Blackwells Capital Activist Presentation Deck
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A Peloton social media platform has the potential to
generate hundreds of millions in incremental revenue
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SOCIAL HEALTH & WELLBEING LEADER:
SOCIAL MEDIA CASE STUDY
Given the cult-like following that Peloton has amassed, a social
media platform for the community of Peloton users should gain
significant traction
If a social media app was able to scale to even 1% of Strava,
Peloton would gain approximately 1 million new users
If each new users subscribed to the Peloton Digital offering the
company would generate over $155 million in incremental
subscription revenue per year¹
Peloton could offer services ranging from at-home or on-the-road
engaging workouts with award-winning Peloton instructors to
metaverse interconnected fitness programs linking like-minded
friends wherever and whenever desired
BW BLACKWELLS CAPITAL
CAN BUSINESS
Peloton created a cult around home fitness.
Analysis by Allison Morrow, CNN Business
Updated 12:42 PM ET, Tue November 9, 2021
Source: CNN Business, "Peloton created a cult around home fitness. Now it desperately needs a new play", November 9, 2021.
(1) Note: Assumes 1 million subscribers paying $12.99 per month or $155.88 per year.
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