
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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Episode notes
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.
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.
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.
