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  "documentTitle": "Blackwells Capital | Activist Presentation Deck | 71 slides",
  "authorId": "blackwells-capital",
  "authorName": "Blackwells Capital",
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  "presentationDate": "2022-04-01 00:00:00",
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  "notes": "Uses a CNN Business article screenshot as a credibility anchor for the 'cult-like' brand status.",
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      "text": "Given the cult-like following that Peloton has amassed, a social media platform for the community of Peloton users should gain significant traction. If a social media app was able to scale to even 1% of Strava, Peloton would gain approximately 1 million new users. If each new users subscribed to the Peloton Digital offering the company would generate over $155 million in incremental subscription revenue per year. Peloton could offer services ranging from at-home or on-the-road engaging workouts with award-winning Peloton instructors to metaverse interconnected fitness programs linking like-minded friends wherever and whenever desired.",
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      "kind": "source-note",
      "text": "Source: CNN Business, “Peloton created a cult around home fitness. Now it desperately needs a new play”, November 9, 2021. (1) Note: Assumes 1 million subscribers paying $12.99 per month or $155.88 per year.",
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      "text": "A Peloton social media platform has the potential to generate hundreds of millions in incremental revenue",
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      "kind": "title",
      "text": "SOCIAL MEDIA CASE STUDY",
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      "structure": "The Full Distribution -> The Vital Few (20%) -> The Trivial Many (80%) -> Focus Recommendation",
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