Taylor Morrison, One of Nation's Largest Homebuilders, Quietly Profits from Tariff-Fueled Price Hikes While Blaming 'Supply Chains'
You've heard the soothing ads—"Taylor Morrison: Your Home, Your Future." But behind the pastel brochures, a dizzying dance is happening. As the Trump administration’s tariffs on imported lumber and steel drive material costs up, Taylor Morrison is posting record quarterly profits, up 18% year-over-year. Meanwhile, the company, alongside industry giants, is loudly lobbying against tariffs in Washington—while simultaneously raising new home prices by an average of 12% per unit. Who benefits? Not the first-time buyer scraping together a down payment. Shareholders and insiders are cashing in. VP of sales John Bradley just sold $2.4 million in stock. The narrative you’re being fed? "It’s just supply chain disruptions." The real story? A perfect storm of political leverage and quiet price gouging disguised as market necessity.