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As US wood tariffs kick in, kitchen cabinet companies look for a silver lining

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As US wood tariffs kick in, kitchen cabinet companies look for a silver lining
News

News

As US wood tariffs kick in, kitchen cabinet companies look for a silver lining

2025-10-15 04:31 Last Updated At:04:41

NEW YORK (AP) — Cabinet dealers, interior designers and remodeling contractors in the U.S. hope new tariffs on imported kitchen cabinets, bathroom vanities and upholstered wooden furniture that kicked in Tuesday will create more business for them and eventually boost domestic production of those products.

But several small business owners in the home improvement industry say they expect some short-term pains from the import taxes: Clients with projects already on the books might balk at having to pay more for the budget-priced cabinets they selected. Potential customers may postpone kitchen and bathroom renovations until costs — and the economy — seem more stable.

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Andrea Mulkey, president and founder of Amish Cabinets of Denver, works in her showroom in Denver on Friday, Oct. 10, 2025. (AP Photo/Thomas Peipert)

Andrea Mulkey, president and founder of Amish Cabinets of Denver, works in her showroom in Denver on Friday, Oct. 10, 2025. (AP Photo/Thomas Peipert)

A truck stands outside a show room and warehouse belonging to Linq Kitchen, a designer and maker of kitchen cabinets in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

A truck stands outside a show room and warehouse belonging to Linq Kitchen, a designer and maker of kitchen cabinets in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Imported kitchen cabinets from Vietnam are stacked up at Linq Kitchen's warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Imported kitchen cabinets from Vietnam are stacked up at Linq Kitchen's warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows kitchens made in Vietnam at a show room in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows kitchens made in Vietnam at a show room in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

“I think the volatility around pricing is damaging to the remodeling industry,” said Allison Harlow, an interior designer in Michigan whose company, Curio Design Studio, creates and builds custom bathrooms and kitchens. “Most people will hear the headline of ‘Kitchen cabinets will go up 50%’ and might just opt out of even reaching out to our company.”

Despite high mortgage rates having depressed sales of existing homes in recent years, a forecast of remodeling activity by Harvard University's Joint Center for Housing Studies predicts that homeowner spending on improvements and maintenance will remain steady into the middle of 2026.

A proclamation that President Donald Trump signed on Sept. 29 cited national security and foreign trade practices as grounds for imposing the tariffs on certain finished wood products and product components.

Of them, imported vanities and kitchen cabinets incurred the steepest tax rates: 25% until the end of the year and 50% starting on New Year’s Day.

Upholstered chairs, seats and sofas also are subject to a 25% worldwide tariff effective Tuesday, with the rate scheduled to increase to 30% on Jan. 1. In addition, the presidential proclamation put a 10% import tax on softwood timber and lumber, which comes from evergreen trees like pine and cedars.

Softwoods often are used to make furniture and in wood frame construction. Canada is the source of about 85% of the softwood lumber the U.S. imports, or nearly one-quarter of the national supply, according to the National Association of Homebuilders.

Some U.S. trading partners are receiving more favorable treatment when it comes to the furniture and cabinetry tariffs. The tax on U.K. exports was capped at 10%, while the rate for wood products from the European Union and Japan was capped at 15%.

The American Kitchen Cabinet Alliance and other trade and advocacy groups lobbied for tariffs to help offset what they described as a flood of cheap cabinets from countries such as Vietnam, Malaysia, China and elsewhere in the decades since more U.S. furniture manufacturing moved offshore.

U.S.-made products tend to cost more but often are of better quality.

John Lovallo, an analyst at UBS bank, estimates the tariffs on imported cabinets and vanities could add roughly $280 to the average cost of building a single-family home, not enough to sink a project that often carries an overall price tag more than 1,000 times larger than that.

Some business owners say they plan to cover any tariff-related costs for now instead of raising customer prices.

John Dean, founder of Dean Cabinetry in Connecticut, sells cabinets that run the gamut from lower-priced imports to custom models made in his shop. Imported products account for about a third of his sales, but Dean said he does not expect much fallout from the tariffs.

Two of his vendors that he buys imported cabinets from, in China and Vietnam, said they would raise prices by 10% to recoup some of the duty costs.

Dean said he would not charge customers more for now. Since a kitchen remodel is a big ticket item to begin with, and with the costs of building lumber and labor going up, raising cabinet prices might hurt demand, he said.

“My personal perspective is most small- and medium-sized businesses are trying to absorb those costs," he said.

The wood product tariffs are likely to have a bigger effect on selection than on prices as importers scale back their orders to focus on bestsellers and products with the highest profit margins, according to Jason Miller, a supply chain management professor at Michigan State University.

“It will make importers more selective in the varieties they bring in,” Miller said: “So I think the bigger impact is going to be on the product variety side: Consumers should expect less variety.”

Although the White House said the tariffs were intended to boost domestic production and protect U.S. businesses from predatory trade practices, some cabinet makers say that will be difficult because their supply chains are multinational.

Linq Kitchen, a Los Angeles-area company that designs, builds and installs modern-style kitchen cabinets, uses plywood and melamine panels from Asia and Europe in its projects, co-founder Josh Qian said. A suitable domestic alternative does not exist, he said.

“The kitchen cabinet industry is highly globalized, and even U.S.-based manufacturers depend on imported materials, hardware, and finishes,” Qian said. “These tariffs may sound protective, but in reality, they often raise costs across the entire supply chain."

At the same time, cabinet companies that don't sell foreign products or rely on imported components look forward to capturing more business. One is ACO Denver Custom Cabinetry in Denver, Colorado, which enlists Amish, Mennonite, and New German Baptist shops in the Midwest to handcraft custom cabinets.

Andrea Mulkey, the company's president and co-founder, said her main concern is whether interest in American-made cabinets will grow too quickly.

“It’s hard to predict how much new business might come our way as competitors are affected,” Mulkey said. “We simply couldn’t serve everyone if demand suddenly surged. The real challenge is similar to what we saw post-COVID, when everyone got busy at once, and access to raw materials became strained.”

The Curio Design Studio has its custom cabinets made in Minnesota and Wisconsin, but Harlow worries about the tariffs costing her customers.

“I think it will decrease consumer confidence and create a narrative that the work is going to get inherently more expensive,” Harlow said. “I think we will have to work harder to attract potential clients with messaging of how this blanket statement, ‘Kitchen cabinets will go up 50%,’ does not impact our particular business model.”

Andrea Mulkey, president and founder of Amish Cabinets of Denver, works in her showroom in Denver on Friday, Oct. 10, 2025. (AP Photo/Thomas Peipert)

Andrea Mulkey, president and founder of Amish Cabinets of Denver, works in her showroom in Denver on Friday, Oct. 10, 2025. (AP Photo/Thomas Peipert)

A truck stands outside a show room and warehouse belonging to Linq Kitchen, a designer and maker of kitchen cabinets in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

A truck stands outside a show room and warehouse belonging to Linq Kitchen, a designer and maker of kitchen cabinets in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Imported kitchen cabinets from Vietnam are stacked up at Linq Kitchen's warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Imported kitchen cabinets from Vietnam are stacked up at Linq Kitchen's warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows kitchens made in Vietnam at a show room in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows kitchens made in Vietnam at a show room in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

Josh Qian, co-founder of Linq Kitchen, a designer and maker of kitchen cabinets, shows his company's show room and warehouse in City of Industry, Calif., Friday, Oct. 10, 2025. (AP Photo/Damian Dovarganes)

MILAN (AP) — The gala crowd at Milan's Teatro alla Scala cheered the season premiere of Dmitry Shostakovich's "Lady Macbeth of Mtsensk '' with a 12-minute standing ovation Sunday, as the storied theater synonymous with the Italian repertoire opened with a Russian melodrama for the second time since Moscow's 2022 invasion of Ukraine.

The crowd of luminaries fully embraced stage director Vasily Barkhatov's bold telling of merchant wife Katerina Izmajilova's fall into a murderous love triangle against the backdrop of Stalin's Soviet Union, right up to the jarring final scene with a Soviet truck barreling into a wedding party, and two characters perishing in burst of flames.

U.S. soprano Sara Jakubiak was showered with carnations and cheers for her tireless portrayal of Katarina, the title character, over the 2 hour and 40 minute opera, and the audience cheered its appreciation for conductor Riccardo Chailly, making his last Dec. 7 gala premiere appearance as music director.

“No one ever expects this,'' Jakubiak said backstage of the enthusiastic reception. ”I am just so happy.''

While the 2022 gala season premier of “Boris Godunov” drew protests from the Ukraininan community for highlighting Russian culture in the wake of the invasion, the premiere of "Lady Macbeth'' inspired a flash mob demonstrating for peace.

Shostakovich's 1934 opera highlights the condition of women in Stalin’s Soviet Union, and was blacklisted just days after the communist leader saw a performance in 1936, the threshold year of his campaign of political repression known as the Great Purge.

A dozen activists from a liberal Italian party held up Ukrainian and European flags in a quiet demonstration removed from the La Scala hubub that aimed “to draw attention to the defense of liberty and European democracy, threatened today by (President Vladimir) Putin’s Russia, and to support the Ukrainian people.’’

Another, larger, demonstration of several dozen people in front of city hall called for freedom for the Palestinians and an end to colonialism, but was kept far from arriving dignitaries by a police cordon. Demonstrations against war and other forms of inequality have long countered the glitz of the gala season premiere that draws leading figures from culture, business and politics dressed in their finest frocks.

Culture Minister Alessandro Giuli was joined by the senator for life Liliana Segre, a Holocaust survivor, and Milan Mayor Giuseppe Sala in the royal box. Italian pop stars Mahmoud and Achille Lauro were also among those in attendance.

Chailly began working with Barkhatov on the title about two years ago, following the success “Boris Godunov,'' which was attended by Italian Premier Giorgia Meloni and European Commission President Ursula von der Leyen, both of whom separated Russia’s politicians from its culture.

But outside the Godunov premiere, Ukrainians protested against highlighting Russian culture during a war rooted in the denial of a unique Ukrainian culture.

Chailly called the staging of Shostakovich’s “Lady Macbeth" at La Scala for just the fourth time “a must.’’

“It is an opera that has long suffered, and needs to make up for lost time,’’ Chailly told a news conference last month.

La Scala’s new general manager, Fortunato Ortombina, defended the choices made by his predecessor to stage both Shostakovich’s “Lady Macbeth” and Modest Mussorgsky’s “Boris Godunov " at the theater whose history is tied to the Italian repertoire.

‘‘Music is fundamentally superior to any ideological conflict,’’ Ortombina said on the sidelines of the news conference. “Shostakovich, and Russian music more broadly, have an authority over the Russian people that exceeds Putin's own.’’

Jakubiak, 47, made her La Scala debut in the title role of Katerina, whose struggle against existential repression leads her to commit murder, landing her in a Siberian prison where she self-immolated to kill herself and her treacherous second husband's new lover — deviating from the original story's drowning. It’s the second time Jakubiak has sung the role, after performances in Barcelona last year, and she said Shostakovich's Katerina is full of challenges.

“That I’m a murderess, that I’m singing 47 high B flats in one night, you know, all these things,’’ Jakubiak said while sitting in the makeup chair ahead of the Dec. 4 preview performance to an audience of young people. “You go, ‘Oh my gosh, how will I do this?’ But you manage, with the right kind of work, the right team of people. Yes, we’re just going to go for the ride.”

Speaking to journalists recently, Chailly joked that he was “squeezing” Jakubiak like an orange. Jakubiak said she found common ground with the conductor known for his studious approach to the original score and composer’s intent.

“Whenever I prepare a role, it’s always the text and the music and the text and the rhythms,'' she said. “First, I do this process with, you know, a cup of coffee at my piano and then we add the other layers and then the notes. So I guess we’re actually somewhat similar in that regard.''

Jakubiak, best known for Strauss and Wagner, has a major debut coming in July when she sings her first Isolde in concert with Anthony Pappano and the London Symphony.

Barkhatov, who at 42 has a flourishing international career, said “Lady Macbeth” is a “very brave and exciting" choice for La Scala's season opening.

Barkhatov's stage direction sets the opera in a cosmopolitan Russian city in the 1950s, the end of Stalin’s regime, rather than a 19th-century rural village as written for the 1930s premier.

For Barkhatov, Stalin’s regime defines the background of the story and the mentality of the characters for a story he sees as a personal tragedy and not a political tale. Most of the action unfolds inside a dark restaurant appointed in period Art Deco detail, with a rotating balustrade creating a kitchen, a basement and an office where interrogations take place — all grim and dingy.

Despite the tragic arc, Barkhatov described the story as “a weird … breakthrough to happiness and freedom.’’

“Sadly, the statistics show that a lot of people die on their way to happiness and freedom,’’ he added.

Stage director Vasily Barkhatov sits during an interview with The Associated Press prior to the dressed rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

Stage director Vasily Barkhatov sits during an interview with The Associated Press prior to the dressed rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

A wig receives final touches ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

A wig receives final touches ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

A wig receives final touches ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

A wig receives final touches ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

External view of Teatro all Scala ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

External view of Teatro all Scala ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

Soprano Sara Jakubiak has her makeup done ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

Soprano Sara Jakubiak has her makeup done ahead of the dress rehearsal of Dmitri Shostakovich's Lady Macbeth of the Mtsensk District at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

The stage is prepared ahead of the dressed rehearsal of the Lady Macbeth of Mtsensk District, by Dmitri Shostakovich, at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

The stage is prepared ahead of the dressed rehearsal of the Lady Macbeth of Mtsensk District, by Dmitri Shostakovich, at La Scala Opera House in Milan, Italy, Thursday, Dec. 4, 2025. (AP Photo/Antonio Calanni)

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