来源丨 灵兽 （ID： lingshouke ） 作者丨 十里 日资消费品牌下沉 王婧（化名）的记忆里，无印良品（MUJI）是上海淮海路上一座安静的岛屿。空气里永远弥漫着葡萄柚香薰精油的气息，背景音乐是坂本龙一式的空灵。 在那里，一块未经漂染的棉布、一个设计极简的垃圾桶，都像是在对都市的喧嚣做着无声的抵抗。对彼时刚在一线城市立足的她而言，定期去MUJI购物， 更像是一种精神归属感的确认——确认自己是这座城市精致、有序生活的一部分。 以下文章来源于灵兽 ，作者十里 灵兽 . 专注零售，聚焦消费。商业改变世界。你们负责改变世界，我们带你们改造商业。灵兽，零售消费行业头部新媒体平台，为商业原创报道而生。投稿及合 作：lingshouke@126.com 今年春节，她回到山东四线老家。在市中心最繁华的购物中心，一个熟悉的红色白底logo让她停下了脚步——也是无印良品。 只是，此处的MUJI，与淮海路上的那座"岛屿"判若两店。它紧挨着一家金店和一家本地知名的连锁餐厅，门店内人头攒动。一位阿姨正熟练地在货架上翻 找着一条特价毛巾，另一边，几个高中生模样的男孩在试穿"禅意"衬衫。 一切都显得那么自然，却又透着几分"不合时宜 ...

日资消费品牌下沉 王婧（化名）的记忆里，无印良品（MUJI）是上海淮海路上一座安静的岛屿。空气里永远弥漫着葡萄柚香薰精油的气息，背景音乐是坂本龙一式的空 灵。 今年春节，她回到山东四线老家。在市中心最繁华的购物中心，一个熟悉的红色白底logo让她停下了脚步——也是无印良品。 只是，此处的MUJI，与淮海路上的那座"岛屿"判若两店。它紧挨着一家金店和一家本地知名的连锁餐厅，门店内人头攒动。一位阿姨正熟练地在货架上 翻找着一条特价毛巾，另一边，几个高中生模样的男孩在试穿"禅意"衬衫。 一切都显得那么自然，却又透着几分"不合时宜"的矛盾感。这个曾经承载着她"中产梦"的品牌，如今以一种极为务实、甚至有些嘈杂的姿态，成了故乡的 新邻居。 王婧的感受，并非个例。无印良品、优衣库、资生堂，这些曾被牢牢钉在一线城市版图上的日系品牌，正以前所未有的速度，开启一场浩浩荡荡的"下 沉"之旅。 在那里，一块未经漂染的棉布、一个设计极简的垃圾桶，都像是在对都市的喧嚣做着无声的抵抗。对彼时刚在一线城市立足的她而言，定期去MUJI购 物，更像是一种精神归属感的确认——确认自己是这座城市精致、有序生活的一部分。 在这股浪潮中，日资品牌的姿态 ...

Core Insights - MUJI, once a favorite among the middle class for its minimalist design and lifestyle, has faced challenges in the Chinese market due to rising competition and consumer dissatisfaction with pricing and product quality [1][5][10] Group 1: Brand History and Market Position - MUJI was founded in 1980 in Japan, initially focusing on low-cost products and quickly gaining popularity [1] - The brand entered the Chinese market in 2005 and expanded aggressively, achieving significant sales growth from 2014 to 2016, with a peak growth rate of 45.7% in 2016 [2] - As of August 2024, MUJI has over 400 stores in China, making it the second-largest revenue source after Japan [3] Group 2: Consumer Perception and Challenges - Despite its initial success, MUJI has faced criticism for high prices, with products often priced 30% higher than in Japan, leading to a perception of poor value [5][10] - The brand has seen a decline in sales across its core categories, with revenue growth not translating into profit, as evidenced by a 22.8% drop in operating profit in 2022 [5][11] - Quality issues have also plagued the brand, resulting in numerous consumer complaints and regulatory penalties [7][10] Group 3: Competitive Landscape - The rise of alternative brands, such as Miniso, which offers similar products at significantly lower prices, has intensified competition for MUJI [10][11] - E-commerce has further increased competition, with brands like NetEase Yanxuan providing high-quality, cost-effective alternatives [10] Group 4: Future Opportunities - MUJI is attempting to regain consumer interest by lowering prices and introducing new product lines tailored to local preferences [12][15] - The company has launched a new store format, "MUJI500," focusing on affordable daily necessities to attract a broader customer base [15] - Continued innovation in product development and a shift towards community-based store locations are seen as essential for MUJI's future success in China [15]

Group 1 - The family daily necessities market is showing distinct consumption trends, with household cleaning products and home decor items both playing significant roles in enhancing family life quality [1] - Household cleaning products, particularly tissue paper, dominate the market with nearly 30% of transaction volume, indicating their status as essential high-frequency consumables [1] - Women represent 60% of the consumer base for household cleaning products, showing a preference for efficient and refined cleaning tools, while men focus more on functional products [1] Group 2 - Home decor items are increasingly important for creating a warm family atmosphere, with desktop ornaments and glass films being popular choices [1] - The transaction volume for decorative plates and wall clocks has increased over tenfold year-on-year, indicating a growing trend in home decoration [1] - The demand for household cleaning supplies and home decor reflects a quality-oriented consumption trend among consumers, particularly among the "post-80s" and "post-90s" demographics [2]