The Future of Fitness
The pandemic created a hole in many people’s fitness requirements which shifted out of gyms and into homes. The question now becomes whether this shift will reverse over time (transient demand) or prove to be more durable (acceleration of adoption)
Is Peloton an Apple?
Peloton, the premium Connected Fitness company that sells $2,000 stationary bikes and $4,000 treadmills, recently filed its S-1 for an IPO. One of the more interesting investor debates taking place is whether Peloton is a hardware company or a subscription service. Peloton bears argue that the company is selling overpriced commodity hardware, while the bulls […]
