Peloton, which sells members a $2,000 exercise bike for the streamed workouts they subscribe to, recently reported that sales of its “connected fitness” products—primarily its bikes and treadmills—surged 199% in the three months through June 30 compared to the same time last year. Its sales of subscriptions jumped too, as more new customers signed up.

The spike in demand has left many hopeful customers empty-handed at times. Peloton said it had $230 million in backlogged deliveries, and sales in the first two months of the following quarter were already above expectations.

Shoppers looking to buy an exercise bike from Walmart in Canada or department store John Lewis in the UK will also find many of the options currently sold out.

While the rush on home fitness equipment may not be great for consumers, the companies selling the products are thriving, and investors have noticed. Icon Health & Fitness, the equipment maker that owns brands such as NordicTrack and ProForm, recently raised $200 million from investors at a valuation of more than $7 billion.

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