Cruise Ship Wars | Mayday | 4

It's the 2010s, and the athleisure market has exploded. As Lululemon has grown into one of the world's biggest athletic wear companies, brands like Nike and Adidas want a piece of the pie—and new, smaller companies are adding to the competition. Soon, everyone will be selling the same type of yoga pants that Lululemon created. To survive, Lululemon will need to expand its business-model. That means distancing itself from its founder and venturing into a brand new world: tech. Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletter Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now." See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In the late 90s, Canadian entrepreneur Chip Wilson identified a new market emerging in North America: young women taking on yoga as a hobby. Wilson recognized that athletic wear for yoga didn’t exist, and invented the yoga pants that have become ubiquitous today; he also created an empire. In the coming years, Lululemon will rapidly expand across Canada and the US. With no real competition and an expanding market, Lululemon should be unstoppable. But soon, the company’s founder will start to get in the way. Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletter Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Peloton’s pandemic hype and sales have died down and now, the company must determine what’s next. Lauren Thomas of the Wall Street Journal talks to us about what it’ll take for Peloton to continue as a standalone company. Later, we’re talking to fitness creator Cassey Ho, who founded the YouTube channel Blogilates. She shares how she built an online fitness community and later created the activewear brand POPFLEX — and what it was like to have Taylor Swift wear one of her designs.  Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletter Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

As the Covid-19 pandemic rages, Peloton’s stock surges and the company scrambles to keep up with the new demand for its products. They pour millions of dollars into increasing production and cutting down on shipping time. But when tragedy strikes, Peloton’s newfound popularity takes a hit. And soon, it's an open question if the company can survive on its own. Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletter Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In 2011, avid fitness fan John Foley comes up with an idea for an internet-connected exercise bike that allows users to experience the communal nature of a cycling class from the comfort of home. He thinks the idea will make gyms a relic of the past. The next year, he and four others found Peloton and the company develops a devoted, but niche following. And when the Covid-19 pandemic hits, Peloton’s popularity skyrockets. The revolution Foley predicted seems like it’s coming true. But can Foley capitalize on this moment, or will Peloton turn into yet another fitness fad? Be the first to know about Wondery’s newest podcasts, curated recommendations, and more! Sign up now at https://wondery.fm/wonderynewsletter Listen to Business Wars on the Wondery App or wherever you get your podcasts. Experience all episodes ad-free and be the first to binge the newest season. Unlock exclusive early access by joining Wondery+ in the Wondery App or on Apple Podcasts. Start your free trial today by visiting wondery.com/links/business-wars/ now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.