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The 'choose your own adventure' earnings: Why retailers are handling tariff refunds so differently - CNBC

Retailers have diverged on how they've reported tariff refunds in their earnings this quarter, with some choosing to lower prices and others boosting margins.

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A Target store in Los Angeles, California, Aug. 19, 2026. Tariff refunds have muddied retailers' earnings reports in recent weeks as Wall Street struggles to parse through the confusion. Most major… [+6676 chars]

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