Tariffs of at least 10% on imported consumer goods are set to reshuffle costs across retail, and investors are already weighing which stocks could feel more pressure from global supply chains and which might be relatively cushioned. The US Retailers with Predominantly Domestic Supply Chains screener focuses on companies with strong balance sheets and a heavier tilt toward home markets, a profile that may matter more as new Section 301 measures take effect. This article looks at three stocks from that list that appear positively exposed to the news and explains why the tariff backdrop could matter for each one.

Haverty Furniture Companies (HVT)

Overview: Haverty Furniture Companies is a US based specialty retailer that sells residential furniture, mattresses, and home accessories through branded Havertys stores and its website, offering both custom upholstery and well known third party mattress lines. Founded in 1885 and headquartered in Atlanta, it focuses on furnishing homes across a broad range of styles and price points.

Operations: Haverty Furniture Companies generates about US$766.5 million in revenue from home furnishings retailing in the United States.

Market Cap: US$414.8 million

Haverty Furniture Companies stands out in this screener because its showroom network leans heavily on domestically sourced product, so new Section 301 tariffs are more likely to raise costs for import heavy rivals than for Havertys. Management commentary shows the company has already adjusted pricing for earlier tariff rounds and is prepared to tweak prices again as new rules are confirmed. Its extended US$100 million credit facility provides extra flexibility. There are trade offs here, including a 5.21% dividend that is not fully covered by earnings or free cash flow and a reliance on external borrowing, alongside analyst expectations for earnings growth outpacing revenue growth. The full picture highlights how tariff disruption could influence the competitive balance for Havertys.

Tariff pressure that could squeeze import heavy rivals while Haverty Furniture Companies leans on domestic sourcing is only part of the story; the real signal may sit in the 2 key rewards and 1 important major warning sign

Camping World Holdings (CWH)

Overview: Camping World Holdings is a US based retailer focused on recreational vehicles, selling new and used RVs alongside financing, repair and maintenance services, protection plans, memberships, and a wide range of RV parts and accessories through its dealerships, service centers, and online platforms.

Operations: Camping World Holdings generates about US$6.1b in revenue from RV and Outdoor Retail and US$203.3 million from Good Sam Services and Plans in the United States.

Market Cap: US$616.4 million

Camping World Holdings sits near the center of the new tariff story because it leans heavily on US assembled RVs, contract manufacturing, and a large used inventory base, so any broad price increases on imported parts can widen the gap between new and used units and potentially lift margins on pre owned stock. Management has been clear that if tariffs push manufacturers to raise new RV prices, Camping World aims to use its scale, contract manufacturing relationships, and balance sheet to secure better pricing than smaller rivals while leaning harder into used vehicles and membership based services. That opportunity comes with real tension, however, including ongoing losses, interest coverage risk, and a funding model that relies on external borrowing. These issues are all front and center in the analyst expectations and risk debates around the stock.

Camping World Holdings appears to be a tariff story embedded within a balance sheet story, where used inventory, memberships, and contract manufacturing could matter more than headline losses. Get the fuller picture in the Camping World Holdings financial health report

Upbound Group (UPBD)

Overview: Upbound Group operates lease to own and installment payment services for household goods like furniture, appliances, electronics, and tires, alongside digital financial tools that help customers who may not qualify for traditional credit access and manage purchases. Through brands such as Rent A Center, Acima, Brigit, and Mexico based stores, it combines physical locations with mobile and web platforms across the US, Puerto Rico, and Mexico.

Operations: Upbound Group generates about US$2.5b in revenue from Acima, US$1.9b from Rent A Center including franchising, US$241.8 million from Brigit, and US$83.0 million from its Mexico operations.

Market Cap: US$1.3b

Upbound Group could be relevant in this tariff story because roughly three quarters of its furniture and appliance volume is assembled in the US. New Section 301 charges are more likely to put pressure on import heavy rivals, while its direct exposure to China is described as limited and focused on categories where suppliers are already shifting production. Management also indicates that small weekly payment adjustments or slightly longer lease terms may help offset cost inflation. In addition, higher prices and tighter household budgets may influence more shoppers to consider lease to own arrangements and Brigit’s cash and financial wellness tools. These potential advantages sit alongside questions about debt, dividend coverage, and earnings volatility, so factors such as funding and regulatory risk are important for investors to evaluate.

Upbound Group’s lease-to-own reach and US-focused sourcing could be setting up a story that many investors have only half read, and the missing chapter may sit inside the 3 key rewards and 4 important warning signs

The three stocks here only scratch the surface of this investing idea. The full US Retailers with Predominantly Domestic Supply Chains screener reveals 18 more US focused retailers with similarly detailed tariff, balance sheet, and earnings narratives waiting to be examined. Use Simply Wall St to identify and analyze the specific catalysts that matter to you, such as domestic sourcing, funding risk, and earnings quality, so you can focus on the highest conviction plays in this theme.

Take Control of Your Investment Journey

If Camping World Holdings or any of these companies sound like a great opportunity, register for FREE with Simply Wall St and add your companies to a Watchlist to monitor the share price against the fair value the ideal entry point. Once you've made your move, manage your holdings with our Portfolio Command Center that filters out the noise to deliver only the most critical, actionable updates. Throughout your journey, our Community allows you to filter the best ideas from thousands of investor perspectives. By uncovering hidden catalysts and risks early, you'll accelerate your decision-making and stay one step ahead of the market.

Seeking Alternatives Before Momentum Runs?

Fresh ideas tend to move first. Once momentum increases, the most attractive entry points can move higher before the broader market notices, so consider acting early if an opportunity fits your approach.

• Identify fast moving growth stories early by scanning the 47 high quality undervalued stocks, which focuses on companies that combine solid fundamentals with prices that still appear beaten down and under the radar for now.
• Track cash rich compounders by reviewing the list of solid balance sheet and fundamentals (49 results) so you can focus on companies with sturdier finances while that information edge may still matter.
• Follow structural energy shifts by filtering the 90 nuclear energy infrastructure stocks to see which infrastructure-related companies may attract more attention if interest in the area increases.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.