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.
Telsey Advisory Group’s Dana Telsey joins ‘Closing Bell’ to discuss a strong day for retail stocks alongside the broader market. To view the video, please click on the following link:
We see Dick’s Sporting Goods (DKS) as a long-term share gainer, says Joseph Feldman. He and Lauren Hill recap DKS’s earnings which were released today, May 25th. They talk about how DKS’s 1Q revenue came in at $2.70B versus an estimated $2.62B. They also go over the two overarching themes...
Dick’s joins many others in the retail space in posting a quarter of declines, but the moderation in the company’s results comes after a record year in 2021 and sales are still well above 2019. Analysts with Telsey Advisory Group called the lower outlook “disappointing” as it indicates consumers are...
Foot Locker Inc. shares climbed after its forecast showed the retailer is overcoming Nike Inc.’s move to sell more shoes via its own channels. “The result does not change the company’s near-term challenge,” said Cristina Fernandez, an analyst at Telsey Advisory Group, in a note to clients. “Foot Locker is...
Bath & Body Works is the latest retailer to trim its profit forecast for the year as inflation pressures the industry on both sides of the business. Telsey Advisory Group analysts led by Dana Telsey said of the spending, “We view these investments as prudent given its strong leadership position...