{
  "docId": "019de072-78cb-7649-9a57-099c1a639af0",
  "docSlug": "9c88b927c456379c98095f4bf3408c22",
  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 71 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "activist_investor",
  "sourceTypeLabel": "Activist investor",
  "presentationDate": "2022-04-01 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.7777778,
  "pageNumber": 41,
  "pageCount": 71,
  "prevPage": 40,
  "nextPage": 42,
  "slideType": "market_sizing",
  "function": "size_opportunity",
  "density": "dense",
  "nDataPoints": 4,
  "notes": "Uses WHO data to establish a TAM for a 'Fitness-as-a-Service' model.",
  "elementsJson": null,
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019de072-78cb-7649-9a57-099c1a639af0/41",
  "deckHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0",
  "deckJsonHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0.json",
  "deckAnchorHref": "/decks/019de072-78cb-7649-9a57-099c1a639af0#slide-41",
  "components": [
    {
      "bbox": {
        "h": 0.1,
        "w": 0.9,
        "x": 0.05,
        "y": 0.18
      },
      "kind": "callout",
      "text": "As both a one-stop connected fitness content shop and the software provider powering gyms and equipment, Blackwells envisions a future with Peloton as the first fully integrated fitness experience in the world",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "a48ec963-e42a-4728-b3db-010fd2c5268c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.13,
        "x": 0.435,
        "y": 0.465
      },
      "kind": "image",
      "text": "Peloton logo with globe",
      "attrs": null,
      "subkind": "illustration",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bd2d456c-9275-4726-bccb-33ca08e39a2b",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.35,
        "x": 0.06,
        "y": 0.52
      },
      "kind": "list",
      "text": "According to the World Health Organization (WHO) in high-income countries globally, 74% of men and 65% of women meet the global recommended levels of physical activity representing a total population of roughly 809 million physically active adults",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d3f714da-5aa9-46b5-a6ef-dd3fa112345c",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.35,
        "x": 0.6,
        "y": 0.52
      },
      "kind": "list",
      "text": "If Peloton's Fitness-as-a-Service, comprehensive health and wellness offering can penetrate even 2% of the already physically active adults in high-income countries, the Company could add approximately 16 million additional users, increasing its current subscriber base by nearly 6x",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "d4465cec-6ba6-4a0b-83f1-cb154b92a22f",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.04,
        "w": 0.4,
        "x": 0.17,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: World Health Organization, Physical Activity Factsheet. Source: Worldpopulationreview.com, “High Income Countries 2022.” Note: Current Peloton subscribers based on Connected Fitness subscribers only.",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "93a04051-f79b-4b41-ac66-a63b5af15ad5",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.8,
        "x": 0.1,
        "y": 0.32
      },
      "kind": "title",
      "text": "The Total Addressable Market for potential Peloton subscribers as the world's go-to fitness solution represents an incredible opportunity for Peloton",
      "attrs": null,
      "subkind": "action-title",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "706d160e-18bd-4d89-b3bb-9bf8a076c00a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.05,
        "w": 0.56,
        "x": 0.22,
        "y": 0.05
      },
      "kind": "title",
      "text": "FULLY INTEGRATED FITNESS PRODUCT PORTFOLIO: INTEGRATED WORLDWIDE FITNESS EXPERIENCE",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "dada5dad-0317-48e5-8404-42531b39b946",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [],
  "arcBeats": [
    {
      "to": 63,
      "from": 34,
      "beatId": "daa81438-c572-45aa-848b-029c0c1080c4",
      "arcName": "Problem-Agitate-Solution",
      "arcSlug": "problem-agitate-solution",
      "beatName": "Solution & Approach",
      "beatSlug": "consultants-gambit-solution-approach",
      "evidence": "The deck proposes a sale to a strategic acquirer as the best option for shareholders",
      "position": 2,
      "confidence": 0.8,
      "parentBeatName": "Turn",
      "parentBeatSlug": "turn"
    }
  ],
  "loops": [
    {
      "to": 49,
      "from": 41,
      "name": "Pareto Focus",
      "slug": "50-pareto-focus",
      "bestFor": "Resource allocation, problem prioritization, efficiency improvements",
      "matchId": "e7fe3411-4168-493d-9407-7525ce93ca75",
      "evidence": "The deck highlights key areas for improvement and proposes a focused solution",
      "position": 2,
      "objective": "Focus on key areas for improvement",
      "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation",
      "confidence": 0.6,
      "description": "Show that 80% of results come from 20% of causes to drive prioritization"
    }
  ],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}