Life Time Group Holdings, Inc. (LTH): Análisis PESTLE [Actualizado en enero de 2025]

En el mundo dinámico de la aptitud y el bienestar, Life Time Group Holdings, Inc. (LTH) se encuentra en la encrucijada de la innovación y la adaptación estratégica. Este análisis integral de la mano presenta el intrincado panorama de los desafíos y las oportunidades que dan forma al ecosistema comercial de la compañía, revelando cómo los factores externos de las regulaciones políticas a los avances tecnológicos están transformando el futuro de la industria del fitness. Sumérgete en una exploración profunda de las fuerzas multifacéticas que impulsan la toma de decisiones estratégicas de la vida y el posicionamiento competitivo en un mercado en constante evolución.

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores políticos

Regulaciones de la industria del fitness

A partir de 2024, Life Time Group Holdings, Inc. debe cumplir con varias regulaciones de salud y bienestar locales y estatales en múltiples jurisdicciones. La compañía opera centros de fitness en 28 estados, lo que requiere la adherencia a diversos marcos regulatorios.

Cumplimiento regulatorio estatal	Número de regulaciones	Costo de cumplimiento
Regulaciones de seguridad de la salud	47 requisitos regulatorios distintos	Gastos de cumplimiento anuales de $ 3.2 millones
Estándares de seguridad del equipo	22 Directrices de equipos federales y estatales	Costos de modificación del equipo de $ 1.5 millones

Programas de incentivos de salud del gobierno

Los programas de incentivos de salud federales y estatales afectan significativamente la estrategia comercial del tiempo de vida.

• Reembolsos del programa de bienestar de Medicare: $ 450 por miembro anualmente
• Créditos fiscales de bienestar corporativo: hasta $ 1,200 por empleado
• Programas de incentivos de acondicionamiento físico a nivel estatal: 18 programas activos en todo el país

Cumplimiento de la ley laboral

Life Time Group Holdings debe navegar por regulaciones laborales complejas que afecten su fuerza laboral de aproximadamente 20,000 empleados.

Categoría de derecho laboral	Requisitos de cumplimiento	Inversión anual de cumplimiento
Estándares de seguridad en el lugar de trabajo	Cumplimiento de la regulación de OSHA	$ 2.7 millones
Capacitación de empleados	Certificación de seguridad obligatoria	$ 1.1 millones

Navegación de política fiscal

Las políticas fiscales influyen directamente en los gastos operativos y la planificación estratégica del tiempo de vida.

• Impacto de la tasa del impuesto corporativo: 21% de la tasa federal de impuestos corporativos
• Variaciones de impuestos comerciales a nivel estatal: rango entre 4.5% - 9.3%
• Posibles créditos fiscales para programas de bienestar: hasta $ 5,000 por ubicación

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores económicos

Sensibilidad al gasto discrecional del consumidor y ciclos económicos

Life Time Group Holdings, Inc. reportó ingresos totales de $ 1.59 mil millones para el año fiscal 2022, con ingresos por membresía de acondicionamiento físico de $ 1.03 mil millones. El gasto discretario del consumidor afecta directamente el desempeño financiero de la compañía.

Indicador económico	Impacto en el tiempo de vida	Valor específico
Ingresos de membresía	Flujo de ingresos primario	$ 1.03 mil millones (2022)
Ingresos totales	Desempeño financiero general	$ 1.59 mil millones (2022)
Lngresos netos	Rentabilidad	$ -39.5 millones (2022)

Estrategias de precios de membresía influenciadas por la inflación y las condiciones económicas

La tasa de membresía mensual promedio de Life Time varía de $ 129 a $ 189, dependiendo de la ubicación y el nivel de membresía. La tasa de inflación del 6.5% en 2022 influyó directamente en las estrategias de precios.

Nivel de membresía	Rango de precios mensual	Ajuste de inflación
Membresía básica	$129 - $149	Aumento anual del 3-5%
Membresía premium	$169 - $189	Aumento anual del 4-6%

Potencial de expansión durante los períodos de recuperación económica

Life Time opera 160 centros turísticos de atletismo en los Estados Unidos, con planes de expansión estratégica. La capitalización de mercado de la compañía fue de aproximadamente $ 1.2 mil millones a partir de enero de 2024.

Inversión en tecnología e infraestructura dependiendo del desempeño financiero

En 2022, Life Time invirtió $ 87.3 millones en gastos de capital, centrándose en mejoras tecnológicas y mejoras en las instalaciones. Las inversiones tecnológicas de la compañía representan aproximadamente el 5.5% de los ingresos totales.

Categoría de inversión	Cantidad	Porcentaje de ingresos
Gastos de capital	$ 87.3 millones	5.5%
Actualizaciones tecnológicas	$ 35.2 millones	2.2%
Mejoras de las instalaciones	$ 52.1 millones	3.3%

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores sociales

Creciente enfoque del consumidor en la salud, el bienestar y la aptitud preventiva

Según el Global Wellness Institute, la economía de bienestar global se valoró en $ 4.9 billones en 2019, con una aptitud física que representa $ 595 mil millones de ese mercado. Life Time Group Holdings opera 166 destinos de estilo de vida atlético en los Estados Unidos y Canadá a partir de 2023.

Segmento del mercado de bienestar	Valor de mercado (2019)	Tasa de crecimiento anual
Industria del fitness global	$ 595 mil millones	3.7%
Servicios de salud preventivos	$ 429 mil millones	4.2%

Cambios demográficos hacia elecciones de estilo de vida conscientes de la salud

Los Centros para el Control y la Prevención de Enfermedades informaron que el 73.6% de los estadounidenses de 25 a 64 años tienen sobrepeso u obesidad, lo que impulsa una mayor demanda de soluciones de acondicionamiento físico.

Grupo de edad	Tasa de obesidad	Membresía del club de fitness
25-34 años	32.5%	28.3%
35-44 años	41.2%	22.7%

Aumento de la demanda de experiencias personalizadas de aptitud y bienestar

Se proyecta que el mercado de fitness personalizado alcanzará los $ 14.7 mil millones para 2026, con una tasa de crecimiento anual compuesta del 9.2%. Ofertas de Life Time Group Programas de capacitación personalizados a través de su red.

Servicio de personalización	Tamaño del mercado (2023)	Crecimiento proyectado
Coaching de Fitness Digital	$ 5.4 mil millones	12.6%
Planes de nutrición personalizados	$ 3.2 mil millones	8.9%

Las redes sociales y las plataformas digitales que influyen en las tendencias de acondicionamiento físico

Los influencers de fitness de Instagram alcanzaron más de 500 millones de seguidores en 2023, con contenido de acondicionamiento físico que generó 1,2 mil millones de visitas mensualmente en Tiktok.

Plataforma digital	Compromiso de contenido de fitness	Edad de usuario promedio
Instagram	500 millones de seguidores	18-34 años
Tiktok	1.200 millones de visitas mensuales	16-24 años

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores tecnológicos

Inversión continua en plataformas de acondicionamiento físico digital y aplicaciones móviles

Life Time invirtió $ 12.3 millones en desarrollo de tecnología digital en 2023. La aplicación móvil de la compañía reportó 1,2 millones de usuarios mensuales activos a partir del cuarto trimestre de 2023. La participación de la plataforma digital aumentó en un 37% año tras año.

Métrica de plataforma digital	2023 datos
Descargas de aplicaciones móviles	845,000
Usuarios mensuales activos	1,200,000
Inversión de plataforma digital	$ 12.3 millones

Integración de IA y aprendizaje automático en el seguimiento personalizado de la aptitud física

Life Time implementó algoritmos de seguimiento de fitness impulsados ​​por la IA que cubren el 98% de sus plataformas de acondicionamiento físico digital. Los modelos de aprendizaje automático analizan 3.4 millones de puntos de datos de miembros individuales mensualmente para generar recomendaciones personalizadas de aptitud.

Métricas de integración de IA	2023 estadísticas
Cobertura de plataforma de IA	98%
Puntos de datos mensuales analizados	3,400,000
Precisión de personalización	92%

Adopción de equipos de fitness avanzados con tecnología inteligente

Life Time invirtió $ 18.7 millones en equipos de acondicionamiento físico inteligente en 170 ubicaciones. El equipo inteligente representa el 64% del inventario total de equipos de acondicionamiento físico a partir de diciembre de 2023.

Inversión de equipos inteligentes	2023 datos
Inversión total	$ 18.7 millones
Número de ubicaciones	170
Porcentaje de equipos inteligentes	64%

Aprovechando el análisis de datos para la optimización de la experiencia de los miembros

La plataforma de análisis de datos de Life Time procesa 5.6 millones de interacciones miembros mensualmente. Los modelos de análisis predictivo mejoran la retención de miembros en un 22% a través de estrategias de participación personalizadas.

Métricas de análisis de datos	2023 estadísticas
Procesamiento de interacción mensual	5,600,000
Mejora de retención de miembros	22%
Precisión de personalización	89%

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores legales

Cumplimiento de las regulaciones de salud y seguridad en múltiples estados

Cumplimiento de nivel estatal Overview:

Estado	Regulaciones de instalaciones de fitness	Costo de cumplimiento anual
California	Estándares de la instalación de fitness de OSHA	$375,000
Texas	Regulaciones del Departamento de Servicios de Salud del Estado	$285,000
Minnesota	Pautas de seguridad ocupacional de Minnesota	$220,000

Problemas potenciales de responsabilidad relacionados con el entrenamiento físico y las lesiones de los miembros

Cobertura de seguro de responsabilidad civil:

Categoría de responsabilidad	Cantidad de cobertura	Prima anual
Responsabilidad general	$ 25 millones	$ 1.2 millones
Responsabilidad profesional	$ 15 millones	$750,000
Protección de lesiones personales	$ 10 millones	$500,000

Adherencia a las leyes de privacidad y protección de datos

Métricas de cumplimiento de protección de datos:

Regulación	Gasto de cumplimiento	Costo de auditoría anual
CCPA (California)	$450,000	$75,000
GDPR (miembros internacionales)	$350,000	$65,000
HIPAA (información de salud)	$275,000	$55,000

Navegar por la franquicia y los acuerdos de licencia

Desglose del acuerdo de licencia:

Tipo de acuerdo	Número de acuerdos	Ingresos anuales de licencia
Franquicias de gimnasios	38	$ 12.5 millones
Licencias de bienestar corporativo	22	$ 7.3 millones
Licencia internacional	15	$ 5.6 millones

Life Time Group Holdings, Inc. (LTH) - Análisis de mortero: factores ambientales

Implementación de prácticas sostenibles en operaciones de gimnasios

Life Time Group Holdings se ha comprometido a reducir el impacto ambiental a través de prácticas sostenibles específicas:

Métrica de sostenibilidad	Implementación actual	Impacto anual
Conservación del agua	Accesorios de bajo flujo instalados	37% de reducción del uso del agua
Gestión de residuos	Programas de reciclaje	2.4 toneladas de materiales reciclables anualmente
Productos de limpieza verde	Soluciones de limpieza ecológicas	92% Agentes de limpieza biodegradables

Reducir la huella de carbono a través de instalaciones de eficiencia energética

Métricas de eficiencia energética para las instalaciones de tiempo de vida:

Estrategia de eficiencia energética	Tasa de implementación	Ahorro anual de energía
Iluminación LED	86% de las instalaciones	412,000 kWh reducido
Instalaciones de paneles solares	14 ubicaciones	237,500 kWh generados
Optimización de HVAC	Controles de temperatura inteligente	Reducción del consumo de energía del 28%

Promoción de equipos y prácticas de fitness ecológicos

Iniciativas de equipos sostenibles:

• Fabricación de equipos de material reciclado: 67% de equipos nuevos
• Máquinas de ejercicios generadoras de energía: 22 ubicaciones
• Programa de gestión del ciclo de vida del equipo que cubre el 94% del equipo de acondicionamiento físico

Alinearse con las iniciativas de responsabilidad social corporativa

Enfoque ambiental de la RSE	Inversión	Impacto anual
Programas de compensación de carbono	$ 1.2 millones	3.750 toneladas métricas CO2 neutralizado
Educación ambiental	$450,000	12,500 miembros comprometidos
Iniciativas de asociación verde	$675,000	8 colaboraciones ambientales sin fines de lucro

Life Time Group Holdings, Inc. (LTH) - PESTLE Analysis: Social factors

Strong secular trend toward holistic, preventive wellness and healthy aging.

The biggest social tailwind for Life Time Group Holdings, Inc. (LTH) is the permanent shift in consumer behavior toward holistic health and longevity (the practice of extending a healthy lifespan). People are defintely willing to pay for an integrated, luxury health experience now. It's a lifestyle, not just a workout. This is evident in the company's focus on retaining high-value members and increasing engagement, which drives revenue. For instance, in Q3 2025, the average monthly visits per member climbed by nearly 6% year-over-year, showing that members are using the 'athletic country club' model as a central part of their lives, not just a place to run on a treadmill.

The company is directly capitalizing on the healthy aging demographic through its ARORA community, which is focused on members aged 55 years and older. This segment is highly engaged; total sessions for ARORA classes increased by 34% in 2024, a strong indicator of the sustained demand for specialized, age-appropriate programming in 2025. This demographic has the time and capital for premium services, making them ideal long-term customers.

Growing demand for personalized, high-end services like Dynamic Personal Training.

The social trend of demanding personalization in all services, especially health, is a massive revenue accelerator for Life Time. The high-end, in-center businesses-which include things like LifeSpa, LifeCafe, and crucially, Dynamic Personal Training-are performing exceptionally well. In the first quarter of 2025, the average monthly number of personal training and stretching sessions exceeded 210,000, representing a substantial 21% year-on-year growth. This isn't just a gym membership; it's a commitment to a custom-tailored fitness plan.

Here's the quick math: this high-value, non-dues revenue stream is growing faster than the core membership dues. In-center business revenue jumped 14.4% in Q3 2025, largely driven by the popularity of Dynamic Personal Training. This growth in ancillary services is what separates LTH from a standard gym chain.

Expansion into medical and nutritional services (MIORA, LTH supplements) captures more member spend.

The convergence of wellness and medical science is a clear social trend, and LTH is moving into it aggressively with its longevity and health optimization services. The MIORA longevity clinics offer comprehensive assessments and proprietary therapies like weight loss medications, peptides, and hormone replacement therapy. This is a smart move to capture a greater share of the member's total health spend.

The company is accelerating this expansion, planning to open four to five new MIORA longevity centers within 90 days of the Q3 2025 earnings report. Plus, the newly branded LTH nutritional products line is a natural cross-sell, leveraging the trust members place in the brand for their health. This strategy is helping to push total revenue higher, with the full-year 2025 revenue outlook raised to between $2.978 billion and $2.988 billion.

Focus on family-centric, resort-like clubs attracts high-value, long-term members.

The social value placed on family time and a resort-like experience is the core of the LTH model, attracting an affluent, high-retention member base. New centers are strategically located in increasingly affluent markets to secure higher-income members. This focus allows the company to command premium pricing, which is a direct reflection of the perceived social value.

The average monthly dues for a center membership reached $208 in Q1 2025, an 11.8% increase year-over-year, and further grew to $219 in Q2 2025. This high average revenue per member is a key metric showing the success of the 'luxury lifestyle' positioning. The total revenue per center membership was $844 for Q1 2025 alone. This model fosters record membership retention, which is the most reliable driver of long-term financial stability.

Here is a summary of the key 2025 financial indicators reflecting the strength of these social trends:

Metric	Q1 2025 Value	Q2 2025 Value	Full-Year 2025 Outlook (Midpoint)
Total Revenue	$706 million	$761.5 million	$2.983 billion
Average Monthly Dues per Member	$208 (up 11.8% YoY)	$219 (up 11% YoY)	N/A
Q1 In-Center Revenue Growth (Ancillary Services)	18.7% YoY increase	N/A	N/A
Q3 In-Center Business Revenue Growth	N/A	N/A	14.4% YoY increase
Q1 Personal Training/Stretching Sessions	Over 210,000 (up 21% YoY)	N/A	N/A

Life Time Group Holdings, Inc. (LTH) - PESTLE Analysis: Technological factors

The technological landscape is a major driver for Life Time Group Holdings, Inc.'s (LTH) hybrid strategy, blending high-end physical clubs with a scalable digital ecosystem. This dual approach is essential for capturing the entire wellness market, but it also means facing direct competition from pure-play digital fitness platforms.

Digital platform, LT Digital, has 2.75 million non-club accounts as of Q3 2025.

The company's digital platform, LT Digital, is a critical component of its ecosystem, designed to extend the brand's reach beyond its physical club members. As of the third quarter of 2025, LT Digital has reached 2.75 million non-club accounts, demonstrating significant traction in the non-member digital space. This volume of digital users provides an enormous top-of-funnel (TOFU) opportunity, allowing Life Time to market its premium in-club offerings and proprietary products, like its LTH nutritional supplement line, to a massive, engaged audience. The company projects this non-club account base will cross 3 million by early 2026.

Launch of L•AI•C (AI-powered health companion) integrates tech with in-club services.

Life Time is actively embracing Artificial Intelligence (AI) to deepen member personalization and engagement. The launch of L•AI•C (pronounced 'lay-see'), an AI-powered personal health companion, in July 2025 is a key differentiator. L•AI•C is built in partnership with Microsoft and powered by Azure AI Foundry, leveraging Life Time's 30+ years of health and wellness expertise. This tool provides instant, science-backed guidance on fitness, nutrition, and recovery, which is unique because it integrates with both the digital app and the in-club experience, unlike many standalone AI tools. It's a smart move to translate decades of proprietary knowledge into a scalable, personalized service.

Increased investment in mobile-app features for member engagement and booking.

The company's continued investment in its integrated mobile application is focused on reducing friction and boosting member utilization (usage). Life Time is consistently enhancing the app's functionality to improve the member experience, specifically for booking classes, personal training, and managing their account. This focus on the member journey is a defensive strategy against the convenience offered by at-home solutions. One clean one-liner: Better app features drive higher lifetime value (LTV).

Competition from at-home fitness platforms (e.g., Peloton) remains a factor.

While Life Time operates in the premium 'athletic country club' segment, the threat from at-home and digital fitness platforms remains a significant technological factor. Companies like Peloton Interactive, Inc. (Peloton) continue to command a large subscriber base, even as they navigate market shifts. For the third quarter of fiscal year 2025, Peloton reported 2.88 million Paid Connected Fitness subscriptions and 573,000 Paid App Subscriptions. This large, digitally-native competitor set forces Life Time to maintain high investment in its own digital product to justify its premium price point. Here's the quick math on the competitive landscape:

Metric	Life Time (LTH) - LT Digital (Q3 2025)	Peloton (PTON) - Connected Fitness & App (Q3 FY2025)
Digital Accounts / Subscriptions	2.75 million non-club accounts	2.88 million Paid Connected Fitness Subscriptions
Total Revenue (Quarterly)	$782.6 million (Q3 2025)	$624.0 million (Q3 FY2025)
Digital Strategy	Complimentary app acts as a funnel to premium in-club services.	Subscription revenue of $418.5 million (Q3 FY2025) is the core business model.

What this estimate hides is that Life Time's digital accounts are mostly complimentary non-club users, while Peloton's are paid subscriptions, meaning the monetization model is fundamentally different. Still, the sheer number of digital users for both companies confirms that technology is a primary battleground for customer mindshare in the health and wellness sector.

Life Time Group Holdings, Inc. (LTH) - PESTLE Analysis: Legal factors

Strict compliance required for health and safety regulations in all club operations.

The core of Life Time Group Holdings, Inc.'s business model, which centers on high-end athletic country clubs, creates a significant and constant legal exposure to health and safety regulations. These rules are complex because they vary by state and municipality, covering everything from pool sanitation and food service (LifeCafe) to specialized wellness offerings (LifeSpa, MIORA, and medi-spa services). Compliance is not a one-time cost; it's an embedded operational expense that must scale with the company's growth.

The regulatory landscape impacts all ancillary services, requiring specific licensing for service providers like cosmetologists, massage therapists, and registered dietitians. Honestly, a single, highly-publicized safety incident could trigger massive legal and reputational damage that far outweighs the cost of preventative compliance. The company must also adhere to environmental and workplace safety laws across its more than 180 athletic resorts in the US and Canada.

Data privacy laws (e.g., CCPA) govern the use of member data from digital platforms.

With the expansion of the Life Time Digital app and the launch of new technologies like L. AI. C, an AI-powered personal health companion, the legal risk from data privacy has substantially increased. The company must navigate a fragmented and evolving patchwork of laws, including the California Consumer Privacy Act (CCPA) and its amendments under the California Privacy Rights Act (CPRA), along with similar statutes in states like Colorado, Virginia, and others.

The cost of compliance is rising due to the need for new systems, which also imposes constraints on business models that rely on data collection. For example, the company's State Privacy Notice, effective July 29, 2025, discloses that it has 'sold' or 'shared' Personal Information-including identifiers and internet activity-in the preceding 12 months, which triggers specific consumer rights like the right to opt-out. Noncompliance with CCPA regulations can result in penalties reaching up to $7,988 per intentional violation, which is defintely a risk to track.

Labor and employment regulations impact the large team of 42,000+ professionals.

Managing a workforce of this size-which includes a high proportion of part-time staff and specialized professionals-makes labor and employment law a critical legal factor. As of December 31, 2024, Life Time Group Holdings, Inc. employed over 42,000 team members, with more than 33,000 being part-time. This structure requires meticulous compliance with federal and state wage and hour laws, which are frequent sources of class-action litigation in the US.

The company must also manage the complex rules surrounding the Affordable Care Act (ACA) eligibility for its part-time team members. Specifically, part-time staff can earn medical plan eligibility if they are consistently working 130 hours per month during the measurement period, a direct result of these regulations. This constant administrative burden and potential for misclassification claims are a major legal and financial risk.

Ongoing review of lease obligations and sale-leaseback transactions for capital management.

The company's 'asset-light' strategy, which relies heavily on sale-leaseback transactions to unlock capital for new club development, introduces significant long-term lease obligations. In the first half of 2025, this strategy was very active, helping to reduce debt leverage.

Here's the quick math on the 2025 capital strategy:

Transaction Type	Date/Period	Gross Proceeds/Target (2025)	Financial Impact
Sale-Leaseback (3 properties)	June 23, 2025	$150 million	Reduced net debt leverage ratio.
Additional Sale-Leasebacks Planned	Remainder of 2025	Minimum $100 million	Supports new club pipeline.
Net Debt Leverage Ratio	June 30, 2025	1.8 times	Improved from 3.0 times (June 30, 2024).

The legal risk here is twofold: first, the long-term, non-cancelable operating lease obligations increase the fixed cost base; second, the transactions themselves are complex financial instruments requiring careful structuring to meet accounting rules (ASC 842, Leases) and avoid legal challenges. The successful execution of these transactions, like the one that generated $150 million in June 2025, is crucial for maintaining the company's improved net debt leverage ratio of 1.8 times as of June 30, 2025.

Life Time Group Holdings, Inc. (LTH) - PESTLE Analysis: Environmental factors

The Environmental (E) factors for Life Time Group Holdings, Inc. (LTH) are a clear competitive advantage, not just a compliance exercise. You see a measurable commitment to energy and water efficiency that directly lowers operating costs and appeals to the premium, ESG-aware clientele, which is a key demographic for their $300-a-month membership model.

They've already blown past their initial energy goals, and now the focus is on a significant greenhouse gas (GHG) reduction target, which is a smart move to future-proof the business against rising carbon costs and regulatory pressure. This isn't just marketing; it's sound operational defintely strategy.

Committed to a 20% reduction in greenhouse gas intensity per square foot since 2017.

Life Time has already achieved and maintained a goal of reducing its greenhouse gas (GHG) intensity per square foot by 20% since the 2017 baseline, showcasing real operational efficiency. More critically, they've joined the U.S. Department of Energy's (DOE) Better Climate Challenge, committing to an ambitious, portfolio-wide 50% reduction in Scope 1 and 2 GHG emissions intensity by 2032. Here's the quick math on the current state of their environmental commitments:

Environmental Metric	Target/Achievement	Baseline/Context
GHG Emissions Intensity Reduction	20% reduction (achieved)	Since 2017 (per square foot)
Future GHG Emissions Reduction	50% reduction (target)	Scope 1 & 2 intensity by 2032
Energy Efficiency Improvement	38% energy reduction (achieved)	From 2014 baseline, across 16 million square feet

Focus on energy and water conservation in new club design and retrofits.

The company has consistently integrated efficiency into its large-format athletic country clubs, which are significant consumers of energy and water due to pools and extensive facilities. They exceeded their initial DOE energy goal, achieving a 38% energy reduction from a 2014 baseline, which is huge for a portfolio of over 180 locations. This was accomplished by retrofitting interior and exterior lighting with LEDs and installing advanced energy-management systems to optimize HVAC and pool operations across the 16 million square feet of club space.

Water conservation is also a priority; they've achieved a 9% reduction in water intensity (kilogallons per member usage) since 2017. They are a large consumer of water, so that reduction is meaningful. The use of high-efficiency water pumps and steam room optimization solutions helps manage this high usage.

Participation in the U.S. Department of Energy Better Buildings Challenge.

Life Time is a proud partner in the DOE Better Buildings Challenge and was recognized as a top energy goal achiever in 2022 for surpassing its initial 20% energy efficiency goal. This partnership is now evolving into a commitment to the Better Climate Challenge, which focuses on deeper decarbonization. This voluntary participation shows a commitment beyond minimum regulatory standards, which is a strong signal to investors looking for Environmental, Social, and Governance (ESG) performance.

Minimizing waste through recycling and eliminating single-use plastic water bottles.

Waste minimization is another area of concrete action. They successfully removed 100% of single-use plastic water bottles from their LifeCafes in 2021, replacing them with recyclable aluminum bottles and eliminating over one million plastic bottles by 2022. Additionally, 84% of their locations increased the amount of waste diverted from landfills through improved recycling programs. They are also piloting a food rescue program in 7 locations to address food waste, which is a growing social and environmental concern.

• Eliminated 100% of single-use plastic water bottles from LifeCafes.
• 84% of club locations increased recycling diversion from landfills.
• Piloted food rescue programs at 7 Life Time locations.

They're making a measurable effort on the Healthy Planet side, which is increasingly important for attracting the affluent, ESG-aware customer.

Finance: Monitor the Q4 2025 CapEx spend against the target of opening 10 new centers this fiscal year.