Blackwells Capital Activist Presentation Deck
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As both a one-stop connected fitness content shop and the software provider powering gyms and equipment,
Blackwells envisions a future with Peloton as the first fully integrated fitness experience in the world
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FULLY INTEGRATED FITNESS PRODUCT PORTFOLIO:
INTEGRATED WORLDWIDE FITNESS EXPERIENCE
The Total Addressable Market for potential Peloton subscribers as the world's
go-to fitness solution represents an incredible opportunity for Peloton
According to the World Health
Organization (WHO) in high-income
countries globally, 74% of men and
65% of women meet the global
recommended levels of physical
activity representing a total
population of roughly 809 million
physically active adults
BLACKWELLS CAPITAL
PELOTON
Connected World Fitness
Source: World Health Organization, Physical Activity Factsheet.
Source: Worldpopulation review.com, "High Income Countries 2022."
Note: Current Peloton subscribers based on Connected Fitness subscribers only.
If Peloton's Fitness-as-a-Service,
comprehensive health and wellness
offering can penetrate even 2% of
the already physically active adults
in high-income countries, the
Company could add approximately
16 million additional users,
increasing its current subscriber
base by nearly 6x
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