Blackwells Capital Activist Presentation Deck
DISRUPTIVE BUSINESS UPENDING TRADITIONAL HEALTH & FITNESS MODELS
Peloton's disruptive business model fundamentally
improves the fitness experience across two key
variables: Convenience and Cost
I Convenience
Cost
BW
Unlimited fitness classes anytime, anywhere,
on any device
Nearly 1,000 new classes per month: cycling,
running, strength training, bootcamp, stretching,
yoga and meditation
Entire household for $39.00 per month compares
favorably to $300 per month per person for
boutique fitness classes
Financing program for bikes and treadmills unlocks
demand from cohort of gym goers that would
otherwise be unable to afford the offering
BLACKWELLS CAPITAL
Source: Company website and Company filings.
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or
Movies
Video Games
Music
Books
Fitness
Global Digital Disruption
Disrupted
~40,000 local and regional
theater operators
~13,000 local and regional
dedicated arcades
-3,300 independent
record stores
-38,500 local and
national bookstores
-36,500 health clubs and
boutique fitness operators
Disruptor
HBO
DISNEY NETFLIX
amazon
Nintendo
Microsoft SONY
amazon
pi
amazon
PELOTON
Spotify
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