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 and chief research officer at Telsey Advisory Group, joins CNBC’s 'Squawk Box’ to break down what investors need to know ahead of a busy week of retail earnings. To view the video, please click on the following link:
Amazon.com, Inc. (AMZN) Friday announced plans to acquire iRobot Corporation (IRBT) in an all-cash deal valued at $1.7 billion. Analyst Joseph Feldman maintained an Outperform rating and a price target of $150 for Amazon. iRobot’s business “slowed significantly” in the latest quarter, with sales contracting by 30.2% and the company...
Under Armour Inc's (UAA.N) margins are set to face a squeeze as the sportswear maker increases discounts to shore up waning demand and clear a build-up of excess inventory. "The large cut to the FY23 EPS outlook is disappointing, but not surprising given similar actions by other consumer companies and...
Retailers have seen much of their late-pandemic rebound undone by changing consumer priorities, as households grapple with rising prices of essential items. That is undermining apparel sales especially, leaving many retailers with a glut of merchandise that is necessitating markdowns and in turn squeezing margins. Telsey Advisory Group analysts actually...
Walmart Inc. (WMT) reduced its guidance for the current quarter and full year, citing rising prices for food and fuel. Here are the reactions of six top analysts.. Analyst Joseph Feldman maintained an Outperform rating for the company, while lowering the price target from $160 to $145. Although the pressure...
