Ozempic is transforming your gym - FT中文网
登录×
电子邮件/用户名
密码
记住我
请输入邮箱和密码进行绑定操作:
请输入手机号码,通过短信验证(目前仅支持中国大陆地区的手机号):
请您阅读我们的用户注册协议隐私权保护政策,点击下方按钮即视为您接受。
FT商学院

Ozempic is transforming your gym

Weight-loss drugs and a new focus on wellness are pushing many exercise machines towards obsolescence
00:00

{"text":[[{"start":8.21,"text":"Hold tight to your free weights — the Ozempic revolution is coming to a gym near you. "}],[{"start":13.74,"text":"The runaway success of “GLP-1” weight loss and diabetes drugs, which also include Wegovy and Zepbound, is hard to overstate. "},{"start":21.532,"text":"Sales are expected to approach $50bn this year, making them the top-selling class of drugs worldwide. "},{"start":27.837,"text":"That is despite global shortages, high prices and the fact that the drugs are largely available only in injectable form so far. "},{"start":34.692,"text":"Sales are expected to more than double to $130bn by 2030 and could soar higher if the makers win permission to sell them as a preventive tool. "}],[{"start":43.92,"text":"For pharma groups Novo Nordisk and Eli Lilly, soon to be joined by others, this is fabulous news. "},{"start":50.199,"text":"For others, it is likely to be really bad. "},{"start":52.942,"text":"Diet company WeightWatchers recently changed chief executives as it struggles to adjust, and soft drink, beer and snack company shares have been on a wild ride as investors try to figure out who will be hurt the most when consumers taking the drugs eat healthier food and fewer calories overall. "}],[{"start":68.36,"text":"For gyms and health clubs, the impact is going to be huge but complicated for an industry that is still rebuilding after Covid. "},{"start":75.164,"text":"The pandemic put a quarter of US fitness centres out of business and reshaped commuting and exercise patterns. "},{"start":80.819,"text":"Weight-loss drugs are likely to supercharge a consumer rush towards strength training equipment that has been gaining force for more than a decade, and many gyms are still ill-prepared. "}],[{"start":90.4,"text":"Ten years ago, most health club floors were seas of treadmills, elliptical machines and stationary bikes, with fixed weight machines along the edges along with a free weight area geared towards power lifting, mostly by men. "},{"start":102.71700000000001,"text":"But the pandemic and concurrent rise of apps and YouTube videos that gave people access to personalised fitness routines has made that configuration all but obsolete. "}],[{"start":111.51,"text":"Customers still use treadmills but both sexes now seek out a wider range of strength training equipment, including barbells, dumbbells, medicine balls and the like. "},{"start":120.589,"text":"Clubs, seeking to boost membership, have also leaned into the social aspects of in-person fitness, from group classes and personal trainers to cafés and hang-out areas. "}],[{"start":130.21,"text":"Gyms are pushing their stair climbers and fixed weight machines to the periphery and replacing them with open space for body-sculpting classes, free weights and individual training sessions. "}],[{"start":139.84,"text":"“We’re seeing a greater demand for space for strength,” Colleen Keating, CEO of Planet Fitness, one of the largest listed gym groups, told analysts in August. "},{"start":149.007,"text":"Even Peloton, famous for its cardio-intensive bikes, is testing an app focused on strength training. "}],[{"start":155.97,"text":"The shift takes time and money. "},{"start":158.037,"text":"The now less-popular cardio machines are often sold on multiyear leases, while strength training equipment generally requires an upfront investment. "},{"start":165.554,"text":"The delay is leading to uneven usage and customer complaints at clubs that have not made the shift. "}],[{"start":171.43,"text":"Weight-loss drugs will exacerbate the pressure. "},{"start":174.347,"text":"As the drugs gain acceptance, fewer people are likely to rely on exercise as their primary weight loss tool and the drugs’ side effects, nausea and intestinal distress, can make high-impact cardio activities uncomfortable. "}],[{"start":187.06,"text":"However, GLP-1 users still need the gym. "},{"start":190.702,"text":"Studies suggest that the drugs cause significant muscle loss along with fat, leading to problems with balance and mobility as well as saggy skin sometimes dubbed “Ozempic butt”. "}],[{"start":200.36,"text":"Strength training seems to be the answer not just for GLP-1 users but everyone else. "},{"start":205.52700000000002,"text":"A growing body of medical literature suggests strength training cuts mortality, particularly for women, while also helping to prevent osteoporosis and relieving the symptoms of depression. "}],[{"start":215.35000000000002,"text":"“It’s gone from being health and fitness to health and wellness, which is a lot more holistic” says Eleanor Scott, a partner on PwC’s leisure strategy team. "}],[{"start":224.57000000000002,"text":"Foot traffic to popular US gym chains Crunch Fitness and EoS Fitness is up by double-digits year on year, according to data provider Plaicer.ai. "},{"start":233.11200000000002,"text":"Planet Fitness has added 2.7mn members since the start of 2023 and improved its profit margins. "}],[{"start":240.20000000000002,"text":"For all of them, the combination of strength training with prevention creates a chance to win, or win back, older customers still wary of gyms post-Covid. "},{"start":248.854,"text":"Although 80 per cent of baby boomers participate in fitness activities, just 42 per cent belong to a gym, compared to nearly three-quarters of active Gen Zers and millennials, according to ABC Fitness. "},{"start":260.072,"text":"But growth will not follow if newcomers end up fighting the regulars for access to the dumbbells. "}],[{"start":264.96000000000004,"text":""}]],"url":"https://creatives.ftmailbox.cn/album/174076-1727953946.mp3"}

版权声明:本文版权归FT中文网所有,未经允许任何单位或个人不得转载,复制或以任何其他方式使用本文全部或部分,侵权必究。

工程师流失令波音的处境雪上加霜

波音工程师的平均任职时间缩短,这可能会拖累当前的运营,并使波音推出下一款新飞机变得更加困难。

英国生物技术公司新药降低量身定制式癌症疗法副作用

Autolus用于治疗急性淋巴细胞白血病的新型Car-T细胞疗法在美国获批,该疗法与癌细胞结合所需时间更短,因此副作用更小。

前保守党财政大臣告诫工党现任勿看衰英国前景

杰里米•亨特表示,英国在关键增长领域表现强劲,应该停止贬低自己。

Lex专栏:游戏机制造商在低迷市场中表现强劲

虽然游戏机老化通常意味着游戏公司收入持续下降,但多年未推出新产品的索尼和任天堂等游戏公司仍表现强劲。

为年度展望报告辩护

巴克兰:定期回顾投资框架以及进行经济和市场展望是一项良好的做法。

企业长寿的奥秘为何对投资者很重要

长寿公司除了具有凝聚力、宽容度和财务保守等特征外,几乎没有什么共同点。
2天前
设置字号×
最小
较小
默认
较大
最大
分享×