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, Telsey Advisory Group CEO and chief research officer, joins ‘Squawk Box’ to discuss the state of retail this holiday shopping season, 2026 outlook, and more. To view the video, please click on the following link:
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group talks about her outlook for retail sector into 2026. She mentioned how there are many big global events in 2026 like the Winter Olympics, FIFA World Cup, and America 250, that could drive consumer interest and spending. She joined...
In a moment of reckoning, upscale American furniture maker RH cut its 2025 guidance as the tariff effect continues to batter the industry. Telsey Advisory also kept a market perform rating but cut its target price to $185 from $220, explaining that part of RH’s challenge is attributed to pressure...
Target hopes that a recapturing of its cultural cachet will spark a turnaround for its business. It’s turning to a fashion-forward New York neighborhood to get started. However, Joe Feldman, senior managing director at Telsey Advisory Group, said the brand has felt “off” since well before this year. He traces...
Dana Telsey, Telsey Advisory Group CEO and chief research manager, joined CNBC’s “Squawk Box” to discuss the state of retail, takeaways from this year’s record Black Friday spending, what to expect on Cyber Monday, state of the consumer, and more. To view the video, please click on the following link: