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

The Best One Yet

Nick & Jack Studios

News, Business

4.7 • 9.5K Ratings

🗓️ 14 March 2025

⏱️ 25 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

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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Transcript

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0:00.0	This is Nick. This is Jack. It's Friday the Real Friday, March 14th, and today's fitness pod is the best one yet.
0:09.6	Our top three stories of the last year on fitness and apparel. Yeties, maybe. We are catching you on the treadmill, the elliptical, or just a good old-fashioned speedwalk. I love a good old-fashioned speedwalk.
0:20.9	It's good for the heart, good for the health.
0:22.2	So many of you listen to the show while you're working out.
0:24.6	And since it's spring break time, we thought we'd whip up a special episode for your workout.
0:29.0	Sebasties, while you're getting beach ready, this entire episode is on the fitness and athletic apparel industry.
0:34.5	So enjoy a break from the insane news cycle and all the tariff
0:37.7	whiplash. Because Jack and I are about to hit our three best fitness stories from the last year.
0:43.2	Once it's over, send this episode to your buddy who just finished Pilates, who spots you on the
0:47.5	squat rack, or who still owns shares of Palaton. Guilty, all right, we still own shares of Palaton,
0:53.1	no big deal. And enjoy this episode over
0:55.1	Spring Break. Jack, what do we got on the fitness pod? For our first story, we're going back to May 3rd,
1:00.4	2024. When Barry's boot camp was trying to sell itself for $1 billion. Because nothing drives
1:05.7	cash flow like a cult. For our second story, it's from November 12. Viori was riding Lulu Lemon's coat tails
1:12.5	and had just hit a $5 billion valuation because Viori's founder's greatest weakness is his
1:18.5	greatest strength. And our third and final story is from July 2nd. Nike stock fell 20% in one day.
1:24.9	Brutal. The worst day on the stock market for Nike in 20 years.
1:28.2	But Nike's pain
1:29.4	is actually Adidas' game.
1:32.0	But Yetis, before we hit that
1:33.4	wonderful mix of stories.
1:34.8	And one, and two,
	...

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