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.
I guess I could just say it’s a disaster even if they hit the guidance…and they won’t, says Jan Rogers Kniffen. He and Christina Fernandez discuss Bed Bath & Beyond (BBBY). They preview BBBY’s earnings report which will be released tomorrow, September 28th, premarket. They talk about how inflation is...
Nike (NKE) will report its earnings for the fiscal first quarter of 2023 on Thursday after the market closes. For those still holding on to Nike stock, the results will show where the sports apparel giant stands after having lost 45% of its market value since November 2021. On Monday,...
Costco Wholesale Corp (COST) topped Wall Street estimates for quarterly results on Thursday, helped by strong demand for its fresh food, candies and fuel offerings despite rising inflation. Telsey Advisory Group analyst Joseph Feldman said that in the current environment, consumers are looking to save money – including the affluent...
Kroger (KR) is trading higher due to strong 2Q22 sales and earnings beat and raised 2022 outlook, says Telsey Advisory Group. Joe Feldman discusses the takeaways from KR's earnings which were released today, September 9th. He also talks about how Telsey Advisory Group has an outperform rating on KR with...
American Eagle Outfitters Inc. shares are under pressure Thursday as analysts slash price targets on the stock following the company's weak earnings results and forecast for continued margin pressures. Telsey Advisory Group trimmed its price target the least, cutting its 12-month forecast from $15 to $13. In a note to...
