The home fitness movement has proven to be more than just a pandemic-era trend.
As consumers prioritize wellness and convenience, we’re seeing companies expand their offerings for smart equipment, on-demand workouts, and different types of wearables, by adding products like connected content, digital subscriptions, and premium gear.
Here are 10 stocks that could benefit from the different growth avenues arising from the growing wellness economy.
10 Stocks Benefitting from Home Fitness Trends
Peloton Interactive (PTON)
- Market Cap: $2 billion
- Industry: Leisure Products
- Analyst Upside: 64%
- P/E Ratio: -69.5
Company Overview: Peloton (PTON) is a connected fitness company best known for its interactive workout equipment and subscription-based fitness content. Its core business includes the Peloton Bike, Tread, and a growing digital app that offers classes across cycling, running, strength, yoga, and more.
Business Overview: Peloton makes money through a combination of hardware sales and monthly subscription fees. After a period of overexpansion, the company is now focused on becoming leaner by scaling its app, cutting costs, and forming retail and content partnerships to grow more efficiently.
Recent Developments:
- Earnings & Profitability: Peloton has improved margins by reducing costs and shifting focus away from in-house manufacturing and logistics.
- Business Growth Trends: The company’s digital app has become a key growth engine, especially through partnerships with platforms like Amazon and Lululemon.
- Shareholder Returns: Despite slower hardware sales, Peloton is aiming for profitability and long-term stability by leaning into recurring revenue and brand equity.
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Yeti Holdings (YETI)
- Market Cap: $2.3 billion
- Industry: Leisure Products
- Analyst Upside: 47%
- P/E Ratio: 10.1
Company Overview: Yeti Holdings (YETI) designs and sells premium outdoor products, best known for its rugged coolers, drinkware, and travel gear. The brand has built a strong lifestyle following among outdoor enthusiasts, hunters, anglers, and everyday consumers looking for durable, high-performance gear.
Business Strategy: Yeti makes money by selling premium-priced products through both wholesale partners and direct-to-consumer channels, including its website and retail stores. The company focuses on expanding its product categories, growing international sales, and deepening brand loyalty through storytelling and community marketing.
Recent Developments:
- Earnings & Profitability: Yeti saw a rebound in profit margins after a period of cost pressure, thanks to better supply chain management and more disciplined pricing.
- Business Growth Trends: Drinkware continues to drive growth, while cooler sales have stabilized; international expansion and new product launches are helping diversify revenue.
- Shareholder Returns: The stock has been volatile, but valuation has compressed, and management is focused on long-term brand building and consistent free cash flow generation.
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Lululemon Athletica (LULU)
- Market Cap: $31 billion
- Industry: Textiles, Apparel and Luxury Goods
- Analyst Upside: 34%
- P/E Ratio: 17.5
Company Overview: Lululemon Athletica (LULU) is a premium athletic apparel company known for its high-quality yoga pants, activewear, and accessories. The brand serves both women and men, with a growing global footprint across retail stores, e-commerce, and connected fitness through its Mirror platform.
Business Strategy: Lululemon drives revenue through a mix of direct-to-consumer sales and physical retail, with a focus on premium pricing, product innovation, and brand loyalty. The company continues to expand internationally while investing in menswear and digital experiences to fuel long-term growth.
Recent Developments:
- Earnings & Profitability: Lululemon continues to post strong profit margins, with help from full-price selling and operational discipline.
- Business Growth Trends: Menswear and international markets are growing faster than the core women’s segment, which helps the company diversify revenue streams.
- Shareholder Returns: Shares have fallen slightly, which might give interested investors a more reasonable entry point on a still high-quality brand.
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TIKR Takeaway
Companies centered around convenience and a community feel, like Peloton, Yeti Holdings, and Lululemon, are expected to benefit from growing home fitness trends.
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Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!