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From Amazon to Walmart, companies are handling tariff refunds differently. Here's what it could mean for your wallet.

Stocks that are most closely tied to the health of the US consumer have trailed the broader market badly this year. A potential Federal Reserve interest-rate hike Wednesday may add to the segment’s stress.

Walmart (NASDAQ:WMT) said it is maintaining a focus on price investments, faster fulfillment and expanding digital services as it seeks to build market share, while managing continued inflation and regulatory pressure in pharmacy. During a discussion with Goldman Sachs analyst Kate McShane, a Walma

Jim Cramer put a precise number on what diesel is doing to every product you buy, and the math he laid out on CNBC has nothing to do with the inflation figure Washington reports. What it means for McDonald's, Walmart, and Target stocks depends on how long one critical cushion holds.

A federal judge has cleared Estée Lauder Companies to proceed with and expand its trademark lawsuit against Walmart over fake luxury beauty products sold.

These consumer staples stocks are Dividend Kings and could become increasingly attractive if stubborn inflation pushes the Federal Reserve back toward monetary tightening.

The outbreak, which federal health officials linked to shredded iceberg lettuce from supplier Taylor Farms, resulted in a total of 12,883 reported cases of the gastrointestinal food-borne illness across 21 states.

Kroger cuts its fiscal-year same-store sales outlook, citing the impact of the Inflation Reduction Act.

Ahead of CPI data and the Fed's rate decision, defensive stocks McDonald's, Johnson & Johnson, Walmart, Berkshire Hathaway, and NextEra Energy offer stability and dividends amid market uncertainty.

Walmart Inc. (NASDAQ:WMT) and The Home Depot, Inc. (NYSE:HD) are both booking real tariff refund windfalls, but reporting and using the money in noticeably different ways, CNBC reported. Walmart CFO John David Rainey said the company is eligible for roughly $2.9 billion in refunds, has yet to receive just under $100 million of that, and […]

Companies mostly are using tariff refunds to offset inflation, but some like Walmart are lowering prices

The new probe into retailers seems to build on the department’s antitrust investigation into meatpackers.

Retail earnings reveal a K-shaped consumer split: Home Depot and Lowe's post solid home-improvement sales, while Walmart and Five Below face mixed results amid tariff and margin pressures.

Diesel at record highs, beef prices surging, mortgage rates climbing, and consumer confidence cratering. A web of pressures is tightening around the economy all at once, and the Fed may have far less room to maneuver than anyone wants to admit.

The Department of Justice (DOJ) has extended the federal government’s scrutiny of rising beef prices to the retail level of the food supply chain. The retailers now under investigation include Kroger, Publix, Walmart Inc., Albertsons, Aldi, Ahold Delhaize, Costco Wholesale...

Amazon.com (AMZN) trades at $255, down 10% over the past month and about 10% below its 52-week high. The second quarter of 2026, reported in July, was a strong one: revenue rose 20% year over year to $200.6 billion and operating income rose 43%, though about $1.2 billion of that income came from tariff refunds and an energy-contract accounting gain. That makes the drop worth sizing, because this is a stock with a long habit of falling further than the market.

Cost inflation remains a top concern for delivery operators, with 88 percent saying last-mile costs are growing at the same pace as revenue or faster.

In recent weeks, Walmart has expanded its offer with new brands and partners, from HallPass low-sugar candy and Bluevua water systems to Purpose Toys’ Naturalistas dolls and the Scenario women’s fashion line, while also marking its 100th company-owned EV fast-charging site and rolling out Morgan’s Repellent and a limited Duke Cannon–Mountain Dew collaboration at Walmart and online. At the same time, Walmart reported higher second-quarter revenue of US$187.94 billion, continued share...

The Federal Trade Commission on Monday filed a lawsuit against Amazon.com alleging that the e-commerce giant manipulated prices businesses paid to advertise on its retail platform, reaping tens of billions of dollars for itself over seven years. The lawsuit, joined by a bipartisan group of more than 20 state attorneys general, alleged that Amazon deceived advertisers by secretly raising the minimum price advertisers had to pay to place ads promoting their products. Third major litigation: The case, filed in a Seattle federal court, becomes the consumer-protection agency’s third major case against Amazon, which agreed to pay $2.5 billion last year to settle an earlier suit alleging it tricked people into signing up for its Prime service and made it hard to cancel the subscription.

Walmart, e.l.f. Beauty, and Tractor Supply are among companies directing billions in refunds toward lower prices rather than profits

In a turn of good fortune, tariff refunds are arriving for companies as they confront higher costs stemming from the war in Iran, WSJ Leadership Institute reporters Kristin Broughton and Jennifer Williams write. In a story published this morning, Kristin and Jennifer take a look at the retailers and consumer goods companies using their refunds to fund price cuts. Walmart CFO John David Rainey nodded to these pressures in an earnings call this month, discussing the retailer’s move to cut prices on 11,000 items, funded with its $2.9 billion refund.

Beauty, Walmart and Tractor Supply are funding price cuts with refund payments due to them after the Supreme Court earlier this year struck down President Trump’s global tariffs. The price cuts are aimed at boosting sales at a time when many consumers are looking for value, stretched thin from years of rising costs. Tariff refunds are also helping companies protect their profit margins amid a spike in inflation.

Mr. Wonderful hunts for Bounty deals and wears $29 Walmart jeans — and the inflation data shows exactly why even the wealthy are watching what they spend on everyday essentials.

Associate Attorney General Stanley Woodward said federal pharmacy rules exist to protect the public and that profit cannot justify conduct that fuels the opioid epidemic.

Walmart (NasdaqGS:WMT) has agreed to settle a Department of Justice lawsuit related to its pharmacy opioid dispensing practices, closing a long running federal dispute. The company plans to invest US$1.3b in a highly automated fulfillment center in Georgia to expand logistics and same day delivery capacity. Walmart is backing a new AI driven US$500m supplier lending fund that aims to increase access to financing across its supply chain. Walmart is far from the only company tying regulatory...

The litigation overhang is disappearing. Investors still cannot calculate what the exit costs.

Walmart Reaches Federal Opioid Settlement as Legal Overhang Fades

The majority of US companies holding $100 billion in potential tariff refunds haven't pledged to ret

Dollar Tree has had a good 2026 compared with a number of other retailers, but it is facing some of the same challenges that have tripped up peers.

Any Q2 retail EPS comparison that ignores tariff refunds is measuring the refund, not the business.