Amazon denies it had plans to be clear about consumer tariff costs

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in AAPL Investors edited April 29

Reports of Amazon planning to display the specific impact of President Trump's tariffs on everything it sells, angered the White House -- but now the retailer claims there was never any such plan for the main site.

Smiling man in a suit stands in front of a blue background with the Amazon logo, featuring the word 'amazon' and a yellow arrow.
Jeff Bezos -- image credit: Amazon



As it's US companies and their customers who pay the cost of Trump's "reciprocal" tariffs, it's been clear that prices will rise, and there has already been panic-buying of iPhones. There hasn't been a clear indicator of precisely what the tariffs will add to the price of specific items.

Then Amazon was reported to be about to change this and make it clear what the impact was. According to Punchbowl News on Tuesday morning, Amazon was allegedly planning to display that detail next to every item affected.

Amazon has now denied it, but the White House took the claim seriously enough to call out the company for its actions.

"This is hostile and political act by Amazon, "White House press secretary Karoline Leavitt said while seizing the microphone at a press briefing.

Amazon had not announced such a plan, however. Following the White House's reaction, Amazon issued a statement denying the report.

"The team that runs our ultra low cost Amazon Haul store has considered the idea of listing import charges on certain products," an Amazon spokesperson told AppleInsider. "Teams discuss ideas all the time. This was never a consideration for the main Amazon site and nothing has been implemented on any Amazon properties."

If it had been correct, a decision to display the cost of the tariffs would have followed the company's alleged attempts to mitigate that impact. According to the Financial Times, Amazon has been pressuring its suppliers to cut prices, in order to limit the effect of the tariffs.

Open cardboard box with 'prime day' text on the front, surrounded by colorful confetti on a bright blue background.
Amazon's Prime Day will have fewer deals because of the tariffs

Amazon sellers pull out of Prime Day



Then according to Reuters, consultants representing hundreds of Amazon suppliers say that their clients have been pulling out of Prime Day. They are reportedly reluctant to commit to Prime Day's usual discounts because of the uncertainty over the tariffs.

While reports of the move angered the White House, it actually comes just two months after what was seen as an attempt to curry favor with Trump. Since February 2025, Amazon Prime has added every season of his "The Apprentice" show to its catalog.

Amazon Prime, like all streamers other than Apple TV+, regularly alters its library, but adding this show to the US and perhaps particularly the Canadian libraries is another indication of Trump support from Amazon head and Washington Post owner Jeff Bezos.

He previously donated $1 million to Trump's inauguration fund. According to Axios, Bezos has also previously been engaged with Trump on political issues for longer than expected.

In July 2024, he was reportedly advising Trump over his pick for vice president, as well as then killing the Washington Post's planned endorsement of Kamala Harris for the presidency.

Bezos was not alone in contributing to Trump's inauguration, though, as Apple's Tim Cook also donated $1 million. It's likely that the donation later helped Cook persuade Trump to grant Apple a tariff exemption.

The current state of tariffs



During the election, then candidate Trump proposed day-one tariffs across the board with US trade partners. It didn't take that long for the administration to execute the start of the plan after he took office.

Trump's "reciprocal" tariffs began damaging US businesses from the moment they were announced, and then obviously continued to do so once they were in effect. Despite administration claims to the contrary, importing companies pay the tariffs, not the exporting countries. Those costs are then generally passed to the consumer.

But as well as the actual dollar impact on US firms and consumers, a massive problem has been how unpredictably variable the whole process is.

Tim Cook and Donald Trump examine a large Mac Pro circuit board, with Cook holding the board
Tim Cook and Donald Trump, at the Mac Pro factory



Initially, Trump was adamant that there would be no tariff exemptions, then he granted Apple one, then claimed he hadn't. A spurious semiconductor investigation was back-dated, and prejudged, so that tariffs will again be imposed on Apple -- although we've passed the point that Trump said they would begin.

Then all tariffs were paused for 90 days, except they weren't for China, and then actually they weren't for anyone since a base tariff of 10% continued. Then China's tariff was raised to 125%, except it was really 145%, and then the White House halved that 90 day pause for some countries.

Trump has repeatedly claimed to be negotiating with China, but China doesn't seem to agree and has made multiple public statements denying that talks were in progress. What China has said is that initially it wouldn't keep retaliating against the US, but then Trump appears to have been pressuring other countries to raise their own tariffs against China.

China has also halted the export of rare minerals to US firms.

Eco-friendly Apple Watch components highlighted: recycled aluminum and tungsten, arsenic-free glass, recycled packaging, sustainable wood fiber, and no harmful chemicals. Carbon neutral goal by 2030.
Apple Watch and other devices require rare minerals



That move will affect large tech companies such as Apple, but won't impact most US firms and consumers. However, the cost of Trump's China tariff is specifically hitting Amazon because it has so many small sellers whose businesses are threatened.

Just as with Apple, small US firms have been reliant on China because of the lack of manufacturing in the US. Chinese white-labeling firms have been using Amazon to supply US firms, who now cannot afford to import from China.

It's expected that some number of small US firms will go out of business, which also affects Amazon's overall sales. Such firms are ones who placed orders with China before the tariffs were raised, and have no option to pass on costs to US consumers because they have already pre-sold their products.

Larger firms such as board game manufacturers, book printers, and toy manufacturers, have also all really badly hit. And these are firms that have traditionally sold through Amazon.

What happens next for Apple



So at present, Apple is facing issues over its dependence on rare minerals in its products. Apple is expected to face a semiconductor tariff at some point, and its airlifting of Macs and iPhones to beat a tariff deadline is likely to have added no more than four days worth of stocks to its US inventory.

At time of writing, Apple's stock price is at $210.10. That's a significant increase from the $172.62 it reached on April 7, 2025 -- but still down on the $223.89 from before the tariff announcement.



Read on AppleInsider

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Comments

  • Reply 1 of 32
    LOL at "hostile and political". The current administration is intentionally vandalizing the economy in every way possible. 
    tmaycharlesniOS_Guy80muadibemike1jeffharrismichelb76Sigsgaarddanoxkurai_kage
     17Likes 1Dislike 0Informatives
  • Reply 2 of 32
    robin huberrobin huber Posts: 4,063member
    Re: Being opposed to Cook currying favor for Apple by donating to Trump’s inauguration is like being opposed to paying random—until it YOUR child being held. 
    ForumPostronn
     1Like 1Dislike 0Informatives
  • Reply 3 of 32
    charlesncharlesn Posts: 1,438member
    For our Grifter-in-Chief who is pulling in millions from corrupt schemes to monetize his Presidency on a daily basis, Cook's measly million is small potatoes--more like one small potato--that didn't get him the exemption for Apple. The far more likely reason can be seen in the White House's off-the-rails reaction to Amazon's plans to simply make the cost of tariffs known to its customers. The White House is terrified of that. They don't want Americans to know how much Trump is costing them, how much they're paying to support his "dumbest trade war in history," as described by the Wall Street Journal. Which brings me back to Apple: the company is a cultural touchstone in America, its products are wildly successful, and if prices suddenly double or more, it will be highly visible and Americans will know exactly who to blame--and it's not Tim Cook. 
    muadibemike1michelb76danoxForumPostlondorwilliamlondonjbirdiikunalgnorm
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  • Reply 4 of 32
    kasperkasper Posts: 942member, administrator
    I use to really enjoy Apple Insider but now it’s nothing more than a platform for William Gallagher to spread his left wing bias propaganda. Every single time there is an Anti-Trump article, it’s written by him. Apple Insider, do yourself a favour and stick to the tech articles and stay out of politics!
    Did you actually read the article? There's nothing politically biased in the copy and William was assigned the story, he didnt select it. The article reports on the facts. The bias -- "hostile and political" action -- was a direct quote from the White House Press Secretary during a live press conference earlier this morning. This is relevant to anyone who shops at Amazon, including the majority of AppleInsider readers. 
    muadibemike1michelb76mikethemartiangatorguynarwhalpichaeldanoxkurai_kagelondor
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  • Reply 5 of 32
    anonymouseanonymouse Posts: 7,087member
    So, did Bezos finally grow a pair or will he step in and scuttle this plan? If he's grown a pair, maybe he'll decide it's time to restore WAPO to being an actually newspaper. If not, he should sell it.

    It's funny and disgusting at the same time that the "White House" considers it a "hostile and political" act to tell the American public the truth about Trump's tariffs.
    jeffharrisgatorguyForumPostlondorwilliamlondonronnramanpfaffalgnorm
     7Likes 1Dislike 0Informatives
  • Reply 6 of 32
    d-reyd-rey Posts: 12member
    I wonder if they’ll also flag products not impacted by the tariffs but whose price was increased anyway because the tariffs gave them cover to do so.  
    mike1jeffharrismbenz1962danoxForumPost
     3Likes 2Dislikes 0Informatives
  • Reply 7 of 32
    Providing consumers information about tariffs and its impact on prices is not a "Hostile and Political" act. Especially when the current corrupt administration is not providing ANY transparency on the subject. Congress should pass new laws requiring this level of transparency for all tariffs. Americans should know.
    edited April 29
    narwhaldanoxForumPostlondorjeffharrisrob53StrangeDaysronnalgnorm
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  • Reply 8 of 32
    That million dollars was just a token. To get exemptions Cook had to offer Trump more than that.
    williamlondon
     0Likes 1Dislike 0Informatives
  • Reply 9 of 32
    So, did Bezos finally grow a pair or will he step in and scuttle this plan? If he's grown a pair, maybe he'll decide it's time to restore WAPO to being an actually newspaper. If not, he should sell it.

    It's funny and disgusting at the same time that the "White House" considers it a "hostile and political" act to tell the American public the truth about Trump's tariffs.
    Bezos will cave.
    MisterKitjeffharriswilliamlondonStrangeDays
     3Likes 1Dislike 0Informatives
  • Reply 10 of 32
    DAalsethdaalseth Posts: 3,278member
    Because there is nothing the Trump Junta hates more than someone pointing out what they are doing. 
    narwhalForumPostdanoxlondorjeffharrisrob53ronnalgnorm
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  • Reply 11 of 32
    So transparency, and knowing how my money is being frittered away by this idiotic administration is too political? Noted and it’s not a cult.
    narwhalForumPostdanoxlondorjeffharrisrob53ronnramanpfaffalgnorm
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  • Reply 12 of 32
    So is ICE going to start targeting Amazon delivery drivers?
    ForumPostlondorwilliamlondon
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  • Reply 13 of 32
    danoxdanox Posts: 3,699member
    Absolutely the right thing to do show it (the new Federal sales tax) as a line item on the bill that Americans get to see, eliminate all doubt where the cost is coming from. The red staters need to see it in black and white. They don’t seem to understand anything until it knocks them over the head.

    Anyone selling anything across the land is not gonna take the blame for that occupant in the White House. As we have heard from him so often business is business and he is the greatest at it. Isn’t he? According to his constant blathering he is the smartest man in the room or is it the world I keep forgetting? :smile: 
    kurai_kageForumPostlondorjeffharrisrob53neoncatnubusronnalgnorm
     6Likes 2Dislikes 1Informative
  • Reply 14 of 32
    netroxnetrox Posts: 1,550member
    We need to see tariffs on our items. I want to see how much is passed to us. 

    EU does with VAT and taxes. US does with sales taxes. Why can't tariffs be included to let us know how much we're paying in tariffs? 
     
    It's called immediate transparency. 
    edited April 29
    MisterKitlondorjeffharrisrob53gatorguynubusronnalgnorm
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  • Reply 15 of 32
    Amazon, has already backtracked on this announcement… Bezos , continues to kiss the Orange Peels ring
    ForumPostwilliamlondonronnalgnorm
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  • Reply 16 of 32
    Mike Wuerthelemike wuerthele Posts: 7,042administrator
    While commentary has mostly been sane on these articles, and I appreciate it, a few reminders:

    1) We do not tolerate attacks on staff members. At all. Commentary and derision based on what you think their political beliefs are are unacceptable. Discuss the topic, not the staffer.

    2) If you make a sock puppet account to complain, we're going to find out. Like we did in this case.

    3) Apple is the biggest company in the world. Amazon is Apple's main vendor outside of its own channels. Nearly every AppleInsider reader shops at Amazon. Feel free to move on and not comment if you think this doesn't impact you.
    edited April 29
    Stabitha_Christienubus13485hmlongcoronn
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  • Reply 17 of 32
    danoxdanox Posts: 3,699member
    That million dollars was just a token. To get exemptions Cook had to offer Trump more than that.
    Just a small gift part of tradition? Nothing more nothing less like giving a small gift to the bride and groom….
    neoncat
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  • Reply 18 of 32
    danoxdanox Posts: 3,699member

    So, did Bezos finally grow a pair or will he step in and scuttle this plan? If he's grown a pair, maybe he'll decide it's time to restore WAPO to being an actually newspaper. If not, he should sell it.

    It's funny and disgusting at the same time that the "White House" considers it a "hostile and political" act to tell the American public the truth about Trump's tariffs.
    Bezos will cave.

    But most retailers/suppliers won’t they will show it as a line item on the bill….
    neoncatronn
     1Like 1Dislike 0Informatives
  • Reply 19 of 32
    Toortogtoortog Posts: 76member
    Let make a deal keep these tarrifs but eliminate all federal income taxes.      Tariffs is how the country used to make the money they ran the country on, then around 1910 they decided to start the federal income tax program to generate the money to fund the country.    So federal income tax is now a total mess with the rich and big corporations play little to no taxes and the middle class playing.    So tariffs instead of income tax sounds good to me.   

    Tariffs have be screwing this country since it's earliest days when in the hands of greedy politicians.   They love tariffs because the money just goes into a general funds that just kind of gets used up with little info on where. 
    londorjeffharriswilliamlondonrob53ddawson100thtronnalgnormWesley_Hilliard
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  • Reply 20 of 32
    bloggerblogbloggerblog Posts: 2,582member
    Sometimes all it takes is a little transparency to gain your customer's trust. I wish companies adopt more transparency in their marketing.
    nubusronn
     2Likes 0Dislikes 0Informatives
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