Blackwells Capital Activist Presentation Deck
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FITNESS-AS-A-SERVICE
OPPORTUNITY TO CREATE A CATEGORY WITH A REIMAGINED PELOTON
Beyond home fitness products into a cloud-based Fitness-as-a-Service ("FaaS") platform
PELOTON
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"FaaS"
BLACKWELLS CAPITAL
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Asset-Light, Software Focused Business
Outsource all manufacturing and focus critical resources on developing Peloton into a software-centric organization
as the cornerstone to becoming the unequivocal leader in Fitness-as-a-Service ("FaaS")
Fully Integrated Fitness Product Portfolio
Become the central technology platform and one-stop shop for integrating all aspects of physical and mental
wellness. Peloton's subscribers would gain access to Peloton's expanding fitness products/programs as well as
products and services not proprietary to Peloton - such as other fitness equipment, popular nutrition programs,
telehealth, sport-specific training programs, pre- and post-natal care, etc.
Social Health & Wellbeing Leader
Become the leading fitness-focused social network in the world with services ranging from at-home or on-the-road
engaging workouts with highly regarded Peloton instructors to metaverse interconnected fitness programs linking
like-minded friends wherever and whenever desired
"Big Data" Driven
Leverage valuable data collected from Peloton-proprietary and complementary technologies (such as wearable
technologies) to offer an expanding array of personalized health and wellness products and services to consumers.
Use proprietary data to accurately determine market-driven and demographic-based pricing models and help
determine the optimal portfolio of Peloton product/service offerings
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