Fitt Insider

Nike's trail running push, Peloton's latest cuts, Wellness real estate's next era

Feb 3, 2026
A quick tour of a London preventative health club that turns longevity into social rituals. Nike revives ACG as a standalone trail-focused brand with new athletes and a Beijing retail Basecamp. Peloton trims staff amid disappointing AI hardware sales and a $100M cost-cutting push. A startup backed by a tech founder raises funds to build tech-enabled rental housing centered on wellness.
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INSIGHT

Longevity As Shared Practice

  • Unbound reframes preventative health as a lived, social practice rather than a sterile clinical metric-driven service.
  • The club pairs diagnostics with community rituals like coffee, listening bars, and run clubs to normalize longevity behaviors.
INSIGHT

Nike Doubles Down On Trail Culture

  • Nike relaunched ACG as a standalone outdoor-performance brand to capture booming interest in trail running and exploration.
  • The move consolidates Nike Trail into ACG and adds athletes, footwear, apparel, race partnerships, and an ACG Basecamp in Beijing.
INSIGHT

Peloton Pulls Back On AI Hardware Bet

  • Peloton cut 11% of its workforce, concentrating layoffs in engineering and enterprise amid slow sales of AI-powered hardware.
  • The company aims to save $100 million while pulling back on priorities that were pitched as its turnaround drivers.
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