Insight ReportRetail’s Tariff Refunds at Risk? US Government To Appeal Universal Refund Ruling John Mercer, Head of Global Research and Managing Director of Data-Driven Research June 2, 2026 Reasons to ReadAs the U.S. Department of Justice files a notice that it will appeal a judge’s authority to instruct universal refunds of tariffs, discover how multibillion-dollar tariff refunds are set to impact retail in 2026. Read this report to uncover answers to these and other questions: How is the U.S. Department of Justice challenging universal tariff refunds and what does it mean for importers? What are the timelines and potential hurdles for retailers seeking refunds on liquidated entries? How much have selected major retailers filed refund claims for? How can retailers leverage refund windfalls to compete more effectively on price and retain customers? In what ways should retailers invest refunds to prepare for future competition? Companies mentioned in this report include: Abercrombie & Fitch, American Eagle Outfitters, Walmart, Ross Stores, Burlington Stores, Gap Inc. Data in this report include: projected tariff refund amounts, in total and for selected major US retailers Other relevant research: All our coverage of tariffs Already a subscriber? Log in You are currently viewing a preview of this report. Please select an access option to view the full report. Hide Options - Show Options + Get unlimited access to all our research with one of our subscription plans. View Subscription Plans or Contact us to purchase this report. Contact us ✕ This document was generated for Other research you may be interested in: Analyst Corner: The Labubu Craze—Revealing How Gens Z and Alpha Are Redefining Retail, with Charlie PoonAnalyst Corner: The US Mall Sector Sees Stronger Fundamentals, More Concentrated Winners, with Sujeet NaikThree Data Points We’re Watching This Week, Week 26: US Consumer Survey InsightsWeekly US Store Openings and Closures Tracker 2026, Week 19: Bob’s Discount Furniture To Open Stores
