핵심요약

• 가구 수입업자들은 특정 품목에 25% 관세를 부담하고 있으며, 이는 1월 50%로 오를 예정이었으나 2027년으로 연기되었습니다.
• 업계는 4년 동안 어려움을 겪고 있으며, 관세와 불확실성이 문제를 악화시키고 있습니다.
• 코로나19 팬데믹 기간 동안 가구 수요가 증가했으나, 인플레이션 등 요인이 압력을 가하고 있습니다.
• 관세와 불확실성은 가구 업계의 경영 난제를 더욱 어렵게 만들고 있습니다.

도입

가구 업계는 관세와 불확실성의 조합에 직면해 있습니다. 이는 투자와 경영 계획 수립을 어렵게 만들고 있으며, 이는 시장과 투자자에게 중요한 영향을 미칩니다. 관세와 불확실성은 가구 업계의 미래 전망을 불확실하게 만들고 있습니다.

본문 1: 관세 부담의 현실

특정 가구 수입품목에 25% 관세가 부과되고 있으며, 이는 1월 50%로 오를 예정이었으나 2027년으로 연기되었습니다. 이는 업계에 큰 부담을 주고 있으며, 경영 계획 수립을 어렵게 만들고 있습니다. 관세 부담은 업계의 수익성을 악화시키고 있으며, 이는 장기적인 성장 가능성에 영향을 미칠 수 있습니다.

본문 2: 불확실성의 영향

관세와 불확실성은 가구 업계의 경영 난제를 더욱 어렵게 만들고 있습니다. 이는 투자와 경영 계획 수립을 어렵게 만들고 있으며, 이는 시장과 투자자에게 중요한 영향을 미칩니다. 불확실성은 업계의 미래 전망을 불확실하게 만들고 있으며, 이는 장기적인 성장 가능성에 영향을 미칠 수 있습니다.

본문 3: 코로나19 팬데믹의 영향

코로나19 팬데믹 기간 동안 가구 수요가 증가했으나, 인플레이션 등 요인이 압력을 가하고 있습니다. 이는 업계의 수익성을 악화시키고 있으며, 이는 장기적인 성장 가능성에 영향을 미칠 수 있습니다. 팬데믹 기간 동안의 수요 증가에도 불구하고, 인플레이션과 관세 부담이 업계의 미래 전망을 불확실하게 만들고 있습니다.

결론

가구 업계는 관세와 불확실성의 조합에 직면해 있습니다. 이는 투자와 경영 계획 수립을 어렵게 만들고 있으며, 이는 시장과 투자자에게 중요한 영향을 미칩니다. 관세와 불확실성은 가구 업계의 미래 전망을 불확실하게 만들고 있으며, 이는 장기적인 성장 가능성에 영향을 미칠 수 있습니다. 향후 관세 정책과 경제 상황의 변화를 주시해야 합니다.

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원문 링크: https://www.cnbc.com/2026/02/19/supreme-court-tariffs-furniture-retailers-threat.html

Small furniture retailers face existential tariff threat, despite Supreme Court ruling

The Supreme Court struck down President Donald Trump's so-called "reciprocal tariffs" on Friday. Regardless of the ruling, there's little comfort to be found for the furniture industry.

Furniture importers are facing steep import duties after the industry was hit with higher tariffs on items such as couches, kitchen cabinets and vanities last fall under section 232 of the Trade Expansion Act.

While Trump's country-specific "liberation day" tariffs imposed under the International Emergency Economic Powers Act and announced in April were under review by the nation's highest court, the duties specific to furniture importers , of around 25%, were not.

Compounding the issue is a constant thread of uncertainty plaguing the industry, said Peter Theran, CEO of the Home Furnishings Association, the trade group representing furniture retailers.

The 25% duty on certain furniture imports was supposed to rise to 50% in January, but at the end of December, that plan was pushed back to 2027. Its also become common over the past year for Trump to threaten new tariffs on various imports that never end up getting enacted .

"This is a very, very difficult time to manage your business," said Theran. "The No. 1 driver of the difficulty of managing your business is unpredictability and an inability to make alternative plans and invest in those plans, because you don't know what tomorrow will be."

Tariffs and the uncertainty they've brought are the latest blow to the furniture industry, which has been struggling for the past four years and was under pressure well before Trump's trade war.

During the Covid-19 pandemic, when people were stuck at home and flush with cash, many Americans took the opportunity to refresh their spaces and buy new furniture and decor. Then, low interest rates brought a surge in demand for new homes, which served as a catalyst for furniture buying.

The result was outsized growth across the home goods industry and boom times for furniture.

But as inflation and interest rates began to creep up in 2022, the sector started to sputter, and it later declined for the first time in at least seven years, according to data from Euromonitor.

By the time tariffs came around , home sales had slowed and some furniture companies were already struggling to keep operations afloat and couldn't manage the sudden increase in fixed costs.

American Signature Furniture, the parent company behind Value City Furniture, declared bankruptcy late last year after nearly 80 years in business. It began liquidation sales at its 89 remaining stores last month.

In a court filing, the company said the aftermath of the Covid pandemic, subsequent shifts in consumer spending and rising costs led to a 27% decline in sales between 2023 and 2025. Net operating losses ballooned from $18 million to $70 million during the same time period, it said.

By the end of 2024, the company was facing "significant liquidity constraints," which were then "further exacerbated and accelerated by the introduction of new tariff policies," the company said in the filing.

Over the last year, at least 10 other furniture businesses have declared bankruptcy, with some liquidating and ceasing operations altogether, according to a CNBC review of federal bankruptcy filings.

Most of the companies are smaller businesses, which have been hit harder by tariffs because they have fewer resources than their larger competitors.

"The smaller players are definitely the ones that will be the hardest hit because they don't necessarily have deep pockets, they don't have the economies of scale, they don't have the huge sourcing teams that can suddenly look to pivot the destination or the origin of the products," said Neil Saunders, retail analyst and managing director at GlobalData. "So they are under a lot of pressure, and we probably will see more failures in that independent space."

Joseph Cozza, whose small furniture business East Coast Innovators supplies retailers such as Macy's and Raymour & Flanigan, told CNBC he was forced to raise prices between 15% and 18% to offset higher tariff costs, leading to a slide in demand over the holidays.

For now, Cozza said he can keep his business running but is hoping for an interest rate cut, a jolt to the housing market and larger-than-expected tax returns to spur sales.

"I'm praying for that," he said.

If not, he might have to move his business from Philadelphia to North Carolina, where operating costs are lower, he said.

"I have a nice company with nice employees, and I pay them all a really good wage, and I'm being penalized," said Cozza. "I'm being penalized for what I do, and I just don't think that's fair."

The advent of tariffs has created a market grab opportunity for larger businesses, which are better equipped than smaller businesses to weather policy changes and keep prices lower.

Over the last year, some large and publicly traded furniture companies have actually been growing profits and sales despite higher costs from tariffs.

During Ikea's fiscal 2025, it was able to keep prices relatively steady and revenue about flat compared with 2024, it said in a news release. It did report higher operating expenses but attributed the increase to an acquisition it made in the Baltics, not tariffs.

Source: https://www.cnbc.com/2026/02/19/supreme-court-tariffs-furniture-retailers-threat.html