Analysis: tariff refunds are flowing to firms while consumers bore higher prices

- Analysis shows recent tariff moves raised consumer prices but any refunds or relief are flowing back to importing businesses and brokers, not end consumers. - The New York Times details that refunds land with firms that paid duties, so consumers typically don’t see immediate price relief at checkout. - That distribution of benefits can leave landed costs and downstream guest prices sticky even after tariff policy shifts, complicating procurement forecasting. (nytimes.com)