HFA最新报告：乐刻门店数跻身全球前五，用户数位居第二

Core Viewpoint - LeKe Fitness (HILEFIT) has surpassed 2000 stores and is ranked among the top five global fitness brands, with over 14 million registered members, indicating significant growth in the Chinese fitness market [3][4][5]. Group 1: Company Overview - LeKe Fitness has over 2000 stores across more than 40 cities in China, positioning itself as a leader in the fitness industry [3][9]. - The company is the only Chinese brand to enter the top five global fitness brands, with a store count of over 1800 as of the end of 2024 [4][5]. - LeKe's membership base exceeds 14 million, ranking second globally, behind Planet Fitness [4]. Group 2: Market Dynamics - The global fitness market is evolving, with traditional gyms facing challenges due to reliance on long-term prepaid memberships, leading to a trust crisis among consumers [5]. - LeKe's introduction of a monthly payment system addresses market pain points, allowing users more flexibility and potentially leading to a healthier business model [5][6]. - The fitness market in China is described as undergoing a "value return," focusing on creating real value for users, with LeKe's rise seen as a positive signal for industry transformation [7]. Group 3: Business Model and Strategy - LeKe is redefining small gyms and coaching services, aiming to rebuild trust through a digital management platform and a multi-brand strategy [6]. - The company has launched a brand matrix that includes various sub-brands catering to different fitness needs, from basic to advanced levels [9]. - LeKe's "New Decade for Fitness Coaches" initiative offers six career development paths for coaches, addressing high turnover rates in the industry [6].