Covid Fitness Habits Die Hard: PTON, NLS, NKE: BRK.B

June 30, 2021

Covid Fitness Habits Die Hard: PTON, NLS, NKE: BRK.B

U.S. consumers didn’t succumb to lethargy when gyms and fitness classes temporarily shuttered last year – They adapted.
At the outset of the lockdowns, we saw a massive increase in mentions of working out at home, exemplified by the meteoric rise of home fitness names like Peloton ($PTON) and Nautilus ($NLS).
Although these Mentions have experienced significant normalization (down -81% YoY), they are showing lingering strength relative to pre-COVID levels: +43% vs. 2019 on a 90-day moving average.


The number of consumers talking about running for fitness, which also spiked to record levels during the pandemic, has demonstrated similar staying power, trending +42% vs. 2019  on a 90-day moving average.

The continuation of this trend has been a boon for brands selling running shoes, such as Nike (NKE) and Brooks (BRK.B). In fact, the CEO of Brooks Running recently commented that the company is experiencing a “secular running boom.” The stickiness of these behaviors suggests that consumers have gotten hooked on new types of exercise and that traditional gyms might have a slow recovery ahead of them.

Want deeper insights? Get Free Access to The Vault.

Related Posts

You down with DTC? (ya you know me!)

Nike reported an awesome quarter Tuesday evening.  The stock is […]

Read More
Peloton is riding high

Peloton (PTON) Last quarter, Peloton crushed estimates: sales grew 172% and […]

Read More
Covid Vaccine: Winners & Losers

Trend Watch -- Looking Ahead We knew this day would […]

Read More
1 2 3 12

Related Posts

About LikeFolio

LikeFolio analyzes social media data to accurately predict shifts in consumer behavior. We sell data and insights to professional investors, corporate research teams, and software providers.
© 2024
 LikeFolio. All Rights Reserved.