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.
Last week, Adidas put out Q3 results in line with its preliminary expectations for record sales and profits. Revenue was up 9% year over year with even stronger trends in DTC, which grew 17% year over year. Telsey Advisory Group last week noted that Adidas is “not immune to market...
The company, now known as Neighborhood Intelligence, relied on acquisitions to expand its business beyond retail. With two deals called off, where does that leave its turnaround? “It is very difficult to integrate acquisitions particularly when several are planned at the same time, which adds a lot of complexity,” Cristina...
At Home is betting on company experience by tapping a former executive as its new CEO. Despite a tough housing sales market, demand for furniture has picked up throughout the year, according to a 2026 research holiday note from Telsey Advisory Group last month. However, much of that demand is...
Amazon’s online store net sales in the third quarter grew 2% year over year to $68.5 billion. The company’s physical store net sales increased at the same rate to $5.7 billion, according to a Thursday press release. The company’s retail market share could continue to grow as long as it...
Chipotle (CMG) reported third quarter earnings on Wednesday after market close that were better than the Street expected as the restaurant chain sustained sales momentum following slower sales growth since the first quarter of 2025. Telsey Advisory Group analyst Sarang Vora noted before the results were released that "continued uncertain...