Blackwells Capital Activist Presentation Deck
10- Very Good Value
9
PELOTON
NordicTrack
BOWFLEX
ECHELON
SCHWINN →
PRO-FORM
1
0 - Very Bad Value
Other
How Good is the Value of Peloton Content?
N WAGS N86
7
6
5
4
3
Peloton has the hallmarks of a valuable business with strong customer loyalty and retention
0.6%
0.7%
2.7%
2.2%
6.3%
6.0%
4.7%
4.1%
BW BLACKWELLS CAPITAL
4.4%
PELOTON IS A STRATEGICALLY VALUABLE ASSET
6.9%
Which Brand of Treadmill are You Looking to Buy?
10.6%
10.4%
9.3%
18.1%
14.0%
28.2%
34.1%
36.7%
Source: Bespoke Market Intelligence December 2021 and April 2022 Peloton Surveys.
How Often Do You Expect to Use Your Peloton in the Coming Years?
2026
2025
2024
2023
2022
Never
P
PELOTON
NordicTrack
BOWFLEX
SOULCYCLE
SCHWINN →
ECHELON
Other
myxfitness
Which Brand of Spin Bike are You Looking to Buy?
3.1%
0.8%
9.2%
8.5%
7.6%
13.9%
3.95
17.4%
4.01
4.03
4.07
3.99
Very
Often
39.7%
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