A hypothetical: When are tariffs a good thing for the home retail business? One could argue that there’s a momentary upside when they create panic buying, with consumers rushing out to make purchases before the full effect of tariff-induced price increases hits.

That’s one possible explanation for the unexpectedly positive latest financial results from big publicly traded furniture and furnishings retailers—a continuation of the modest improvements seen in the previous quarter. Companies like Wayfair , Ethan Allan , Havertys, and Floor & Decor all reported better numbers for the late spring/early summer, and as good as it was to see some black ink, it comes with the uncertainty of whether this in fact the start of the long-awaited rebound for the home furnishings industry, or wh

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