Research from Water Tower Research, Water Tower Research

Water Tower Research

Water Tower Research is a leading equity research firm that provides research on micro, small and mid cap companies.

Water Tower Research was founded by Wall Street veterans after witnessing a fundamental shift in the investment research industry with the result being a declining knowledge base among investors, a lack of awareness and a shrinking pool of fundamental research being conducted on companies across the small-cap and micro-cap spectrum. The same issues are now increasingly occurring in the mid-cap space. This sea change within the investment community is impacting not only the companies themselves but also current shareholders and potential investors. With significantly less active sell-side sponsorship by Wall Street, a substantial information gap has developed between companies and various constituents in the financial community. The net result is fewer channels for insight and information to flow between companies and investors.

Research from Water Tower Research

Equity Research Firm

Thematic (Sector/Industry)

United states Consumer discretionary / Thematic (Sector/Industry)

<div><ul><li style="list-style-type: square;">The home furnishings industry is currently weathering a volatile and unprecedented change in trade policy coming from the US administration that is affecting manufacturers, retailers, and consumers alike.</li><li style="list-style-type: square;">The industry is reacting to two distinct tariff situations:</li><li style="list-style-type: square;">Blanket tariffs, which have been enacted since “Liberation Day” back in April that cover all items imported from overseas that face varying tariff rates based on the country of origin.</li></ul></div>

The home furnishings industry is currently weathering a volatile and unprecedented change in trade policy coming from the US administration that is affecting manufacturers, retailers, and consumers alike.The industry is reacting to two distinct tariff situations:Blanket tariffs, which have been enacted since “Liberation Day” back in April that cover all items imported from overseas that face varying tariff rates based on the country of origin.

Consumer Hardlines : The Evolving Tariff Landscape and Its Impact on the Home Furnishings Industry