The fitness space has been outperforming expectations as the pandemic curtails in-person activities, crushing many industries, including gyms and fitness facilities. But the need to access these services is trumping the barriers so far, with many of these stocks faring far better than you might have assumed given the circumstances. But the most important factor to be considered at this point – as we approach the widespread distribution of a vaccine – is the notion of “pent-up demand”, which...