Overview

• Commerce is conducting the investigation under Section 232 tied to a timber and lumber national‑security review that began earlier this year.
• Trump said tariff rates are yet to be determined and framed the move as a push to revive U.S. furniture manufacturing in states such as North Carolina, South Carolina and Michigan.
• A White House official said any new furniture duties would not stack on existing reciprocal tariffs already in place on many trading partners.
• Shares of import‑reliant retailers fell after the announcement, including Wayfair, RH and Williams‑Sonoma, while U.S.-focused makers such as La‑Z‑Boy and Ethan Allen rose.
• Uncertainty remains over tariff scope, interaction with country‑specific duties and timing relative to standard Section 232 timelines, as recent CPI data show furniture and bedding prices have been rising.