$PTON

David Einhorn added four consumer stocks in Q1, according to The Motley Fool. He raised Victoria’s Secret (VSCO) by 30% and cited stabilized traffic and margins about half historical, with a forward P/E of 12.5. He initiated/added Crocs (CROX) at a forward P/E of 7, betting on HeyDude stabilization; he also increased Deckers Outdoor (DECK) by 60% (forward P/E 13) and expanded a small Peloton (PTON) position by 4,000%, noting improved gross margin and a commercial push after Precor.