STRF/STAR MAX/IPxOne of the greatest beneficiaries of the COVID-19-related disruptions have been home fitness equipment companies. Long term, the fitness market may be forever changing, but this firm’s first-mover advantage is over. Peloton generates 80% of its revenue from connected fitness equipment, per Figure 3. Assuming the firm sells one subscription for each piece of connected fitness equipment sold, Peloton would generate an additional $7 billion in annual subscriptions. In the second scenario, the estimated revenue growth rate for year one is 97% and 40% in years two through five.

Source: Forbes October 05, 2020 13:18 UTC