Global Furniture Industry Daily Briefing – January 6, 2026

Global Furniture Industry Daily Briefing – January 6, 2026

Jan 6, 2026 Furniture News: US delays tariffs to 2027, Wayfair & RH stocks rally, and CES 2026 debuts smart furniture. Get the latest global market and trend updates.

Top Stories (The most critical updates)

US Delays Major Furniture Tariffs to 2027: The White House has officially delayed the scheduled tariff increases on imported upholstered furniture and kitchen cabinets until January 1, 2027. The tariffs were set to jump to 30% and 50% respectively on January 1, 2026, but have been postponed to allow for further trade negotiations, providing significant relief to importers and retailers.

Market & Business (Financials, M&A, Strategy)

Stocks Rally on Tariff Relief: Shares of major US home-furnishings retailers surged following the tariff delay announcement. Wayfair (+1.7%), Williams-Sonoma (+1.1%), and RH (+3.3%) all saw gains as analysts noted the delay gives the sector "breathing room" for fiscal year 2026.

Wayfair Physical Retail Expansion: Wayfair confirmed plans to open three new large-format physical stores, with an Atlanta location opening in early 2026 and a Denver location slated for late 2026, signaling a continued pivot toward omnichannel retail.

IKEA's Local Sourcing Shift: Despite the tariff delay, IKEA executives reaffirmed plans to increase sourcing from US-based factories to insulate against future trade volatility, reducing reliance on trans-oceanic shipping for heavy items like mattresses and sofas.

Manufacturing & Supply Chain

Global Consumption Forecast: The Centre for Industrial Studies (CSIL) forecasts a modest 1% growth in global furniture consumption for 2026, suggesting a stabilization of the market after a volatile 2024-2025.

Supply Chain "Breathing Room": The postponement of the Section 301 and 232 tariff hikes prevents an immediate spike in costs for timber and finished wood products, allowing supply chains to stabilize rather than scrambling to front-load inventory this quarter.

Design & Trends

CES 2026 Kicks Off with "Smart Furniture" Focus: The Consumer Electronics Show (CES) opened today in Las Vegas with major furniture tech announcements. ProtoArc debuted a "Smart Workspace" ecosystem where desks and chairs automatically adjust to user posture, while Ceragem showcased an AI-powered "Wellness Home" that integrates health monitoring into furniture.

Upcoming Trade Show Season: The industry is gearing up for a busy January with Maison&Objet in Paris (Jan 15-19) focusing on the theme "Past Reveals Future," and the Istanbul International Furniture Fair (IIFF) (Jan 27-31) expecting over 30,000 international buyers.

2026 Color Trend: Early 2026 collections are heavily featuring "Cloud Dancer" (White), recently named the 2026 Color of the Year by Pantone, signaling a return to minimalism and serenity in interior design.

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