Big retailers are making moves in response to the tariff situation. Costco has reportedly joined a growing list of major companies filing lawsuits seeking refunds if certain trade tariffs imposed during the Trump administration are reversed or deemed invalid.

This legal strategy isn't unique to Costco—several corporations have been positioning themselves to recoup costs related to tariff payments, especially as policy shifts create uncertainty. The lawsuits essentially bet on potential policy rollbacks or legal challenges that could invalidate portions of the tariff regime.

For those tracking macro trends, this matters beyond retail. Trade policy uncertainty affects supply chains, corporate cash flows, and ultimately investment decisions across sectors—including how institutions allocate capital in volatile markets. When legacy companies start hedging through legal channels rather than just operational adjustments, it signals deeper concerns about policy stability.

Worth watching how this plays out, especially as global trade dynamics continue reshaping economic landscapes.