Company Tracker

Company tariff impact tracker

Track estimated IEEPA and Section 301 tariff exposure for major U.S. importers and retailers. See which companies face the highest refund potential — and whether consumer distribution applies.

Impact levels:Very HighHighModerate

Retail

Walmart

WMT

Very High

General merchandiseElectronicsApparel+1 more

Est. imports: $20B+

Consumer distribution eligibleView tariff impact

Costco

COST

High

ElectronicsFurnitureApparel+2 more

Est. imports: $8B+

Consumer distribution eligibleView tariff impact

Target

TGT

High

Home goodsApparelElectronics+1 more

Est. imports: $6B+

Consumer distribution eligibleView tariff impact

E-commerce

Amazon

AMZN

Very High

ElectronicsEcho devicesKindle+2 more

Est. imports: $15B+

Consumer distribution eligibleView tariff impact

Technology

Apple

AAPL

Very High

iPhonesMacBooksiPads+2 more

Est. imports: $50B+

Consumer distribution eligibleView tariff impact

Samsung

SSNLF

High

TVsSmartphonesAppliances+1 more

Est. imports: $4B+

Consumer distribution eligibleView tariff impact

Dell Technologies

DELL

High

LaptopsDesktopsServers+1 more

Est. imports: $4B+

View tariff impact

HP Inc.

HPQ

High

LaptopsPrintersDesktops+1 more

Est. imports: $3B+

View tariff impact

Retail Electronics

Best Buy

BBY

High

TVsComputersAppliances+2 more

Est. imports: $3B+

Consumer distribution eligibleView tariff impact

Home Improvement

The Home Depot

High

ToolsBuilding materialsAppliances+1 more

Est. imports: $7B+

Consumer distribution eligibleView tariff impact

Lowe's

LOW

High

ToolsAppliancesBuilding materials+1 more

Est. imports: $4B+

Consumer distribution eligibleView tariff impact

Apparel & Footwear

Nike

NKE

High

FootwearAthletic apparelEquipment

Est. imports: $5B+

Consumer distribution eligibleView tariff impact

Apparel

Gap Inc.

GAP

Moderate

Casual wearDenimActivewear+1 more

Est. imports: $1.5B+

Consumer distribution eligibleView tariff impact

Athletic Apparel

Under Armour

UAA

Moderate

Athletic apparelFootwearAccessories

Est. imports: $800M+

Consumer distribution eligibleView tariff impact

Furniture & Home Goods

IKEA

High

FurnitureHome accessoriesKitchen items+1 more

Est. imports: $3B+

Consumer distribution eligibleView tariff impact

E-commerce Furniture

Wayfair

High

FurnitureHome decorRugs+1 more

Est. imports: $2B+

Consumer distribution eligibleView tariff impact

Automotive

Toyota

Moderate

Auto partsComponentsAccessories

Est. imports: $2B+

View tariff impact

Ford Motor Company

Moderate

Auto partsEV batteriesComponents

Est. imports: $2B+

View tariff impact

Industrial / Consumer

3M Company

MMM

Moderate

Industrial adhesivesPPEElectronics components+1 more

Est. imports: $1.5B+

View tariff impact

Industrial Machinery

Caterpillar

CAT

Moderate

Construction equipmentMining equipmentParts+1 more

Est. imports: $1B+

View tariff impact

Agricultural Equipment

Deere & Company

Moderate

TractorsFarm equipmentParts+1 more

Est. imports: $800M+

View tariff impact

Check your company’s tariff exposure

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