Executive Briefing

The Peloton age

More than 80% of Millennials say they prefer working out at home. What does that mean for Equinox?

Peloton Tread+ Treadmill
Photo courtesy Peloton

Hello! It’s Dan Frommer, back with more of The New Consumer. What. A. Week. A special welcome to new members — thank you for your interest and support.


What a wild ride it’s been for Peloton.

This time last year, mentioning the connected fitness company’s name might have still gotten you an eye roll over its lame television ad, which put the brand at risk of cancellation.

That was almost a million new Peloton subscribers ago.

The rest of this post is for paid members of The New Consumer.

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Dan Frommer

Hi, I’m Dan Frommer and this is The New Consumer, where consumer operators, founders, and investors get the real read on what’s happening — original reporting, proprietary data, and sharp analysis you can take into your next meeting.

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