卖1元冰淇淋的宜家，越来越少了

Core Insights - IKEA China announced the closure of seven stores, effective February 2, 2026, as part of a strategic shift to optimize costs and improve efficiency [1][2] - The closures will reduce the number of IKEA stores in mainland China from 38 to 31, impacting consumer access in several cities [1][2] - The company has been struggling to adapt to the rapidly changing consumer environment in China, leading to a series of store closures over the past few years [2][3] Group 1: Store Closures and Strategic Shift - IKEA China will close seven stores, including significant locations in Shanghai and Guangzhou, which were previously major investments [1] - The closures are part of a broader strategy to enhance operational efficiency and reallocate resources to better meet consumer needs [2] - The company aims to increase store productivity and focus on channels that are more aligned with consumer preferences [2][3] Group 2: Market Challenges and Competition - IKEA has faced increasing competition from local brands and changing consumer preferences, leading to a disconnect between its product offerings and market demands [3][4] - The company has attempted to implement price reductions and product innovations, but these efforts have not fully addressed the underlying issues [2][3] - Local competitors, such as "鹿岛" and "源氏木语," are expanding rapidly, further intensifying competition in the home goods market [4][5] Group 3: Financial Performance of Ingka Group - Ingka Group, IKEA's parent company, reported a decline in global revenue to €418.64 billion in the 2024 fiscal year, a 5.5% decrease year-over-year [6] - The net profit for Ingka Group fell significantly by 46.5% to €8.06 billion, indicating financial strain [6] - Strategic partnerships and adjustments in retail operations are being pursued to alleviate financial pressures [6] Group 4: Broader Industry Trends - Other international brands, such as NITORI and MUJI, are also facing challenges in the Chinese market, with significant store closures reported [7][8] - The competitive landscape is becoming increasingly difficult, with local brands gaining market share and altering consumer expectations [8]