Core Viewpoint - New Oriental is shifting its growth focus towards the silver economy by launching the "Beijing New Oriental Retirement Club," which offers free online courses and low-cost offline classes to attract older adults [3][13]. Group 1: Club Launch and Offerings - The "Beijing New Oriental Retirement Club" is recruiting members without any fees, providing free online courses and offline experience classes priced at 19.9 yuan [3][13]. - The club has quickly gained popularity, with multiple member groups of 500 filling up, indicating strong interest from families wanting to enroll their parents [4][15]. - The club plans to offer long-term offline courses divided into two semesters, each lasting three months and including 12 courses, with tuition fees exceeding 1,000 yuan [4][5]. Group 2: Market Context and Financial Performance - New Oriental's revenue and profit growth have significantly slowed, marking the end of its explosive growth phase, as indicated by its Q1 2026 financial report showing a net revenue of $1.522 billion, a 6.1% year-on-year increase [8][19]. - The company is facing challenges in maintaining growth, with a projected annual revenue growth of only 5%-10% for the 2026 fiscal year, down from previous higher growth rates [19][20]. - The silver economy is projected to reach a scale of over 9 trillion yuan by 2025, representing 6% of GDP, and is expected to grow at a compound annual growth rate of 15.7% until 2035 [7][18]. Group 3: Strategic Adjustments and Challenges - New Oriental is transitioning from a single focus on cultural tourism to a multi-faceted approach that includes education and wellness for the elderly, reflecting a strategic shift in response to market demands [7][18]. - The company faces challenges in ensuring consistent service quality across its expanding network of clubs, necessitating standardized processes and tailored content to meet regional cultural differences [20]. - Human resource management is critical, particularly in recruiting and training qualified personnel for elderly education, which requires a balance between scale and quality [20].
被俞敏洪安排的一生？新东方老年课学费曝光，第一批报名者竟是