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.
Lululemon shares broke an all-time high Thursday after the retailer blew past Wall Street’s expectations in its latest fiscal quarter and said it’s on track to hit a 2023 revenue target well ahead of schedule. While supply-chain disruptions including heightened air-freight costs and factory closures in Vietnam remain headwinds, Lululemon...
Dana Telsey from Telsey Advisory Group joins CNBC's 'Closing Bell' with her outperform guidance for Lululemon stock and analyzes the company’s newest strategy for success. To view the video, please click on the following link:
Signet's Q2 represents a major recovery from the travails of last year, but the retailer acknowledges that the roaring growth isn't destined to last forever. In its earnings report, the company said that it expects a shift in consumer spending away from the jewelry category and toward experiences as the...
It was blockbuster earnings season for retailers that reported in August. While some firms that benefited from stay-at-home demand like Lowe’s (ticker: LOW) succeeded, it was department stores like Macy’s (M) and apparel retailers like Gap (GPS) that really crushed analysts’ estimates in several cases. Barron’s recently spoke with longtime...
Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). Kimberly Greenberger, a Managing Director in Retail Research, joined Morgan Stanley in 2010. These two professional equity analysts recently reviewed the retail stock landscape, exclusively for the Wall Street Transcript, in interviews. Dana Telsey sees a...
