PepsiCo Q3 2026 Earnings: $25.3 Billion Revenue, a $178 Million Tariff Refund and a Guidance Cut
PepsiCo's Q3 2026 core profit rose 3% only because of a $178M tariff refund; without it core profit fell about 1%, and EPS guidance was cut.
#tariffs
Tariffs
Import duty rates, Section 301 and Section 232 tariffs, IEEPA actions, antidumping/countervailing duties, and tariff exclusions for U.S. importers
CBP Audits, Explained: Focused Assessments, Quick Response Audits, and the Internal Controls That Decide Whether You Are Low-Risk
CBP audits your import controls before your entries — pass the Pre-Assessment Survey and the review stays light; fail it and face back duties plus penalties.
How to Reconcile Shopify Fulfillment Fees and Duties Without Missing a Dollar of Product COGS
Duties and freight are inventory cost, not expenses — capitalize them per SKU, reconcile payouts gross-to-net, and accrue uninvoiced fulfillment monthly.
UFLPA Detention Notice: How Small Importers Answer a Forced-Labor Hold and Get Goods Released
A UFLPA detention gives importers 30 days to prove goods sit outside the forced-labor presumption — with a full supply-chain map, not a vendor letter.
Levi Strauss Q3 FY2026 Earnings: A $79M Tariff Refund Inside a 66.2% Gross Margin
Levi Strauss Q3 FY2026 revenue rose 4.3% to $1.61B; a $78.6M tariff refund lifted gross margin to 66.2%, about 61.3% without it.
Don't Know Your Import Value at Entry? How CBP Reconciliation Lets You Flag Now and True Up Later
CBP reconciliation lets importers flag entries with undetermined value or FTA claims and true them up on Entry Type 09: 12 months for FTA, 21 for value.
Paid Tariffs That No Longer Exist? Where Small Importers Stand in October 2026
CAPE Phase 3 opened October 6 for IEEPA refunds on finally liquidated entries; U.S. importers face 10-12.5% Section 301 duties and wider Section 232 tariffs.
American Eagle Q2 FY2026 Earnings: A $196M Tariff Refund Inside a $211M Quarter
American Eagle's $211M Q2 operating income includes $196M of tariff refunds; strip the $161M net benefit and profit halves to about $50M.
Custom Apparel Decorator Bookkeeping: Setup Fees, Digitizing Files, and Pricing Through Blank-Garment Tariffs
US tariffs added about $5 to every blank garment. Bill setup fees separately, amortize digitizing files across units, and reprice quotes from landed cost.
Dollar Tree Q2 FY2026 Earnings: A $369M Tariff Refund Behind a $690M Quarter
Dollar Tree's Q2 FY2026 operating income hit $690.1M, but $368.7M of IEEPA tariff refunds drove 755 of the 850 bp gross-margin gain; comps rose 3.7%.
Ulta Beauty Q2 FY2026 Earnings: $3.0B in Sales, 3.8% Comps and No Tariff Refund
Ulta's Q2 FY2026 sales rose 8.9% to $3.04B on 3.8% comps, with operating income up 10.1% to $379.6M and no tariff refund in the margin.
Acuity FY2026: GAAP EPS Up 36% to $17.05, Adjusted EPS Up 10.5%
Acuity's FY2026 GAAP EPS rose 36.1% to $17.05 while adjusted EPS rose only 10.5%; tariff refunds and a 2025 pension charge explain the gap.