Blackwells Capital Activist Presentation Deck
We also urge Peloton to
integrate its presence deeper
in the hardware space through
both select product launches
and integrated screens and
software
Peloton's bike and tread are
already segment leaders in
brand recognition as both
surveyed highest in desirability
We do not believe Peloton
should blindly pursue hardware
product launches with little
strategy as demonstrated in the
launch of the Peloton Guide
Instead, the company should
maintain their market leading
position in the bike while
exploring strategic partnerships
with other hardware vendors
irrespective of the manufacturer
BW BLACKWELLS CAPITAL
HARDWARE PROVIDERS OVERVIEW
P
Offering PELOTON
Treadmill
Elliptical
Fitness
Mirror
Bike
Rower
Strength
Product
Climber
Boxing
HIIT
Bootcamp
Cooking
Classes
Meditation
Source: Company filings and publicly available data.
TBD
iFit
✓
✓
Equinox
/ Soul
Cycle
In Gym
In Gym
In Gym
In Gym
In Gym
✓
Fight
Tonal MIRROR Bowflex Echelon Tempo Camp Hydrow Nautilus
✓
Ergatta
Total
6
4
4
6
6
7
6
7
4
1
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