现场直击宜家关店清仓3折起售

Core Viewpoint - IKEA is closing seven offline stores in China, including the Shanghai Baoshan store, as part of its strategic transformation to build a more resilient foundation for future growth and focus on local relevance [9]. Group 1: Store Closures and Discounts - The IKEA Shanghai Baoshan store will close on February 2, 2026, with discounts starting from January 15, attracting a significant increase in customer traffic, doubling the usual flow [5][7]. - Customers reported long wait times of up to two hours to check out, indicating high demand for discounted items [5][7]. Group 2: Business Strategy and Market Challenges - The decision to close stores is part of IKEA's deeper transformation in China, responding to declining sales in the furniture and home goods market due to a real estate market adjustment and increasing consumer demand for cost-effective products [9]. - IKEA has faced challenges with its large store model, including site selection, cost control, and operational difficulties, compounded by e-commerce competition and price wars [9]. Group 3: Investment in Lower-Priced Products - In the 2026 fiscal year, IKEA plans to invest 160 million yuan to focus on promoting 150 lower-priced products, building on a total investment of 673 million yuan over the past two fiscal years [10]. - The company aims to open over ten small-format stores in the next two years as a strategy to control costs and develop a more flexible offline presence while also expanding its online business [10].