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, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Dollar Tree was upgraded to Outperform from Market Perform at Telsey Advisory Group (TAG), which said the discount retailer now offers a “cleaner story” following the sale of Family Dollar and has a clearer path for multi-year growth through its multi-price point expansion. “We are encouraged by the early results...
Dana Telsey, Telsey Advisory Group CEO joins "Closing Bell Overtime" to talk Gap and Ulta Beauty quarterly results. To view the video, please click on the following link:
Telsey Advisory Group upgraded Five Below to Outperform from Market Perform, citing accelerating business momentum following strong second-quarter results and raised 2025 guidance. “Five Below’s business inflected in 1H25, and we believe this strong business momentum should continue in 2H25 and ahead,” Telsey Advisory Group said in a note. To...
As shoppers seek value, Dollar General’s second quarter net sales grew 5.1% year over year to $10.7 billion and same-store sales jumped 2.8%, according to a company release Thursday. Meanwhile, gross profit as a percentage of net sales improved from 30% the year before to 31.3%, driven in part by...
German sportswear giant Puma is at a crossroads. The company’s stock, which trades on the Frankfurt Stock Exchange, is down more than 45% over the past year, its sales are declining, and its largest shareholder is reportedly exploring a sale of its 29% stake. Telsey Advisory Group analyst Cristina Fernández...
