宜家中国宣布关闭7家商场，未来将强化线上和拓展 小型门店

Core Insights - IKEA China announced the closure of seven offline stores starting February 2, 2026, as part of a strategy to optimize channel layout and enhance operational efficiency [1] - The company has been facing challenges due to the deepening urbanization process and the rise of e-commerce in China, leading to a decline in its traditional business model [1] - In response to changing market conditions, IKEA China is shifting towards a transformation strategy, including the introduction of smaller store formats and an increased focus on online sales [2] Group 1 - IKEA China will close stores in Shanghai, Guangzhou, Tianjin, Nantong, Xuzhou, Ningbo, and Harbin, following previous closures in Guiyang and Shanghai [1] - The company's revenue in 2024 decreased from 12.07 billion RMB to 11.15 billion RMB, indicating a decline in performance [1] - Since entering the Chinese market in 1998, IKEA has opened 37 stores by November 2025, but the traditional store model is becoming less viable [1] Group 2 - For the 2026 fiscal year, IKEA China plans to invest 160 million RMB to launch over 150 lower-priced products, with 70% of the investment focused on bestsellers [2] - The company aims to implement a "precision deep cultivation" strategy by opening smaller stores in key cities like Beijing and Shenzhen, while also strengthening online channels [2] - Affected customers will still have access to shopping through other nearby stores or online platforms [2]