Tariffs & Trade
Tariff refunds are landing: Levi's recovered about $80 million and is putting a third of its reinvestment into logistics
After the Supreme Court struck down the emergency-power tariffs in February, refunds are now showing up in earnings. Levi's, Kimberly-Clark, McCormick and e.l.f. show the choices procurement should help shape: margin, price or supply chain.
Oct 14, 2026
