Ikea US has intensified its domestic growth trajectory, confirming the addition of four new locations to its 2026 roadmap, raising the total stores slated for the year to ten. Disclosed in the company’s February 2026 annual summary, this strategic ramp-up follows a resilient fiscal 2025 where total sales reached $5.3 billion. Despite persistent inflationary pressures, the retailer’s customers increased by 17 per cent to over 25 million members. The 2026 push centers on a high-density ‘omnichannel’ model, diversifying beyond traditional 300,000-sq-ft warehouses to include urban city-center formats and specialized planning studios.
Diversified formats and new market entry
The 2026 cohort introduces several ‘firsts,’ including Ikea Tulsa, marking the brand's official entry into Oklahoma. Los Angeles will debut its first city-center store in Culver City, a smaller-footprint layout tailored for high-traffic urban districts. Other confirmed sites for the 2026 fiscal cycle include Gurnee Mills (Chicago) and Fort Collins (Colorado), joining previously announced projects in Huntsville (Alabama), Phoenix, and the Dallas-Fort Worth region. Rob Olson, Interim CEO notes, this expansion is a part of a broader $2.2 billion investment designed to increase the density of the brand's physical presence while lowering the barrier to entry for furniture design.
Digital synergy and sustainability benchmarks
To counteract the logistical complexities of urban retail, Ikea is leveraging its existing store network as localized fulfillment hubs for online orders, which contributed $1.9 billion to revenue last year. The transition includes a significant sustainability mandate, with zero-emission EV deliveries growing to 49 per cent Y-o-Y. However, the expansion coincides with a portfolio optimization strategy, including the planned closure of the Memphis location in May 2026. By focusing on Plan & Order points and enhanced digital integration, IKEA aims to capture high-growth segments like personalized kitchen planning, which saw over 73,000 remote consultations in the previous fiscal period.
Ikea US is the domestic arm of the global home furnishings leader, operating 54 retail locations and a growing network of Plan & Order points. The company focuses on affordable, sustainable home solutions across major metropolitan markets. With a ‘Vision 2028’ plan, Ikea is modernizing its fulfillment through automation and urban-centric store formats.
