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.
The death of the stay-at-home trade has been greatly exaggerated. The trends behind most of these stock rallies are likely to continue well into 2022, according to Cristina Fernandez, an analyst with Telsey Advisory Group. She expects strong results from Home Depot Inc. and Lowe’s Cos Inc. in coming quarters...
Several forces worked in Tractor Supply's favor in the first quarter — some fleeting, like the government's pandemic relief to consumers and good weather, and others possibly longer lasting, like millennials' migration to the suburbs and rising pet adoption. But it's also benefiting from advantages largely of its own making,...
GameStop rallied Monday after the video game retailer announced its CEO succession plan as it tries to pivot to e-commerce following a historic short squeeze. “GameStop’s next CEO and CFO are likely to come from the tech industry, as with the other recent senior hires, and would require a wide...
GameStop (NYSE: GME) continues to shake up its management team as Chairman-elect and major shareholder Ryan Cohen moves chess pieces in an effort to regain relevance in the video game sector and justify the stock's 800% year-to-date surge. CEO George Sherman was the latest casualty. Telsey Advisory Group analyst Joseph...
“When you are finished changing, you are finished,” founding father Benjamin Franklin said long before being immortalized on the $100 bill. Two hundred years later, Nike’s newly released sustainability and carbon footprint reduction strategy appears to be embracing that sentiment. “Nike Refurbish is limited to reselling merchandise returned by consumers...