Wayfair Gets Breathing Room From Trump's Delay in Furniture Tariff Hikes -- Market Talk

Dow Jones01-02

1234 GMT - President Trump's decision to delay the implementation of furniture tariff hikes by a year will give some breathing room to Wayfair and other furniture companies, say Mizuho analysts David Bellinger and Declan Kelley. Wayfair has so far navigated tariffs well and could see its shares rise higher, particularly with this latest news. "The company's marketplace model has absorbed pricing well to date, flexing product sourcing where appropriate and avoiding direct margin pressure," the analysts say. "Overall, structural changes within the business are accelerating share gains and tariffs are allowing the big to get bigger." (nicholas.miller@wsj.com)

(END) Dow Jones Newswires

January 02, 2026 07:34 ET (12:34 GMT)

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