Furniture's New Reality. Why Every Retailer Should Brace for Higher Prices and Changing Consumer Behavior

Originally published July 14, 2025. This version was rebuilt from the President's posts as archived by the American Presidency Project, a White House fact sheet and Adobe's Prime Day results for the FIN archive, and the facts are as of that date.

By mid-July 2025 there was no longer a major furniture supplier country without a U.S. tariff rate attached. The question had shifted from whether to how much.

The short version

• The President announced a trade deal with Vietnam setting a 20% rate on its goods.
• Letters set August 1 rates of 25% for Malaysia and 36% for Cambodia, among others.
• Adobe said Prime Day drove $24.1 billion in U.S. online spending.

Vietnam's 20%

On July 2 the President said Vietnam had agreed to a deal under which its goods would pay a 20% tariff, with a higher rate on goods transshipped through Vietnam from other countries. Vietnam had become the largest source of U.S. furniture imports, so its rate set the baseline for much of the industry.

Rates for everyone else

On July 7 the White House said letters to trading partners set new rates from August 1, including 25% for Malaysia, 36% for Cambodia and 36% for Thailand. Each of those countries had become an alternative source as buyers moved orders out of China.

Update. A July 31 order set the final rates effective August 7, and the Supreme Court later ruled that IEEPA does not authorize these tariffs.

Prime Day and furniture

Adobe reported that the four-day Prime Day event drove $24.1 billion in U.S. online spending, up 30.3% from a year earlier. Storage furniture was among the categories with the biggest sales lifts compared with ordinary days, a sign that small, easy-to-ship furniture was moving online.

A new baseline

With rates attached to nearly every sourcing country, the advantage went to buyers who could compare landed costs quickly and to retailers who could sell well online.

Related on FIN

• Follow the Tariff Dollars
• Every Door in Town

Sources

• The American Presidency Project, Truth Social posts of July 2, 2025
• The White House, Fact sheet on new tariff rates (July 7, 2025)
• The White House, Further modifying the reciprocal tariff rates (July 31, 2025)
• Supreme Court of the United States, Learning Resources, Inc. v. Trump, opinion (Feb. 20, 2026)
• Adobe, Prime Day event online spend results