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.
Predictions from mainstream economists were dire after President Donald Trump launched his tariff campaign just a couple weeks after he began his second term in office: Prices would rise — sharply — they said, reigniting an inflation crisis that tens of millions of Americans had elected him to solve. “There...
Kroger (KR) stock was up 6% at market open on Friday after the company raised its full-year sales forecast, held its profit outlook steady, and posted results for its most recent quarter that were mixed. The company is navigating an increasingly competitive environment with Walmart (WMT) and Costco (COST) gaining...
Nike Inc.’s turnaround might take a bit longer than originally thought. Telsey Advisory Group’s (TAG) Cristina Fernández said the athletic brand “seems several quarters away from reaching stabilization in the business, but is making the right moves by cleaning up inventory, rebalancing the product portfolio by increasing newness and reducing...
On paper, the brand elevation playbook is relatively straightforward: reduce excessive discounting and overexposure in outlet and wholesale channels while increasing desirability and exclusivity — all of which will allow you to raise prices and improve margins. But while many luxury brands have pursued elevation, there are fewer recent success...
The mass merchant is looking to turn around falling sales and declining customer sentiment. But first, it needs to diagnose its own problems. One benefit to Target’s private-label focus is that it protects the retailer slightly from tariffs, Telsey Advisory Group’s Assistant Director of Research and retail analyst Joe Feldman...