IKEA

Bullish:

• $IKEA - IKEA's strategy of offering high-quality, low-priced furniture for a global market has proven highly successful, as evidenced by their massive sales volumes and long-term market dominance.

  • “IKEA has proved beyond a shadow of a doubt that furniture and home furnishings is an extremely large, extremely global, very attractive market”

    David·2:48:46

  • “Today, IKEA sells almost 20,000,000 lack tables every year Every year. Has been for decades. I mean, they've sold 100 of millions of these things.”

    David·1:14:01

  • “Every product that IKEA sells in its range should be high quality, great value, ideally way better on both dimensions than any competition.”

    David·1:11:48

  • “IKEA is philosophically trying to drive down prices. They want to create the furniture for the many.”

    Ben·46:02
• $FURNRET - The furniture retail sector shows promise due to companies like IKEA successfully driving down prices while maintaining quality, potentially expanding the market.

  • “It's astonishing how they've driven price down on some of these things.”

    Ben·1:11:12
• $SUPTECH - IKEA's successful supply chain strategies suggest potential growth opportunities in supply chain technology.

  • “Magnus was a senior executive in IKEA supply chain for 25 years. This book is awesome. This is like the luxury strategy for supply chain.”

    David·2:07:07

Bearish:

• $ECOMFURN - There are doubts about the profitability of e-commerce furniture businesses, particularly in relation to their current business models.

  • “I'm not sure yet that they have a profitable way to do that with their model.”

    Ben·2:17:51