Friday, September 4, 2026

Four new companies: Lululemon ($134.5M), PVH ($106.7M), Ross Stores ($253M), Victoria's Secret ($135M) — all filed within the last few days (Sept 1–4).

Companies with a quantified IEEPA tariff refund figure identified by Calcbench as of September 4, 2026, listed alphabetically. Total: approximately $19.3 billion. See the main analysis for methodology, sourcing, and the largest recoveries by dollar amount.

Company Ticker Refund Amount
A.K.A. Brands Holding Corp. AKA $23.2M
Abercrombie & Fitch Co. ANF $100M
Acushnet Holdings Corp. GOLF $44.5M
Advance Auto Parts, Inc. AAP $26M
Alarm.com Holdings, Inc. ALRM $14.5M
Amazon Com Inc AMZN $640M
Amer Sports, Inc. AS $64.3M
Apple Inc. AAPL $2.19B
Arhaus, Inc. ARHS $23.8M
Arlo Technologies, Inc. ARLO $8.0M
Astronics Corp ATRO $2.0M
Bath & Body Works, Inc. BBWI $80M
Best Buy Co., Inc. BBY $34M
BlueLinx Holdings Inc. BXC $7.2M
Boston Scientific Corp BSX $83M
Burlington Stores, Inc. BURL $55M
Callaway Golf Co CALY $10.8M
Capri Holdings Ltd CPRI $65M
Cardinal Health Inc CAH $200M
Carters Inc CRI $132M
Caterpillar Inc. CAT $392M
Columbia Sportswear Co COLM $78M
Crane Co CR $18.7M
Cricut, Inc. CRCT $17.9M
Deere & Company DE $382M
Dick's Sporting Goods, Inc. DKS $59M
Dollar General Corp DG $55.5M
Dollar Tree, Inc. DLTR $369M
Dorman Products, Inc. DORM $98.1M
e.l.f. Beauty, Inc. ELF $51.1M
Emerson Electric Co EMR $82M
EnerSys ENS $30.9M
Enphase Energy, Inc. ENPH $45.4M
Evolus, Inc. EOLS $1.1M
FedEx Corp FDX $800M
Floor & Decor Holdings, Inc. fnd $56M
Fluence Energy, Inc. FLNC $57M
Ford Motor Co F $1.30B
Fortive Corp FTV $4.5M
Fortune Brands Innovations, Inc. FBIN $122.1M
Funko, Inc. FNKO $25.4M
GE HealthCare Technologies Inc. GEHC $107M
Generac Holdings Inc. GNRC $89.1M
General Motors Co GM $500M
Hamilton Beach Brands Holding Co HBB $36.5M
Honest Company, Inc. HNST $11.9M
HP Inc. HPQ $218M
Hubbell Inc. HUBB $30M
Ingersoll Rand Inc. IR $10.3M
International Flavors & Fragrances Inc. IFF $18M
Intuitive Surgical, Inc. ISRG $35.9M
Ipg Photonics Corp IPGP $4.7M
Janus International Group, Inc. JBI $0.3M
Keel Infrastructure Corp. KEEL $0.3M
Kohl's Corp KSS $150M
Lci Industries LCII $94.9M
Lifetime Brands, Inc LCUT $40.1M
Lowe's Companies, Inc. LOW $80.9M
lululemon athletica inc. LULU $134.5M
Masco Corp MAS $95M
McCormick & Company, Inc. MKC $30.8M
Medline Inc. MDLN $332M
Motorola Solutions, Inc. MSI $60M
Newell Brands Inc. NWL $100M
NIKE, Inc. NKE $986M
nVent Electric plc NVT $25.8M
On Holding AG ONON $34.3M
Ouster, Inc. OUST $0.6M
Owens Corning OC $50M
Oxford Industries Inc OXM $42M
Polaris Inc. PII $73.9M
Power Solutions International, Inc. PSIX $22.7M
PVH Corp. PVH $106.7M
Regal Rexnord Corp RRX $32M
Resideo Technologies, Inc. REZI $27M
Ross Stores, Inc. ROST $253M
Solo Brands, Inc. SBDS $9.9M
Solventum Corp SOLV $120M
Spectrum Brands Holdings, Inc. SPB $60.6M
Stanley Black & Decker, Inc. SWK $118M
Steven Madden, Ltd. SHOO $92.1M
T1 Energy Inc. TE $24.4M
Tapestry, Inc. TPR $96.2M
Target Corp TGT $994M
Terex Corp TEX $29M
The Gap, Inc. GAP $512M
The Home Depot, Inc. HD $730M
The J. M. Smucker Company SJM $115M
The TJX Companies, Inc. TJX $331M
Trimble Inc. TRMB $13.9M
Under Armour, Inc. UA $101M
United Parcel Service, Inc. UPS $500M
Urban Outfitters, Inc. URBN $95.7M
Valero Energy Corp VLO $51M
Victoria's Secret & Co. VSXY $135M
Visteon Corp VC $35M
Walmart Inc. WMT $2.90B
Warby Parker Inc. WRBY $11.8M
Williams-Sonoma, Inc. WSM $194.6M
Xerox Holdings Corp XRX $105M
Xylem Inc. XYL $4.0M
YETI Holdings, Inc. YETI $42.6M
Zebra Technologies Corp ZBRA $73M
Zimmer Biomet Holdings, Inc. ZBH $77M
Zurn Elkay Water Solutions Corp ZWS $47.6M

Total across 105 companies: approximately $19.3 billion.

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