Juliet Starrett & Alex Alimanestianu - Quarterly Reports: Peloton, Life Time, Planet Fitness, Garmin & The Bloodwork BOOM

The fitness and health industry is experiencing a major transformation driven by evolving consumer preferences, technological innovation, and the rise of artificial intelligence. In this episode, hosts sit down with Juliet Starrett and Alex Alimanestianu to break down the latest quarterly reports from major fitness industry players and explore the emerging bloodwork and health diagnostics revolution that's threatening to disrupt traditional healthcare companies.

From the contrasting fortunes of legacy brands to the explosive growth in wearable technology, this conversation covers it all. Traditional gym chains like Lifetime Fitness and Planet Fitness are showing surprising resilience, with Planet Fitness in particular demonstrating strong financial health and an aggressive growth strategy. Meanwhile, Peloton continues to face ongoing challenges adapting to post-pandemic market conditions, and the boutique fitness sector under Exponential Fitness shows mixed results as operators navigate shifting consumer demand. Garmin is posting record-breaking years, benefiting from the booming wearable technology market that helps consumers track their health metrics in real-time.

But the most significant disruption on the horizon comes from artificial intelligence's entry into health diagnostics and personalized wellness. Juliet highlights how tools like ChatGPT are enabling individuals to analyze their own blood work and medical data, fundamentally changing the patient experience. This democratization of health information threatens traditional diagnostic companies while creating opportunities for innovative health tech platforms like Function Health, which recently made major strategic moves. The convergence of wearable technology, consumer health data analytics, and AI-powered advisory services is reshaping how people approach fitness and wellness. As AI chatbots become more sophisticated at interpreting health data and providing personalized recommendations, the entire industry—from gyms to diagnostic labs to fitness equipment manufacturers—must adapt or risk obsolescence in a market where consumers increasingly expect immediate, affordable, and personalized health insights.

In This Episode:

• Reunion conversations and conference highlights
• Longevity and wellness trends reshaping the industry
• The role of strength and conditioning in longevity practices
• Deep dive into Lifetime Fitness quarterly performance
• Peloton's ongoing challenges and strategic pivots
• Exponential Fitness franchises: the mixed bag
• Why globo gyms are making a comeback
• Planet Fitness playing offense with aggressive expansion
• Garmin's record-breaking year in wearables
• Function Health's big strategic move
• The bloodwork boom: How AI is disrupting medical diagnostics
• Meta AI glasses and the future of fitness tech

LINKS:

https://www.sportalliance.com/en/perfect-gym/

https://www.withflex.com/