Why it’s on the map
US-made upholstery: Canadian upholstered furniture faces 25% Section 232 (→30% Jan 2027); Canadian furniture not already under §232 faces 50% under §338 (the §338 proclamation excludes §232 goods).
Government money & contracts
None.
Customers & commercial
Retail.
Catalysts
Written sales +16%.
Risk
Fell 16% on revenue miss — demand is the constraint, not imports.
Tariff durability
232 + 338.