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 joins CNBC’s “Power Lunch” to discuss what to expect for retailers with the back-to-school season, why stocks are moving on tariff news and much more. To view the video, please click on the following link:
Ralph Lauren (RL) CFO Justin Picicci said on Thursday that the luxury apparel maker is taking a more cautious view on the second half of the year, primarily based on the potential impact of tariffs and related industry-wide price increases in the U.S. “The company continues to meaningfully grow its...
American footwear and apparel manufacturer Wolverine Worldwide Inc. (WWW) is navigating a challenging landscape marked by tariffs and cautious consumer spending, yet the company is finding ways to thrive. Wolverine reported on Wednesday that its second-quarter 2025 revenue rose 11.5% year-over-year to $474.2 million, beating the consensus estimate of $447.4...
Telsey Advisory Group raised its price target to $37 from $32 and noted that the company should continue to benefit from expanding its technology platform at airports by providing access to international travelers. “At airports, the company should continue to benefit from expanding its technology platform, such as providing access...
Amazon’s retail enterprise, while immense and growing, is increasingly in the shadow of adjacent businesses like advertising, subscriptions and marketplace seller services. In Q2 those operations grew as fast or faster than its online and physical stores and together netted more revenue. The company’s stalwart cloud business also continues to...