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    A leading



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    customized insights
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    Focus on execution

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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

The consumer isn’t weak right now but “squishy,” here’s what it means

  • 03/28/24
  • CNBC

Dana Telsey, CEO at Telsey Advisory Group, joins CNBC’s “Power Lunch” to discuss why she believes the consumer is ‘squishy,’ companies benefitting the most from trade-downs, and the future of the big department stores. To view the video, please click on the following link:


We’re in a ‘squishy’ consumer environment, says top retail analyst Dana Telsey

  • 03/22/24
  • CNBC

Dana Telsey, Telsey Advisory Group CEO, joins CNBC’s “Closing Bell Overtime” to discuss the state of the retail consumer following Nike and Lululemon earnings. To view the video, please click on the following link:


Dollar General, other discount retailers stand to gain from Dollar Tree's troubles

  • 03/16/24
  • yahoo Finance

With Dollar Tree (DLTR) set to close 1,000 locations, shoppers will be on the hunt for a new budget destination. Dollar Tree itself could keep some of the customers. "There's going to be some amount of recapture ... (the closed stores) may be near another Family Dollar Store or near...


6 Retail Stocks That Look Like Bargains, According to This Industry Expert

  • 03/14/24
  • Barron's

Dana Telsey, of Telsey Advisory Group, is bullish about consumer spending and companies like Bath & Body Works, TJX, and Abercrombie & Fitch. Online shopping became a national pastime during the Covid pandemic, and for a while it looked to be the nail in the coffin for in-person shopping. That...


Dollar Tree, Family Dollar to close 1,000 stores

  • 03/13/24
  • Retail Dive

Dollar Tree Inc. plans to close 600 of its Family Dollar stores during the first half of the year, the company said Wednesday. The retailer also intends to close an additional 370 Family Dollar stores and 30 Dollar Tree stores in the coming years as leases expire, CEO Rick Dreiling...


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