Blackwells Capital Activist Presentation Deck
E
■
Amazon Halo - Fitness Tracker and Wearable
■
-
POTENTIAL STRATEGIC ACQUIRERS
AMAZON CASE STUDY
Amazon has been making a significant push into digital health & wellness
In December 2021, Amazon launched the Amazon Halo
Halo tracks physical activity (e.g., heart rate, steps, activity score and blood oxygen
levels), sleep time and assessment, body composition and tone of voice
Halo is also partnered with Whole Foods for 450+ recipes and has daily meditations
Would allow for easy integration with Peloton and could become exclusive
wearable of Peloton
Acquiring Peloton would be a logical expansion of Amazon's existing health and
fitness strategy
BW BLACKWELLS CAPITAL
Peloton's ecosystem would provide another distribution channel for Amazon's
products (e.g., video, music, Audible and Kindle)
Continues to enhances value proposition for all Prime Members
Source: Company filings and publicly available data.
~t
12
14
Halo View
Touch color display with live
Halo health metrics
On-demand blood oxygen levels
Move reminders, text
notifications, and timers
Includes 12-months of Halo
membership
amazon
20
Halo Band
Distraction free sleep & activity
tracking
On-device Tone analysis
Up to 7-day battery life, swim
proof up to 50 meters
Includes 6-months of Halo
membership
52View entire presentation