We'd be remiss if we didn't talk a little bit about Pelaton. Speaking of narratives, if we were sitting here in front of our respective Bloomberg terminals, we'd look and we'd be like, "Whoa, that was a big high." And now it is not where it was. It has been quite a journey to to say the least.You're still there. Like you have stuck through it. Why.Oh gosh. I have always believed. I still believe.I think that I I I have the unique privilege of seeing, and I'm not exaggerating, millions of comments over the y ...

Peloton is raising its membership prices and rolling out new equipment and software as the at-home fitness company attempts to speed up its turnaround https://t.co/smXROS1y5o ...

Business Strategy - Peloton is increasing membership prices [1] - Peloton is launching new equipment and software [1] Company Objectives - The company aims to accelerate its turnaround [1]

Product Innovation & Strategy - Peloton launched Peloton IQ, an AI-powered personal trainer, along with a new equipment lineup and cross-training series [2][6] - The company is expanding into total wellness, incorporating breathwork and partnerships like the one with the Hospital for Special Surgery for injury prevention and rehabilitation [2][5] - Peloton is focused on being an essential partner in the journey to feeling better and living a better life, emphasizing the quality of life through cardio, strength, mental well-being, diet, and sleep [23][24] Financial Performance & Growth - Peloton has delivered five consecutive quarters of significant free cash flow, indicating disciplined financial management and real profitability [12] - The company anticipates inflecting back toward growth as the year progresses, after a couple of years of regrouping post-pandemic [8][9] - Peloton's stock has almost doubled over the past year, reflecting investor confidence in the company's future [2] Customer Focus & Value Proposition - Peloton is providing existing members with the benefits of Peloton IQ and new features like Breathwork, included in their membership [4][5] - The company emphasizes the value of investing in health, well-being, and longevity through Peloton, offering a great return on that investment [15][16] - Peloton builds products to last and continues to support existing hardware, not engaging in planned obsolescence [11] Competitive Landscape & Market Positioning - Peloton aims to be the go-to solution for various aspects of total health, including cardio, strength, and mental well-being [19][20][21] - The company is carefully considering price elasticity and the value delivered to customers when making pricing decisions [13][14][15]

You worked at one of the most respected law firms. So, explain to me like when is the moment that you look in the mirror and say, "I'm at a great law firm. I have a great career, great trajectory, young lawyer, doing well. I want to go do something else." Most people would think that's crazy. Well, especially like I don't know.I come from a refugee immigrant family. My dad, you know, grew up in the Bronx and was born in Puerto Rico. My mom is a Cuban refugee.And to think that I would leave something that wa ...

Career Transition - RobinNYC 从公司法律行业转型成为 Peloton 健身教练 [1] - 报告提及了她做出职业转变的原因 [1] Media Appearance - RobinNYC 参与了 Bloomberg 的 "The Deal" 节目 [1] - 节目嘉宾包括 AROD 和 jasonkellynews [1] - 可以在 Bloomberg 应用或播客平台观看/收听完整节目 [1]

The first thing as you can see that uh if it doesn't challenge you it doesn't change you right it doesn't change you so my journey is much like that but before that uh the purpose of life is to give and I dedicate my life to make this world a better place. Initially uh my dad uh used to uh my dad used to sell DVD and cassettes doortodoor during his initial stage. uh the place where we live.I come from a slum where 5,000 families live together. And one fine day I realized that I don't want to be a mediocre s ...

Core Viewpoint - The fitness industry is experiencing significant growth, with Planet Fitness emerging as a strong performer, outpacing the S&P 500 and demonstrating robust membership and revenue increases [1][2][4]. Company Performance - Planet Fitness has seen its stock rise 25% over the past year, outperforming the overall market, which has increased by 19% [1][2]. - In Q2, Planet Fitness reported a revenue increase of 13.3% year over year, reaching $340.9 million, with a membership growth from 14.4 million in 2019 to 20.8 million [6]. - The company operates 2,762 studios, with plans to expand to 5,000 locations in the U.S. [7]. Market Opportunity - Only 7% of the U.S. population over the age of 14 were members of Planet Fitness at the end of last year, indicating a substantial untapped market [8]. - The low monthly fees of $15 and $25 for premium offerings facilitate easier membership sign-ups [8]. Business Model - Planet Fitness reported an operating income of $102 million in Q2, reflecting a 17.2% year-over-year increase and a 30% operating margin [10]. - The franchise model is a key component of its business strategy, with 90% of locations owned by franchise partners, allowing for an asset-light growth model [11][12]. Valuation and Investment Considerations - The stock currently trades at a price-to-earnings ratio of 45.3, which may not present a bargain opportunity, suggesting potential investors should consider waiting for a price pullback [13][14].

Chinese pay-as-you-go gym chain Supermonkey is considering options, including a stake sale, according to people familiar with the matter https://t.co/5JK2namVoo ...

Core Viewpoint - The proposed business combination between ESH Acquisition Corp. and The Original Fit Factory, Ltd. aims to create a public company focused on health and wellness digital platforms, connected devices, and premium fitness studios, with an implied pro-forma equity value of $500 million for The Original Fit Factory [1][3][5]. Transaction Overview - The business combination agreement will result in The Original Fit Factory becoming a wholly-owned subsidiary of TOFF Holdings, which will be renamed "The Original Fit Factory, Inc." [5][6]. - Upon closing, former security holders of The Original Fit Factory will receive newly issued shares of common stock in TOFF Holdings, valued based on the $500 million equity valuation [3][5]. - The transaction is expected to provide necessary financing for The Original Fit Factory's global growth strategy [3]. Company Vision and Strategy - The Original Fit Factory aims to disrupt the online fitness and wearables market globally, leveraging its innovative platform and strategic partnerships, such as with Reebok Fitness [4][10]. - The company has demonstrated strong growth over the past three years, establishing a thriving ecosystem of products and services in technology, fitness, and wellbeing [10]. Approval and Timeline - The boards of directors of both ESH and The Original Fit Factory have unanimously approved the transaction, which is subject to ESH's stockholder approval and other customary closing conditions [6]. - The transaction is anticipated to close by the end of the first quarter of 2026 [6].