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.
In the wake of the controversial yet commercially successful Sydney Sweeney denim campaign put forth by American Eagle, as well as the less-talked-about yet also notable Levi’s collab with Beyoncé, it appears that “what’s old is new again” in the realm of fashion as Amazon launches an Essentials lineup of...
The hottest trend in the apparel world right now is a staple of many American wardrobes — denim. This increasing demand for denim has seen pricing for wider, fuller cuts outpace skinnier jeans. In a note to clients, Dana Telsey of Telsey Advisory Group wrote that skinny jeans, which typically...
Telsey Advisory Group maintained a ‘Less Risk’ rating on Caleres (CAL) after its quarterly results, stating that even as the broader footwear market remained challenged in the second quarter, the company was able to gain market share in several segments, like women's fashion and shoe chains. Dana Telsey of Telsey...
Dollar Tree’s quarterly performance looks bright now that the Family Dollar banner is no longer weighing it down. “In our view, Dollar Tree’s business remains solid and should continue to benefit from a stickier core consumer and gains from middle-to-upper income consumers trading down as macro trends remain challenging,” Telsey...
Macy's (M) stock rose roughly 20% on Wednesday as its turnaround efforts flipped same-store sales into positive figures for the first time in three years. Telsey Advisory Group's Dana Telsey is not certain that it will be enough, reiterating her Market Perform rating on the stock. "While rightsizing the store...
