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, restaurants, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Dana Telsey, CEO & chief research officer at Telsey Advisory Group, says Nordstrom’s transition to private ownership was the right decision. Telsey points to improving business performance, a wider range of brands in stores, and faster growth at Nordstrom Rack. She speaks with Romaine Bostick on Bloomberg “The Close.” To...
The move is part of a broader store revamp and comes as the athletics brand tries to increase its premium positioning in the market. Analysts are largely waiting in the wings on the turnaround strategy, with Telsey Advisory Group saying in emailed comments that Under Armour has done a good...
Last week, Adidas put out Q3 results in line with its preliminary expectations for record sales and profits. Revenue was up 9% year over year with even stronger trends in DTC, which grew 17% year over year. Telsey Advisory Group last week noted that Adidas is “not immune to market...
The company, now known as Neighborhood Intelligence, relied on acquisitions to expand its business beyond retail. With two deals called off, where does that leave its turnaround? “It is very difficult to integrate acquisitions particularly when several are planned at the same time, which adds a lot of complexity,” Cristina...
At Home is betting on company experience by tapping a former executive as its new CEO. Despite a tough housing sales market, demand for furniture has picked up throughout the year, according to a 2026 research holiday note from Telsey Advisory Group last month. However, much of that demand is...