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.
CNBC’s “Fast Money” team discusses Lululemon’s latest earnings report and its weak guidance as well as the broader retail sector with Dana Telsey of Telsey Advisory Group. To view the video, please click on the following link:
Bath & Body Works (BBWI) on Wednesday forecast a steeper-than-expected decline in annual sales, despite beating holiday-quarter estimates, as CEO Daniel Heaf said a turnaround at the fragrance retailer will take time. "We expect continued topline and operating margin pressure in 2026 as management continues to reset the business," said...
Estée Lauder Cos. shares tumbled after its outlook boost failed to reassure investors about the pace of the cosmetics conglomerate’s turnaround. Historically, Estée Lauder raised the prices on its products at a low-single-digit rate, largely in line with inflation. Under de La Faverie, though, price increases have been lower than...
Frank Sluis will take over finance leadership from CEO Martin Hoffmann, who had been juggling both positions since last July. “The announcement should be well received, as On took its time to ensure it found the right leader and fit for this important role,” Telsey analysts led by Cristina Fernández...
Dana Telsey, Telsey Advisory Group Founder and CEO, says prices are likely to keep rising into 2026 as higher costs work through the system and tariffs imposed in April continue to weigh on prices. She speaks with Carol Massar on "Bloomberg Markets." To view the video, please click on the...