
Inside the $7.5B Merger Behind Mindbody, ClassPass and EGYM with Fritz Lanman & Philipp Roesch-Schlanderer
The Mindbody, ClassPass and EGYM merger created a $7.5B fitness giant. Its two co-founders explain why GLP-1s will hit gyms before AI does, and who really wins.
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Recorded live at Playlist Summit in Boulder, Eric Malzone sits down with Fritz Lanman (Playlist, parent of Mindbody, ClassPass and Booker) and Philipp Roesch-Schlanderer (EGYM), the co-founders of the combined company, a few months after the deal cleared regulators. Inside: why they're refusing to "integrate for integration's sake," why scale is what finally makes fitness investable, and the $8M clinical study EGYM is funding to prove strength training can help people on GLP-1s keep their muscle.
WHAT YOU'LL LEARN
- Why employers are about to become the biggest new source of money for gyms and studios
- The GLP-1 problem companies are paying for, and how fitness can solve it
- How Mindbody, ClassPass, Wellpass and EGYM fit together from the buyer's point of view
- Why AI makes scale matter more, not less
- How to get your staff to actually adopt AI
"Rule number one is don't f*** up the other person's business."
(Fritz Lanman)
"When an employer decides to work with us, we want 100% of the workforce to do at least five minutes of strength training per week."
(Philipp Roesch-Schlanderer)
CHAPTERS
0:00 Rule #1 of a $7.5B merger
0:27 What happened between the announcement and approval
2:34 "Two alphas won't last a year"
5:07 ClassPass's first big wins in Europe
6:33 Why they're refusing to integrate
10:10 Why every operator should care about this deal
14:21 What $785M in new capital means for the industry
17:27 Fitness as preventative health by 2035
18:26 Why most people still don't work out (and the $8M GLP-1 study)
26:34 Sponsor: EGYM
27:54 Why employers will pay for your members' workouts
29:38 How Mindbody, ClassPass, Wellpass and EGYM fit together
32:04 The benefits manager is the real customer
36:11 Do GLP-1 users actually join gyms?
39:47 Why strength, Pilates and HYROX are booming
40:57 "Most people will be on a GLP-1 one day"
43:11 Why data is the real AI advantage
46:49 Why vibe-coded software is a security trap
51:21 How to get your team to actually use AI
56:59 How two strong-willed founders fight fair
1:02:47 What they need from operators
1:06:12 GLP-1s vs. AI: the final verdict
GUESTS
Fritz Lanman, CEO of Playlist (parent company of Mindbody, ClassPass and Booker)
https://www.linkedin.com/in/fritzlanman/
Philipp Roesch-Schlanderer, co-founder and CEO of EGYM
https://www.linkedin.com/in/philipp-roesch-schlanderer-bb33137/
Thanks to Our Sponsors
EGYM: Connecting smart strength equipment across the fitness floor with personalized, AI-powered training experiences: https://engage.egym.com/6GTrUv7?utm_source=futureoffitness&utm_medium=podcast&utm_campaign=egym&utm_content=show_notes
Perfect Gym: A leading fitness club management platform, part of Sport Alliance, now expanding across the U.S. market: https://www.perfectgym.com/en?utm_source=futureoffitness&utm_medium=podcast&utm_campaign=perfectgym&utm_content=show_notes
► Get the State of Fitness quarterly report: https://q2-report.future-of-fitness.info/
► Partner with Future of Fitness: https://futureoffitness.co/contact
► Follow Eric on LinkedIn: https://www.linkedin.com/in/eric-malzone-8b452a3/
ABOUT FUTURE OF FITNESS
Future of Fitness is the business podcast for gym owners, franchise operators, health-tech executives and wellness entrepreneurs, hosted by Eric Malzone. Subscribe for conversations with the people building the business of fitness.
#FutureOfFitness #FitnessBusiness #GLP1
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