Wayfair Stock Holds Steady While RH Declines Following Trump's Tariff Announcement Impacting Furniture Retailers
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Sep 26 2025
0mins
Source: TipRanks
New Tariffs Announced: Donald Trump plans to impose a 50% tariff on kitchen cabinets and bathroom vanities, along with a 30% tariff on upholstered furniture, effective October 1, aimed at protecting U.S. manufacturing from foreign competition.
Impact on Retailers and Supply Chains: The tariffs are expected to disrupt supply chains and increase costs for consumers, particularly affecting furniture retailers reliant on imports, while potentially benefiting domestic manufacturers in states like North Carolina and Michigan.
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Analyst Views on ARHS
Wall Street analysts forecast ARHS stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for ARHS is 12.21 USD with a low forecast of 10.50 USD and a high forecast of 14.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
10 Analyst Rating
6 Buy
4 Hold
0 Sell
Moderate Buy
Current: 9.920
Low
10.50
Averages
12.21
High
14.00
Current: 9.920
Low
10.50
Averages
12.21
High
14.00
About ARHS
Arhaus, Inc. is a lifestyle brand and omni-channel retailer of premium home furnishings. The Company through its proprietary model, designs and sources products from manufacturers and artisans around the world. It has approximately 100 showrooms and design center locations across the United States. It offers merchandise in various categories, including furniture, outdoor, lighting, textiles, and decor. Its furniture product offerings consist of bedroom, dining room, living room and home office furnishings and include sofas, dining tables, and chairs, among others. Its outdoor product offerings include outdoor dining tables, chairs, chaises and other furniture, lighting, and others. Its lighting product offerings consist of a variety of distinct and artistic lighting fixtures. Its textile product offerings include handcrafted indoor and outdoor rugs, bed linens, and pillows and throws. Decor ranges from wall art to mirrors, vases to candles, and many other decorative accessories.
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.
Home Furnishings Stocks Decline, Arhaus Down 5%
- Market Weakness: Home furnishings stocks collectively fell by approximately 2.5%, indicating a decline in market confidence that could impact future investment decisions.
- Arhaus Leads Decline: Arhaus shares dropped by about 5%, reflecting weak consumer demand and increased market competition, which may lead to a decrease in the company's short-term sales.
- RH Struggles: RH's stock fell by approximately 4.9%, indicating challenges in the high-end home market that could affect its profitability and market share.
- Uncertain Industry Outlook: Other sectors like paper and forest products also performed poorly, suggesting that the overall economic environment may exert pressure on the home improvement industry, necessitating close monitoring of future market dynamics.
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Furniture Stocks Climb as Trump Tariff Postponement Provides Sector with 'Breathing Space'
- Furniture Stocks Rally: Furniture stocks experienced a surge on Friday morning.
- Tariff Delay Announcement: Investors reacted positively to President Donald Trump’s decision to postpone an increase in sector-wide tariffs for one year.
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