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    A leading


    woman-owned


    consumer-focused


    brokerage firm
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    Providing


    customized insights
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    Focus on execution


    drives results

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.

latest news

Levi Strauss stock weakness is an opportunity: Telsey Advisory’s Telsey

  • 07/08/26
  • CNBC

CNBC’s “Closing Bell Overtime” team discusses Levi Strauss’ latest earnings results and its stock performance with Dana Telsey, CEO and chief research officer at Telsey Advisory Group. To view the video, please click on the following link:

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Nike gains despite China slump as investors eye turnaround progress

  • 07/01/26
  • Reuters

Shares of Nike (NKE.N) rose on Wednesday as investors assessed CEO Elliott Hill's efforts to revive growth, though the sportswear giant's persistent sales slump in China and weak outlook continue to keep Wall Street on edge. "The Nike turnaround is progressing slowly," Telsey Advisory Group analyst Cristina Fernandez said, adding...

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Why Nike’s rumored China e-commerce gamble could be a misstep

  • 06/26/26
  • MSN

Nike is reportedly considering a significant strategic shift in the way it will allow products to be sold online in China, and some industry analysts aren’t convinced it’s a smart move. Analysts at Telsey Advisory Group were also surprised, writing in a June 24 note that Friend was “a figure...

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More pain to come for Lululemon, says top retail analyst Dana Telsey

  • 06/04/26
  • CNBC

Dana Telsey CEO of Telsey Advisory Group joins ‘Fast Money’ to recap Lululemon’s quarterly results. To view the video, please click on the following link:

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US retailers brace for bigger consumer stress test as war drags on

  • 06/03/26
  • Reuters

With the Iran war stretching into its fourth month, U.S. retail companies that have so far banked on a resilient consumer could face a tougher road ahead as rising gas prices and economic pain gradually erode the buffer. "Uncertainty, however, is rising as the long-term effect of the Iran war...

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