end cap The Money · Tariff Refunds
The Tariff Refund Tracker
After the Supreme Court struck down the IEEPA tariffs, roughly $165B began flowing back to importers. This tracks what public companies are doing with the money: handing it back to customers, keeping it, or staying quiet. Filter and sort to explore.
Updated every earnings season · as of July 2026
Company
Sector
What they did
What they said
Booked in the P&L
Est. refund
Confidence
How to read this. "What they did" sorts each company into one of four groups: a direct refund to whoever paid, a broad discount for everyone, keeping the money as margin or reinvestment, or unknown for those who have not said. "What they said" is public commentary or filings; "Booked in the P&L" is the disclosed accounting treatment. Refund sizes marked Analyst are third-party estimates, chiefly Citi, and are not company-confirmed. Confidence flags how well-sourced each row is.
Sources: company 8-Ks and 10-Qs via SEC EDGAR, Citi refund estimates, and reporting from CNBC, Reuters, Axios, Fortune, Bloomberg Tax, Money.com, and Business of Fashion.
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