Overview

• Trump directed an investigation into furniture imports, saying it will conclude within 50 days and lead to tariffs at a rate yet to be determined.
• Shares of import-reliant retailers including Wayfair, RH and Williams‑Sonoma fell in after-hours trading, while La‑Z‑Boy and Ethan Allen rose on expectations favoring U.S. production.
• News reports cite an unnamed official saying the Commerce Department is running the probe and that it may proceed under Section 232 national security authority.
• Officials have not specified whether any sector-wide furniture duties would be applied in addition to existing country-specific tariffs.
• The move extends a broader tariff agenda as furniture prices have recently climbed in CPI data and sourcing remains concentrated in countries such as China and Vietnam.