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.
Walmart (WMT) stock fell 7% on Thursday after the retailer reported fiscal first quarter earnings that were in line with expectations, but remained cautious on guidance as higher gas prices pinch consumers’ wallets. “Importantly, these new businesses are more profitable than traditional retail, which should help Walmart to grow its...
American shoppers are brushing off higher gas prices and finally spending money at Target again. “We believe Target should regain market share as it progresses,” retail analyst Joe Feldman from Telsey Advisory Group said in a note to clients this week. To view the full article, please click on the...
Dana Telsey, CEO and chief research officer at Telsey Advisory Group joined BNN Bloomberg to discuss Lululemon earnings. To view the video, please click on the following link:
CNBC’s “Fast Money” team discusses Lululemon’s latest earnings report and its weak guidance as well as the broader retail sector with Dana Telsey of Telsey Advisory Group. To view the video, please click on the following link:
Bath & Body Works (BBWI) on Wednesday forecast a steeper-than-expected decline in annual sales, despite beating holiday-quarter estimates, as CEO Daniel Heaf said a turnaround at the fragrance retailer will take time. "We expect continued topline and operating margin pressure in 2026 as management continues to reset the business," said...
