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.
Walmart raised its full-year forecast and reported better-than-expected first-quarter results on Thursday, betting that easing inflation will drive stronger sales of groceries and non-essential merchandise like clothing and electronics, sending its shares to a record high. Telsey Advisory analyst Joseph Feldman said Walmart's strong results could bode poorly for the...
Joe Feldman discusses Home Depot (HD) and Walmart’s (WMT) earnings with Oliver Renick of Morning Trade Live on the Schwab Network. To view the video, please click on the following link:
Telsey Advisory Group CEO Dana Telsey breaks down the April retail sales print and looks ahead to the release of Walmart's quarterly earnings report. Dana speaks with Tom Keene and Paul Sweeney on Bloomberg Radio. To view the video, please click on the following link:
Home Depot (HD) earnings show shoppers are putting their HGTV dreams on hold. It was another quarter of subdued results, as consumers sought out fewer do-it-yourself projects compared to during the pandemic. CEO Ted Decker said the quarter was "impacted by a delayed start to spring and continued softness in...
Joe Feldman, Telsey Advisory Group senior managing director, on the anatomy of the consumer in the retail sector. To view the video, please click on the following link:
