The chapter explores the underperformance of gym stocks in the health and fitness industry despite innovative offerings, discussing challenges faced by fitness businesses like Peloton and Planet Fitness post-pandemic. Insights from owning a boutique fitness franchise shed light on customer engagement struggles. The discourse also delves into leadership issues at companies like Planet Fitness and Peloton, addressing toxic work environments and highlighting the importance of maintaining good relationships with franchisees.
Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims & Hers is trying to get in on the action with a more available and affordable option.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Hims & Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.
- A sneaky company that’s another winner in the weight-loss market.
- Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.
(14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.
Companies discussed: HIMS, NVO, MCK, LLY, Wix
Host: Dylan Lewis
Guests: Asit Sharma, Ricky Mulvey, Mary Long
Producer: Ricky Mulvey
Engineers: Dan Boyd
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