Trump Tariffs: Wood Product Winners and Losers

Trump sets 10% tariff on lumber imports and 25% on wooden products (effective Oct 14; higher rates possible from Jan 1, 2026). These duties target imported timber, cabinets, vanities, and upholstered furniture under Section 232.Winners - U.S. timber and wood manufacturingReason: Imported lumber and wooden products become more expensive, improving pricing power and capacity utilization for domestic mills and cabinet makers.Names: ($WY) Weyerhaeuser, ($PCH) PotlatchDelticWinners - U.S. wood building products and panelsReason: Higher costs on imported lumber favor domestic producers of OSB and engineered wood used in housing and remodeling.Names: ($LPX) Louisiana-Pacific, ($BLDR) Builders FirstSourceWinners - U.S. cabinet and office furniture manufacturersReason: 25 percent tariffs on imported cabinets and upholstered furniture reduce price competition from overseas suppliers.Names: ($MBC) MasterBrand, ($SCS) SteelcaseLosers - HomebuildersReason: Lumber input costs tend to rise when tariffs hit imports, pressuring gross margins and potentially slowing housing starts.Names: ($DHI) D.R. Horton, ($LEN) LennarLosers - Home improvement retailersReason: Tariff driven cost inflation on lumber, cabinets, and furniture can raise ticket prices, dent DIY demand, and squeeze promotional flexibility.Names: ($HD) Home Depot, ($LOW) LowesLosers - Furniture and home goods retailers reliant on importsReason: New duties on cabinets and upholstered furniture increase landed costs for retailers that source heavily from Mexico, Vietnam, and elsewhere.Names: ($WSM) Williams Sonoma, ($W) Wayfair#Tariffs #Lumber #Housing #Homebuilders #Construction #Furniture #Retail #Cabinets #Stocks #TradingIdeas

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