Blackwells Capital Activist Presentation Deck
PELOTON HAS UNIQUE AND APPEALING CHARACTERISTICS
High quality, intelligently-designed products that become the
centerpiece of a home gym
✓ Subscription model with a wide variety of fresh, immersive
fitness classes leading to resilient memberships
✓ Talented "star" instructors, great music, cool technology and
an interactive competitive experience (live and on-demand)
BW
✓ Top-ranked brand and industry-leading Net Promotor Scores
(NPS) enable new product extensions into additional fitness
equipment, apparel and accessories
Extremely difficult for competitors to replicate the business
model, technological innovation and community supporters
Retail stores and direct-to-consumer delivery and service
capabilities create a powerful advantage over competitors
BLACKWELLS CAPITAL
à 100
BEST
BRANDS
by COMPARABLY
PELOTON
RANKED #1
GLOBAL BRANDS
As rated by customers on COMPARABLY
PELOTON
Cecess
11View entire presentation