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 manufacturing

Reason: Imported lumber and wooden products become more expensive, improving pricing power and capacity utilization for domestic mills and cabinet makers.

Names: ($WY) Weyerhaeuser, ($PCH) PotlatchDeltic

Winners - U.S. wood building products and panels

Reason: Higher costs on imported lumber favor domestic producers of OSB and engineered wood used in housing and remodeling.

Names: ($LPX) Louisiana-Pacific, ($BLDR) Builders FirstSource

Winners - U.S. cabinet and office furniture manufacturers

Reason: 25 percent ...