A surprise credit after an overseas purchase: Tariff refunds now flowing through shippers
- FedEx, UPS and DHL have begun passing along U.S. tariff refunds to customers who originally paid the charges on imported packages.
- The refunds follow a Supreme Court ruling that struck down broad tariffs imposed by President Donald Trump in 2025 and ordered the government to return the money it collected.
- About $100 billion in tariff refunds have so far been returned to companies through U.S. Customs and Border Protection's refund process, though consumers will recover only a portion of what they paid directly.
- FedEx said it has started issuing $800 million in tariff refunds back to customers, while UPS and DHL said their refund rollouts are ongoing as government claims are processed.
- Large retailers such as Amazon, Best Buy and Costco said any refunds they receive will mostly be used to lower prices, although some customers could receive direct refunds in limited cases.
- Dozens of class-action lawsuits have been filed by shoppers seeking tariff-related price increases back from retailers, but none has yet been certified as a class action.
Consumers who bought goods from overseas sellers last year may now see refunds tied to tariffs that were collected at the border. Shipping companies that served as customs brokers, including FedEx, UPS and DHL, are returning money after receiving tariff refunds from the U.S. government.
The refunds stem from a Supreme Court ruling in February that struck down sweeping tariffs imposed by President Donald Trump in 2025 under emergency powers law and ordered the government to return what it had collected. U.S. Customs and Border Protection has so far refunded about $100 billion to companies, though many consumers paid the charges indirectly through higher prices.
FedEx said it has begun returning $800 million in tariff refunds to customers. UPS and DHL said they are processing refunds on a rolling basis as they receive government reimbursements.
For markets, the impact is mostly neutral. The refunds may slightly ease costs for shippers and some retailers, and in some cases support consumer spending through lower prices or direct credits, but the article does not point to a broad market-moving effect.
海外购物后的意外退款：关税退税开始通过承运商发放
去年从海外卖家那里购买商品的部分消费者，如今可能会看到与边境关税有关的退款。作为报关代理的承运商，包括FedEx、UPS和DHL，在收到美国政府返还的关税后，正在把这笔钱退给最初支付费用的客户。
这些退款源于美国最高法院今年2月的一项裁决。法院推翻了特朗普政府在2025年依据紧急权力法推出的大范围关税，并要求政府退还已征收的税款。美国海关与边境保护局目前已向企业退还约1000亿美元，不过许多消费者其实是通过更高价格间接承担了这些成本。
FedEx表示，已开始向客户返还8亿美元关税退款。UPS和DHL则称，退款会随着政府报销进度分批推进。
对市场而言，影响整体偏中性。这些退款可能略微减轻承运商和部分零售商的成本，并在个别情况下通过降价或直接返现对消费形成支撑，但报道并未显示会引发明显的市场冲击。