The Motley Fool
06 Jan 2026, 13:21 UTC · 42w ago
Trump's Latest Move on Tariffs Makes These 2 Stocks a Buy for 2026
Impact · against what's priced in
The delay of planned furniture tariffs and potential tax-refund-driven spending boosts create an immediate margin and demand tailwind for Wayfair and RH. Since these specific tariff reversals were announced on the last day of 2025, the market is only beginning to price in the avoidance of the projected 30-50% tax hikes.
- W+0.60
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- In context
The delay of tariffs on upholstered furniture and cabinets directly lowers projected costs of goods sold, while expected tax refunds of $300 to $1,000 per person could stimulate demand for Wayfair's discount-oriented model.
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