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韩伟反思乐刻十年:泡沫、漏洞,应更理性快跑
虎嗅APP· 2025-05-18 04:27
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]
韩伟反思乐刻十年:泡沫、漏洞,应更理性快跑
Hu Xiu· 2025-05-17 23:22
1800家门店、进入全国超40个城市、签约超1万多名教练,这是国内健身产业平台品牌乐刻10年间的扩 张节奏。但如果倒回到10年前,乐刻创始人&CEO韩伟向虎嗅直言,他觉得门店可以跑的再快一些。 韩伟告诉虎嗅,他一直把华住视为乐刻的参照系。华住系的桔子酒店一开始是以10家店,100家店,120 家店,130家的规律增长,到了某一年,拐点突然出现,一年能够新增几百家,增长速度陡增。韩伟也 曾想象,同样的剧情出现在乐刻身上,但实际上,乐刻的拓店节奏并没有想象中那么快。 复盘过去十年,韩伟觉得乐刻走过了一些难关,也做出过很多关键决策。他觉得乐刻最正确的选择之一 是,在十年之中没有去贪吃资本的"泡沫"。 但乐刻也有着自己的焦虑:乐刻的人力组织,还处在从"土八路"组织升级为正规军组织的过程。复盘线 下走过的这10年,韩伟直言还是低估了健身平台产业的复杂度,难度比想象中要大的多。 以及,韩伟正在重新思考接下来的目标和速度。2年前,乐刻给自己制定了百城万店目标(当时立志未 来五年内完成),在这个规划之中,乐刻的版图包括了乐刻健身、 FEELINGME(乐刻私教馆)、闪电 熊猫健身、FitTribe飞踹运动、YOGAPOD小瑜 ...