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    A leading


    woman-owned


    consumer-focused


    brokerage firm
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    Providing


    customized insights
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    Focus on execution


    drives results

Telsey Advisory Group (TAG) is a leading woman-owned research, trading, banking, and consulting brokerage firm focused on the consumer sector.

With our long-standing history of evaluating and assessing the consumer market, TAG provides clients the detailed analysis and market context that is necessary to make strategic and investment decisions. Our focus sectors include: apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.

latest news

Home Depot earnings: How housing prices weigh on the retailer

  • 11/18/25
  • yahoo Finance

Home Depot (HD) stock slips lower on Tuesday after the home improvement retailer shared mixed third quarter results that missed adjusted earnings expectations ($3.74 per share vs. estimates of $3.84) but beat revenue expectations ($41.4 billion vs. estimates of $41 billion). The chain cut its full-year profit outlook on a...

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Walmart’s Next CEO Gets Analyst Nod

  • 11/14/25
  • Bloomberg

Walmart shares are under pressure after the retailer named John Furner as its next CEO, succeeding Doug McMillon. Telsey Advisory Group’s Joe Feldman says not to worry. He calls Furner the logical choice to keep Walmart’s momentum going. He joined Bloomberg Open Interest to talk about what this leadership change...

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Shift in the consumer is still in Walmart’s favor, says Telsey’s Joe Feldman

  • 11/14/25
  • CNBC

Joe Feldman, Telsey Advisory Group, joined CNBC’s “Fast Money” to talk current consumer trends, the state of retail, and the upcoming state of retail earnings next week. To view the video, please click on the following link:

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Walmart CEO McMillon to retire after a decade, insider Furner named successor

  • 11/14/25
  • Reuters

Walmart (WMT) CEO Doug McMillon will retire next year after more than a decade at the helm, capping a period when he reshaped the big-box retailer into a technology-driven powerhouse whose shares have consistently outperformed the broader market. "Doug McMillon has been a terrific CEO, leading Walmart's transformation into an...

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Tariff impact will be the headwind for retail in 2026, says top retail analyst Dana Telsey

  • 11/07/25
  • CNBC

Dana Telsey, Telsey Advisory Group CEO joined CNBC’s “Closing Bell Overtime” to talk the state of the retail. To view the video, please click on the following link:

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