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    A leading


    woman-owned


    consumer-focused


    brokerage firm
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    Providing


    customized insights
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    Focus on execution


    drives results

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.

latest news

Retail analyst Dana Telsey talks retail winners and losers amid tariffs

  • 04/07/25
  • CNBC

Dana Telsey, Chief Research Officer & CEO at Telsey Advisory Group, joins CNBC’s “Closing Bell Overtime” to discuss the impact of tariffs on retail stocks. To view the video, please click on the following link:

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RH releases clarification on demand, tariff exposure following CEO’s impromptu alarm

  • 04/07/25
  • Retail Dive

As shares plummeted after the president’s trade announcement Wednesday, CEO Gary Friedman let loose an expletive during an earnings call. It was helpful for the company to provide additional color regarding demand metrics, which it had left open to interpretation following the earnings call, according to Telsey Advisory Group analysts...

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Nike stock tanks along with other footwear retailers on Trump tariffs

  • 04/03/25
  • yahoo Finance

Footwear stocks are plummeting on Thursday as reciprocal tariffs hit key names within the sector like Nike (NKE). "What President Trump presented ... was a little bit more aggressive than what I think many people were hoping," Telsey Advisory Group's Joe Feldman told Yahoo Finance. Many retail companies "thought they...

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Lululemon drops more than 6% despite Q4 beat, same store sales lighter-than-expected

  • 03/27/25
  • CNBC

Dana Telsey, Chief Research Officer & CEO at Telsey Advisory Group, joins CNBC’s “Closing Bell Overtime” to talk Lululemon earnings. To view the video, please click on the following link:

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Macy's, Kohl's close department stores as they struggle to remain relevant

  • 03/27/25
  • yahoo Finance

America's department stores are trying to stay relevant in a new era of consumer behavior. Kohl's now plans to invest in an assortment of categories like fine jewelry, petite apparel, and intimates, Telsey Advisory Group CEO Dana Telsey said. It's also trying to build "momentum across key growth areas" like...

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