韩伟反思乐刻十年：泡沫、漏洞，应更理性快跑

Core Viewpoint - The article discusses the growth and challenges faced by the fitness brand LeKe over the past decade, highlighting its expansion strategy, organizational evolution, and the competitive landscape of the fitness industry in China. Group 1: Company Expansion and Strategy - LeKe has expanded to nearly 2000 stores across over 40 cities in China, with a goal of reaching 10,000 stores in the next five years [1][2] - The company has faced challenges in its expansion pace, which has not met initial expectations, despite having the capacity to open 600 stores annually [30][65] - LeKe's strategy includes a multi-brand matrix, incorporating various fitness concepts to capture different market segments [2][32] Group 2: Industry Landscape and Competition - The fitness market in China is experiencing fragmentation, with competitors like Zhongtian Fitness and Super Monkey focusing on specific niches such as personal training [2][29] - LeKe remains the leader in the number of stores within the chain fitness sector, but faces increasing competition from both traditional and emerging fitness brands [2][6] Group 3: Organizational Development and Challenges - The company is transitioning from a "土八路" (informal) organization to a more structured and formalized entity, which has led to internal challenges and inefficiencies [6][52] - LeKe's management acknowledges the need for improved internal processes and oversight to address operational issues that have arisen during its growth [8][20] Group 4: Financial Performance and Metrics - LeKe's return on investment is approximately 2.5 years, which is significantly shorter than that of comparable hotel brands, indicating strong operational efficiency [19][20] - The company has a low store closure rate of under 5%, reflecting its effective business model and operational management [20][29] Group 5: Future Outlook and Goals - The company aims to enhance its training and operational capabilities to support its ambitious expansion plans, including the establishment of a training center for coaches [31][54] - LeKe's leadership believes the next decade will be a period of significant growth for the fitness industry, with ample opportunities for expansion [65]