The article discusses the current average tax refund of $2,169, its impact on consumer stocks, and insights from analysts regarding the expected recovery in refunds and their implications for various companies.

Analyst at BTIG who provided insights on tax refunds.

Consumer stock sensitive to tax refund timing, noted for its strong performance.

Another consumer stock highlighted for its sensitivity to tax refunds.

Discount store chain facing challenges and rated neutral by analysts.

Financial institution providing insights on consumer finance related to tax refunds.