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.
Dollar Tree Inc said on Tuesday Executive Chairman Richard Dreiling will replace Chief Executive Officer Mike Witynski, nearly a year after agreeing to revamp its board in a settlement with activist investor Mantle Ridge. Telsey Advisory Group analyst Joseph Feldman said investors would like to see Dreiling have a more...
Telsey Advisory Group reiterated an Outperform rating on Amazon.com (NASDAQ:AMZN) but cut the price target on the e-commerce company to $125.00 (From $140.00) ahead of its 4Q22 earnings release scheduled for Thursday, February 2nd. Telsey reduced their 4Q22 and 2023 outlook on the company to reflect a more challenging consumer...
Retailer Party City has filed for Chapter 11 bankruptcy protection in a bid to restructure its heavy debt load and keep its doors open after supply chain woes, rising inflation and a consumer slowdown took a chunk out of sales. “They’re competing against Walmart, and Target and Amazon and the...
Telsey Advisory Group has an outperform rating on Costco (COST). Joseph Feldman discusses this as Telsey Advisory Group says that COST should remain a share gainer. It also has an outperform rating on Walmart (WMT). He also talks about potential consumer trends for 2023. To view the video, please click...
Shares of Costco Wholesale Corporation have lost more than 13% this month. The company, which is scheduled to report December sales after markets close on Jan. 5, could announce strong numbers, according to Telsey Advisory Group. The Costco Analyst: Joseph Feldman reiterated an Outperform rating on Costco with a $580...