来源：环球市场播报 Strava 未回应置评请求，高盛集团则拒绝置评。 此次 IPO 或将为红杉资本、TCV 等一众长期持股的知名投资方提供退出渠道。据报道，Strava 在去年 春季的估值（含债务）达 22 亿美元。目前暂未获悉该公司此次 IPO 的募资规模及目标估值。 Strava 是近期多家历经十余年发展、最终冲刺公开市场的风投背景互联网企业之一。公司需要吸引到这 样一批新投资者 —— 他们相信 Strava 的股价走势会更贴近 "互联网老兵" Reddit，而非克拉纳 （Klarna）或 StubHub。Reddit 自 2024 年上市以来股价已上涨逾 6 倍，而后两家公司当前股价均远低于 去年的发行价。 另据知情人士透露，同样拥有十年发展历程的互联网企业 Discord 也计划在未来数月内启动上市。 Strava 的增长故事，一定程度上源于其在疫情期间的快速崛起。该应用将健身运动与社交功能相结合， 用户不仅可以记录、分享自己的运动数据，还能为好友的运动成果点赞互动。同时，Z 世代群体跑步热 潮的兴起，也为公司发展带来了助力。 为丰富应用功能，Strava 近年来通过收购竞争对手实现业务拓展。公司于 ...

Core Insights - The Global Wellness Economy is projected to grow from $6.3 trillion to $9 trillion by 2028, indicating a significant trend towards health and wellness as a status symbol [1][10] - The running movement has evolved from solitary jogging in the 1970s to a social, digital, and data-driven activity, attracting diverse participants and leading to commercialization [2][3] Industry Trends - Technology is a key driver in the running boom, with brands like Garmin and Whoop gaining popularity for their advanced features such as AI coaching and recovery scores [2] - The use of activity-tracking apps has surged, with Strava reporting 135 million users in 2024, up from 120 million the previous year, and expanding through acquisitions to create a comprehensive training ecosystem [3] Social Dynamics - The modern running culture is increasingly social, with a 59% rise in running club participation and a notable number of Gen Z users meeting potential partners through fitness activities [6] - Creative initiatives like the "Friday Night Lights Run Club" are redefining social running experiences, blending fitness with entertainment [7] Market Competition - Traditional sportswear brands like Nike are losing market share due to a lack of innovation, with their global sports footwear market share declining from 28.8% in 2021 to 26.3% in 2024 [9] - Despite challenges, Nike's Q1 2026 earnings per share reached $0.49, exceeding forecasts by 81.48%, highlighting potential for recovery through strategic partnerships and athlete endorsements [9]