Nike IncNKE
▼ ネガティブ規制関連度
Nike received a $986 million tariff refund but faces consumer class-action lawsuits over not passing it on.
資産への影響 13
Consumer Discretionary
Nike Inc
The Home Depot IncHD
± 混在関税関連度
Home Depot received a $730 million tariff refund but is not listed among companies pledging price cuts.
Lowe's Companies IncLOW
± 混在関税関連度
Lowe's received an $80 million tariff refund but is not among companies pledging to pass savings to consumers.
The TJX Companies IncTJX
± 混在関税関連度
TJX received a $331 million tariff refund, with no stated plan to pass savings to consumers.
Artificial Intelligence
Apple Inc.AAPL
± 混在関税関連度
Apple received a $2.2 billion tariff refund but is not among companies pledging to pass savings to consumers, and faces class-action pressure.
Amazon.com IncAMZN
± 混在関税関連度
Amazon received a $600 million tariff refund but the article does not say whether it will lower prices or invest it.
Applovin CorpAPP
言及
Consumer Staples
Walmart Inc.WMT
▲ ポジティブ関税価格関連度
Walmart received a $2.9 billion tariff refund and pledged to use it to cut prices.
Target CorporationTGT
± 混在関税関連度
Target received a $994 million tariff refund but has not pledged to cut prices for consumers.
Industrials
FedEx CorporationFDX
▲ ポジティブ関税需要関連度
FedEx set up a tariff refund portal for eligible customers, a customer-facing move tied to the tariff refunds.
United Parcel Service IncUPS
± 混在関税規制関連度
UPS is offering tariff refunds to customers, a customer-facing move tied to the tariff refunds.
Electrification & Mobility
General Motors CompanyGM
± 混在関税関連度
General Motors received a $500 million tariff refund with no stated plan for passing it to consumers.
Smart City / Autonomous Infrastructure
Motorola Solutions IncMSI
± 混在関税関連度
Motorola received a $60 million tariff refund, with no stated plan to lower prices or rebate consumers.