宜家关店潮，从来不买的人最伤心

Core Viewpoint - IKEA is undergoing a significant transformation, closing seven stores in China as part of a strategic shift to adapt to global economic uncertainties, digitalization, and changing consumer behaviors. This marks the largest store closure wave since its entry into China in 1998, representing one-sixth of its total stores in the country [1][6]. Group 1: Store Closures and Financial Performance - IKEA announced the closure of seven stores in Shanghai, Guangzhou, Tianjin, Nantong, Xuzhou, Ningbo, and Harbin, effective February 2, marking a major shift in its operational strategy [1]. - For the fiscal year 2024, IKEA's sales in China are projected to be approximately 11.15 billion RMB, a decrease of nearly 1 billion RMB compared to the previous fiscal year and a decline of nearly 30% from its peak in 2019 [6][8]. Group 2: Changing Consumer Perception - The brand, once a symbol of middle-class aspirations, is now perceived as a "poor man's paradise," a "family restaurant," and a "dating spot for the elderly," reflecting a shift in consumer sentiment and usage [1][21]. - The once-appealing IKEA experience has transformed into a space where consumers seek value over brand prestige, with many now viewing it as a discount store rather than a lifestyle choice [21][28]. Group 3: Competitive Landscape and Market Challenges - The decline in the real estate market has cooled the demand for home furnishings, shifting the market from growth to competition for existing customers [11]. - Local competitors have gained an edge over IKEA by offering faster product development cycles and better service, such as free delivery and assembly, which IKEA struggles to match [14][16]. Group 4: Strategic Responses and Future Directions - In response to declining sales, IKEA has implemented aggressive pricing strategies, with over 500 products marked down in the fiscal year 2024, but this has led to a perception of the brand as a discount retailer [8][10]. - IKEA is shifting its focus from large-scale stores to smaller, centrally located "design inspiration centers," planning to open over 10 new small stores in key markets like Beijing and Shenzhen [10][28].