Trump Warns Furniture Tariffs Coming Later This Year

President Donald Trump said Friday that his administration is preparing to impose tariffs on imported furniture, a move that could reshape the U.S. home goods industry and add to the sweeping trade measures already introduced on cars, steel, aluminum, and other commodities.

In a post on Truth Social, Trump said the government has launched an investigation into foreign-made furniture. “Within the next 50 days, that investigation will be completed, and furniture coming from other countries into the United States will be tariffed at a rate yet to be determined,” he wrote. “This will bring the furniture business back to North Carolina, South Carolina, Michigan, and states all across the Union.”

The announcement immediately rattled markets. Shares of major furniture and home goods companies tumbled in after-hours trading, including Wayfair, RH, and Williams-Sonoma. All three companies rely heavily on overseas supply chains. By contrast, La-Z-Boy, which produces most of its furniture domestically, saw its stock rise.

New tariffs could further strain an industry already facing weaker demand. Furniture sales have been sluggish for more than a year, as high borrowing costs slowed the housing market and stubborn inflation left consumers more cautious with discretionary spending.

It was not immediately clear whether the furniture tariffs would be added on top of existing country-specific duties or applied across the board. The administration has recently signed framework trade agreements with the European Union and China, but Trump has continued to press for sector-specific tariffs as part of his push to reset global trade relationships.

For companies like Wayfair and RH, the proposed tariffs may increase costs at a time when households are prioritizing essentials over big-ticket purchases like couches and dining sets. The potential shift underscores how political decisions in Washington continue to reverberate through everyday consumer markets.