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, restaurants, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Estée Lauder Cos. shares tumbled after its outlook boost failed to reassure investors about the pace of the cosmetics conglomerate’s turnaround. Historically, Estée Lauder raised the prices on its products at a low-single-digit rate, largely in line with inflation. Under de La Faverie, though, price increases have been lower than...
Frank Sluis will take over finance leadership from CEO Martin Hoffmann, who had been juggling both positions since last July. “The announcement should be well received, as On took its time to ensure it found the right leader and fit for this important role,” Telsey analysts led by Cristina Fernández...
Dana Telsey, Telsey Advisory Group Founder and CEO, says prices are likely to keep rising into 2026 as higher costs work through the system and tariffs imposed in April continue to weigh on prices. She speaks with Carol Massar on "Bloomberg Markets." To view the video, please click on the...
Dana Telsey, Telsey Advisory Group CEO and chief research officer, joins CNBC’s “Money Movers” to discuss Lululemon as its founder, Chip Wilson, launched a proxy fight for a board shakeup, her 2026 retail outlook, and more. To view the video, please click on the following link:
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group joins CNBC’s “Power Lunch” to talk what will be driving consumers to shop and what retail trends to expect in 2026. To view the video, please click on the following link:
