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.
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...
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...
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:
Telsey Advisory Group's chief investment officer Dana Telsey said the retailer is seeing 'renewed momentum' in footwear. Telsey Advisory Group (TAG) hosted an investor meeting Monday with the department store retailer’s chief executive officer Michael Bender, chief financial officer Jill Timm, and director of investor relations Trevor Novotny. The key...
Shoe retailers and brands appear to be positioned well for fall's fashion footwear trends, according to Telsey Advisory Group's Dana Telsey. “Based on our checks, we believe ballet flats and mary janes, boots, clogs, heels and loafers are likely to be fall favorites this season,” said Dana Telsey, chief investment...