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Retailers diverge on how they report tariff refunds

Reported · Written up by our desk · Equities

Retailers are taking different approaches to how they account for tariff refunds in this quarter's earnings, highlighting a split in reporting strategy across the sector, CNBC Markets reports.

According to CNBC Earnings, some retailers are choosing to reflect tariff refunds by lowering prices, while others are reporting the refunds in a way that boosts margins.

The different treatments can affect how investors interpret profitability trends and the apparent impact of tariffs on earnings, even when the underlying refunds relate to the same policy area.

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