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, footwear, hardlines, home furnishings, luxury, off-price, restaurants, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Instead of rushing to malls, Black Friday shoppers largely headed to retailers’ websites this year. The winners on Black Friday 2020 included L Brands’ Bath & Body Works, Dick’s Sporting Goods, Lululemon and Williams Sonoma, according to a research note by Dana Telsey, the CEO and chief research officer of...
Costco Wholesale Corp. (COST) has posted impressive growth for years, lifting into the 39th slot in SP-500 index capitalization. Telsey Advisory Group analyst Joseph Feldman raised his price target to $430 on Tuesday, maintaining an ‘Outperform’ rating. He pounded the table in his commentary, stating “we forecast a total comp...
Costco Wholesale will report November sales data, and with Covid-19 infections rising around the country, it will likely be yet another banner month for the discounter. Costco’s (COST) October same-store sales once again easily beat analysts’ estimates as shoppers got a head start on the holiday season, and Telsey Advisory...
The pandemic came for our vacations, our sports and our restaurants. And now, after weeks of speculation and guessing, analysts say it’s clear: Covid-19 has also claimed retail bellwether Black Friday. “There’s definitely a pretty clear feeling that you don't need to be out today,” Joseph Feldman, senior managing director...
This year’s Black Friday is shaping up to be much different than usual. Dana Telsey, CEO of Telsey Advisory Group, said foot traffic would likely continue to fall: “We’re not seeing a lot of people. I don’t think you’re going to see a lot of people today. I think people...
