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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": "Includes company overview metrics and a value creation table based on member penetration rates.",
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      "kind": "callout",
      "text": "Amazon would gain significant presence in digital health & wellness globally and obtain further data about its customers to monetize in a variety of ways",
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      "text": "Source: CapIQ Pro and Company filings. All data as of April 8, 2022 unless specified otherwise. (2) Source: Company filings and publicly available data. Note: Assumes PTON incremental margin of 60%, below managements guidance of 70%.",
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      "text": "Amazon becomes the category leader in digital health & wellness; Immediate ability to bundle with 200 million Prime Members; Gains significant customer data edge; Robust opportunity to cross-sell; Strategically Defensive.",
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      "text": "Economic Benefits to Amazon: Number of Members, Value Creation at Various Member Penetration Rates",
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      "text": "POTENTIAL STRATEGIC ACQUIRERS: AMAZON",
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