Blackwells Capital Activist Presentation Deck
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B
Providing a comprehensive offering with
a one-stop fitness content shop should increase
lifetime value of the customer
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FULLY INTEGRATED FITNESS PRODUCT PORTFOLIO:
CENTR FITNESS CASE STUDY
Recently acquired fitness app Centr was touted as "your
physical trainer, dietician, chef, and wellness coach" as the app
offered more than just workouts
Providing not only workout classes but integrating diet,
wellness, mindfulness and planning creates significant value for
the consumer and increases stickiness
Centr was acquired in March 2022 by HighPost for over $200
million or $10,000 per subscriber
With over 2.8 million subscribers at Peloton, an acquisition
valuing each subscriber at $10,000 would result in a takeout
price of $83 per share
BW BLACKWELLS CAPITAL
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Centr Fitness App Bought by Mark Bezos's
HighPost
■ Digital platform to merge with equipment maker Inspire Fitness
■ Combined company valued at over $200 million including debt
Sources: Bloomberg.com, "Chris Hemsworth's Centr Fitness App Bought by Mark Bezos's HighPost", March 31, 2022. Company website.
Note: Current Peloton subscribers based on Connected Fitness subscribers only.
4:25 4
WARM-UP
WORKOUT
WORKOUT
Bloomberg
START WORKOUT
FUNCTIONAL TRAINING:
TAKE NO PRISONERS
By Da Rulk
INTERMEDIATE
COOL-DOWN
FINISH WORKOUT
36 MINS
Before you start, make sure you visit the Essential
Guide to learn how to nail the nine key movements of
Raw Functional Training
4:25
←
FISH BURGER WITH YOGURT
TARTAR SAUCE
PREP 15 MIN COOK 6 MIN
INGREDIENTS
SERVINGS
2
14 oz white fish fillets
RECIPE
ADD TO SHOPPING LIST
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