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.
After reportedly mulling a spinoff of its off-price Rack business, Nordstrom is now pinning its growth ambitions on it, CEO Erik Nordstrom said during the Telsey Advisory Group fireside chat on Tuesday. In a client note Tuesday, Telsey analysts called Rack’s improvements essential, and agreed that a focus “for increasing...
Telsey Advisory Group analyst Cristina Fernández has lowered the price target on Nike Inc (NYSE: NKE) to $140 (32% upside) from $170 and kept Outperform rating on the shares. The analyst cited near-term risks, including the impact of strict COVID lockdowns in China, demand decline in wholesale channel, given lowered...
Telsey Advisory Group CEO and Chief Research Officer Dana Telsey sits down with Yahoo Finance Live to talk about retailer inventories, supply chain delays, the outlook on brick-and-mortar, and making the most of brands in retailers' portfolios. To view the video, please click on the following link:
Chico’s own efforts to improve, including the fit and quality of its garments, were gaining traction this year just as consumers pulled out their wallets to refresh their closets. That led to a first quarter performance that was a pleasant surprise to many analysts. The retailer “appears to be benefiting...
Target Corporation (TGT) announced several initiatives on Tuesday to right-size its inventory, including order cancellations and slashing prices. Management also lowered their guidance for the second-quarter operating margin rate to around 2%, from their earlier expectation of meeting the first-quarter’s 5.3%. Telsey Advisory Group On Target: Analyst Joseph Feldman reiterated...
