On September 29, 2025, President Trump announced new tariffs on kitchen cabinets, upholstered furniture, and bathroom vanities. This development caused shares of furniture and other home-goods retailers to slip.
The president also stated plans to impose 'substantial tariffs' on countries that do not manufacture furniture in the U.S. This policy shift introduces significant uncertainty for companies relying on international sourcing and manufacturing.
The potential for increased import costs could impact Arhaus's supply chain, product pricing, and gross margins. This macroeconomic development presents a direct challenge to the company's operational and financial outlook.
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