宜家:将关闭7家中国门店
证券时报·2026-01-07 08:53

Core Insights - IKEA China announced a significant adjustment in its store layout, deciding to close seven offline locations starting February 2, 2026, as part of its transformation strategy to build a more resilient foundation for future growth [1] - The company aims to shift from scale expansion to focused development, with plans to open over ten small stores in key markets like Beijing and Shenzhen in the next two years [1][2] - IKEA's omnichannel visitor numbers are projected to increase significantly, reaching 477 million visits in the 2025 fiscal year, marking a 4.7% growth compared to the previous fiscal year [2] Group 1 - IKEA China will close seven stores, including locations in Shanghai, Guangzhou, and Tianjin, while continuing to serve customers through other stores and online platforms [1] - The company emphasizes its commitment to enhancing customer experience and employee work environment through investments in existing stores and online channels [1] - IKEA's strategy includes a focus on agile innovation and co-creation in the Chinese market, which is seen as a vital strategic area for long-term growth [2] Group 2 - The company has established a complete value chain in China since starting its procurement business in the 1960s, evolving from a "cash and carry" model to an omnichannel retailer [2] - Currently, IKEA operates 41 offline customer touchpoints and has developed three proprietary digital channels and two flagship e-commerce platforms, reaching over 1 billion consumers [2] - The company continues to explore ways to enhance the omnichannel customer experience, reflecting its ongoing commitment to adapt and innovate in the market [2]