Facoltà di Economia

Dear Students, 

A student has asked me a couple of questions regarding Thursday discussion on  Peloton vs Technogym. I thought it is probably good to share with everybody to avoid potential misunderstanding in other groups..

The questions regarding the strategies of the two company are not related to the past. We have covered the past in the prior class. Answers ashould be related to current or announced strategy for the future looking at the companies website, annual reports, presentation to investors, etc.. Objective is  to summarize what is the company strategy from factual evidence.

I have also provided you two inputs for Technogym: look at the june 2023 press release on Healthness (i have attached it to the class material) and search if there is a specific strategy for the B2C business.

For Peloton I clarified that the company has been stabilized from a financial point of view and management is now free to focus on the growth strategy for the business. One obviuos strategy might be to grow the business organically through a higher market penetration with the current product and service offering, maybe more focused on markets outside the US. However, I said I let you free to figure out a different strategy if there is some factual evidence that Peloton has intention to pursue it.

In addition, I confirm you that Thursday you need to prepare a draft report which has all the answers to the questions I shared with you in class. You will deliver me a copy of the draft report (in paper) and we will discuss in class on Thursday. After the class dicussion, you can edit the paper, provide to me in a final document and I will ask one student for each group to briefly present changes between the draft paper and the final document on the following Monday lesson (April 27).

Hope this helps. Please contact me if you need additional explanations.

Have fun discussing the case among yourselves.

Alberto Fornaro

I have uploaded the remaining materials for Thursday groups class discussion.

Feel free to contact me if you have questions.

Best regards,

Alberto Fornaro

I confirm that the final exam will be held on May 5 starting at 11.00 am. 

Last lesson will be held on April 30 from 2.00 to 4.00 pm in room S1.

Thank you

Alberto Fornaro