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Like other high-end retailers, Williams-Sonoma has been struggling with consumers watching their spending and putting off big-ticket renovations. The company's shares are up about 77% this year.

Interestingly, furniture stocks have mostly shrugged off the tariff threat — for now. Over the past three months, shares of Williams-Sonoma are up 30%, and La-Z-Boy (LZB) has gained 8%.