Trump Halts Tariff Increase, Furniture Retail Stocks Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 03 2026
0mins
Source: Benzinga
- Stock Surge: Following Trump's announcement to pause tariff increases on upholstered furniture, kitchen cabinets, and vanities, luxury furniture retailer RH saw a 9.5% stock increase, reflecting positive market sentiment towards the policy change.
- Market Reaction: Online retailer Wayfair's shares rose by 6.3%, while kitchenware and home furnishings retailer Williams-Sonoma experienced a 5.3% increase, indicating investor optimism regarding future profitability.
- Tariff Policy Impact: The Trump administration's decision to delay the scheduled tariff increases from 30% and 50% to the original 25% will alleviate cost pressures on imports, preventing potential price hikes for consumers.
- Industry Outlook Uncertain: Although the current tariff pause provides short-term relief for furniture retailers, the future direction of tariff policies remains uncertain pending a Supreme Court decision, leaving the industry in a precarious position.
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Analyst Views on LZB
Wall Street analysts forecast LZB stock price to rise
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 37.470
Low
39.00
Averages
42.50
High
46.00
Current: 37.470
Low
39.00
Averages
42.50
High
46.00
About LZB
La-Z-Boy Incorporated is a vertically integrated furniture retailer and manufacturer. The Company manufactures, markets, imports, exports, distributes and retails upholstery furniture products under the La-Z-Boy, England, Kincaid, and Joybird tradenames. Its segments include the Wholesale segment and the Retail segment. The Retail segment consists of over 200 Company-owned La-Z-Boy Furniture Galleries stores and is part of a broader network of nearly 370 La-Z-Boy Furniture Galleries that, with La-Z-Boy.com, serve customers nationwide. Joybird, an e-commerce retailer and manufacturer of modern upholstered furniture, has over 12 stores in the United States. In the Wholesale segment, the Company manufactures comfortable, custom furniture for Furniture Galleries and a variety of retail channels. England Furniture Co. offers custom upholstered furniture, and casegoods brands Kincaid, American Drew, and Hammary provide pieces that make every room feel like home.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Market Reaction: Online retailer Wayfair's shares rose by 6.3%, while kitchenware and home furnishings retailer Williams-Sonoma experienced a 5.3% increase, indicating investor optimism regarding future profitability.
- Tariff Policy Impact: The Trump administration's decision to delay the scheduled tariff increases from 30% and 50% to the original 25% will alleviate cost pressures on imports, preventing potential price hikes for consumers.
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- Historical Performance: Over the past two years, LZB has surpassed EPS estimates 63% of the time and revenue estimates 75% of the time, demonstrating the company's financial stability and market confidence.
- Estimate Adjustments: In the last three months, EPS estimates have seen two upward revisions and one downward revision, while revenue estimates also experienced two upward revisions and one downward revision, indicating a cautiously optimistic market outlook for the company's future performance.
- Strategic Growth Plans: La-Z-Boy has set a Q3 sales target between $525 million and $545 million, aiming to drive growth through strategic exits and a significant retail acquisition, showcasing the company's proactive approach in a competitive market.
See More
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- Walmart Earnings Expectations: Analysts anticipate Walmart will report its fourth-quarter earnings on Thursday, with net sales expected to rise approximately 4% and operating income potentially increasing by 11%, further solidifying its status as a trillion-dollar company.
- Consumer Health Insights: Investors will closely monitor Walmart's commentary on consumer health and its 2026 financial guidance to assess future market trends and corporate strategy.
- FOMC Meeting Minutes Release: The minutes from the January FOMC meeting will be released on Wednesday, providing insights into policymakers' views on the path of interest rates, especially after holding rates steady at the start of the year, which has generated significant market interest.
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- Investor Conference Call: The company will hold its quarterly investor conference call on February 18, 2026, at 8:30 a.m. Eastern Time, which will be webcast live along with corresponding slides, enhancing investor engagement and information transparency.
- Conference Call Replay: Following the call, it will be archived online for one year, and a telephone replay will be available for two weeks, ensuring that investors who could not participate live can access key information.
- Company Background: La-Z-Boy is a leading retailer and manufacturer with 370 stores, producing 90% of its products in North America, and has been recognized as one of America's most iconic companies, showcasing its strong market position and brand influence.
See More
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- Retail Expansion: La-Z-Boy is enhancing its market scale and achieving immediate sales and profit growth by adding 15 new stores in the Southeast, demonstrating proactive positioning in a competitive furniture market.
- Portfolio Optimization: The company is focusing on its core North American upholstery business by exiting non-core operations, which is expected to lift margins and strengthen its competitive edge, particularly among younger consumers.
- Improving Sales Trends: La-Z-Boy is experiencing improving written sales trends and strong wholesale performance, which are anticipated to drive future revenue growth, despite overall furniture demand being impacted by a weak housing market.
- Earnings Forecast Upgrade: Analysts have raised their earnings estimate for La-Z-Boy's fiscal 2026 from $2.46 to $2.65 per share, reflecting market optimism regarding the company's future growth prospects.
See More
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- Stock Surge: Following Trump's announcement to pause tariff increases on upholstered furniture, kitchen cabinets, and vanities, luxury furniture retailer RH saw a 9.5% stock increase, reflecting positive market sentiment towards the policy change.
- Market Reaction: Online retailer Wayfair's shares rose by 6.3%, while kitchenware and home furnishings retailer Williams-Sonoma experienced a 5.3% increase, indicating investor optimism regarding future profitability.
- Tariff Policy Impact: The Trump administration's decision to delay the scheduled tariff increases from 30% and 50% to the original 25% will alleviate cost pressures on imports, preventing potential price hikes for consumers.
- Industry Outlook Uncertain: Although the current tariff pause provides short-term relief for furniture retailers, the future direction of tariff policies remains uncertain pending a Supreme Court decision, leaving the industry in a precarious position.
See More
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- Focus on Future Trends: The emphasis is on identifying key trends and opportunities that may shape investment strategies in the upcoming year.
- Market Predictions: Insights and predictions regarding market movements and potential sectors for growth are being gathered.
- Strategic Planning: Investors are encouraged to consider these insights for strategic planning and decision-making for 2026.
See More
