Company Tracker
Company tariff impact tracker
Track estimated IEEPA reciprocal tariff exposure for major U.S. importers and retailers. See which companies face the highest CAPE refund potential — and whether consumer distribution applies.
Impact levels:Very HighHighModerate
Retail
Walmart
WMT
General merchandiseElectronicsApparel+1 more
Est. imports: $20B+
Consumer distribution eligibleView tariff impactCostco
COST
ElectronicsFurnitureApparel+2 more
Est. imports: $8B+
Consumer distribution eligibleView tariff impactTarget
TGT
Home goodsApparelElectronics+1 more
Est. imports: $6B+
Consumer distribution eligibleView tariff impactE-commerce
Amazon
AMZN
ElectronicsEcho devicesKindle+2 more
Est. imports: $15B+
Consumer distribution eligibleView tariff impactTechnology
Apple
AAPL
iPhonesMacBooksiPads+2 more
Est. imports: $50B+
Consumer distribution eligibleView tariff impactSamsung
SSNLF
TVsSmartphonesAppliances+1 more
Est. imports: $4B+
Consumer distribution eligibleView tariff impactRetail Electronics
Best Buy
BBY
TVsComputersAppliances+2 more
Est. imports: $3B+
Consumer distribution eligibleView tariff impactHome Improvement
The Home Depot
HD
ToolsBuilding materialsAppliances+1 more
Est. imports: $7B+
Consumer distribution eligibleView tariff impactLowe's
LOW
ToolsAppliancesBuilding materials+1 more
Est. imports: $4B+
Consumer distribution eligibleView tariff impactApparel & Footwear
Nike
NKE
FootwearAthletic apparelEquipment
Est. imports: $5B+
Consumer distribution eligibleView tariff impactApparel
Gap Inc.
GAP
Casual wearDenimActivewear+1 more
Est. imports: $1.5B+
Consumer distribution eligibleView tariff impactAthletic Apparel
Under Armour
UAA
Athletic apparelFootwearAccessories
Est. imports: $800M+
Consumer distribution eligibleView tariff impactFurniture & Home Goods
IKEA
FurnitureHome accessoriesKitchen items+1 more
Est. imports: $3B+
Consumer distribution eligibleView tariff impactE-commerce Furniture
Wayfair
W
FurnitureHome decorRugs+1 more
Est. imports: $2B+
Consumer distribution eligibleView tariff impactAutomotive
Industrial / Consumer
3M Company
MMM
Industrial adhesivesPPEElectronics components+1 more
Est. imports: $1.5B+
View tariff impactIndustrial Machinery
Caterpillar
CAT
Construction equipmentMining equipmentParts+1 more
Est. imports: $1B+
View tariff impactAgricultural Equipment
Check your company’s tariff exposure
Upload your ES-003 for a precise analysis of your IEEPA tariff refund eligibility — or use our free calculator for a quick estimate.