Fitt Insider Club Pilates revamps, CAVU reloads, Carbon Health resets
Feb 5, 2026
New class formats combine strength, mobility and cardio as fitness studios chase more athletic participants. A major sports brand splits out a training business to speed functional-training product development. A high-growth clinic model collapses under heavy fixed costs and rapid expansion. A sizable fund closes to back culture-led, consumer wellness brands.
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Pilates Moves Toward Athletic Training
- Club Pilates launched Circuit to blend strength, mobility, endurance, and cardio into Pilates for higher-intensity workouts.
- This reflects a shift as more women pursue athletic strength training while brands preserve core audiences.
Sportswear Reorganizes Around How People Move
- Puma separated Training from Running to speed product development and focus on functional training needs.
- Brands are reorganizing as training, racing, and hybrid formats change how people move.
Clinic-Heavy Healthcare Isn't Software
- Carbon Health filed Chapter 11 after scaling to 1,500 clinics and a $3.3B valuation but failing to sustain utilization and margins.
- The case highlights that primary care doesn't behave like software and footprint-heavy models carry risky fixed costs.