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I never understood their continued push with hardware. CapEx for new factories is high. It seems Foley just believed demand would still be high after the pandem
by antoniuschan99 5y ago
I never understood their continued push with hardware. CapEx for new factories is high. It seems Foley just believed demand would still be high after the pandemic was over.
Their Peloton digital app has a bunch of bootcamp/strength/yoga etc style classes. Especially with the demand and growth during the pandemic I wondered why the messaging was still on the bikes.
Peloton Digital as being a Netflix for fitness type thing where the focus is to increase subscription count and content. Plus with Peloton digital it’s still complementary when you’re able to go to the gym.
Apple Fitness+ seems like it’s focused on being this. However you need to have a watch in order to subscribe :$
- joezydeco 5y agoFriend of mine in the commercial real-estate sector said that Pelton was recently working on leasing space in airport terminals to set up workout rooms. Really? Like a business traveler with 90 minutes to kill at JFK was going to swap clothes and do a 45 minute spin class? Maybe it was just a branding/prestige thing. But it seemed really out of place for their business model.
- antoniuschan99 5y agoYea definitely seems like a branding thing. Like when I first saw the Peloton stores in the malls it looked so nice. It will definitely catch passerby's eyes see people working out like that in an airport lol. Also, I do think it will be more commonplace in the future too. Like a SoulCycle/Peloton Room inside a Planet Fitness. I heard somewhere something like that has/is being implemented already.
- dominotw 5y agoi am not a buisness traveller. But I would def do a spin class at the airport if they had lockers and showers.