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.
Dana Telsey, CEO of Telsey Advisory Group, joins BNN Bloomberg to discuss Nordstrom winding down its Canadian operations and her top stock picks in retail. To view the video, please click on the following link:
Target's (TGT) traffic growth and unit share gains show strong retail fundamentals, says Emerson Delgado. He and Joseph Feldman discuss how TGT rallies after earnings, which were released today, February 28th. Emerson notes that TGT applied significant discipline to contain the inventory problem and match assortment to current demand trends....
Dollar Tree Inc (DLTR) forecast annual profit well below estimates on Wednesday, as the discount store operator battles higher wages and freight costs while consumers cut back on discretionary items. "The new management team is trying to reset the bar and tell the investment community they need to invest in...
Lowe's Cos Inc (LOW) forecast annual sales below market expectations on Wednesday and warned of a slight decline in the home improvement market this year due to rising prices and borrowing costs. "The new management team is trying to reset the bar and tell the investment community they need to...
With consumers still feeling pressed by inflation, Dollar Tree joined a growing chorus of retailers saying that recent spending on consumables outpaced discretionary purchases, and that trend is likely to continue for the near term. Analysts with Telsey Advisory Group, led by Joseph Feldman, said in a Friday note that...
