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, restaurants, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Dana Telsey CEO of Telsey Advisory Group joins ‘Fast Money’ to recap Lululemon’s quarterly results. To view the video, please click on the following link:
With the Iran war stretching into its fourth month, U.S. retail companies that have so far banked on a resilient consumer could face a tougher road ahead as rising gas prices and economic pain gradually erode the buffer. "Uncertainty, however, is rising as the long-term effect of the Iran war...
Amazon (AMZN) plans to offer Prime customers megadeals earlier than usual this year as higher fuel costs strain shoppers’ budgets. Telsey Advisory Group analyst Joe Feldman said that the revised timing makes sense for the company. “It makes you think that they're trying to do something to drive sales in...
Shares of Gap (GAP) and American Eagle Outfitters (AEO) tumbled over 12% on Friday after both retailers issued weak forecasts, signaling deepening pressure on consumer discretionary spending. "(Gap's) moderated outlook is disappointing against the backdrop of a relatively resilient consumer through the first quarter of the fiscal year, broadly speaking,"...
Walmart (WMT) stock fell 7% on Thursday after the retailer reported fiscal first quarter earnings that were in line with expectations, but remained cautious on guidance as higher gas prices pinch consumers’ wallets. “Importantly, these new businesses are more profitable than traditional retail, which should help Walmart to grow its...
