APPAREL COSMETICS DEPARTMENT STORES LUXURY SPECIALTY APPAREL

Dana Telsey

Chief Executive Officer and Chief Research Officer

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). TAG’s research team covers U.S. and international companies across all market caps in the following sectors: advertising, apparel manufacturers, children’s and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, gaming and lodging, home furnishings retailers, home improvement retailers, luxury goods, media, office supply retailers, off-price retailers, pay TV companies, restaurants, specialty apparel retailers, sporting goods retailers, and supermarkets. Founded in 2006, TAG has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. TAG is also certified as a Woman-Owned Business Enterprise by several states, cities, the Women’s Business Enterprise National Council and numerous plan sponsors across the country. In 2015, Ms. Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies.

Ms. Telsey has followed over 100 companies during her 31-year career and is the only U.S. based analyst to provide complete analysis of the European luxury goods sector. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms. Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.

In 2016, Ms. Telsey won the Thomson Reuters award for “Number 1 Stock Picker for Multiline Retail”. In 2015, Ms. Telsey was selected, “from hundreds of nominees by the National Retail Federation (NRF) executive judging panel of top industry CEOs”, as one of the 24 winners of The List of People Shaping Retail’s Future. In 2014, Ms. Telsey was honored with the designation of Woman- Owned Brokerage of the Year by Traders Magazine for successfully growing her firm by developing and delivering top-notch research and trading tools. In 2011, Traders Magazine awarded her as Entrepreneur of the Year. Ms. Telsey is a thirteen-year member of Institutional Investor magazine’s “All-America Research Team” where she was ranked the Number One Specialty Stores analyst for seven consecutive years through 2005. In the most recent ranking of Institutional Investor magazine’s “All-America Independent Research Team”, she was ranked the Number One Specialty Stores analyst and Number One Broadlines & Department Stores analyst.

Ms. Telsey is a regular guest analyst on both CNN and CNBC and has appeared as a special guest on such programs as Bloomberg Radio, World News Tonight - ABC News, Good Morning America, The NBC Evening News, The Today Show, BNN, BBC amongst many others.

Ms. Telsey graduated from Hobart-William Smith Colleges with a B.A. degree in History and Spanish and received her M.B.A from Fordham University.

Coverage

Symbol Company
APPAREL
GIII G-III Apparel Group, Ltd.
OXM Oxford Industries, Inc.
PVH PVH Corp.
RL Ralph Lauren Corporation
VFC V.F. Corporation
COSMETICS
EL The Estée Lauder Companies Inc.
ULTA Ulta Beauty, Inc.
DEPARTMENT STORES
BURL Burlington Stores, Inc.
DDS Dillard’s, Inc.
JCP J. C. Penney Company, Inc.
KSS Kohl's Corporation
M Macy's, Inc.
JWN Nordstrom, Inc.
ROST Ross Stores, Inc.
TJX The TJX Companies, Inc.
LUXURY
BRBY.LON Burberry Group plc
CFR.VTX Compagnie Financière Richemont SA
FOSL Fossil, Inc.
KATE Kate Spade & Company, Inc.
MC.PAR LVMH Moet Hennessy Louis Vuitton
KORS Michael Kors Holdings Limited
SIG Signet Jewelers Limited
TPR Tapestry, Inc.
TIF Tiffany & Co.
SPECIALTY APPAREL
ANF Abercrombie & Fitch Co.
AEO American Eagle Outfitters, Inc.
ASNA Ascena Retail Group, Inc.
CHS Chico's FAS, Inc.
GPS Gap, Inc.
GES Guess?, Inc.
HMB.SE H & M Hennes & Mauritz AB
ITX.MCE Inditex Group
LB L Brands, Inc.
LULU lululemon athletica inc.
PLCE The Children’s Place Retail Stores, Inc.
URBN Urban Outfitters, Inc.
VRA Vera Bradley, Inc.