Overview
- Planned increases to 30% on upholstered furniture and 50% on kitchen cabinets and vanities are postponed until Jan. 1, 2027.
- RH jumped 9.5%, Wayfair rose 6.3%, and Williams-Sonoma gained 5.3%, with smaller advances for Ethan Allen and La-Z-Boy.
- The White House said the delay reflects ongoing trade negotiations and does not mark a shift from its tariff agenda.
- Existing 25% tariffs, imposed in September 2025, remain in place under the pause.
- Future tariff policy remains uncertain as the Supreme Court weighs a case involving tariff authority under the IEEPA.