✎ Contributed by Ty Griffin
Amazon.com Inc. (NASDAQ: AMZN) has confirmed it will not proceed with plans to display U.S. import tariffs on product listings through its budget-friendly Haul platform. The reversal follows pressure from the White House, which reportedly objected to the move as potentially politicizing the impact of President Trump’s latest trade actions. While the feature was considered internally, Amazon clarified it was never officially launched or externally approved.
Performance of Public Retailers
- Amazon.com Inc. (NASDAQ: AMZN): Trading at $181.36, down $6.03 (3.22%) today.
- Walmart Inc. (NYSE: WMT): Trading at $95.63, down $0.41 (0.43%) today.
- Target Corp. (NYSE: TGT): Trading at $95.42, down $1.49 (1.54%) today.
Industry Impact
The episode highlights mounting tensions between e-commerce giants and the federal government over tariff visibility and consumer pricing. While Amazon opted to keep tariff information behind the scenes, rivals such as Temu have started listing import fees at checkout, and Shein has chosen to embed those costs into product pricing.
Retailers are also reacting to the end of the “de minimis” exemption, which previously allowed shipments under $800 to enter the U.S. duty-free. Amazon is reportedly moving more of its Haul inventory to domestic warehouses to reduce exposure, while Walmart and Target are exploring supplier-side adjustments to minimize price hikes.
As new trade regulations take hold, large retailers face increased scrutiny from policymakers and consumers alike. How they respond could shape e-commerce pricing strategies and brand trust across the sector.
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