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/jasonkellynews

Jason on Bloomberg’s QuickTake series: https://www.bloomberg.com/qt

Jason’s book, Sweat Equity: Inside the New Economy of Mind and Body: https://amzn.to/3H3qKYN

Resources and Articles Mentioned:

From Margins: Peloton Valuations and Innovation

https://www.readmargins.com/p/peloton-valuations-and-innovation?r=2f1r

From Vox: Peloton’s problems aren’t just Peloton’s

https://www.vox.com/recode/22925513/peloton-recall-gyms-nordictrack-mirror

The Blackwells Group powerpoint presentation:

https://twitter.com/LiamKillingstad/status/1491154905595215877

From 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=3

From Bloomberg: Kevin Mayer on investors misreading the demand for at-home fitness

https://www.bloomberg.com/news/articles/2022-02-11/falcons-owner-tackles-flores-controversy-power-players-update

From aSweatLife: Flywheel’s Acquisition and What That Means for the Business of Fitness

https://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/