Shares of Wayfair Inc., the online furniture retailer, plummeted by 13.79% on November 6, 2024, as the market reacted to the potential impact of President-elect Donald Trump's proposed tariffs on imports from China.
During his campaign, Trump vowed to impose punitive tariffs of over 60% on Chinese imports if elected, a move that could significantly increase costs for retailers like Wayfair that heavily rely on goods manufactured in China.
Analysts warn that companies with low pricing power, such as Wayfair, could face immense pressure if forced to absorb higher import costs or pass them on to consumers. "The common denominator is low pricing power and the potential for higher import prices, which could indirectly squeeze margins down the road," said Chuck Grom, managing director at Gordon Haskett Equity Research.
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