Peloton’s Done — Buy These Two Stocks Instead

You’re receiving this email as part of your subscription to Andrew Zatlin’s Moneyball Daily [Unsubscribe]( [Moneyball Economics] Peloton’s Done — Buy These Two Stocks Instead Tuesday, February 8, 2022 People are finally ditching their Pelotons and heading back to the gym… And for investors like us, this is creating big trading opportunities! So in my latest video, I’ll share two ways to play this opportunity for profits. [CLICK HERE TO LAUNCH VIDEO OR READ THE FULL TRANSCRIPT BELOW »»]( > ADVERTISEMENT < Former CIA Advisor: "They are LYING about inflation!" Despite the circus of distractions you're hearing on the news... The lies and the misdirections... There's one former CIA and Pentagon insider who is revealing the TRUTH behind the inflation numbers in America. It's a story so shocking and powerful that it could bring the Biden Administration to its knees. You might have known something strange was going on in America, but I can guarantee you weren't expecting this. [Click here to see the story the mainstream news is trying to bury.]( For a transcript of this video, see below. This transcript has been lightly edited for length and clarity. Peloton’s Done — Buy These Two Stocks Instead Today, I want to tell you about a major trading opportunity in a $100 billion industry. Wall Street is missing the boat on this one. But we’re not going to miss it. Check it out… Working (Out) From Home The industry I’m referring to is the market for Home Fitness and Equipment. Two years ago, this market was worth about $85 billion a year… In fact, during the decade leading up to the pandemic, month in and month out, people spent about $7 billion on fitness equipment and workout apparel. So, every year, $85 billion. But then COVID hit. And everyone was stuck at home. As a result, that $7 billion a month surged to $10 billion a month. So now we’ve got a $100+ billion industry. The market exploded! Wall Street Expectations Are Wrong… A handful of companies in this market became big winners — for example: - Peloton, the maker of internet-connected stationary bikes and home-fitness equipment, went from $900 million in sales in 2019 to $4 billion in 2021. - And sales for Nautilus went from $300 million in 2019 to $665 million in 2021. The “geniuses” on Wall Street think this growth isn’t going to stop… They expect Peloton to hit $5 billion in sales in 2023… and they expect Nautilus to keep growing, too. But c’mon — Wall Street is wrong… This Bubble’s Ready to Pop As I’ve mentioned in previous videos, the world is finally getting back to normal. As this relates to the fitness and sporting goods industry, it means people aren’t working out from home anymore. They’re not hopping on their Pelotons or taking virtual-fitness classes. Instead, they’re getting back to the gym! Over the last couple of years, the home fitness industry has enjoyed massive growth. But it’s a bubble. And now it’s ready to pop… Look Out Below! For example, check out this chart: This is for Peloton. And as you probably know, this stock has tanked recently. But still, the “geniuses” on Wall Street believe this company will do $5 billion in sales in 2023?? There’s no way! And just wait ‘til you see what happens to the stock when its revenues collapse. Nautilus is in the same boat: Look out below! Friends, these freefalls aren’t over yet. There’s still a lot more downside to come. But enough about the losers. Now let’s look at some of the new winners from this industry… > ADVERTISEMENT < #1 Way to Invest $500 Right Now The explosive rise of tech stocks we saw in 2020 is just the beginning... "The Earnings Whisperer" Louis Navellier released a video detailing several key steps he believes every American should be taking right now. [Click here to view it.]( Gyms Are Back, Baby There are some really good opportunities out there… And Wall Street is missing the boat on them! As people get back to normal life, their spending habits are shifting — including with respect to how and where they exercise. Where are they starting to spend more? Two companies come to mind… The first is Planet Fitness (NYSE: PLNT). Planet Fitness runs a nationwide chain of 2,000 gyms. Last November, it reported that enrollment in its gym memberships was nearly back to pre-COVID levels. In fact, enrollment reached 97% of its former level! Back to normal, baby! That’s why the company’s stock price has gone from ~$40 in March 2020 to nearly $90 today. It’s the same story for Nike (NYSE: NKE). Shares have gone from about $67 in March 2020 to $145 today. That’s because people are going back to the gym, so they’re buying new clothes and workout gear. You might see this growth and wonder, “Have all the profits in this sector already been made?” Not at all! Let me explain why… Plenty of Upside Left I believe there’s plenty of upside left in the home-fitness market. You see, the pandemic wreaked havoc on gyms and fitness companies. As a result, many of them shut down — forever. That means market leaders like Planet Fitness can soak up all the demand. Furthermore, it could even aim to raise prices — just like Amazon did with Prime. Prime is tacking on an extra $20 per year. And most consumers are willing to pay it, simply because of a lack of alternatives. Friends, Wall Street is missing the boat on this one… There is significant upside to fitness and sporting goods companies — not Peloton, obviously. But companies like Planet Fitness and Nike. And furthermore, because of the recent sell-off in the market, we can invest in these companies at a big discount right now. Strengthen Your Portfolio Bottom line: fitness companies that thrived during the pandemic are in for rough times ahead... But those that can benefit from the return to normal are getting ready to surge. Zatlin out. Talk to you soon. In it to win it, [Andrew Zatlin] Andrew Zatlin Moneyball Economics Copyright 2022 © Moneyball Economics, All rights reserved. You signed up on []( Our mailing address is: Moneyball Economics 201 International Circle Suite 110 Hunt Valley, MD 21030 [Update Subscription Preferences]( | [Unsubscribe from this list]( | [Terms & Privacy]( RISK NOTICE: All investing comes with risk. That includes the investments teased in this letter. You should never invest more than you can afford to lose. Please use this research for the purpose that it's intended — as research only. You should consult a professional financial advisor before ever taking a position in any securities you see herein. SECURITY HOLDING NOTICE: Although we are never compensated from any companies for coverage, you should be aware that Moneyball Economics, its authors, its owners, and its employees may purchase, sell, or hold long or short positions in securities of the companies mentioned in this communication. 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