training suite
Peloton IQ introduces advanced AI features including Run Analysis (tracking cadence and stride), IQ Pace Targets (AI-suggested speeds), and Heart Rate Zone integration with wearable devices. These tools build on Peloton's existing digital platform, which offers thousands of on-demand classes across multiple fitness disciplines. The AI enhancements aim to replicate personalized coaching at scale.
5Post-pandemic recovery
Peloton's stock has plummeted from $151.72 in December 2020 to about $5 currently, following pandemic boom and subsequent bust. The company has undergone mass layoffs and safety recalls while transitioning its business model. Recent earnings show fiscal year 2026 as Peloton's first profitable year since the pandemic, validating its subscription-focused strategy.
6Premium model features
The high-end Tread Plus Vision includes a slat-belt deck, ball-bearing system, and all new AI tools, targeting serious athletes. Its 23.8-inch swivel screen and Sonos-tuned speakers differentiate it from competitors. While praised for performance, reviewers note its substantial size (over 3 feet wide) makes it impractical for many home environments.
7Integration ecosystem
Peloton now supports integration with Whoop, Apple Health, Fitbit and Garmin Connect, expanding its biometric data capabilities. Features like ReRuns sync outdoor route inclines to treadmill workouts, while Sled Mode adds up to 300 pounds of resistance for strength training. These integrations enhance Peloton's position as a connected fitness platform beyond hardware.
8Market positioning
Peloton's new product lineup reflects a balanced approach: affordable entry points to attract new users while maintaining premium offerings for dedicated athletes. The AI features and subscription focus represent long-term bets on digital fitness engagement. This strategy aims to stabilize the company after its dramatic pandemic-era fluctuations and establish sustainable growth.
Original article: CNET — Peloton Expands Treadmill Lineup with Foldable Model and AI Features