Jan. 2 at 4:41 PM
Furniture stocks rose after President Donald Trump delayed a planned tariff increase for one year, keeping the current 25% rate in place. The move lifted shares of RH, Wayfair, Williams-Sonoma, Arhaus, and Lovesac, as investors welcomed relief from potential cost pressures.
The furniture sector relies heavily on imports—especially upholstered products from China and Vietnam—so the delay gives companies “breathing room,” according to Mizuho analyst David Bellinger. Many retailers had already raised prices to offset existing tariffs, despite weak demand over the past two years.
While the postponement eases near-term concerns, rising living costs could still weigh on demand through 2026, and executives warn that tariffs have already caused supply disruptions and price increases.
$W $WSM $LOVE $ARHS