APPAREL & FOOTWEAR COSMETICS DEPARTMENT STORES FOOD AND BEVERAGE NEW ECONOMY / E-COMMERCE LUXURY OFF-PRICE SPECIALTY APPAREL

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: apparel manufacturers, children’s and teen retailers, consumer electronics retailers, cosmetics, department stores, discounters, footwear, home furnishings retailers, home improvement retailers, internet, luxury goods, office supply retailers, off-price retailers, 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.

Dana has received a wide-range of awards and recognition for her work in the consumer and retail sector as well as in the boutique broker-dealer space. In 2023, Dana was named for a fourth time as one of Barron’s “100 Most Influential Women in U.S. Finance”. Dana was named for a third time, one of RETHINK Retail “Top 100 Retail Influencers of 2023.” In 2022, Dana was named one of WWD / Berns Communications Group “25 Most Inspirational Women in Business.” For the 3rd consecutive year, Dana was named one of Barron’s “100 Most Influential Women in U.S. Finance.” For a second time, she was also named one of RETHINK Retail “Top 100 Retail Influencers of 2022.” In 2021, Dana had a second consecutive appearance as one of Barron’s “100 Most Influential Women in U.S. Finance.” She was also named on Crain’s New York 2021 list of “Notable Women Business Owners 2021,” along with a first-time appearance on Crain’s New York 2021 list of “Notable Women on Wall Street,” and among RETHINK Retail “Top 100 Retail Influencers of 2021.” In 2020, Dana was named one of Barron’s 100 Most Influential Women in U.S. Finance on its inaugural list. In 2018, she was elected to the International Council of Shopping Center’s (ICSC) Board of Trustees. In 2016, Dana won the Thomson Reuters award for “Number 1 Stock Picker for Multiline Retail”. In 2015, Dana 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, she 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. Traders Magazine also awarded her as Entrepreneur of the Year in 2011. Dana 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.

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, and 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 & FOOTWEAR
BIRD Allbirds, Inc.
BIRK Birkenstock Holding plc
CAL Caleres, Inc. (Company Sponsored Research)
DECK Deckers Outdoor Corp.
DLA Delta Apparel, Inc. (Company Sponsored Research)
DBI Designer Brands Inc.
GIII G-III Apparel Group, Ltd.
LE Lands' End, Inc. (Company Sponsored Research)
LEVI Levi Strauss & Co.
OXM Oxford Industries, Inc.
PVH PVH Corp.
RL Ralph Lauren Corporation
SHOO Steven Madden, Ltd.
VFC V.F. Corporation
WWW Wolverine World Wide, Inc.
COSMETICS
BBWI Bath & Body Works, Inc.
EL The Estée Lauder Companies Inc.
EWCZ European Wax Center, Inc.
GROV Grove Collaborative Holdings, Inc.
OLPX Olaplex Holdings, Inc.
ULTA Ulta Beauty, Inc.
WALD Waldencast plc
DEPARTMENT STORES
DDS Dillard’s, Inc.
KSS Kohl's Corporation
M Macy's, Inc.
JWN Nordstrom, Inc.
FOOD AND BEVERAGE
BRCC BRC Inc.
WEST Westrock Coffee Company
ZVIA Zevia PBC
NEW ECONOMY / E-COMMERCE
AKA a.k.a. Brands Holding Corp.
AMZN Amazon.com, Inc.
YOU Clear Secure, Inc.
COUR Coursera, Inc.
FIGS FIGS, Inc.
LVLU Lulu’s Fashion Lounge Holdings, Inc.
PTON Peloton Interactive, Inc.
RENT Rent the Runway, Inc.
SFIX Stitch Fix, Inc.
HNST The Honest Company, Inc.
TDUP ThredUp Inc.
WRBY Warby Parker Inc.
LUXURY
BRLT Brilliant Earth Group, Inc.
BRBY.LON Burberry Group plc
CPRI Capri Holdings Limited
CFR.VTX Compagnie Financière Richemont SA
MC.PAR LVMH Moet Hennessy Louis Vuitton
SIG Signet Jewelers Limited
TPR Tapestry, Inc.
OFF-PRICE
BURL Burlington Stores, Inc.
ROST Ross Stores, Inc.
TJX The TJX Companies, Inc.
SPECIALTY APPAREL
ANF Abercrombie & Fitch Co.
AEO American Eagle Outfitters, Inc.
GPS Gap, Inc.
GES Guess?, Inc.
HMB.SE H & M Hennes & Mauritz AB
ITX.MCE Inditex Group
JILL J.Jill, Inc. (Company Sponsored Research)
LULU lululemon athletica inc.
PLCE The Children’s Place Retail Stores, Inc.
CURV Torrid Holdings, Inc.
URBN Urban Outfitters, Inc.
VSCO Victoria's Secret & Co.