这几天，跨境圈里都在热议曾经风光无限的亚马逊家居大卖Walker Edison破产的消息。 据悉，Walker Edison家具公司及其三家关联公司已经宣布于8月28日提交破产申请，文件显示其资产最 高为5万美元，债务则在1亿至5亿美元之间。Walker Edison计划以2000万美元的价格，将资产出售给牵 头投标人，即知名家具制造商双星国际公司。 说起Walker Edison，在几年前的亚马逊家居圈，可以称得上是聚光灯下的明星企业。这家成立于2006年 的美国家居品牌，从成立之初就聚焦线上渠道，凭借高性价比、便捷组装，迅速吸引了大批年轻的消费 者，一度被视为家居电商化的标杆。 如今，它的陨落也不免让人唏嘘，这背后，也折射出美国家具家居行业的集体困境，在消费疲软、行业 竞争加剧，叠加关税政策带来的成本压力下，整个行业正经历一场痛苦的洗牌与重构。 01 Walker Edison的"起起落落" Walker Edison的崛起，离不开电商模式的红利。 感慨唏嘘之余，也再次给行业敲响了警钟。从Walker Edison的业务模式上看，其更像电商分销导向的设 计/进口商，而非重资产制造商，渠道极度平台化、进口依 ...

Core Insights - IKEA China announced an investment of 160 million yuan for the fiscal year 2026 to provide over 150 lower-priced products [2] - The company plans to introduce more than 1,600 new furniture and home products, 23 limited edition series, and over 50 food items in the Chinese market [2] - The low-price strategy is a key component of IKEA's business model, aimed at meeting current consumer demands and enhancing visitor traffic and sales [2][3] Group 1 - IKEA China will focus on low-priced best-selling products, particularly in bedroom and kitchen categories, with popular items like mattresses and ice pillows [2] - The company aims to expand its capital expenditure on multi-channel development, product diversification, small store openings, digital exploration, and sustainability [2] - The local supply chain in China mitigates uncertainties, as 80% of the value chain is sourced domestically [2] Group 2 - For the fiscal year 2024, IKEA's parent company, Ingka Group, reported global revenues of 41.864 billion euros, a decrease of 5.5%, and a net profit of 0.806 billion euros, down 46.5% [3] - Ingka Group's leadership emphasizes the strategic importance of the Chinese market and its commitment to long-term growth, with plans to learn from China's retail environment [3] - Recent collaborations with JD.com mark significant progress in IKEA's multi-channel ecosystem, with increased investments in digital channels and upgrades to existing stores [3]