This assumes companies would have refunded consumers.

Obviously if a company did this, refunding consumers was the last thing on their mind.

Best case consumers may be refunded for tariffs directly charged to them by shipping companies like FedEx and DHL (USPS too, but can you really see them having the competence to do this?!).

What consumers will presumably never be refunded for are the increased prices they've been paying for imports of any kind (from Walmart, Amazon, grocery store) where someone else was the importer.

It will trickle down!