Top
Best
New

Posted by AdmiralAsshat 6 days ago

Costco sued for seeking refunds on tariffs customers paid(arstechnica.com)
93 points | 89 commentspage 2
petcat 1 day ago|
> Instead of reimbursing the customers who paid more for goods, Costco said on a March 2026 earnings call that it plans to use tariff refunds to lower future prices.

> That plan enraged customers who joined Costco based on the proposition that Costco would operate on the slimmest possible margins to ensure they never pay more for goods than Costco can afford to sell them.

I feel like Costco is generally a pretty good company, but this is a wild fantasy when dealing with any commercial entity with a fiduciary responsibility to shareholders.

joebo 1 day ago||
As a long-time Costco member and very minor shareholder (like 10 shares), lawsuits like this are frustrating. It is in my best interest as both member and shareholder for Costco to relentlessly look for opportunities to reduce costs, including getting credits back from procurement and sourcing. It would be costly to try and determine the tariff impact to every member and then pass it back along. I'd rather see those funds contribute to keeping prices low by offsetting other cost pressures.
redserk 1 day ago|||
Fiduciary duty is fun to define because I’d bet it could be argued both ways here. If you want to consider Costco’s low margins as a core factor as to why consumers choose them, opting for a decision that makes their customer base run off wouldn’t be very responsible to shareholders.

Consider the Target backlash last year. They’re since down 14% vs Walmart (up 30-ish%). Regardless of anyone’s political beliefs, I don’t think a 14% loss seemingly caused by behavior that a segment of customers considered hostile is thinking of the shareholders.

petcat 1 day ago||
Right but they're not being sued by their shareholders, they're being sued by a handful of customers and "on Behalf of All Others Similarly Situated".
JumpCrisscross 1 day ago||
> they're being sued by a handful of customers

To be fair, they’re being sued by customers who were marketed memberships.

zugi 1 day ago||
To be really fair, they're being sued by lawyers hoping to take 50% of the proceeds, or 50% of some settlement that they get by shaking down Costco via threats to its reputation.
JumpCrisscross 1 day ago||
> To be really fair, they're being sued by lawyers

Is that the case history? Or bullshit assumption? Because this looks plaintiff sponsored.

zugi 1 day ago||
Adding "bullshit" to a sentence does nothing to hide this kind of ambulence-chasing vulturism and exploitation - in fact it rather highlights it.

I mean, one of the legal firms behind this is Milberg PLLC, https://en.wikipedia.org/wiki/Milberg, who has been charged with illegally paying plaintiffs to sue in order to enrich themselves.

Majromax 1 day ago|||
> this is a wild fantasy when dealing with any commercial entity with a fiduciary responsibility to shareholders.

"Fiduciary duty" is less strict than you'd expect. Courts generally recognize a "business judgment rule," where executives are offered broad discretion in strategy subject to some basic reasonability tests.

This would allow Costco to say "in order to cultivate goodwill and maintain our reputation, after we receive refunds we will distribute them to our customers based on purchased goods with refunded tariffs." It would also allow the directors to book the refund as profits, or use it for later incentives or marketing, or a variety of other actions.

The 'fiduciary duty' aspect here is mostly a myth. Directors do indeed have a fiduciary duty, but that duty is towards the corporation as a whole – including its long-term interests – rather than strictly towards short-term profit maximization. The fiduciary duty doctrine exists more to prevent graft and self-dealing, where managers and directors 'loot' the company by smuggling out profits in ways that benefit themselves personally rather than the company as a whole.

rainsford 1 day ago||
I don't even really understand why that plan would be "enraging" or really even counter to what customers expect from Costco. Assuming you continue to buy from Costco, and most Costco customers are regular buyers, you'll effectively get the money back in future lower prices and end up paying the same total amount on Costco purchases as if they had sent you a refund check.

I can see the appeal of an immediate refund check, but using the tariff refund to lower future prices for customers in a way that drives continued sales seems like both responsible thing to do from a fiduciary perspective and a not unreasonable compromise for the customer. Many companies would, and will, simply pocket the refund.

jagged-chisel 1 day ago||
Especially given the complexity of how prices actually increased. Did priced change solely due to tariffs? No, there were other factors.

This whole this is just lawyering at its core. I find the outrage “on behalf of customers” to be disingenuous.

expedition32 1 day ago||
Wait I thought foreign countries paid those tariffs!
bell-cot 1 day ago||
IANAL, nor political expert - but should Costco have just said "this is an unprecedented situation, the US Gov't is still figuring out how it'll work, and there's a lot of uncertainty - so we'll make our decisions after we actually get the check"?
mytailorisrich 1 day ago||
This has obviously no merit as clearly Costco didn't "make customers pay" the tariffs. Customers freely accepted an offer to purchase as normally happens whenever someone visits a shop. Either you accept the offer or you don't but how the price is set is irrelevant.

I think that this is a standard play to seek a settlement to make the pain in the backside disappear.

throw913 1 day ago|
> Customers freely accepted an offer to purchase as normally happens whenever someone visits a shop.

Hear me out on an alternative POV: the government engaged in lawless economic coercion, and the coercion trickled down. If you don't like it, sure, you can always go get coerced somewhere else, it's your free choice. I don't see why anyone would object to that, assuming of course they are a corporation or a government

TheTaytay 1 day ago||
This article and these lawsuits both seem like manufactured outrage designed to either enrich a few lawyers or blame and distract from another more fundamental injustice, which is the tariffs themselves.

Almost everyone on this forum buys retail products, and every American’s purchases were affected by tariffs.

This article claims the victims feel “rage” about this. Have you ever felt rage for prices going up due to goods becoming more expensive? I could believe that. If so, was that rage aimed at the retailer who was forced to pay more for the imported goods, or to the person who imposed them? Weird, but okay.

If so, assuming the retailers were the target of your “rage”, did you become further enraged when you learned that the unconstitutional tariffs collected were being sought to be refunded by the people who were forced to pay them? What political Venn diagram are we in now?

And lastly, do you shop at Costco or were marketed to by Costco? If so, you would be the single person in the world that might be able to claim you are the enraged victim here. It doesn’t make sense.

I’ve talked to plenty of people who are mad about tariffs, or mad at capitalism, and certainly mad at Trump. But it’s rare to find a Costco member that thinks Costco is treating them unfairly. They’re kinda famous for the opposite in a sea of exploitive retailers. (They are “famous” for never doing loss-leader shenanigans or charging more than limited markups of 11-14% on any product.)

Hell, Costco is the only retailer that wouldn’t surprise me if they turned around and gave ME a tariff refund if they are successful.

To literally sue a company for seeking refunds to levied taxes that were declared illegal, appears to be some combination of victim blaming, political distraction, or more likely: convenient enrichment for class action mills.

kelnos 1 day ago|
I'm pretty enraged that the government was illegally taxing me, and now that those taxes have actually been found to be illegal, I'm not getting a refund.

Corporations claiming the refund on my behalf (and then not propagating that refund to me) is just icing on that shit-cake.

wasabi991011 1 day ago|||
I think what's missing in your (and the plaintiff's) analysis is that the government did not illegally tax you, it illegally taxed importers. The fact that those importers "chose" to raise their prices as a reaction is their business decision.

I think what you and the plaintiff need to show (direct connection between supplier costs and consumer prices) fundamentally goes against free business in the US. I mean, companies change prices all the time for whatever reasons they want, no?

But IANAL, "unjust enrichment" is apparently a real claim (though not sure if it applies to a store-consumer relationship) and consumer protection laws exist, so maybe I'm wrong.

fzeroracer 1 day ago|||
It's this and I don't know how people here can't see it. You're getting fleeced by corporations as they walk away with all of the money thanks to an illegal tax by the US government on most consumer goods.

Companies get to benefit from higher prices being standardized (once a price baseline go up, they rarely go back down) and they get another check from Uncle Sam.

lokinorkle 1 day ago|
[flagged]