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.
Under Armour Inc's (UAA.N) margins are set to face a squeeze as the sportswear maker increases discounts to shore up waning demand and clear a build-up of excess inventory. "The large cut to the FY23 EPS outlook is disappointing, but not surprising given similar actions by other consumer companies and...
Retailers have seen much of their late-pandemic rebound undone by changing consumer priorities, as households grapple with rising prices of essential items. That is undermining apparel sales especially, leaving many retailers with a glut of merchandise that is necessitating markdowns and in turn squeezing margins. Telsey Advisory Group analysts actually...
Walmart Inc. (WMT) reduced its guidance for the current quarter and full year, citing rising prices for food and fuel. Here are the reactions of six top analysts.. Analyst Joseph Feldman maintained an Outperform rating for the company, while lowering the price target from $160 to $145. Although the pressure...
Kimberley Gardiner joins the retailer as its former CMO retires. Meanwhile, the toy company signed a multi-year agreement with Elon Musk’s space firm. Healthcare “is one of the largest consumer spending buckets,” with opaque pricing and a level of fragmentation that make it ripe for disruption, according to Telsey Advisory...
Benzinga’s Money Mitch had the opportunity to catch up with Dana Telsey, CEO and chief research officer of Telsey Advisory Group, on Benzinga’s Stock Market Movers to discuss her thoughts on the retail sales report that was issued on Friday. A retail expert, in her 31-year career Telsey has tracked...
