以下文章来源于19号商研社 ，作者周嘉宝 宜家中国运营主体英格卡集团在中国内地经营的宜家商场数量将从38家减至31家。 文 ｜ 周嘉宝 编辑 ｜ 黎倩 来源｜ 19号商研社（ID：time_biz） 封面来源 ｜ Unsplash 新年第7天，宜家中国突然官宣"割肉"7家商场。 宜家中国在1月7日发布公告称，自2026年2月2日起，宜家中国将停止运营包括宜家上海宝山商场、宜家广州番禺商场、宜家天津中北商场、宜家南通商 场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的7家商场。 其中，计划关停的宜家上海宝山商场在2013年开业，营业面积达5.5万平方米，总投资1.37亿美元，仅顶层餐厅就有814个用餐位，是彼时亚洲地区最大的 宜家商场。 "9.9元的瑞典肉丸配1元的冰淇淋，再也吃不到了。"社交平台上，宜家商场的大撤退让不少消费者不舍。此次调整后，除了上海、广州、天津另有宜家商 场支撑当地消费者线下购物外，在南通、徐州、宁波、哈尔滨，消费者将暂无法通过线下门店体验宜家产品，只能通过官网、天猫、京东等线上渠道消 费。 19号商研社 . 看透消费，看透你。互联网新闻信息服务许可证编号：44120230006 至此 ...

降价策略失灵，宜家越变越小 宜家想要俘获中国消费者的心，越来越吃力。 新年第7天，宜家中国突然官宣"割肉"7家商场。 宜家中国在1月7日发布公告称，自2026年2月2日起，宜家中国将停止运营包括宜家上海宝山商场、宜家 广州番禺商场、宜家天津中北商场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在 内的7家商场。 其中，计划关停的宜家上海宝山商场在2013年开业，营业面积达5.5万平方米，总投资1.37亿美元，仅顶 层餐厅就有814个用餐位，是彼时亚洲地区最大的宜家商场。 "9.9元的瑞典肉丸配1元的冰淇淋，再也吃不到了。"社交平台上，宜家商场的大撤退让不少消费者不 舍。此次调整后，除了上海、广州、天津另有宜家商场支撑当地消费者线下购物外，在南通、徐州、宁 波、哈尔滨，消费者将暂无法通过线下门店体验宜家产品，只能通过官网、天猫、京东等线上渠道消 费。 至此，宜家中国运营主体英格卡集团在中国内地经营的宜家商场数量将从38家减至31家，另外该集团还 经营有1个宜家体验店和2家宜家设计订购中心，以及10家荟聚购物中心。 1月7日，宜家中国对时代财经表示，此次调整并非因为相关门店无法继续经营，而是宜家以优化 ...

宜家中国官宣同步关闭7家商场，不是一场意外，宜家怎么了？已在中国市场走到了十字路口的宜家，未来仍有发展机遇，但也有不少思考题。 01 宜家中国官宣同时关闭7家门店 中国零售行业最新曝出了一条重磅新闻。《新品略财经》关注到，世界家居零售巨头宜家中国资讯中心1月7日发布新闻稿称，将宣布关闭7家商场。 宜家中国表示，对现有顾客触点进行全面审视和评估之后，决定自2026年2月2日起停止运营包括宜家上海宝山商场、宜家广州番禺商场、宜家天津中北商 场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的7个线下触点。 宜家所称线下触点就是其线下商场门店，其实，宜家要关闭上述门店的消息早已流传出。《新品略财经》前几日就在小红书上刷到过，有网友就爆料了该 信息，引发了不少网友热议。 随着现在宜家中国正式官宣将关闭上述7个线下商场，这意味着这一消息正式落地。 虽说宜家中国关闭7家线下商场是企业正常的经营决策，但该消息被媒体报道后，还是很快冲上热搜，引发市场关注和网友热议，特别是引发了关闭门店 周边网友的热议。 宜家没有简单直接宣布关闭上述商场，而是通过宜家中国资讯中心发表了一篇题为《以韧性构建未来，宜家中国关于调整门 ...

1月7日，宜家中国宣布在对现有顾客触点进行全面审视和评估之后，决定自2026年2月2日起停止运营包括宜家上海宝山商场、宜家广州番禺商场、宜家天 津中北商场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的七个线下触点。 宜家中国表示，"员工、价值观与文化始终是宜家可持续发展的根基。在此期间，我们将通过开放的沟通和公平透明的流程，为每一位受影响的同事提供 全面支持。" 宜家中国表示，将从规模扩张转向精准深耕，以北京和深圳作为重点市场进行探索，在接下来的两年内开设超过十家小型门店，包括将于2026年2月开业 的宜家东莞商场和将于2026年4月开业的北京通州商场。宜家中国还将继续加强线上布局，并对现有商场进行投资，为顾客和员工创造更好的购物体验及 工作环境。 1998年，宜家进驻中国，在上海开设中国大陆第一家门店徐汇商场店。 不过，据南方都市报报道，2021年起，宜家在中国市场陆续关闭多家门店，打破此前"年均新开3—4店"的扩张节奏，引发行业对这家外资家居巨头"水土 不服"的担忧。 2022年4月，贵阳商场关闭，成为宜家进入中国24年来首次关闭的省会城市门店。三个月后，2022年7月，宜家上海杨浦商场 ...

每经编辑｜何小桃 1月7日，宜家中国宣布在对现有顾客触点进行全面审视和评估之后，决定自2026年2月2日起停止运营包括宜家上海宝山商场、宜家广州番禺商场、宜家天 津中北商场、宜家南通商场、宜家徐州商场、宜家宁波商场和宜家哈尔滨商场在内的七个线下触点。 宜家中国表示，将从规模扩张转向精准深耕，以北京和深圳作为重点市场进行探索，在接下来的两年内开设超过十家小型门店，包括将于2026年2月开业 的宜家东莞商场和将于2026年4月开业的北京通州商场。宜家中国还将继续加强线上布局，并对现有商场进行投资，为顾客和员工创造更好的购物体验及 工作环境。 1998年，宜家进驻中国，在上海开设中国大陆第一家门店徐汇商场店。 过去，宜家通过庞大的卖场、充满想象力的样板间，吸引年轻消费者排队打卡购物，业绩也一度保持高速增长。 不过，据南方都市报报道，2021年起，宜家在中国市场陆续关闭多家门店，打破此前"年均新开3—4店"的扩张节奏，引发行业对这家外资家居巨头"水土 不服"的担忧。 2022年4月，贵阳商场关闭，成为宜家进入中国24年来首次关闭的省会城市门店。三个月后，2022年7月，宜家上海杨浦商场运营2年便关停，或因选址失 误导 ...

Core Viewpoint - The ongoing conflict between the medical beauty platform company New Oxygen and its suppliers highlights a significant pricing power struggle in the industry, particularly regarding the pricing of the "童颜针" (youthful needle) product, which New Oxygen has drastically reduced from market prices to attract consumers [2][3][4]. Group 1: Pricing Conflict - New Oxygen has been publicly accused by suppliers, including Purity and Saint Boma, of sourcing products through unauthorized channels and has faced scrutiny over the legitimacy of its clinics [3][25]. - The core of the conflict revolves around New Oxygen's aggressive pricing strategy, which has seen the price of the "童颜针" drop from approximately 10,000 yuan to 2,999 yuan, representing a nearly 70% reduction [4][26]. - New Oxygen claims that its low pricing strategy is based on "value return," achieved through large-scale procurement and reduced marketing costs [4][26]. Group 2: Financial Performance - In the first three quarters of 2024, New Oxygen reported total revenue of 1.063 billion yuan, a year-on-year decline of 3.36%, with a net loss of 133 million yuan, a shift from a profit of 20.78 million yuan in the same period last year [14][36]. - The company's gross profit margin for the same period was 49.21%, down 13.02 percentage points year-on-year, primarily due to lower margins from offline services compared to traditional information services [16][38]. - The rapid expansion of offline beauty treatment services has led to a significant increase in revenue, with a 385.05% year-on-year growth to 427 million yuan, now accounting for 40.16% of total revenue [15][37]. Group 3: Operational Challenges - New Oxygen's shift to a heavy asset model has increased operational costs, with total operating costs reaching 540 million yuan, representing 50.8% of revenue, significantly higher than the traditional platform model [16][39]. - The company faces challenges in maintaining service quality due to a lack of a stable and experienced medical team, which is crucial for the quality of medical beauty services [39]. - Regulatory risks have increased as offline medical practices are subject to stringent oversight from multiple regulatory bodies, raising concerns about compliance and potential public relations crises [39].

Core Insights - The rapid expansion of "Tasting" brand, known for its Chinese-style hamburgers, is facing growth challenges as it recently closed 907 stores while opening 968 in the past 90 days [2] - Despite fluctuations in store numbers, Tasting has successfully entered the "10,000 store club" with 10,296 stores, ranking third among Western fast-food brands in China [2][5] - The brand's growth has been particularly notable in the last four years, with 3,420 new stores opened in 2023 alone, marking it as the fastest expansion year [2][3] Store Performance - As of November 2024, Tasting's net growth rate is projected to be 20.17%, outpacing 86% of its competitors in the same category [3] - The majority of Tasting's stores (69.55%) have been operating for 1 to 3 years, with only 0.34% of stores operating for over five years, indicating a need for stability [5][6] - The average operating time for Tasting's stores is 1.7 years, which is below the industry average of 2.8 years [5] Market Expansion - Tasting has shifted its focus to first-tier and new first-tier cities for expansion, with significant growth in cities like Guangzhou, Chongqing, Wuhan, and Shenzhen [4][5] - Store counts in various city tiers have shown steady growth, with notable increases in new first-tier and third-tier cities [5] Business Diversification - Tasting is exploring diversification by re-entering the pizza market, opening two "Tasting China Pizza" stores in Fujian [8][9] - The new pizza offerings maintain a low-price strategy, with average consumer spending at 18.63 yuan, lower than the industry average [10][11] Future Challenges - The rapid expansion raises concerns about food safety, with over 7,000 complaints reported on third-party platforms [5] - As Tasting approaches the 10,000 store milestone, it faces challenges in product development, pricing, supply chain management, and brand capability [11]

Core Viewpoint - The secondary market is closely monitoring the movements of new tea beverage giants, with Mixue Group's stock closing at HKD 413 per share on November 27, resulting in a market capitalization of HKD 156.8 billion. This performance is attributed to the company's low-key testing of new business growth points, including a "breakfast plan" currently trialed in select cities [1][3]. Group 1: Breakfast Strategy - The company has initiated a low-price strategy targeting the breakfast consumption scene, with a recent survey on consumer preferences for breakfast items like soy milk and coffee. A "breakfast series" has been launched in certain areas, featuring products priced at RMB 5 [3]. - The breakfast product lineup includes four types of milk, such as "breakfast coconut milk," with no large-scale promotional plans currently in place. This is not the first attempt by the brand to expand into the morning consumption period, as previous tests included a "coffee + baking" combo sold at RMB 10 [3]. Group 2: Store Network and Financial Performance - The new business trials are supported by the company's extensive offline network and solid financial data, with a reported revenue of RMB 14.87 billion for the first half of 2025, a year-on-year increase of 39.3%, and a net profit of RMB 2.72 billion, up 44.1% [4]. - As of June 30, 2025, Mixue Group has expanded its global store count to 53,014, while its coffee business, Luckin Coffee, has surpassed 10,000 stores, positioning itself as a significant player in the domestic coffee chain market [4]. Group 3: Multi-Category Expansion and Operational Efficiency - In addition to breakfast and coffee, the company is extending its product range through acquisitions, having invested approximately RMB 297 million to acquire a 53% stake in Fresh Beer Fulu, thereby entering the fresh beer market [5]. - The company's profitability remains relatively strong within the industry, with a net profit margin of 18.27% for the first half of 2025, outperforming competitors like Tea Baidao and Bawang Tea Ji. The low-price breakfast initiative is seen as a strategy to leverage existing supply chain advantages and enhance single-store value [5].

Core Viewpoint - The article discusses the detrimental effects of continuous low pricing strategies on brands and the market, highlighting the potential for chaotic competition, the proliferation of counterfeit goods, and the disruption of market supply and demand balance [1][3]. Group 1: Impact of Continuous Low Pricing on Brands - Induces disorderly competition, leading brands into a relentless price war that undermines product innovation and service quality, ultimately weakening core competitiveness and hindering industry development [3]. - Breeds counterfeit and inferior products as some businesses resort to producing substandard goods to maintain minimal profit margins, damaging consumer trust and brand reputation [3]. - Disrupts market supply and demand balance; while low prices may temporarily boost consumer demand, they distort market signals and lead to resource misallocation, with quality production underperforming and inferior production overexpanding [3]. Group 2: Strategies to Avoid Low Pricing Phenomenon - Strengthen brand value construction by enhancing product quality, innovative design, and service experience to create a unique brand image that reduces consumer price sensitivity [4]. - Implement differentiated competition strategies by developing diverse product lines tailored to different consumer groups, avoiding homogenized competition and breaking free from low-price constraints [4]. Group 3: Actions for Brands Facing Low Pricing - Enhance market monitoring and early warning systems to detect unfair competition practices like low-price dumping, and take legal action to protect brand interests while collaborating with industry associations and regulatory bodies [5]. - Optimize channel management by carefully selecting partners to ensure compliance and stability, preventing low-price diversion and maintaining a stable pricing system [5].

Core Viewpoint - IKEA China is focusing on its new brand positioning "Home Gives Life More" at the 8th China International Import Expo, emphasizing sustainable and high-quality home living solutions for Chinese consumers [1] Group 1: Strategic Initiatives - IKEA China has introduced the "Growth+" strategy, which aims to leverage its long-standing expertise as a "home living expert" to provide tailored solutions for local consumers [1][2] - The company has formed a strategic partnership with Huajian Technology to support the "Good House" initiative, offering diverse home products and solutions to meet the demand for higher quality housing [2] - IKEA is also launching age-friendly products designed for the elderly, enhancing safety and convenience in daily living [2] Group 2: Localization Efforts - Over its 27 years in the Chinese market, IKEA has continuously adapted to changes in consumer preferences, including the establishment of a design and manufacturing center in Shenzhen and a design ordering center in Beijing [3] - The company is experimenting with smaller store formats in key cities like Shenzhen and Beijing, tailoring product offerings to local community needs [3] Group 3: Pricing Strategy - IKEA China is committed to a low-price strategy, planning to invest 160 million yuan to launch over 150 lower-priced products by the 2026 fiscal year [3][4] - The company emphasizes that the low-price strategy does not mean a shift to a consistently low-price model but aims to provide affordable products while maintaining quality and sustainability [4] - IKEA continues to gather insights on consumer needs through field visits, adapting to the evolving demand for quality living experiences among Chinese consumers [4]