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cover of episode Ikea's top executive on why “climate-smart” is "cost-smart"

Ikea's top executive on why “climate-smart” is "cost-smart"

2025/1/31
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Washington Post Live

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Jesper Brodin
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我接任宜家CEO八年来,公司经历了巨大的变化,远超最初的预期。最初,顾客反馈他们喜欢宜家的实体店,但同时也需要便捷的线上购物体验。这促使我们启动了数字化转型,起初我们认为线上线下是两个独立的客户群体,但几年后发现,近90%的顾客同时使用线上线下渠道。数字化转型不仅帮助我们保持并提升了市场份额,还提高了成本效率,尤其是在疫情期间,线上渠道成为我们生存的关键。 宜家二手市场的兴起也出乎意料。我们发现,宜家的产品在二手市场上的份额甚至高于一手市场。这主要是因为我们的产品针对特定生活阶段(如新居、新生儿),而这些阶段的经济能力有限。为了更好地支持二手市场,我们改进产品设计,使其更易于拆卸和组装,并启动了自营的二手平台,提供AI驱动的图片、价格建议和备件服务,为顾客创造更多价值。 关于可持续发展,我们的转型是不可逆转的,并且在经济上也是有利可图的。我们投资了22亿欧元用于降价,其中很大一部分来自提高效率和转向更智能的经济模式。我们关注产品全生命周期的碳排放,发现减少碳排放实际上也降低了成本。过去几年,我们实现了24%的增长和30.1%的碳减排,这证明了气候友好型转型与经济效益并不矛盾。 人工智能技术在物流和客户服务方面为我们带来了巨大的效率提升。我们也积极关注人工智能技术带来的风险,致力于在技术变革中保障员工权益,并确保转型对人类有益。虽然人工智能技术会优化一些岗位,但我们相信它不会对我们的整体就业产生剧烈影响,因为我们的业务相对稳定,并且我们一直以来都注重员工的稳定性。 关税问题并非我们最担忧的问题,气候变化才是。气候变化带来的极端天气事件对我们的业务造成了重大影响,但同时也促使我们采取更积极的应对措施,例如在瓦伦西亚的洪水中,我们的门店成为当地居民的避难所。气候友好型转型不仅能减少环境影响,还能带来经济效益,例如减少能源消耗、降低食品浪费等。

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Ingka Group CEO Jesper Brodin discusses IKEA's online transformation, driven by customer demand for online ordering convenience. The company initially anticipated separate online and offline customer bases but found that almost 90% use a mix of channels. This transformation proved crucial during the pandemic.
  • IKEA's online transformation was a response to customer demand for online ordering.
  • Initially, IKEA anticipated separate online and offline customer bases but found that almost 90% of customers use a mix of channels.
  • IKEA's online capabilities proved crucial during the pandemic when physical stores were closed for 55,000 days.

Shownotes Transcript

David Ignatius speaks with Ingka Group CEO Jesper Brodin about Ikea’s investments in sustainability, the digital revolution in retail and why U.S. tariffs are not “on the top ten list” of his worries right now.

Conversation recorded in Davos, Switzerland on January 23, 2025.