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.
Dana Telsey, Chief Research Officer & CEO at Telsey Advisory Group, joins CNBC’s “The Exchange” to discuss the current state of retail, where investors should go in retail, and much more. To view the video, please click on the following link:
Target is facing a 40-day consumer boycott starting Wednesday over the company’s shift away from diversity, equity and inclusion (DEI) policies. The data “shows a clear drop in traffic in late January into mid-February following the company’s step back from DEI,” Joseph Feldman, an analyst at Telsey Advisory Group, said...
Two of America’s largest retailers, Target and Best Buy, warned Tuesday that prices will increase following President Donald Trump’s tariffs on imported goods from Mexico, Canada and China. Target’s CEO said the price increases could happen a lot sooner than you think. The data “shows a clear drop in traffic...
Best Buy (BBY) is turning around a three-year decline in sales growth — but it's not enough to keep investors anxious about tariffs on consumer electronics satisfied. Shares plummeted 13% on Tuesday as investors digested the "uncertainty of tariffs" and their potential impact, Telsey Advisory Group Joe Feldman told Yahoo...
Egg shortages have caused a frenzy among American shoppers this year as the bird flu epidemic takes a toll on US egg production. But premium egg producer Vital Farms (VITL) expects some improvement later this year. "Near-term demand trends are strong and the long-term runway is solid, given continued market...
