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18min chapter
Oxy Capital's Pedro Sousa thesis on high quality, low cost gym facilities in the UK $GYM.L
Yet Another Value Podcast
Evolution of Gym Facility Pricing Strategies in the UK
The chapter explores the transition of low-cost gyms in the UK towards the mid-market segment by adjusting prices, referencing industry trends and specific examples like Planet Fitness and Pure Gym. Speakers analyze a gym group's financial performance in the first half of 2023, expressing surprise at stagnant margins due to factors like cost inflation and energy expenses. The conversation also delves into the concept of buying gym facilities below replacement costs and the strategic advantage of obtaining businesses with lower Return on Invested Capital (ROIC) for profitability.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode