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.
Mary Dillon has made some swift changes since taking on the CEO role in early September. In her first earnings call as chief in November, she announced plans to simplify the footwear retailer, including through a wind down of some European ventures, while making investments in omnichannel and loyalty, among...
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins Worldwide Exchange to discuss Black Friday, Cyber Monday, and the holiday shopping season. To view the video, please click on the following link:
Spending on Cyber Monday, the biggest U.S. online shopping day, may hit a record $11.6 billion according to one preliminary estimate, as discounts on everything from pajamas to AirPods tempt shoppers to click "buy" despite the strain on household budgets from high inflation. "If you exclude inflation, which has been...
US retailers experienced what appears to be a muted Black Friday as high inflation and sagging consumer sentiment erode Americans’ demand for material goods. Success for retailers this holiday season will be determined by which companies can maintain their discounts and still come out profitable, said Dana Telsey, chief executive...
Remember when we couldn't get enough athleisure or pajamas? Now, the hottest question for clothing retailers is whether they've got an "inventory glut" — too many extra styles, sizes or colors that aren't selling that well. "No one wants to miss the holiday season, you really need that product," says...
