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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

Target's stock slides as consumers remain unconvinced of its value

  • 05/22/24
  • Star Tribune

After a full year of sales declines, it's clear American consumers are making Target prove its value as they continue to stretch their dollars and shop around in the face of higher interest rates and prices. "I think people go to Target for some other things and pick up groceries....

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Lowe’s beats expectations despite soft Q1

  • 05/21/24
  • Retail Dive

CEO Marvin Ellison said during a Tuesday earnings call that the weather, the housing market, and inflation - which continues to depress discretionary spending - remain perennial pressures on retail’s home improvement sector. Telsey Advisory Group analysts led by Joe Feldman echoed that sentiment in their own note Tuesday, saying...

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Biggest US retailers cut prices as inflation hits shoppers

  • 05/21/24
  • yahoo Finance

Prices are dropping for thousands of items at Target and Walmart, as US retailers’ results indicate fatigue among some consumers after three years of high inflation. Joe Feldman, an analyst at Telsey Advisory Group, said Target was probably motivated to keep pace with Walmart. “What’s interesting is it’s likely to...

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Lowe's beats estimates, even as DIY consumers pull back

  • 05/21/24
  • yahoo Finance

Lowe's (LOW) customers pulled back their spending again this quarter. On Tuesday morning, the home improvement retailer posted revenue of $21.36 billion, higher than the $21.13 billion Wall Street expected. Same-store sales fell 4.1%, a slight improvement from the 4.3% drop seen in Q1 of last year. In a note...

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Under Armor sees difficult fiscal year in 2025 as it plans restructuring

  • 05/16/24
  • Forbes

Under Armor on Thursday forecast a surprise drop in annual sales and projected profits below analyst estimates, as the sportswear maker laid out a plan to simplify its business and cut jobs in the face of weak U.S. demand. “The magnitude of the correction needed points to a previous strategy...

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