1239 ET - Peloton Interactive has a number of structural tailwinds as the fitness industry continues to grow, UBS analysts say in a note. Younger generations are allocating more of their spending on health and wellness, and the rise of GLP-1 drugs is also playing a factor, the analysts say. As the drugs become more affordable and more people use them, they have to urgently incorporate cardio and strength exercises in their daily routines to prevent loss of muscle mass and bone density, the analysts say. Such shifts align well with Peloton's business, given it sells workout equipment and facilitates streaming access to fitness classes. The fitness industry will likely continue to capitalize on consumers' behavioral shifts to prioritize health, the analysts say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

March 24, 2026 12:40 ET (16:40 GMT)

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