Ingka Group, the most important IKEA retailer, has acquired Locus, a U.S.-based logistics know-how firm specializing in AI-powered route optimization and supply administration. The deal, introduced October 7, 2025, offers IKEA better management over the ultimate step of its buyer journey—residence supply.
Locus offers a sophisticated logistics platform that makes use of synthetic intelligence to plan, observe, and optimize deliveries in actual time. The system teams orders, predicts routes, and minimizes idle driving time—features that IKEA beforehand managed throughout a number of third-party suppliers. The acquisition is predicted to simplify logistics operations and minimize supply bills by about €100 million ($117 million) a 12 months globally.
“This acquisition aligns completely with our dedication to enhancing the shopper journey at each touchpoint,” mentioned Tolga Öncü, Head of IKEA Retail (Ingka Group). “By bringing Locus’s know-how in-house, we’re taking management of an important component in our fulfilment chain, permitting us to ship with better velocity and suppleness to the numerous.”
On-line gross sales now account for 28% of IKEA retail gross sales, up from 11% in 2019. The brand new know-how will assist this development by enhancing visibility, effectivity, and responsiveness in last-mile supply. It enhances Ingka’s earlier digital investments in Made4net (warehouse administration) and TaskRabbit (meeting companies).
“Our imaginative and prescient is to create a greater on a regular basis life for the numerous, and that features delivering merchandise when and the way clients need them,” mentioned Parag Parekh, International Chief Digital Officer for IKEA Retail. “This acquisition strengthens the digital capabilities required to satisfy rising buyer expectations, whereas making certain the standard and reliability IKEA is understood for.”
Locus will stay operationally unbiased, persevering with to serve shoppers past Ingka Group.
“Becoming a member of the IKEA household marks a historic milestone for Locus and the purchasers we serve,” mentioned Nishith Rastogi, Founder and CEO of Locus. “This partnership preserves our independence and ensures our perpetuity, whereas unlocking the dimensions and assets to serve our international enterprise clients with unmatched analysis and improvement.”
Locus’s know-how will first be piloted within the U.S. and U.Okay., with plans to roll out globally. IKEA mentioned the platform’s automation and predictive routing would enhance supply flexibility, allow stay monitoring for purchasers, and scale back emissions by optimizing fleet use.
Ingka Investments, the group’s funding arm, led the deal. Monetary phrases weren’t disclosed, however Locus was beforehand valued at $300 million in its 2021 funding spherical, backed by traders together with GIC, Tiger International, and Qualcomm Ventures.
The acquisition follows Ingka’s continued growth within the U.S., together with a latest $213 million real-estate buy in Manhattan and a $2.2 billion multiyear funding program geared toward rising its retail and achievement footprint regardless of tariff pressures.
