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U.S. President Donald Trump announced that a new furniture tariff will be implemented soon and described it as "very substantial." He emphasized that the process of imposing the tariff will be completed quickly. The announcement has implications for companies in the furniture sector, including Williams-Sonoma, RH, and Wayfair, which were mentioned in relation to the tariff discussion.
Williams Sonoma brand used to rated 'most likely to be $AMZN-ed' by sell side just like 2025's most likely to be snookered by tariffs' talk. Brand going from strength to strength. Another example of how much Alber & $WSM are under-rated by street. 🔥 https://t.co/LnUcO2aGwU
Sonoma often held to higher standard & some may scoff at held guide. But tariff hit embedded in $WSM guide has doubled. And more uncertainty with Trump now directly targeting furniture. Don't get there without very desirable brands/product $RH $ARHS $W $XLY $XRT https://t.co/oM5gDesV7E
Another stellar Q at Sonoma. Top of Wall Street's 'likely to be crushed by tariffs' lists, yet here we are with accelerating comp, terrific margin with one of best Qs in retail. Street consistently under-rates $WSM & Alber ability to deliver what consumers want. $RH $XLY $XRT https://t.co/WwOSllex83
