💦 “The Fitness Pod” — Our 3 Best Fitness & Apparel Stories
The Best One Yet14 Mar 2025

💦 “The Fitness Pod” — Our 3 Best Fitness & Apparel Stories

Since it’s Spring Break (or you may just need a break from the insane news cycle), we whipped up 3 of our best pop-biz stories on the fitness industry from the last year:


#1. Barry’s Bootcamp tries to sell itself for $700M… Because nothing drives cash flow like a cult.


#2. Vuori is eating Lululemon’s leggings… And it’s now worth twice as much as Under Armour.


#3. Nike’s stock had its worst day in over 20 years… but Nike’s pain is Adidas’ gain.


Share this episode with your spotter, your trainer, or your buddy who’s decked out in head-to-toe Alo in Cabo (even though they’re just grabbing coffee).


We’ll be back with our usual daily show on Monday… just gotta hit the showers first.


And if you crave more business storytelling from us? Check out our weekly deepdive show: “The Best Idea Yet” — The untold origin stories of the products you’re obsessed with: Wondery.fm/TheBestIdeaYetLinks


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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


GET ON THE POD:

Submit a shoutout or fact: https://tboypod.com/shoutouts


FOR MORE NICK & JACK:

Newsletter: https://tboypod.com/newsletter

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/


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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.



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Episoder(1623)

Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”

Lululemon’s 5-year plan surprise, Ford invests in the Tesla of pickup trucks, and Domino’s jumps 5% on a “delivery dilemma”

Ford needs help with electric cars (and help if its electric trucks fail), so it dropped a $500M investment in electric pickup startup Rivian. Domino’s sales slowed because of aggressive DoorDash/Uber...

25 Apr 201914min

Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama

Play-Doh saves Hasbro, Twitter surges 16%, and Harley-Davidson and Whirlpool get opposite tariff drama

Twitter jumped 16% after focusing on a new metric to make you impressed. Hasbro surged 14% after Play-Doh, Monopoly, and Transformers powered its first sales gain in 6 quarters. And Harley-Davidson st...

24 Apr 201914min

Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US

Tesla’s “Robotaxi 2020” plan, Zillow falls 4% on home flipping, and Luckin, the “Starbucks of China,” is IPO’ing in US

Tesla’s “Autonomy Investor Day” featured Elon saying he’s “very confident” it’ll have 1 million robo-taxi Teslas by 2020. Online real estate platform Zillow fell 4% on word its “iBuying” feature may n...

23 Apr 201916min

Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”

Zoom surges 72% on IPO, T-Mobile jumps into banking, and tobacco/vaping stocks drop on “T21”

Out of last week’s 8 IPOs, we’re focusing on Zoom — The shockingly profitable tech company with a fascinating CEO. T-Mobile gets into banking with a 4% checking account (it comes with a couple asteris...

22 Apr 201915min

Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)

Super Bowl powers Pepsi to all-time high, Wish is Earth’s #3 ecommerce company, and Kansas City Southern Railroads jumps 4% (thank Mexico)

Pepsi rose to an all-time high as advertising’s rescued its soda biz. Wish is reportedly raising $300M to reach an $11B valuation as 2018’s most-downloaded ecommerce app. And you haven’t ridden on Kan...

18 Apr 201915min

Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand

Apple & Qualcomm sign peace treaty, Stitch Fix hit by Walmart, and Ro becomes a semi-corn with new menopausal brand

Qualcomm shares surged after settling a major court battle with Apple that’ll give it plenty of iPhone $$$. Walmart’s launching a kids clothing subscription box that’s straight out of Stitch Fix’s pla...

17 Apr 201914min

Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%

Panera joins the “Game of Scones,” Waste Management’s $5B acquisition, and Gogo inflight Wi-Fi surges 8%

House Starbucks or House Dunkin’? Panera kicked the fast-food Breakfast Wars up a notch with its focus on coffee. Waste Management’s $5B acquisition highlights the business future of trash. And Gogo i...

16 Apr 201914min

African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet

African tech IPO Jumia jumps big, Facebook’s board drama, and JP Morgan jumps 5% as it looks into America’s wallet

The “Amazon of Africa,” Jumia, surged 75% on its IPO day, but it’s really more of an everything-app for 14 fast-growing African nations. Netflix CEO Reed Hastings is leaving Facebook’s board because t...

15 Apr 201917min

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