宜家中国将关闭7家门店；韩国版lululemon被收购；山姆499元羽绒服卖爆｜品牌周报

Group 1: IKEA's Store Closures in China - IKEA China announced the closure of 7 stores by February 2, 2026, marking a rare event in its 20+ years in the Chinese market [3] - The closed stores are primarily large locations, including the Shanghai Baoshan store, which was once the largest IKEA in Asia, operating for over 12 years [3] - Post-closure, IKEA will have 34 physical locations, 3 proprietary digital channels, and 2 flagship e-commerce platforms in China [3] - The company plans to shift its strategy from "scale expansion" to "precise cultivation," focusing on Beijing and Shenzhen, with plans to open over 10 small stores in the next two years [3] - Recent sales declines in IKEA China are attributed to real estate adjustments, changing consumer psychology, and intense competition in the domestic furniture market [3][4] Group 2: Andar's Acquisition - Andar, a yoga apparel brand known as the "Korean version of Lululemon," was acquired by Bain Capital, with a transaction valuation of approximately 500 billion KRW (around 2.4 billion RMB) [5] - Founded in 2015, Andar has expanded its product line to include men's clothing and is priced more affordably compared to Lululemon, with expected sales of around 1 billion RMB in 2025 [5] - The acquisition reflects Bain's belief in Andar's potential for global expansion, as the brand has already entered markets in Japan, Australia, and Singapore [5][6] Group 3: Sam's Club's Success - Sam's Club recently sold out a down jacket priced at 499 RMB, with a filling weight of 400 grams, indicating strong consumer demand [7] - The jacket's popularity is attributed to a shift in consumer behavior towards functionality and simplicity in purchasing decisions [7] - In the past 12 months, Sam's Club has opened 8 new stores in China, marking its most aggressive expansion year [8] - Walmart China reported a net sales figure of 6.1 billion USD for the third quarter of 2026, a year-on-year increase of 21.8%, with Sam's Club continuing to show double-digit growth in transaction volume [8] Group 4: Nestlé's Recall Incident - Nestlé announced a precautionary recall of infant formula in 45 countries, including China, due to quality issues with a supplier's ingredient [9][10] - In China, 30 batches of products were recalled, affecting brands such as Nan and Wyeth, while other Nestlé products remain unaffected [10] - The recall has negatively impacted the stock price of supplier Jia Bi You, which has seen a cumulative decline of over 10% following the announcement [11] Group 5: Domino's Expansion in China - Domino's China reported a total of 1,315 stores by the end of 2025, with a net addition of 307 stores and expansion into 21 new cities [22] - The membership program "达人荟" reached 35.6 million members, a significant increase from 24.5 million the previous year [22] Group 6: Yuanqi Forest's Production Expansion - Yuanqi Forest's northern production base has begun trial production, with a daily capacity exceeding 1 million bottles [23] - The second phase of the project involves an investment of 560 million RMB and aims for a combined annual output value exceeding 1 billion RMB upon full production [23]