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.
Analysts at Telsey Advisory Group (TAG) said Walmart (WMT) is their top stock pick for the upcoming holiday season, with the retail giant set to report earnings for its fiscal Q3 2024 on Nov. 19. “We also expect a continued solid contribution from the company’s higher engagement with upper-income households,”...
Home Depot expects a smaller decline in annual store sales following better-than-expected performance over the past three months, which was partly driven by hurricane recovery efforts. Joe Feldman, Telsey Advisory Group senior managing director, said in a Tuesday note that the "warmer and dryer weather" extended demand for summer categories...
While it’s too soon to say how last week’s election results might affect the economy for the rest of the year and beyond, the overall holiday season economic outlook still looks positive based on the latest economic indicators, Kleinhenz said. However, possible tariffs, which could be enacted as soon as...
Neither Vuori nor Alo Yoga has managed to topple market leader Lululemon from its perch, but both brands are climbing and have taken share. They must contend not just with Lululemon’s primacy, but also each other: More than half of Vuori’s customers also shop at Lululemon, while 12% also shop...
Dollar Tree CEO Rick Dreiling abruptly stepped down from his position at the helm of the beleaguered retail chain, citing health concerns as the reason for his resignation. Telsey Advisory Group analysts led by Joe Feldman said in a Tuesday note that the departure reduces their confidence in the company...
