Blackwells Capital Activist Presentation Deck
April 2022, 71 slides
  1. Blackwells Capital
  2. Peloton
  3. Related Decks
  4. Activist Presentation Decks
a further call to action a i i i a a | Blackwells Capital
disclaimer an vistas | Blackwells Capital
table of contents | Blackwells Capital
two months since peloton hired one of the highest paid in all of corporate nothing has fundamentally changed peloton powerful brand proprietary technology engaging instructors and fiercely loyal subscriber base can be shaped into a much more attractive business but this cannot happen effectively in the public markets especially with the current leadership in place | Blackwells Capital
executive summary | Blackwells Capital
executive summary | Blackwells Capital
overview of peloton | Blackwells Capital
peloton stock price year to date | Blackwells Capital
peloton current plan is inadequate | Blackwells Capital
plan for peloton | Blackwells Capital
corporate governance misalignment of interests in | Blackwells Capital
corporate governance and misalignment of interests | Blackwells Capital
a dual class structure limits accountability to shareholders | Blackwells Capital
a and two insiders retain effective control | Blackwells Capital
appears to be selling assets under financial duress | Blackwells Capital
we believe peloton search process was rushed and driven by insiders | Blackwells Capital
new hire compensation is troublingly excessive | Blackwells Capital
peloton new has one of the country most generous pay packages played a key role in his hiring | Blackwells Capital
highly interconnected board lacks independence noble | Blackwells Capital
peloton board still has significant deficiencies | Blackwells Capital
review of first days at peloton | Blackwells Capital
peloton has not adequately addressed any of its challenges a | Blackwells Capital
a management has largely remained the same | Blackwells Capital
a peloton new supply chain executive seems ill equipped do | Blackwells Capital
a has shockingly remained in her role | Blackwells Capital
cost cutting plan does not go far enough | Blackwells Capital
launch of peloton guide on it a little annoying that the guide hardware makes working out less convenient than just using the peloton digital | Blackwells Capital
retreading old ideas | Blackwells Capital
management attempted to cover up and deliver defective products | Blackwells Capital
peloton has continued to since changes were announced | Blackwells Capital
the market remains skeptical about management ability to execute | Blackwells Capital
analyst community raises doubts about | Blackwells Capital
the market remains skeptical of a peloton if morgan | Blackwells Capital
peloton | Blackwells Capital
significant value creation opportunities for acquirer | Blackwells Capital
peloton ecosystem me air egg | Blackwells Capital
opportunity to create a category with a peloton a | Blackwells Capital
a the cornerstone of fitness as a service believes the future of peloton is as an asset light focused company | Blackwells Capital
a fitness hardware powered by peloton | Blackwells Capital
peloton as a comprehensive fitness platform fitness health nutrition wellness mindfulness community experiences whole | Blackwells Capital
integrated fitness experience the total market for potential peloton subscribers as the world go to fitness solution represents an incredible opportunity for peloton | Blackwells Capital
fitness case study providing a comprehensive offering with a one stop fitness content shop should increase lifetime value of the customer | Blackwells Capital
social media there is a significant untapped opportunity for peloton to gain users through a fitness focused social media platform | Blackwells Capital
social media case study a peloton social media platform has the potential to generate hundreds of millions in incremental revenue | Blackwells Capital
improving data tracking health of members as peloton expands into increasingly more facets of the fitness space its access to an increased variety and quantity of data will allow the company to better its offering to improve the health of each user | Blackwells Capital
optimize pricing and product offering peloton access to proprietary data can be utilized to accurately determine market driven and demographic based pricing models and help determine the optimal portfolio of peloton product service offerings | Blackwells Capital
the best option is to sell peloton | Blackwells Capital
the board should examine a sale in order to maximize value | Blackwells Capital
peloton is a strategically valuable asset | Blackwells Capital
obtain future value today through a sale | Blackwells Capital
| Blackwells Capital
case study has been making a significant push into digital health wellness halo fitness tracker and wearable | Blackwells Capital
apple apple would position itself as the global leader in digital health wellness fitness watch music | Blackwells Capital
apple case study apple peloton health and fitness market leader | Blackwells Capital
would position itself as a leading player in health and wellness fit premium | Blackwells Capital
case study existing presence in the connected fitness health and wellness and streaming content would augment these market positions | Blackwells Capital
warner discovery liberty complex | Blackwells Capital
warner discovery liberty case study warner discovery could leverage its unique collection and integrate with peloton offerings | Blackwells Capital
| Blackwells Capital
case study through its content people love strategy can capitalize on peloton top tier content to deliver additional content outside of peloton environment content people love | Blackwells Capital
could drive future growth in its consumer fitness segment we | Blackwells Capital
case study could drive future growth in its consumer fitness segment | Blackwells Capital
a sale of the company is the best risk adjusted option for shareholders | Blackwells Capital
conclusion | Blackwells Capital
conclusion | Blackwells Capital
two months since peloton hired one of the highest paid in all of corporate nothing has fundamentally changed peloton powerful brand proprietary technology engaging instructors and fiercely loyal subscriber base can be shaped into a much more attractive business but this cannot happen effectively in the public markets especially with the current leadership in place | Blackwells Capital
appendix | Blackwells Capital
peloton is a strategically valuable asset | Blackwells Capital
digital only providers overview | Blackwells Capital
hardware providers overview | Blackwells Capital
| Blackwells Capital
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