行业概述 - 健康与健身行业已从小众市场发展为价值数万亿美元的市场，由健康生活文化转变推动 [2] - 消费者需求从偶尔锻炼转向全面健康管理，包括营养、结构化健身计划和整体健康服务 [2] - 技术（如可穿戴设备、移动应用和在线教练）简化了健康管理，提供即时数据、个性化计划和持续激励 [2] - 肥胖、慢性病和心理健康问题加剧了主动自我保健的趋势 [2] 科技巨头推动行业增长 - 苹果通过Apple Watch和Fitness+平台整合实时健康追踪和指导性健身体验 [3] - 亚马逊通过收购One Medical等扩展医疗保健业务，结合AI工具和虚拟护理提升健康管理可及性 [3] - 科技公司创新模糊了健身、医疗和日常生活的界限，加速行业增长 [3] 市场规模与增长 - 全球健康与健康市场预计到2034年将达到11万亿美元，2025年至2034年复合年增长率为5.4% [4] - 预防性护理、企业健康计划和支持性政府政策推动市场增长 [4] - 精品健身工作室和高端健康俱乐部等专业服务蓬勃发展，反映健康、营养和心理健康的整体联系 [4] 主要公司分析 Peloton Interactive (PTON) - 提供连接式健身平台，结合高级设备、沉浸式数字内容和社区元素 [7] - 业务模式从硬件销售转向硬件与订阅收入的平衡，订阅收入成为关键驱动力 [8] - 通过内容扩展、价格调整和国际扩张适应市场变化，从单一自行车公司发展为多面健身品牌 [9][10] Sprouts Farmers Market (SFM) - 专注于健康食品零售，提供新鲜、天然和有机产品，自有品牌占销售额24% [11] - 运营超过440家门店，计划扩展至中西部和东北部市场 [12] - 在线销售占总收入15%，30%销售额来自有机产品，植物基产品增长27% [13] SunOpta (STKL) - 专注于植物基和水果基食品饮料，产品包括燕麦、杏仁、大豆和椰子饮料以及健康零食 [14] - 战略投资扩大饮料产能和产品创新，重点发展燕麦基饮料 [15] - 强调可持续性和透明采购，适应健康与营养趋势 [16] The Beachbody Company (BODI) - 提供综合健康生态系统，包括数字健身、营养和心态指导，拥有140个流媒体项目和10,900个视频 [17][18] - 业务模式从多级营销转向单级联盟模式，降低运营成本并增加灵活性 [19] - 计划通过零售渠道扩展产品线，推出针对女性健康和GLP-1用户的解决方案 [20]

Table of Contents As filed with the Securities and Exchange Commission on June 10, 2024 Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 2 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Continen ...

Table of Contents As filed with the Securities and Exchange Commission on April 30, 2024 Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Contine ...

Registration No. 333-276681 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Amendment No. 1 to FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) 400 Continental Blvd, Suite 400 Table of Contents As filed with the Securities and Exchange Commissi ...

Table of Contents As filed with the Securities and Exchange Commission on January 24, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Nu ...

Table of Contents As filed with the Securities and Exchange Commission on January 24, 2024 Registration No. 333- UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM S-1 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 The Beachbody Company, Inc. (Exact Name of Registrant as Specified in Its Charter) (State or other jurisdiction of incorporation or organization) Delaware 3600 85-3222090 (Primary Standard Industrial Classification Code Number) (I.R.S. Employer Identification Nu ...