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.
Many Costco regulars will tell you how much they love the warehouse chain’s famed $1.50 hot dog–and–soda combo, a special that’s been in place for nearly 40 years. They’ll also tell you they dread the day when the deal comes to an end. “We expect the company to keep this...
AIn the battle for America's shoppers, Walmart (WMT) is still dominating Target (TGT). "The Walmart thesis is they're really among the biggest and best retailers out there," Telsey Advisory Group's Joe Feldman told Yahoo Finance over the phone. The company is "well positioned when times are tough, they're well positioned...
Capri shares slumped nearly 46% on Friday after a U.S. judge blocked its pending $8.5 billion merger with Coach parent Tapestry, hurting the Michael Kors owner's chances of navigating challenges at the luxury brand. Should the deal fall through, "Capri could potentially seek another suitor", said Dana Telsey of Telsey...
Deckers Outdoor (DECK) shares jumped about 11% on Friday after the shoemaker raised its annual sales forecast betting on strong demand for its shoes and boots during the crucial holiday season. "Deckers continues to deliver strong results in an uncertain macro operating environment, speaking to its strong market position with...
As the East and Gulf Coast ports remain closed for the first time in five decades, retailers are bracing for the potential impact. "It's Walmart, Target, Amazon ... Costco, all the big box guys that are multi-product retailers. That's who's going to have an impact," Telsey Advisory Group's Joe Feldman...
