记者丨唐唯珂 编辑丨骆一帆 "中产标签"MUJI无印良品店面也开始收缩。 近日，北京世茂工三商场的无印良品（MUJI）门店门口贴出"闭店通知"，宣布将于8月31日正式停止营 业。 网友晒出门店张贴的"闭店通知"显示，闭店时间2025年8月31日，退换货服务请往MUJI北京世贸天阶 店，"很遗憾通知大家，MUJI世茂工三店即将关闭，由此给您造成的不便，敬请谅解。我们在这个城市 还设有34家门店，诚意邀请您到店选购。" 对于关店情况，无印良品方面表示："个别的闭店只是MUJI基于经营效率进行的正常调整，面对部分商 圈人流下降的挑战，MUJI会对经营效益不佳的门店做出取舍。MUJI中国目前坚持每年开40家左右门 店，3月1日至今MUJI新开了15家店铺。" 通知提醒消费者，如需退换货可前往距离约3公里的世贸天阶店。此次闭店并非今年首例，早在上半 年，北京国瑞城店也已闭店。 面对近期多家门店关闭引发的关注，无印良品方面回应称属于"正常的运营调整"，并重申中国市场的重 要性。另一方面，闭店潮的背后，消费者对其"高价低质"的持续诟病以及本土竞争对手的强势崛起，成 为新的市场变局。 本土品牌"围剿" 公开资料显示，1980 ...

Core Viewpoint - MUJI is experiencing a store closure trend in China, attributed to operational adjustments and increased competition from local brands offering better price-performance ratios [1][2][3]. Group 1: Store Closures and Operational Adjustments - MUJI announced the closure of its store in Beijing's Shimao Gong 3 Mall, effective August 31, 2025, citing operational efficiency as the reason for the closure [1]. - The company maintains that it plans to open approximately 40 new stores annually, having opened 15 stores since March 1, 2025 [1]. - The closure of the Shimao Gong 3 store is not an isolated incident, as another store in Beijing's Guorui City also closed earlier in the year [1]. Group 2: Market Competition and Consumer Sentiment - The rise of local brands such as Miniso and Netease Yanxuan has intensified competition, with these brands offering similar products at significantly lower prices, often 1/3 to 1/2 of MUJI's prices [2][3]. - Consumer dissatisfaction with MUJI's pricing and perceived quality has been growing, with complaints about high prices not matching product quality [6][7]. - A notable example includes a consumer comparison where a similar scented machine costs 59 yuan from a local brand versus MUJI's price of 258 yuan [7]. Group 3: Legal Challenges and Brand Identity - MUJI has been embroiled in a long-standing trademark dispute with Beijing Cotton Field Textile Co., which has further complicated its brand identity in China [4][5]. - The Supreme People's Court upheld Beijing Cotton Field's ownership of the "MUJI" trademark for home textiles, which has led to brand confusion and diminished MUJI's unique market position [5]. Group 4: Future Outlook - Industry experts suggest that MUJI may need to adapt its business model to focus on price competitiveness and faster fulfillment to survive in the evolving retail landscape [8]. - The company may face further store closures if it does not adjust its pricing strategy and operational model to better compete with local alternatives [8].

Core Viewpoint - MUJI is experiencing a significant contraction in its retail presence in major urban areas, with multiple store closures indicating struggles with profitability and competition from local brands [6][11][17]. Group 1: Store Closures - MUJI has announced the closure of several stores, including the Beijing Shimao Gong San store, which will cease operations on August 31, 2025 [6][8]. - Other notable closures include stores in Beijing, Shanghai, Ningbo, Jinan, and Suzhou, reflecting a broader trend of retreat from key commercial districts [11][17]. - The company claims these closures are part of a normal adjustment process to improve operational efficiency in response to declining foot traffic in certain areas [17]. Group 2: Pricing and Quality Issues - MUJI's pricing strategy has come under scrutiny, with consumers questioning the high prices of products that are often manufactured in China [18][22][23]. - There have been numerous complaints regarding product quality, with customers reporting issues such as broken luggage handles and defective clothing [36][41][49]. - The company has faced administrative penalties related to product quality, indicating ongoing challenges in maintaining standards [50]. Group 3: Market Competition - Since 2015, MUJI has seen a slowdown in same-store sales growth in China, with negative growth reported in 2018 [52]. - The company has attempted to adjust its strategy by lowering prices and increasing localization efforts, including the establishment of a separate China division [54]. - Despite recent sales growth, the competitive landscape has intensified with the emergence of local brands offering similar products at lower prices, posing a significant challenge to MUJI's market position [57][60]. Group 4: Financial Performance - MUJI's parent company reported a 19.2% increase in sales to 591.09 billion yen (approximately 28.71 billion RMB) for the nine months ending May 31, 2025, with a 30.1% increase in net profit [55]. - The company has opened 414 stores in China, with a notable increase in sales from direct retail and e-commerce channels [55].

Core Viewpoint - MUJI is experiencing a significant contraction in its retail presence in China, with multiple store closures in major cities, attributed to high pricing, quality disputes, and the rise of local competitors [3][4][8]. Group 1: Store Closures - MUJI has announced the closure of several stores, including the Beijing Shimao Gong San store, which will cease operations on August 31, 2025 [5][7]. - Other stores that have closed include locations in Beijing, Shanghai, Ningbo, Jinan, and Changsha, indicating a broader trend of store reductions [8][14]. - The company claims these closures are part of a normal adjustment to improve operational efficiency in response to declining foot traffic in certain shopping districts [14]. Group 2: Pricing and Quality Issues - Consumers have raised concerns about MUJI's pricing, with many questioning why products manufactured in China are priced so high, such as a 32 yuan loofah and a 42 yuan nail clipper [17][20]. - Quality issues have also been reported, with customers sharing negative experiences regarding product durability, such as luggage handles breaking after minimal use [28][30]. - MUJI has faced administrative penalties related to product quality, indicating ongoing challenges in maintaining brand trust [42]. Group 3: Competitive Landscape - Since 2015, MUJI's same-store sales growth in China has slowed, with negative growth reported in 2018 [44]. - In response to market pressures, MUJI has implemented a series of price reductions over the years, with some products seeing price cuts of up to 50% [45][46]. - The rise of local brands like Miniso and NǒME, which offer similar styles at lower prices, has intensified competition for MUJI in the Chinese market [48].

Core Viewpoint - MUJI is experiencing a significant contraction in its retail presence in China, with multiple store closures in major cities, indicating challenges in maintaining profitability and competitiveness in the market [5][6][8]. Group 1: Store Closures - MUJI has announced the closure of several stores, including the Beijing Shimao Gong San store, which will cease operations on August 31, 2025, and other locations such as Beijing Guorui City and Shanghai Zhengda Lecheng [6][8][14]. - The company has stated that these closures are part of a normal adjustment to improve operational efficiency in response to declining foot traffic in certain shopping districts [14]. - Despite the closures, MUJI plans to continue expanding in China, aiming to open approximately 40 new stores annually, with 15 new openings reported since March 1 [14][41]. Group 2: Pricing and Quality Issues - MUJI faces ongoing criticism regarding its pricing strategy, with consumers questioning the high prices of products that are often manufactured in China [16][20][27]. - Quality concerns have also emerged, with reports of product failures and administrative penalties related to quality issues, which have damaged the brand's reputation [30][37][38]. - The company has attempted to address these issues through a series of price reductions over the years, with some products seeing price cuts of up to 50% [40][41]. Group 3: Competitive Landscape - Since 2015, MUJI has seen a slowdown in same-store sales growth in China, culminating in negative growth by the second quarter of 2018 [40]. - The rise of local competitors offering similar products at lower prices, such as Miniso and NǒME, has intensified competition and challenged MUJI's market position [41][42]. - Despite recent sales growth, the company acknowledges that it must continue to adapt to rapidly changing consumer demands and preferences in the Chinese market [41][42].

Core Viewpoint - MUJI is experiencing a significant contraction in its retail presence in China, with multiple store closures in major cities, indicating challenges in maintaining profitability and market relevance [4][5][12]. Group 1: Store Closures - MUJI has announced the closure of several stores, including the Beijing Shimao Gong 3 store, which will cease operations on August 31, 2025, and has already closed locations in other cities such as Shanghai and Changsha [6][8]. - The company has stated that these closures are part of a normal adjustment to improve operational efficiency in response to declining foot traffic in certain shopping districts [12]. - Despite the closures, MUJI plans to continue opening approximately 40 new stores annually, having opened 15 new locations since March 1 of the current year [12]. Group 2: Pricing and Quality Issues - MUJI's pricing strategy has come under scrutiny, with consumers questioning the high prices of products that are often manufactured in China, leading to a perception of poor value [16][19][22]. - Quality concerns have also been raised, with customers sharing negative experiences regarding product durability and customer service, which has led to administrative penalties for the company related to product quality issues [30][33]. - The brand's shift from a "plain brand" to a mid-to-high-end positioning in China has not resonated as strongly with consumers in recent years, leading to a decline in sales growth [22][35]. Group 3: Market Competition - Since 2015, MUJI has faced slowing same-store sales growth in China, with the first negative growth recorded in the second quarter of 2018 [35]. - The company has attempted to adapt by implementing price reductions and localizing its product offerings, which has resulted in a notable increase in sales, with a 19.2% year-on-year growth reported for the nine months ending May 31, 2025 [38]. - However, competition from local brands offering similar styles at lower prices, such as Miniso and NǒME, poses a significant challenge to MUJI's market share [39][42].

Core Viewpoint - MUJI is experiencing a significant contraction in its retail presence in China, with multiple store closures in major cities, indicating challenges in maintaining profitability and competitiveness in the market [1][6][10]. Group 1: Store Closures - MUJI has announced the closure of several stores, including the Beijing Shimao Gong San store, which will cease operations on August 31, 2025, and has encouraged customers to visit other locations [2][5]. - Other notable closures include stores in Beijing Guorui City, Ningbo, Shanghai, Jinan, and Changsha, reflecting a broader trend of store reductions across various regions [6][10]. - The company claims that these closures are part of a normal adjustment process to improve operational efficiency in response to declining foot traffic in certain shopping districts [10]. Group 2: Pricing and Quality Issues - MUJI faces ongoing criticism regarding its pricing strategy, with many consumers questioning the high prices of products that are often manufactured in China [15][26]. - Quality concerns have also emerged, with customers reporting issues such as product defects and inadequate customer service, which have led to dissatisfaction and negative perceptions of the brand [30][42]. - The company has been penalized multiple times for quality-related issues, indicating a potential risk to its brand reputation [45][46]. Group 3: Competitive Landscape - Since 2015, MUJI has seen a slowdown in same-store sales growth in China, with the first negative growth recorded in Q2 2018, suggesting a saturation point in the market [47]. - In response to competitive pressures, MUJI has implemented a series of price reductions over the years, with some products seeing price cuts of up to 50% [49]. - The rise of local competitors offering similar products at lower prices has intensified the competition, challenging MUJI's market position and prompting the need for further strategic adjustments [52][55].