By Nicholas G. Miller

Shares of furniture companies rose after the Supreme Court ruled that President Trump's global tariffs are illegal.

Wayfair jumped 5.9%. Williams-Sonoma rose 2.8%. RH gained 3.7%.

Analysts had said the furniture industry could struggle to cope with tariffs more so than other industries. Furniture manufacturing capacity in the U.S. is limited, meaning companies face challenges moving production on-shore. Most furniture purchases also are discretionary and as a result, companies could suffer from consumers delaying their purchases if prices continue to rise.

In October, Trump imposed a 25% tariff on kitchen cabinets, upholstered furniture and vanities. The rates were set to increase at the beginning of this year, but Trump delayed the increases until next year.

But even before the furniture-specific tariffs, furniture companies had seen rising tariffs due to levies on goods from Vietnam, Malaysia, Indonesia and China, which supply much of the furniture imported to the U.S.

Write to Nicholas G. Miller at nicholas.miller@wsj.com.

(END) Dow Jones Newswires

February 20, 2026 10:49 ET (15:49 GMT)

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