EPISODE · Feb 24, 2022 · 31 MIN
BONUS: Jason Kelly of Bloomberg on Peloton's Rollercoaster
from #WeGotGoals by aSweatLife · host aSweatLife
In this special bonus episode of #WeGotGoals, Jason Kelly of Bloomberg returns to discuss Peloton’s recent roller coaster in-depth. We talk exclusively about the Peloton rollercoaster, whether that’s a sign of real trouble for the at-home fitness industry, a potential Peloton sale, the continued saga of the mysterious Peloton Rower, and why we still believe in the brand. Links: Jason on Twitter: https://twitter.com/jasonkellynewsJason on Bloomberg’s QuickTake series: https://www.bloomberg.com/qtJason’s book, Sweat Equity: Inside the New Economy of Mind and Body: https://amzn.to/3H3qKYNResources and Articles Mentioned:From Margins: Peloton Valuations and Innovationhttps://www.readmargins.com/p/peloton-valuations-and-innovation?r=2f1rFrom Vox: Peloton’s problems aren’t just Peloton’shttps://www.vox.com/recode/22925513/peloton-recall-gyms-nordictrack-mirrorThe Blackwells Group powerpoint presentation:https://twitter.com/LiamKillingstad/status/1491154905595215877From the New York Times: Peloton’s future is uncertain after a swift fall from pandemic stardom.https://www.nytimes.com/2022/02/08/business/peloton-ceo-layoffs-earnings.html?searchResultPosition=3From Bloomberg: Kevin Mayer on investors misreading the demand for at-home fitnesshttps://www.bloomberg.com/news/articles/2022-02-11/falcons-owner-tackles-flores-controversy-power-players-updateFrom aSweatLife: Flywheel’s Acquisition and What That Means for the Business of Fitnesshttps://asweatlife.com/2020/01/flywheel-acquired-by-town-sports-international/From aSweatLife: Should You Keep Paying for ClassPass? https://asweatlife.com/2016/04/should-you-keep-paying-for-classpass/
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BONUS: Jason Kelly of Bloomberg on Peloton's Rollercoaster
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