In this episode, we explore our recent published research on discount gyms discussing:
The key questions we've been studying around mature gym economics
How Domino's and its fortressing strategy is an interesting frame of reference for discount gym competition
The nature of competition in the discount gym business
Risks to GYM and BFIT and how we structure our research around the topic

In this episode, we explore our recent published research on discount gyms discussing: The key questions we've been studying around mature gym economics How Domino's and its fortressing strategy is an interesting frame of reference for discount gym competition The nature of competition in the discount gym business Risks to GYM and BFIT and how we structure our research around the topic

The Gym Group, Basic Fit & Discount Gyms

IP Fieldwork is a podcast hosted by In Practise, an investment research platform for fundamental investors. This podcast is focused on the art of primary research. How can investors have better conversations with industry executives to learn more effectively? How can we check our biases? Ultimately, how can we build conviction and disprove our hypotheses through primary research? Disclaimer: This interviews are for informational purposes only and should not be relied upon as a basis for investment decisions.

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The Gym Group, Basic Fit & Discount Gyms

The Gym Group, Basic Fit & Discount Gyms