Score breakdown
Expansionlocations & platform
6
Capitalfunding, M&A, IPO
5
Pricing powerraising vs discounting
6
Talenthires & leadership
3
Why it moved
180M athletes, ~$500M revenue, 50% new-user growth and an IPO waiting in the wings. Owns the social layer of the workout; search demand rising 16%.
What would move it next quarter
An actual IPO launch. The S-1 has sat confidential since winter; a public filing or a price moves capital and buzz together.