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.
Dana Telsey, Telsey Advisory Group founder and CEO, joins CNBC’s “Closing Bell Overtime” to talk Levi Strauss quarterly results, the state of the consumer, and more. To view the video, please click on the following link:
As Nike tries to reignite growth and Adidas aims to keep its momentum going, Wall Street is focused on which brand has the stronger innovation pipeline. Cristina Fernández of Telsey Advisory Group (TAG) said that Adidas’ current business model focused on local assortments and go-to market strategies, with innovation engineered...
Dutch Bros, the fast-growing, drive-through coffee chain known for its colorful drinks and outgoing baristas, has a strategy to attract pedestrian traffic: walk-up-only windows. While inflation has put pressure on household budgets, coffee chains have been mostly immune from the pressures elsewhere in the restaurant industry, analysts said. “It’s still...
Hot on the heels of Kylian Mbappé’s departure from Nike’s ambassador program, the sports giant shared a 5% year-on-year revenue decline for Q1 2027. Upcoming layoffs and a geographical reorganization plan were also announced on Thursday, as shares dropped 6% leaving Nike stock at its lowest since 2013. “Nike’s recent...
Dana Telsey, Telsey Advisory Group founder and CEO, joins ‘Fast Money’ to talk Nike earnings as the stock hits 13-year-lows on mixed earnings. To view the video, please click on the following link:
