In this podcast episode, Eric Malzone, Juliet Starrett, and Alex Alimanestianu dissect recent earnings reports from fitness industry giants like Peloton, Lifetime, and Planet Fitness. Alex delves into the unexpected CEO departure drama at Planet Fitness and the subsequent stock rebound. The conversation shifts to concerns about Lifetime's stock decline post-IPO, followed by a detailed exploration of Peloton's journey through different eras and its current challenges, including what's perceived as an identity crisis. Critiques of Peloton's initiatives and a broader discussion on the fitness industry's potential to embrace the emerging longevity trend add depth to the conversation. They wrap up with a thoughtful review of Peter Attia's book, "Outlive," highlighting its impact on reshaping the health and longevity narrative in the industry. This episode offers a nuanced and comprehensive exploration of recent industry happenings, making it a must-listen for fitness enthusiasts and industry professionals.
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LINKS:
https://connectedhealthandfitness.com/events/connected-health-fitness-summit-2024
https://www.wrkout.com/
Mike Arce - Loud Rumor & Fundamental Principles for More Profitable Gyms
Mike Taylor - BeaverFit & Bespoke Training Solutions
Juliet Starrett & Alex Alimanestianu - Industry Deep Dive: Planet Fitness, Xponential, Life Time, Fuzzy Panda, Semaglutide, & "Built To Move"
Dan Freed - Thesis & The Rise of Nootropics
Chris Minor & Ajay Nwosu - Fuel Venture Studio & Coact Capital
Bill Davis - Build, Buy, or Partner
Jessica Klodnicki - KT & The Art of Rebranding
Jacob Rothman - Perch & Quantifying Strength
Scott Burgett & Andy Beckman - Garmin & The Future of Digital Health
Jessica Goldenberg - Warner Music Group & Innovation in Music Licensing
Ryan Duey - Plunge & Advancements In Cold Water Exposure
Michael Chapp - Oura Ring: Better Tech, Better Sleep, Better Health
Dr. Stacy Sims - "Women Are Not Small Men"
Jeff Byers - Momentous & Expert-Driven Protocols
Miesha Tate - Lessons From a UFC Champ
Dr. Jeremy Koenig - DNA, Generative AI, & Gut Microbiomes
Marcus Filly - The Modern Content Creator
Paul Byrne - The Cyclical Nature of The Fitness Industry
Tony Gentilcore - The State of Coaching 2023
Eric Durak - The Past, Present, & Future of Medical Fitness
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