Planet Fitness Inc at Jefferies Consumer Conference (Virtual) Transcript
So good morning, everybody. It's Randy Konik again, lifestyle and growth platforms analyst at Jefferies, here with another presentation from our virtual Nantucket conference. Again, we hope to have our conference back on a live setting next year and look forward to seeing everybody at the clambake next year.
In the meantime, very pleased to have with us, this morning, Planet Fitness management. As you know, during the coronavirus, we've been very vocal on Planet Fitness as our top idea. And the depth of the coronavirus, given it's a strong business model from a membership perspective, driving predictable revenue and the ability for the company to gain, we think, massive market share in the years ahead as disruption from corona impacts the fitness, health and wellness industry in a very large way.
So with those words in mind and our views on Planet, pretty clear in all the research we've put forth over the last few months, let's get started with our conversation today. And with us this morning is Chris Rondeau, the
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