FedEx, UPS and DHL begin passing U.S. tariff refunds to customers

FedEx, UPS and DHL have started returning U.S. tariff refunds to customers who originally paid those charges on imported packages, marking the final stage of a months-long reimbursement process after the Supreme Court in February struck down tariffs implemented by President Donald Trump in March 2025 under the 1977 International Emergency Economic Powers Act. The court ordered the government to return the tariffs it had collected, and about $100 billion has so far been refunded to companies through a U.S. Customs and Border Protection process. FedEx said it has begun issuing $800 million back to customers through direct refunds to credit cards or bank accounts, while UPS said it had paid $5 billion in tariffs on behalf of clients and applied for $500 million in the first phase of claims. DHL said it has filed claims for almost all eligible shipments where it served as importer of record (party legally responsible for customs entry). Large retailers are taking a different approach because tariffs were often embedded in pricing rather than billed directly. Amazon said it received $600 million in second-quarter tariff refunds and would automatically reimburse customers only in limited cases where specific import charges can be traced, otherwise using the money to lower prices. Best Buy and Costco have similarly indicated that any refunds would mostly be used to deliver value to customers rather than direct repayments. More than 80 class-action lawsuits have also been filed against retailers including Costco, Nike, Amazon and Walmart, but legal experts say consumers may struggle to prove that higher prices were caused specifically by tariffs rather than other market forces.

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