Blackwells Capital Activist Presentation Deck
Being the household name in
bikes, treadmills, and trainers
is not enough. Peloton needs
to provide more to dominate
the connected fitness space
and provide a comprehensive
/total life solution
■
Connected fitness is one of the
fastest growing segments and
Peloton is the leading name in
the space
In order to continue to dominate,
Peloton must increase their
offerings to become the 'one-
stop-shop" in connected fitness
Recently acquired fitness app
Centr was touted as "your
physical trainer, dietician, chef,
and wellness coach" as the app
offered more than just workouts
BW BLACKWELLS CAPITAL
Offering
Cardio
Core
DIGITAL ONLY PROVIDERS OVERVIEW
HIIT
Mobility
Strength
Yoga
Meal Plans /
Recipe
Mindfulness /
Meditation
Planners
Community
Features
Social Network
Sports
Entertainment
& Content
Celebrity
Endorsements
Prenatal &
Postpartum
Fitness
Ⓡ
PELOTON Centr
✓
✓
Source: Company filings and publicly available data.
✓
✓
✓
✓
Nike
Training
Club
Apple
Fitness +
✓
✓
✓
Sweat
✓
Fit Body
✓
Le
TRX
Sweat Training Studio
TV
Club Bloom
✓
✓
✓
✓
✓
✓
Jefit
✓
✓
Strava
Glo
✓
Beach
Body
✓
Zwift
Total
14
12
10
9
12
11
01
5
7
9
7
1
0
3
6
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