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Insights
IRS Payments
Consumer
Macro
Home Furnishing and Footwear lift continued into April; Apparel, Auto Parts, and Electronics lift subsides
Consumer
Macro
Home Furnishing, Footwear benefit most from tax refund spending in 2024
Consumer
Food & Dining
Darden’s pending acquisition complements its fine dining portfolio
Consumer
Tax Data indicates smaller refunds; benefits to Home Furnishing, Sports Gear, Auto Parts, & Active/Athleisure
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