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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

Walmart stock drops as it signals price hikes due to 'magnitude' of Trump tariffs

  • 05/15/25
  • yahoo Finance

Walmart (WMT) posted a mixed quarterly print Thursday morning as it navigates President Trump's tariffs. Telsey Advisory Group's Joe Feldman wrote in a note to clients that the retailer is expected to "weather the pressure better than most." To view the full article, please click on the following link:

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Pull forward could boost Walmart’s Q1 earnings report, says Telsey’s Joe Feldman

  • 05/14/25
  • CNBC

Joe Feldman, Telsey Advisory Group, joins CNBC’s “Fast Money” to talk about what to expect from Walmart’s quarterly results. To view the video, please click on the following link:

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Dana Telsey: American Eagle’s challenges are unique to American Eagle

  • 05/14/25
  • CNBC

Dana Telsey, Chief Research Officer & CEO at Telsey Advisory Group, joins CNBC’s “Money Movers” to discuss retail outlooks, expectations for American Eagle, and more. To view the video, please click on the following link:

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Tariffs have already made mattresses, strollers and power tools more expensive

  • 05/13/25
  • CNN Business

President Donald Trump’s unpredictable trade policies and public threats against companies have made it nearly impossible to set prices. Telsey Advisory Group, which has started to track online prices of dozens of clothing, sporting goods, home furnishings and other products in response to tariffs, found “small, select increases” in April...

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US-China tariff pause may save the year for retailers

  • 05/12/25
  • yahoo Finance

Retailers may breathe a sigh of relief as the US and China signal a truce in their trade war. Telsey Advisory Group's Joe Feldman told Yahoo Finance the move "may have just saved the Christmas season," as retailers can bring in the inventory now and "start to get product in."...

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