2026년 2월 21일 · Unknown · financial · 출처 Yahoo Finance
Yahoo Finance Markets and Data Editor Jared Blikre and Senior Reporter Brooke DiPalma join Market Domination Host Josh Lipton in tracking several of the day's top trending stock tickers after US Supreme Court officials struck down President Trump's trade tariffs on Friday, including Bob's Discount Furniture (BOBS), Leggett & Platt (LEG), Wayfair (W), RH (RH), Nike (NKE), Amazon (AMZN), Alphabet (GOOG, GOOGL), and Apple (AAPL).
To watch more expert insights and analysis on the latest market action, check out more Market Domination.
Video Transcript
00:00 Speaker A
starting here with Bob's discount furniture. Those shares are up today. The recent tariff announcement comes only a few day few weeks remember after the company went public on the New York Stock Exchange. So obviously we we were watching furniture companies closely today Brooks. It was Bob's, but also I know folks were watching uh Wayfair, William Sonoma, RH was on the radar. Market Watch had a good piece just talking about the sector how the furniture industry would, they say kind of struggle, you know, relatively more than others, um with tariffs just because the manufacturing capacity in the US is is limited. So so obviously those companies are going to face a tougher time just moving production here.
00:41 Speaker B
Yeah, and when we interviewed uh Bill Barden, he's the CEO of Bob's Discount Furniture, just a few weeks ago, he sort of addressed this. He called 2025 a very challenging year with tariffs, but like many other retailers that you just had mentioned, Bob's discount furniture looked to get ahead of this, and he mentioned a few different ways that they sort of been mitigating the impact. Take a listen to our interview just a few weeks ago.
01:08 Speaker C
There's three
01:09 Speaker B
actually three ways we went off after tariff mitigation. Number one was asking for cost concessions. We got a lot of them. Number two, because everything's made for us, we can move venues. Right? So we can move between countries or factories to reduce costs. And third, if we have to, and it's always the last thing for us is take price.
01:31 Speaker B
And this is what so many other furniture companies have been doing. They've sort of been moving around their vendors, working with different ones. Another company that we just spoke about yesterday includes Wayfair. I as you want to bring in Jared B because he is sales standing by the Y interactive
01:50 Speaker B
Wayfair still moving higher as we make our way towards the close?
01:54 Speaker D
Yes, and let's take a look at the sector overall and Home Depot and Lowes are taking up a lot of real estate. So if we do this on an equal weighted basis, we can see where Wayfair here up about two and three quarters or 3% and here's that big spike we got after 10:00 a.m. and you can see it's been trending down quite a bit since then. So it's given back a lot of gains, even though it's holding on to a decent uh return into the end of the day. Here's Bob's, by the way, it's up 5.6%
02:26 Speaker B
Wow.
02:26 Speaker D
and this is actually at the highs of the day right now. And you can take a stock like RH. Well, that got a nice pop here, but it's given back almost all the gains, uh holding on to about 1 and a half percent. So broadly positive, we got a few negative prints here, but check out Legan and Plat that makes a lot of the parts for your bed. Got a nice reaction, but a little bit of green, that was a sell signal and so that stock is in the red for 2%, but overall pretty green in furniture.
02:59 Speaker B
Yeah, and even more of these priceer retailers like our house, which was was sitting right next to the Wayfare on the Y of interactive also moved higher up about 3.7%. Restoration hardware as Jared you mentioned. So a lot of these furniture, sort of a si maybe a sigh of relief here for these companies moving into the year.
03:19 Speaker A
All right, that's furniture. Let's talk retail too. Uh Nike as it has been a facing a bit of cost pressure due to tariffs. I did see some analyst weighing in here saying Nike's gross margins should expand this year after the court's decision, though then they did emphasize you got a lot of important caveats. I think maybe the stock is reflecting there because you got to think through, okay, refunds, that could take years to play out. Levees could still be applied through other means. I mean, certainly Trump is talking real tough at that press conference. So I I mean I question not just for for Nike, but really broadly for retailers. If you're a retailer CEO, I think you still have a lot of questions.
04:09 Speaker B
Yeah, a lot of questions. And and we were just listening in December to the Nike earnings call and they had said that they're navigating new structural headwinds from the $1.5 billion of annualized incremental product costs because of these higher higher US tariffs. They went on to say that North America gross margins quote unquote only declined 330 basis points versus the prior year despite a 520 basis point impact from the newly implemented tariffs. But you look across the board, Jared, we're mostly seeing green now. There it seems like this is going to be a sigh of relief as these retailers do get these refunds.
04:52 Speaker D
Yes, and I'll tell you what, at 10:05 a.m. we were seeing a lot more green. Here's Nike. It's down 6/10ths on the day, but here was that spike. It was up as much as 4%. and this is a longer-term turnaround story and you take a look at the three year, you'll kind of see what I mean. It's down almost 50%, cut in half over that time period. So Nike crawling out of a hole, but we saw uh some other stocks really add to their gains. Here's Lululim. Let me break this down for you. Yeah, let me first, here's the intraday on Lululemon, um probably keeping about half of its gains here. We do have some foreign tickers like Adidas. And full disclosure, this closed several hours ago. So this is on a diffe…