"President Trump delayed the tariff increases on upholstered furniture, kitchen cabinets, and vanities. The higher tariffs, they were supposed to take effect yesterday, but now set to take effect January 1st of 2027. Remember also with tariffs, we're still waiting for some word from the Supreme Court on tariffs overall and those companies that have already paid them could be due for a refund."
The delayed tariff increases, now postponed until January 1st, 2027, should ease near-term cost pressures for furniture companies such as Restoration Hardware, potentially benefiting their margins.
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Stock Movers
January 2, 2026
Regulatory Insight