📈 Ikea将部分成本转嫁给消费者：由于美国对木材、软木以及软垫家具等产品征收的关税提高，Ikea零售经理Tolga Öncü表示，公司“无法对所有成本免疫”，需要将“部分成本增幅转嫁给客户”。这标志着Ikea在当前商业环境下不得不调整其一贯的低价策略。

📉 国内生产与成本控制的挑战：尽管Ikea一直在努力通过提高国内生产比例来规避关税影响，例如已实现美国市场厨房橱柜的全部国内采购，并正考虑本地化采购床垫等产品，但面对新关税带来的成本压力，完全吸收或抵消这些增加的费用变得极为困难，甚至不可能。

🔄 价格策略的转变：此前的2024年3月，Ikea曾宣布在美国市场继续降价，以应对通胀压力缓解。然而，此次价格调整的消息与之前的计划形成鲜明对比，反映出国际贸易政策变化对企业全球供应链和定价策略的直接影响，以及企业在复杂多变的商业环境中需要不断适应和调整。

📦 关税的具体影响：新一轮关税包括对软木进口征收10%的关税，对进口软垫家具、厨房橱柜和浴室梳妆台征收25%的关税。自2025年1月1日起，家具关税将升至30%，橱柜/梳妆台关税将飙升至50%，除非出口国能通过谈判获得减免。Ikea约90%的产品依赖全球外部供应商，因此对美国关税尤为敏感。

Swedish retailer Ikea, known for its low-cost business model, is raising prices due to a new round of tariffs impacting the furniture business. 

Tolga Öncü, retail manager at Ingka, which operates most Ikea stores around the world, told The Wall Street Journal that the company has had to adapt to the new business environment, which means passing on "part of the cost increase to the customers." 

"We can’t stay immune to absorb all the costs ourselves," he told the outlet. "But the big work sits in finding ways to lower the prices."

While Öncü said the company's ambition is to lower costs, he acknowledged it's become difficult, even impossible, to do so in the current business environment. 

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President Donald Trump announced last month that the administration would impose tariffs on imports of timber, lumber and their derivative products (wood products) to bolster American industry and protect national security that would take effect Oct. 14. 

A 10% tariff was imposed on softwood lumber imports, while a 25% tariff was imposed on imported upholstered furniture as well as kitchen cabinets and bathroom vanities. By Jan. 1, tariffs on furniture will rise to 30%, and those on cabinets/vanities will spike to 50% unless exporting countries negotiate relief.

FOX Business reached out to Ikea for comment. 

IKEA PLANS MORE US PRICE CUTS AS TRANSPORTATION, MATERIALS COSTS EASE

The company is exposed to U.S. tariffs because it relies heavily on imports. Inter Ikea Group said in a 2024 report that the majority of Ikea products, approximately 90%, are sourced from external suppliers across the globe. 

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In order to keep prices steady, the company has focused on cutting operational costs, Öncü told the Journal. However, some categories have already been impacted by the higher costs. For instance, the cost of certain sofas rose nearly $50, while the cost of bedroom sets rose nearly $100 in recent months. 

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Meanwhile, the company has been increasing efforts to produce more products domestically. It already sources all its kitchen cabinets for the U.S. market domestically and is looking at sourcing additional products, like mattresses, from local suppliers, according to Öncü. 

The news is an about-face from March 2024, when the company announced it was going to continue to cut prices in the U.S. as inflationary pressures ease. 

The company has been cutting prices on hundreds of products across several countries throughout 2024 as the cost of transportation and raw materials eased. 

Companies that may have found relief from years of persistent high inflation are now trying to circumvent the impact of tariffs on their business.