Instead of rushing to malls, Black Friday shoppers largely headed to retailers’ websites this year. The winners on Black Friday 2020 included L Brands’ Bath & Body Works, Dick’s Sporting Goods, Lululemon and Williams Sonoma, according to a research note by Dana Telsey, the CEO and chief research officer of...
Costco Wholesale Corp. (COST) has posted impressive growth for years, lifting into the 39th slot in SP-500 index capitalization. Telsey Advisory Group analyst Joseph Feldman raised his price target to $430 on Tuesday, maintaining an ‘Outperform’ rating. He pounded the table in his commentary, stating “we forecast a total comp...
Costco Wholesale will report November sales data, and with Covid-19 infections rising around the country, it will likely be yet another banner month for the discounter. Costco’s (COST) October same-store sales once again easily beat analysts’ estimates as shoppers got a head start on the holiday season, and Telsey Advisory...
The pandemic came for our vacations, our sports and our restaurants. And now, after weeks of speculation and guessing, analysts say it’s clear: Covid-19 has also claimed retail bellwether Black Friday. “There’s definitely a pretty clear feeling that you don't need to be out today,” Joseph Feldman, senior managing director...
This year’s Black Friday is shaping up to be much different than usual. Dana Telsey, CEO of Telsey Advisory Group, said foot traffic would likely continue to fall: “We’re not seeing a lot of people. I don’t think you’re going to see a lot of people today. I think people...
Nordstrom (JWN) shares were higher after the upscale retailer reported a surprise fiscal-third-quarter profit. Analyst Dana Telsey said Nordstrom was positioned to gain market share, building off a strong balance sheet. In particular, the analyst said, the company's off-price channel has room to grow, Nordstrom's digital presence is profitable and...
With Black Friday around the corner and consumers expected to do much of their holiday shopping away from stores, Amazon is sitting pretty. Most retailers are bracing for pandemic-induced disruption during the holiday period, including light store traffic or even lockdowns, as well as freight surcharges, small package delivery delays...
Foot Locker shares were lower on Monday, as investors continued to digest the sneaker seller’s third-quarter results, and a downgrade for the stock. Likewise, Telsey Advisory Group’s Joseph Feldman kept a Market Perform rating on the shares while adding $5 to his price target, to $45. He too was heartened...
Some retailers are betting that lip glosses, eye shadow palettes and facial scrubs will be the next big thing to drive customers, especially younger ones, to their stores. “Everyone is all-in for getting back to special occasions,” said Telsey Advisory Group CEO Dana Telsey. “People have missed birthdays, graduations, anniversaries...
Macy's CEO Jeff Gennette, in a press release statement and on a conference call with analysts Thursday morning, deemed the department store's third quarter performance "solid," touting strong customer acquisition through e-commerce and off-price, and a swing to positive EBITDA a quarter earlier than expected. Some analysts agreed with executives'...
Black Friday shopping is taking on a different look this year amid the coronavirus pandemic, with sparse crowds in stores and increased online doorbuster deals. Joseph Feldman, senior research analyst and assistant director of research at Telsey, examines what is different about this holiday shopping season on “Bloomberg Surveillance.” To...
Target isn't just growing; it's eating other retailers' lunch. On a call with analysts, CEO Brian Cornell said his company made "meaningful share gains across every one of our core categories as guests increasingly rely on Target to reliably and safely serve their wants and needs." Telsey Advisory Group analysts...
Home Depot, Inc. (HD) shares dipped 2.54% Tuesday despite the home improvement retailer posting better-than-expected quarterly earnings amid healthy ongoing stay-at-home spending during the pandemic. Telsey Advisory analyst Joseph Feldman upgraded the company to ‘Outperform’ from ‘Market Perform’ and bumped his price target to $315 from $300. Feldman sees further...
Telsey Advisory Group turns even more constructive on Outperform-rated Walmart (NYSE:WMT) ahead of next week's earnings report. Analyst Joe Feldman: "Overall, the firm believes Walmart is well-positioned to gain market share in this volatile market, given its defensive core product mix, renewed focus on discretionary categories, and solid digital/omni-channel initiatives."...
Mall landlords are starting to seek bankruptcy protection or shutting down, the latest signs that the pandemic is deepening a crisis that began before Covid-19. “I’ve never seen more flexibility in these conversations,” said Dana Telsey, chief executive of Telsey Advisory Group in a recent online discussion. To view the...
VF Corp. is flipping between small gains and losses Tuesday, a day after the apparel maker announced that it purchased Supreme Streetwear in a $2.1 billion deal. Telsey Advisory Group’s Dana Telsey reiterated an Outperform rating and $90 price target on VF, writing that Supreme’s on-point execution has led to...
Nordstrom is flying more than 20% early Monday, following an upgrade from Telsey Advisory Group, one of only four firms recommending investors buy the beleaguered department store’s shares. Analyst Dana Telsey boosted her rating on Nordstrom (ticker: JWN) to Outperform from Market Perform, while maintaining a $17 price target. She...
McDonald’s is expected to give color on new sales-driving initiatives at its investor day event Monday. Visibility on sales and earnings might be a bit hazy, so investors will be parsing the comments for hints on what results will look like in the year ahead. Telsey Advisory Group analyst Bob...
Nordstrom (JWN) - Get Report shares jumped Monday after analysts at Telsey upgraded the department-store retailer's stock to outperform from market perform with a $17 price target. Analyst Dana Telsey sees Nordstrom as positioned to gain profitable market share as it is bolstered by a strong balance sheet. To view...
Dow component McDonalds Corp. (MCD) reports Q3 2020 earnings in Monday’s pre-market, with analysts looking for a profit of $1.90 per-share on $5.36 billion in revenue. Telsey Advisory Group analyst Bob Derrington raised McDonalds target to $250 last week, noting “same store sales trends accelerated in September to a double-digit...
The retailer boosted its e-commerce operations and services to capture homebound crafters. Shoppers have spent at a higher level than expected, but there remains uncertainty surrounding congressional negotiations of a second stimulus bill, said Cristina Fernández, senior research analyst at Telsey Advisory Group. Michaels' launch of its MichaelsPro program, which...
Mall Santas, tree lighting, Macy's Thanksgiving Day parade — retailers have to rethink every cornerstone of the holiday season, without losing the joy. Retailers will need to find a way to make up for that if they want to be successful this year, Dana Telsey, CEO of Telsey Advisory Group,...
Retail specialist Dana Telsey of the Telsey Advisory Group says that the pandemic accelerated all of the big changes that were facing retailers and accelerated them, and while the result has been bankruptcies, consolidations and more – and we won't be out of the woods until there's a stimulus package...
Bed Bath & Beyond stock was jumping Wednesday morning following news that the home-goods retailer is selling some noncore assets, including its Christmas Tree Shop chain. Telsey Advisory Group’s Joseph Feldman reiterated an Outperform rating and $23 price target on the shares, writing that the move not only allows management...
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins CNBC's Worldwide Exchange with what to expect on the start of Amazon Prime Day, and what the day means for the broader retail sector. To view the full video, please click on the following link:
This week could see as much as $15 billion in online sales as an unprecedented number of big online promotions kicked off today and will run through at least tomorrow at a range of retailers including the Big 3: Amazon AMZN -0.1%, Walmart WMT -0.4% and Target TGT -0.1%. “It’s...
The start of the holiday shopping season has been creeping up for years as America's biggest retailers fight to win customers with early deals in stores and online. Telsey Advisory Group forecasts Prime Day sales of up to $11 billion for Amazon, a 40% increase from last year's event, which...
Bob Derrington, Telsey Advisory Group managing director and senior restaurant analyst, joins ‘Power Lunch’ to discuss the opportunity in the restaurant space and the names to watch. To view the full video, please click on the following link:
Beaten-down brick-and-mortar retailer Macy's, Inc. (M) just announced that it will partner with DoorDash to offer free curbside pick-up and same day delivery. The four surviving mall anchors continue to struggle as we grind through the fourth quarter, but green shoots are appearing, with an improving U.S. economy and stubbornly...
Walmart announced that it will start selling Medicare insurance plans in 50 states and Washington as the world’s largest retailer expands its health services. Following the Asda deal, Telsey Advisory analyst Joe Feldman raised his price target by $10 to $155 and reiterated a Buy rating on the stock, saying...
Walmart’s move to sell a majority stake of Asda, its U.K. grocery business, should help the retail giant accelerate its transformation, Telsey Advisory Group says. Analyst Joseph Feldman reiterated an Outperform rating on Walmart (ticker: WMT) on Monday, while raising his price target by $10, to $155. He wrote that...
Bed Bath & Beyond is getting a boost from shoppers decorating their homes instead of traveling, going out for dinner or going to the movies in the pandemic. "Bed Bath & Beyond remains a work-in-progress," Cristina Fernandez, analyst at Telsey Advisory Group, said in a note to clients. To view...
Big box retailer Costco Wholesale Corp. (COST) posted a Q4 2020 profit of $3.13 per-share after Thursday’s closing bell, beating estimates by a wide margin, while revenue rose 10.1% year-over-year to $52.28 billion, matching guidance provided on Sept. 2.. Telsey Advisory Group analyst Joseph Feldman raised their price target on...
Wall Street liked what it heard from Ralph Lauren Corp. on Tuesday as the company revealed plans to step up the pace of its transformation — which includes a 15 percent cut in its workforce. Dana Telsey, ceo and chief researcher of Telsey Advisory Group, said Tuesday, “I think one...
Walmart is looking to grow in more ways than one. Walmart should be able to fund the deal with its cash balance of $16.9 billion at the end of second quarter 2020, along with incremental cash flow from its solid near-term business trend,” Joseph Feldman, equity analyst at Telsey Advisory...
GameStop Corp. has been beaten up over the course of this year, and not just as a result of COVID-19. Recently, Telsey Advisory’s Joseph Feldman upgraded GameStop to an Outperform rating from Market Perform and raised its price target to $10 from $9. Feldman noted that recent management conversations have...
GameStop stock jumped more than 7% on Monday, following a pair of analyst upgrades for the videogame retailer ahead of new gaming console releases later this year and next. Telsey Advisory Group’s Joseph Feldman raised his rating on GameStop to Outperform from Market Perform, and added $1 to his price...
Lululemon Athletica stock is falling on Wednesday, a day after the athletic apparel maker’s fiscal second-quarter earnings report, although analysts are cheering the results. Telsey Advisory Group’s Dana Telsey kept an Outperform rating and $440 price target on the shares. “The impressive revenue and earnings beat for the quarter, fueled...
As the dust settles from recent quarterly earnings reports for major retailers and brands, one thing is clear, according to analysts: a boom in online shopping amid the COVID-19 outbreak has significantly boosted year-over-year online revenue for many companies while helping to clear inventory levels and sell products at higher...
Peloton announced a slew of new equipment launches on Tuesday, including a lower-priced, high-tech treadmill and a more expensive bike option with a rotating screen. “This shift in behavior since March likely results in longer-lasting structural changes to the fitness industry,” Telsey Advisory Group analyst Dana Telsey said. “Once COVID-19...
Retail bankruptcies are piling up during the pandemic, and a record number of brick-and-mortar stores are expected to permanently close this year. But one discount furniture and home decor chain is cleaning up. "It was very well positioned for what has been in demand, especially at a time when much...
The world’s largest retailer has finished converting its Farmingdale store to a supercenter — with a new grocery store and a building expansion that added about 40% more square feet. During times of economic stress, like the current recession, discount stores like Walmart fare well. “And especially now with the...
Ulta Beauty is jumping nearly 10% on Friday, following its second-quarter-earnings report, although analysts are split about where the stock goes from here. Telsey Advisory Group’s Dana Telsey reiterated an Outperform rating and raised her price target to $295 from $280. She writes that the company’s robust digital revenue show...
Gap shares popped after-hours due to a small than expected second quarter loss. Dana Telsey, CEO and chief research officer of Telsey Advisory Group, joins ‘Closing Bell’ to discuss what’s driving the online retail sector amid the pandemic. To view the full video, please click on the following link:
Walmart shocked nearly everyone on Wednesday night when it said it had joined forces with Microsoft to try to buy social media sensation TikTok. Joe Feldman, analyst at investment banking firm Telsey Advisory Group, said Walmart's online revenue is expected to increase to $35 billion this year. Feldman said TikTok...
As Dick's sales spiked, so did its profits, with earnings per share up 148% even as the retailer took on $42 million in compensation and safety costs in a quarter defined by the COVID-19 pandemic. Telsey Advisory Group analysts said that going forward, Dick's should benefit from strong demand in...
Best Buy stock has surged 28% in 2020, as people stock up on electronics to help them work and learn at home, but the retailer’s shares have been drifting lower since its second-quarter earnings report. That won’t last, say analysts. Telsey Advisory Group’s Joseph Feldman kept his Outperform rating but...
After a tough few years, the last thing investors expected was an upbeat report from Urban Outfitters in the middle of a pandemic. Telsey Advisory Group’s Dana Telsey is more optimistic, raising her rating to Outperform from Sector Perform; she also added $10 to her price target, raising it to...
Best Buy on Tuesday reported that second quarter domestic revenue rose 3.5% year over year to $9.13 billion (overall revenue, with international sales, reached $9.9 billion). Telsey Advisory Group analyst Joseph Feldman said in emailed comments. "These catalysts should further strengthen Best Buy's position as a winner in retail, helped...
Stores like Home Depot and Lowe’s have become pandemic winners because of their ‘essential’ status, allowing them to stay open According to Joseph Feldman, senior managing director and assistant director of research at the Telsey Advisory Group, many investors have seen this trend coming. “I have heard a lot of...
Dana Telsey, founder and chief research officer at Telsey Advisory Group, recaps retail earnings after Walmart, Target, Home Depot and Lowe’s delivered blowout results. To view the full video, please click on the following link:
Target shares soar after the company released its latest earnings report. Joe Feldman, Telsey Advisory Group Senior Research Analyst joins Yahoo Finance's On The Move to weigh in. To view the full video, please click on the following link:
They’re among the retailers thriving during the pandemic: Amazon, Walmart and Home Depot. And, long-time retail analyst Dana Telsey believes they have plenty of runway left. “It is going to be about home, active and electronics, and I think discounters had a terrific second quarter,” the Tesley Advisory Group CEO...
When is a discount deep enough for you to pull the trigger on that long-delayed clothing purchase? Would 30% sway you? What about 50%? More? Shoppers are asking themselves this question as they navigate this season’s frenzy of discount deals. Retailers always roll out sales this time of year, but...
Off-price retailers have long been one of the industry’s success stories, although mandatory coronavirus-related closures did dent the stocks this year. It is only a matter of time before they regain momentum. That is according to Telsey Advisory Group’s Dana Telsey, who upgraded Burlington Stores (BURL) and Ross Stores (ROST)...
Joe Feldman, assistant director of research at Telsey Advisory Group, says he sees further consolidation in market share among the big U.S. retailers. He speaks with Bloomberg's Lisa Abramowicz and Jonathan Ferro on "Bloomberg Surveillance." To view the video, please click on the following link:
Retail analyst Dana Telsey points toward new opportunities in a reinvented retail landscape. To view the full Q&A article on page 13, please click on the following link:
Nordstrom, due to the coronavirus and the urgency to reduce costs and increase efficiencies, has consolidated its merchandising team, WWD has learned. “A little less than 40 percent of our business is in mall-based department stores. Clearly, it will be less than that in 2020,” Pete Nordstrom, president and chief...
President and Chief Brand Officer Pete Nordstrom, Chief Financial Officer Anne Bramman and Chief Operating Officer Ken Worzel recently discussed with Dana Telsey of Telsey Advisory Group lessons learned in COVID-19 and their approach for the future. To view the full press release, please click on the following link:
Bob Derrington, Telsey Advisory Group, and CNBC’s Kate Rogers join ‘Power Lunch’ to discuss how reopening rollbacks are affecting restaurant stocks. They also discuss which restaurant chains are more exposed to the coronavirus pandemic. To view the video, please click on the following link:
The pandemic is accelerating change at Nordstrom Inc. Executives see Nordstrom’s full-line department stores representing a smaller but still big piece of its pie; Rack off-price stores adopting services and conveniences seen at full-line stores, and a holiday 2020 assortment with a greater proportion of lower-priced goods and “gifty” type...
Dana Telsey, CEO and chief research officer at Telsey Advisory Group, join CNBC's ‘Power Lunch’ to discuss Macy's, Nordstrom, and the state of the retail industry. To view the video, please click on the following link:
Lululemon Athletica just spent half a billion dollars to buy at-home workout startup Mirror, and its shares are climbing. Telsey Advisory Group’s Dana Telsey called the deal “a bold but forward-thinking strategy that provides an incremental revenue steam and additional brand touch points.” To view the full article, please click...
As store openings accelerate across the U.S., the velocity of online sales continues on an upward trajectory, according to at least one analyst who is also taking a bullish view of retailers poised to outperform peers in a post-COVID-19 world. For example, in a separate market update report released this...
From creating artwork out of expired makeup to FaceTime tutorials on how to do facial extractions, beauty professionals are finding a way to pull through the pandemic When department and beauty stores reopen, consumers can expect shopping by appointment and reduced hours at counters, said Dana Telsey, chief executive of...
Nichole Saland, Managing Director & Head of Corporate Access at Telsey Advisory Group has been newly elected to NIRI New York Chapter board for the 2020-2021 season. Ms. Saland will join one additional new member along with 12 returning directors in providing a vision and setting the agenda for NIRI...
Lululemon Athletica Inc.’s nearly 140 per cent rally since mid-March took a step back on Friday after the retailer’s mixed first-quarter results. “Lulu remained profitable even through the Covid pandemic,” said Dana Telsey, CEO at Telsey Advisory Group To view the full article, please click on the following link:
No past recession featured such a sudden drop in economic activity. Contributing editor Anna Robaton spoke with thought leaders from different corners of the industry. Our series on lessons learned during recessions continues with...Dana Telsey, Telsey Advisory Group chief research officer and CEO. To view the full article, please click...
A slow recovery is expected, but consumers are expected to spend as stores reopen. In her consumer trends report Monday, Dana Telsey, chief research officer at Telsey Advisory Group, said amid the store reopenings, “anticipation is high and everyone, including investors, is searching for data to assess the sustainability of...
Just as the luxury good market reeled from store closures during the pandemic, some U.S. outlets have faced looting and vandalism amid protests. Dana Telsey of Telsey Advisory Group says the sector can’t recover its strength until tourism returns. To view the video please click on the following link:
Dana Telsey, CEO and chief research officer at Telsey Advisory Group, talks retail sector amid the COVID-19 pandemic. To view the video please click on the following link:
Target Corp. posted record sales in the first quarter, but said it’s very hard to get a read on the American consumer as the nation slowly reopens from the coronavirus lockdown. Gross margins narrowed to 25.1%, missing the average analyst estimate and well below the 29.6% turned in the same...
Retail sales are expected to show a record drop for April and, as the industry undergoes an incredible transformation, it’s not just the essential retailers and big box stores that will survive, but others as well. Dana Telsey, CEO of Telsey Advisory Group, joins CNBC's “Squawk Box” to discuss. To...
Two reports showed improving sales trends week to week. But the year-over-year sales comparison remains dismal. In a report from Telsey Advisory Group, Dana Telsey, chief research officer, echoed Cohen’s sentiment and also said “returning to some semblance of normalcy is greatly desired by everyone. And, it is well-recognized that...
Retail is already being reshaped by Covid-19 as shoppers are stuck at home and companies are forced to find new ways to sell their goods and stay relevant. Even as states begin lifting restrictions, it isn’t clear when and how consumers will be ready to shop. Longtime retail analyst Dana...
An internal memo obtained by NBC News reveals 49 malls and outlets will begin opening Friday. The memo also details new social distancing guidelines, limited store hours, and decreased occupancy. Dana Telsey, CEO at Telsey Advisory Group shares her thoughts with Stephanie Ruhle from MSNBC To view the video please...
The scope of the post-pandemic recovery will depend in part on how the consumer recovers. Dana Telsey, longtime retail analyst and founder of Telsey Advisory Group, has been talking to consumer companies to assess what the post-pandemic consumer will look like and what that will mean for retailers as the...
Dana Telsey, CEO at Telsey Advisory Group, was quoted in a WWD article about retail cash flow. In a report today from Telsey Advisory Group, Dana Telsey, chief research officer, said many consumer companies are taking “dramatic actions to manage their business and cash flow. These efforts to reduce costs...
Dana Telsey, CEO at Telsey Advisory Group joins CNBC's Worldwide Exchange discussing the growing number of retailers who are tapping lines of credit as operations are shut down during the coronavirus outbreak. To view the video please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group, was quoted in a WWD article. In a research note this morning from Telsey Advisory Group, Dana Telsey, chief research officer, said with the “quick pace that Covid-19 is impacting the fabric of the U.S. economy, and the response to this pandemic of...
Dana Telsey, Telsey Advisory Group CEO, joins CNBC's "Closing Bell" to discuss the impact the retail industry is seeing from the coronavirus outbreak. To view the video please click on the following link:
Bob Derrington, Managing Director at Telsey Advisory Group, looks at the restaurant sector with CNBC’s Brian Sullivan and the Fast Money traders, Tim Seymour, Brian Kelly, Dan Nathan and Guy Adami. To view the video please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group was quoted in a CNBC article on Stitch Fix. “A growth story with lofty valuations can expect to be punished for moderating its topline outlook,” Telsey Advisory Group analyst Dana Telsey said. “We continue to see growth potential within the company’s personalization model,...
Congratulations to Dana Telsey, Founder and CEO at Telsey Advisory Group for her inclusion on Barron’s inaugural 2020 list of 100 Most Influential Women in U.S. Finance. To view the full article please click on the following link:
Dana Telsey, CEO and chief research officer at Telsey Advisory Group, talks Costco’s second-quarter results, and uptick in business amid the coronavirus outbreak. To view the video please click on the following link:
Dana Telsey, Telsey Advisory Group CEO and chief research officer, joins CNBC's “Power Lunch” to discuss how retailers could feel the effects of a coronavirus slowdown. To view the video please click on the following link:
Cristina Fernández, Telsey Advisory Group, senior research analyst, was mentioned in a Retail Dive article about The Pier 1 bankruptcy. "I think it would be tough to get a buyer," Cristina Fernández, director and senior analyst with Telsey Advisory Group, told Retail Dive. She points out that Pier 1 ran...
Joe Feldman, Senior Managing Director at Telsey Advisory Group discusses Walmart earnings and the impact of the coronavirus. To view the video please click on the following link:
Cristina Fernández, Telsey Advisory Group, senior research analyst, was mentioned in a Robin Report article about the Pier 1 bankruptcy. Should Pier 1 shut down completely Telsey analyst Cristina Fernandez estimated that At Home, Wayfair and HomeGoods would see a 100 basis point sales lift, while Target would see a...
Dana Telsey of the Telsey Advisory Group discusses the impact the coronavirus will likely have on retailers, from both the supply chain and sales into China. To view the video please click on the following link:
Dana Telsey of Telsey Advisory Group discusses what Under Armour needs to do under its new leadership to spark sales, both internationally and in the U.S. To view the video please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group discusses Macy's with WWD magazine. “Macy’s is shrinking to grow and trying to do it all at one time instead of piecemeal.” “You’ve got to reinvent yourself, but it’s not easy to adapt such a big ship. There certainly isn’t going to be...
How do you successfully scale a fashion sneaker business in 2020? In a saturated market, it’s a complex question that many executives are pondering at the dawn of a new decade. “Product innovation is essential, especially for Coach, which is focusing on enhancing their relevancy and excitement to the consumer....
Telsey Advisory Group managing director Bob Derrington argues McDonald’s closing its stores in China due to coronavirus will soften the company’s earnings in the short run, but the company’s stock price will still have a strong 2020. He also discusses whether or not McDonald’s will embrace impossible meat products and...
Bob Derrington, managing director and senior research analyst at Telsey Advisory Group, talks about Starbucks Q1 2020 earnings on “Closing Bell.” To view the video please click on the following link:
CNBC’s “Closing Bell” team breaks down how retail may be impacted by the coronavirus outbreak with Dana Telsey of Telsey Advisory Group and Dan Nathan of RiskReversal Advisors. To view the video please click on the following link:
Andrew Charles of Cowen and Robert Derrington of Telsey Advisory Group join “Squawk on the Street” to discuss how restaurants, retailers and more could be affected by the coronavirus. To view the video please click on the following link:
CNBC’s Kate Rogers looks at changes that hit the restaurant industry in 2019, from the adoption of fake meat to the debut of food delivery robots. Bob Derrington, Managing Director at Telsey Advisory Group discussion begin at the 02:23 mark. To view the video please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group discusses consumer stocks that has defensive characteristics with Bloomberg TV. His discussion begins at the 30:21 mark and end at 33:28. To view the video please click on the following link:
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group discusses with NBR which retailers are the big winners this holiday shopping season. To view the video please click on the following link:
Dana Telsey of Telsey Advisory Group discusses the enormous run for the consumer discretionary sector over the past decade, and what steps retail companies have to take or keep doing to maintain that momentum. To view the video please click on the following link:
Retail expert Dana Telsey discusses the successes and challenges for Macys and JCPenney. Dana gives her predictions for holiday sales, thoughts on digital native brands and her take on the $16 billion LVMH acquisition of Tiffany & Co. To listen to the podcast please click on the following link:
Bob Derrington, managing director and senior research analyst with Telsey Advisory Group discusses McDonald's chicken sandwich product as a response to competitors. To view the video please click on the following link:
Bob Derrington, Managing Director at Telsey Advisory Group, joins CNBC’s “Power Lunch” team to break down why he says McDonald’s new chicken sandwich will be a contender in the chicken wars. To view the video please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group discusses Ulta Beauty Earnings with TD Ameritrade Network. To view the video please click on the following link:
Cyber Monday shoppers have already spent $473 million in online sales, as of 9 a.m. ET, according to data released by Adobe Analytics, which monitors the online transactions of 80 of the top 100 web retailers in the U.S. Best Buy, Target, Walmart, Dick’s Sporting Goods and other big-box retailers...
Dana Telsey, CEO and chief research officer at the Telsey Advisory Group, and Tom Farley, chairman and CEO of Far Point and former NYSE president, join “Squawk Box” to discuss how the first official weekend of the holiday shopping season went. To view the video, please click on the following...
Even with Thanksgiving Day doorbusters, holiday preview sales and online shopping, Black Friday remains the busiest shopping day of the year for retail. Dana Telsey, CEO and chief research officer at the Telsey Advisory Group, and Jan Kniffen, CEO of J Rogers Kniffen, join “Squawk Box” to discuss what investors...
Dana Telsey, CEO of Telsey Advisory Group says the innovation and creativity that LVMH has can increase Tiffany's revenue growth by speeding up the product development cycle. To view the video, please click on the following link:
It’s been a wild week for retail earnings with clear winners and losers emerging. Dana Telsey, CEO of Telsey Advisory Group, joins CNBC's Squawk Box to discuss. To view the video, please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group discusses LVMH, Tiffany and Macy’s during her appearance on CNBC’s Power Lunch. To view the video, please click on the following link:
Joe Feldman, Telsey Advisory Group senior managing director, comments on Home Depot Inc. missing third-quarter sales estimates and trimming its annual growth outlook for the second time this year. He speaks with Bloomberg's Alix Steel on "Bloomberg Markets: The Open." To view the video, please click on the following link:
Joseph Feldman of Telsey Advisory Group says American consumers may get less value for their money this year-end holiday season because of U.S. tariffs on Chinese goods. To view the video, please click on the following link:
CNBC’s “Power Lunch” team is joined by Lauren Thomas, CNBC.com retail reporter, and Joe Feldman, senior managing director at Telsey Advisory Group, to break down Walmart’s strong earnings report. To view the video, please click on the following link:
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, talks about Walmart ahead of the company’s Q3 earnings. To view the video, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group discusses Walmart earnings and what to expect with the team at Yahoo Finance. To view the video, please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group was quoted in a LA Times article about The Gap CEO departure The company needs to find a way to sell more goods at full price and figure out a way to capture a new, younger consumer base, Dana Telsey, CEO of Telsey...
Dana Telsey, CEO of Telsey Advisory Group discusses Activewear with WWD magazine. “We forecast continued strong performance of 7 percent year-over-year, fueled by innovation and ongoing demand for ath-leisure products.” Subscribers...to view the full article, please click on the following link:
Dana Telsey, chief executive officer of Telsey Advisory Group, discusses LVMH's possible acquisition of Tiffany & Co. with Bloomberg's Vonnie Quinn and Guy Johnson on "Bloomberg Markets." To view the video, please click on the following link:
Cristina Fernández, Telsey Advisory Group, senior research analyst, note was mentioned in a WWD Magazine article about Under Armour, Inc. (UAA). “We view the CEO transition as positive and believe Mr. Frisk is the right person to lead the company forward as its second CEO.” Subscribers...to view the full article,...
CNBC’s “Power Lunch” team discusses the fall in Stitch Fix shares despite its growth this year and the health of the retail sector with Dana Telsey, CEO and chief research officer of Telsey Advisory Group. To view the video, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group discusses Best Buy, Dollar General, and Dollar Tree Stores with Yahoo Finance. To view the video, please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group, joins Jan Kniffen, CEO of J. Rogers Kniffen WWE on CNBC’s Squawk Box with their reaction to some major retailers earnings results including Tiffany, Costco and Best Buy. To view the video, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group, examines second-quarter results from Target Corp. during his appearance on Bloomberg Surveillance. To view the video, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group discussed Walmart Inc.'s second-quarter results on "Bloomberg Markets: The Close." To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, discusses a big week in retail earnings, which brands to watch, and the big trade war impact during her appearance on CNBC's Worldwide Exchange. To view the video, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group discussed Walmart Inc.'s second-quarter results on "Bloomberg Markets: The Close." To view the video, please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group discusses in a Q&A article with Sourcing Journal the current trends in the intimates and underwear categories. Subscribers…to view the full article please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group was mentioned in a Media Post - Marketing Daily article about Levi Strauss & Co. To view the article, please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group was mentioned in a Investor’s Business Daily article about Levi Strauss & Co. To view the article, please click on the following link:
Nike’s Air Max 1 USA sneakers — whose launch reportedly was kiboshed when Colin Kaepernick called to complain about its Betsy Ross flag design — fetched as much as $2,500 Tuesday on online sneaker auction site StockX. “It’s likely some verified resellers, who typically get new launches ahead of time...
Dana Telsey, CEO of Telsey Advisory Group, discusses the impact on retailers of tariffs on Mexico. To view the video, please click on the following link:
If disappointing earnings weren’t bad enough, retail investors now have to worry about the potential impact of new U.S. duties on all Mexican goods. To be sure, retail exposure to Mexico is smaller than China, but food, upholstery products and consumer electronics are also likely to be affected, Telsey Advisory...
Dollar General has relied on a crafty mix of 7-Eleven-like convenience and Walmart-like low prices to become a retail giant. How much bigger can it get? “The dollar stores have become a lot more acceptable to all income demographics,” says Telsey Advisory Group analyst Joe Feldman. To view the full...
Retailers everywhere are struggling. But Minneapolis-based Target Corp. caught many by surprise on Wednesday, reporting notably strong sales growth for its first quarter. A new report on Wednesday from the New York-based Telsey Advisory Group gave the company credit for making strategic investments and offered a bullish view for its...
Joe Feldman, Senior Managing Director at Telsey Advisory Group, discusses Dollar General (DG). To view the full article, please click on the following link:
Joe Feldman, Senior Managing Director at Telsey Advisory Group, discusses Best Buy's outgoing CEO, Hubert Joly and his successor Corie Barry. To view the full article, please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group, believes the popularity of Kylie Cosmetics has helped contribute to Ulta’s closely watched same-store sales and will “continue to drive the business” as the retailer seeks to take advantage of its large customer base. To view the full article and video, please click...
Joe Feldman, Senior Managing Director at Telsey Advisory Group, joins CNBC's "Squawk Box" to discuss the earnings reports from Best Buy, Lowe's and Home Depot. The conversation touches on why Best Buy is such a volatile stock, what to expect from the stocks through the rest of 2019 and how...
In Telsey Advisory Group’s latest analysis of the department store segment, the firm sees inventory levels and other “fundamentals” as driving results this year. To view the full article, please click on the following link:
Amazon is forecasting 10 to 18 percent growth in revenue for first quarter of 2019. Joseph Feldman of Telsey Advisory Group says, if the company can hit the "upper end" of that range, it would be "pretty healthy." To view the video, please click on the following link:
Telsey Advisory Group's Joe Feldman joins BNN Bloomberg for his reaction to the latest Amazon quarterly release. To view the video, please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group outlines the 3 main components of today's successful retailers. To view the video, please click on the following link:
Bob Derrington, Managing Director at Telsey Advisory Group, discusses off-premise dining and the restaurant industry. To view the video, please click on the following link:
Joseph Feldman, senior research analyst at Telsey Advisory Group, discusses the state of the consumer heading into the holiday season. To view the video, please click on the following link:
Cristina Fernández, Telsey Advisory Group, senior research analyst, discusses Under Armour, Inc. (UAA) with WWD magazine. Subscribers...to view the full article, please click on the following link:
Joseph Feldman, senior research analyst at Telsey Advisory Group, discusses The Tile Shop with Bloomberg News. To view the article, please click on the following link:
Joe Feldman, senior managing director discusses the retail industry with the Washington Examiner. To view the article, please click on the following link:
Dana Telsey, CEO at Telsey Advisory Group, discusses Tiffany's quarterly earnings release. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group, discusses the uptick in restaurant spending and which dining names are seeing success. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO and chief research officer, joins the 'Squawk Box' team to weigh in on retail earnings and the demand in the industry. To view the video, please click on the following link:
Joseph Feldman, senior research analyst at Telsey Advisory Group, discusses future outlook for Home Depot and other home improvement stocks. To view the video, please click on the following link:
Joseph Feldman, senior research analyst at Telsey Advisory Group, discusses future outlook for Home Depot and other home improvement stocks with NBR hosts Bill Griffeth and Sue Herera. To view the video, please click on the following link:
Joseph Feldman, senior research analyst at Telsey, examines second-quarter results from Home Depot Inc. He speaks with Bloomberg's Tom Keene on "Bloomberg Surveillance." To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group restaurant analyst, breaks down why Shake Shack shares are falling after its latest earnings report and why restaurant stocks in general are underperforming the market. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group, breaks down Amazon's traffic trends during its annual sales event. To view the video, please click on the following link:
Dana Telsey and Bryan Gildenberg Talk Rebound in Retail To view the video, please click on the following link:
Dana Telsey will be giving a keynote address on current retail trends at the NCREIF 2018 Summer Conference in Charlotte, NC on Wednesday, June 20, 2018. NCREIF is the leading provider of investment performance indices and transparent data for US commercial properties. For additional information, please click on the following...
Dana Telsey, CEO of Telsey Advisory Group (TAG), has been elected to the International Council of Shopping Center’s Board of Trustees for an initial three year term. Ms. Telsey was appointed as one of nine new trustees on Monday, May 21, 2018. To view the full article, please click on...
Bob Derrington, Telsey Advisory Group, discusses what investors should be watching in Chipotle's quarterly earnings, including how new CEO Brian Niccol is working out for the restaurant chain. To view the video, please click on the following link:
Joseph Feldman, Telsey Advisory Group, senior managing director and analyst, discusses Supervalu Inc. (SVU) strategic options with The Deal. Subscribers...to view the full article, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, breaks down Macy's quarterly numbers. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group senior research analyst breaks down his outlook on Starbucks and coffee consumers in the United States. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group discusses the impact of Wal-Mart's wage hike for workers and the move to close several Sam's Club locations. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group, discusses the factors affecting the fast food space right now as brands compete to bring consumers discounts. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO and Stephen Lebovitz, CBL Properties CEO, discuss a report that suggests retail store closings will surge in 2018 and what it means for malls and the overall retail sector. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group, provides insight to McDonald's turnaround strategy under chief executive Steve Easterbrook and where he sees other investment opportunities in the fast casual space. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group provides insight to the retail sector after a strong holiday selling season. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group, and Chris O’Cull, Stifel, discuss how tax cuts could impact consumers going out to restaurants. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, and Brian Nagel, Oppenheimer senior retail analyst, debate whether to buy into discount or luxury retailers into 2018. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, discusses the retail outlook for the last weekend in the holiday season. To view the video, please click on the following link:
CNBC's Leslie Picker discusses the big restaurant shake-up as Arby's acquires Buffalo Wild Wings with Bob Derrington of Telsey Advisory Group. To view the video, please click on the following link:
On the eve of the Holiday shopping season, Stephanie Pomboy (MacroMavens) and Dana Telsey (Telsey Advisory Group) stake very different positions about the health of the retail space and the consumer. To listen to the podcast, please click on the following link:
Joe Feldman, Telsey Advisory Group senior managing director and John Spallanzani, chief macro strategist at GFI Group debate what they expect from GameStop's earnings. To view the video, please click on the following link:
Joseph Feldman, Telsey Advisory Group senior managing director, breaks down Target's quarterly results which beat the Street on both the top and bottom line, and weighs in on the retailer's turnaround strategy. To view the video, please click on the following link:
CNBC's Courtney Reagan and Dana Telsey, Telsey Advisory Group CEO and chief research officer, weigh in on the differences between Macy's and Kohl's quarterly numbers and why retailers need to rethink their strategies. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group managing director and senior analyst, discusses his view on Chipotle after the fast food company reported weak quarterly earnings. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, discusses why she still invests in the retail space. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO & chief research officer and Liz Dunn, Pro4ma founder & CEO debate whether to invest in luxury brands as well as their stock picks in the sector. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group, weighs in on avocado consumption and its impact on businesses like Chipotle. To view the video, please click on the following link:
Joe Feldman, Telsey Advisory Group analyst, discusses the Amazon-Whole Foods deal coming to a close. To view the video, please click on the following link:
Joseph Feldman, analyst at Telsey Advisory Group, examines second-quarter results from Target Corp. He speaks on "Bloomberg Markets: European Close." Feldman, his family, and firm, do not own shares of Target. To view the video, please click on the following link:
Alan Gould, Rosenblatt Securities, and Tom Eagan, Telsey Advisory Group, debate the stock performance of CBS ahead of its earnings report. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group, discusses the catalysts helping the J.C. Penney stock in the retail sector. The “Fast Money Halftime Report” traders weigh in. To view the video, please click on the following link:
Dana Telsey will be speaking at the GrowCommerce 2017 Conference in New York on Thursday, July 20, 2017. Ms. Telsey will examine the trends impacting the consumer sector, the growing role of social media, and the need to integrate the physical and digital worlds of retail. For additional information, please...
Bob Derrington, Telsey Advisory Group, and Matt DiFrisco, Guggenheim Securities, discuss the outlook for Chipotle after the news that a Virginia store was closed due to a health scare with Melissa Lee. To view the video, please click on the following link:
Dana Telsey, CEO of Telsey Advisory Group, and Oliver Chen, senior analyst at Cowen, discuss the safe bets for your portfolio in the beaten down retail sector. To view the video, please click on the following link:
Tom Eagan, Telsey Advisory Group, and Walter Piecykm BTIG, discuss whether more mergers and acquisitions could be in store as media executives meet with investors in Sun Valley for a conference. To view the video, please click on the following link:
Joe Feldman, Telsey Advisory Group senior managing director, weighs in on Wal-Mart's stock and its future. To view the video, please click on the following link:
Dana Telsey says big brands will prosper, while smaller retailers with heavy debt loads are likely to vanish. To view the full article click on the following link:
Bob Derrington, senior analyst for Telsey Advisory Group, discusses the comeback in restaurant stocks and the new products chains are rolling out. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, takes a look at Gap's better-than-expected earnings and what the retailer needs to do to with its component brands. To view the video, please click on the following link:
Joe Feldman, Telsey Advisory Group, and John Brick, Morningstar Research Services, discuss Target's earnings and competitors like Aldi and Wal-Mart. To view the video, please click on the following link:
Department stores have to reinvent themselves, says Dana Telsey, Telsey Advisors Group CEO, discussing retail's dismal quarter and what they must do to bring back consumers and remain competitive in the retail game. To view the video, please click on the following link:
Dana Telsey will be the economic speaker at the Broker Dealer Conference sponsored by the New York State Society of CPA’s, The conference, on Thursday, May 4, 2017, will be at the Citigroup headquarters in Manhattan. Starting at 8:30am, Ms. Telsey will address economic trends and other issues currently affecting...
Dana Telsey, CEO and Chief Research Officer, Telsey Advisory Group, discusses reaction after Coach announces higher-than-expected profit and fewer discounted products. To view the video, please click on the following link:
Bob Derrington, Telsey Advisory Group senior research analyst, discusses Starbucks' quarterly earnings and where the coffee giant may go from here. To view the video, please click on the following link:
Dana Telsey will be a featured speaker at the Florida State University-Kislak Real Estate Market Strategies Forum on Thursday, April 13th. The Forum will be held at the Renaissance Tampa International Plaza. Her session will address the implications of integrating e-commerce with brick-and-mortar stores for both retailers and real estate...
Bob Derrington, Telsey Advisory Group, explains why JAB Holding makes sense as a buyer of Panera Bread and where he sees the stock going. To view the video, please click on the following link:
Dana Telsey will be the keynote speaker at the Downtown Future Series, sponsored by the Chicago Loop Alliance. The event will be on Wednesday, March 8, 2017, from 7:30 to 9:00 am at the Chicago Merchandise Mart and is open to the public. Ms. Telsey will lead a conversation on...
Dana Telsey will be the guest speaker at the Washington Association of Money Managers on Wednesday, March 1, 2017. The event will be held at the National Press Club in Washington, D.C. and is open to the public. Her presentation, “Retail Roundup,” will address the major retail trends for 2017...
Dana Telsey, Telsey Advisory CEO, weighs in on Macy's amid reports of a potential deal with Hudson's Bay. To view the video, please click on the following link:
Dana Telsey will be speaking at the Retail CEO Summit: Reimagine Retail, in Seattle on Thursday, February 2, 2017. Her presentation will cover "Retail Trends in 2017". The Summit event is sponsored by the YPO Retail Network.
For consumers, food deflation is a wonderful thing. Cheaper food means less spent at the grocery store. With falling food costs, competitors will drop food prices, which forces Kroger to follow suit. The lower prices sap total sales, even if sales volume rises, says Telsey Advisory Group analyst Joe Feldman....
Dana Telsey, is co-hosting a CEO preview and dinner with Souheil Badran, President of Alipay North America. The dinner, by invitation only, is at the Gansevoort Park Lounge in New York, on Monday, January 16. The conversation will focus on how Alipay’s new customer service will connect US retailers with...
Bloomberg View columnist Barry Ritholtz interviews Dana Telsey, chief executive officer and chief research officer of Telsey Advisory Group (TAG). In 2015, Ms. Telsey also formed Telsey Consumer Fund Management LP, an asset management firm that manages a long/short hedge fund investing in consumer-based companies. This commentary aired on Bloomberg...
Dana Telsey, Telsey Advisory Group, and Jan Kniffen, J. Rogers Kniffen Worldwide Enterprises, look at the activity at the mall traffic post holiday, including several fights that broke out at malls in New Jersey, Ohio and Tennessee. To view the video, please click on the following link:
Dana Telsey appears on NBC Today Show providing tips on end-of-year deals. To view the video, please click on the following link:
David Katz, Telsey Advisory Group managing director, weighs in on the rally in gaming stocks. To view the video, please click on the following link:
Dana Telsey focuses in on the consumer discretionary sector, which is a barometer for the economy and now sit at record levels. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO and chief research officer, discusses how retailers fared over the holiday weekend with CNBC "Squawk Goes Shopping" To view the video, please click on the following link:
Retailers are starting holiday discounts early to customers online and offline, says Dana Telsey of Telsey Advisory Group. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO says brick and mortar retailers are merging with e-commerce to create a seamless shopping experience for consumers. To view the video, please click on the following link:
While Donald Trump’s election clearly shook the international and futures’ markets to the core last night, calm seems to be prevailing today after one of the biggest election upsets in U.S. history. Cristina Fernandez, a senior analyst with Telsey Advisory Group, said a Trump win “adds a layer of uncertainty...
Tom Eagan, Telsey Advisory Group Managing Director & Senior Research Analyst, discusses Nielsen's earnings on CNBC's Power Lunch To view the video, please click on the following link:
Dana Telsey will chair a panel, “The Real and Digital Worlds Collide-The impact on Commercial Real Estate”. The panel is part of the 2016 CREW Network Convention and Marketplace held on Friday, October 21, 10:15am - 11:30am at the NY Hilton Midtown. The other panelists are Chris Gregory, Sam’s Club/Walmart...
Bob Derrington, Telsey Advisory Group Managing Director & Senior Research Analyst, discusses MCD quarterly earnings on CNBC's Squawk Alley. To view the video, please click on the following link:
Dana Telsey and Joe Feldman will be the keynote speakers on Friday, October 7th at the Chief Housewares Executive SuperSession, sponsored by the International Housewares Association. The meeting will be held at the Weston O’Hare in Rosemount, Illinois. Dana and Joe will address the future of both brick and mortar...
Dana Telsey will be the keynote speaker at the ICSC Texas Conference and Deal Making event on Thurday, October 6 at the Hutchinson Convention Center in Dallas, Texas. Ms. Telsey will address the retail landscape as the industry prepares of the crucial fourth quarter holiday season.
Dana Telsey will chair a panel on the Retail Sector at the Pension Real Estate Association Conference on Thursday, September 29 at the Grand Hyatt in Washington, D.C. Her panelists will be Ken Bernstein, CEO of Acadia Realty Trust, Sandeep Mathrani, CEO of General Growth Partners, Jodie McLean, CEO of...
Dana Telsey will be giving the keynote address at this year’s VRN National Outlet Convention, the world’s largest gathering of outlet industry executives. This year’s event is being held in New York City from September 25-27 at the New York Hilton Midtown. Please join Dana on September 26 at 11:45am,...
Dana Telsey, Telsey Advisory Group, shares her bullish take on Lululemon and what she thinks will drive the stock. The "Fast Money Halftime Report" traders weigh in. To view video click on the following link:
It was finally starting to look like the lowest-earning Americans had caught a break. "Everybody's trying to figure this out," Joe Feldman, senior managing director at Telsey Advisory Group, told CNBC. "I do think that there's something broader than just simply saying Wal-Mart's taking share." To view the entire article...
Dana Telsey will be the keynote speaker for the ICSC Western Conference and Deal Making event held in San Diego, CA at the San Diego Convention Center on Wednesday, August 31, 2016. Her presentation will cover the trends in the retail industry to help inform the audience of mall developers,...
Dana Telsey, Telsey Advisory Group CEO and Chief Research Officer, discuss Wal-Mart's earnings release and how the big box retail giant is beating out Target. To view the video click on the following link:
Joe Feldman, Telsey Advisory Group senior retail analyst, talks about Wal-Mart's quarterly results and shares his outlook on the stock. To view the video click on the following link:
Joe Feldman, senior managing director at Telsey Advisory Group, examines second-quarter results from Wal-Mart and offers his view on the stock. He speaks with Bloomberg's David Westin on "Bloomberg ‹GO›." To view the video click on the following link:
Shares of Lowe's dropped 5 per cent in pre-market trading after missing analysts' expectations for earnings and revenue. Joe Feldman, Senior Managing Director and Retail Analyst at Telsey Advisory Group talks to BNN about why the company is lowering its full-year guidance, despite U.S. housing strength. To view the video...
Dana Telsey will be serving as a panelist at the MAGIC conference, August 16, at the Las Vegas Convention Center. The panel, chaired by Ilse Metchek, President of the California Fashion Association, will be addressing “Where Have All The Retail Customers Gone?”.
There’s a special feeling you get when you play Bruce Wayne in the Batman: Arkham VR video game. You almost believe you’re tapping the keys of the piano in your stately manor. You have the sensation of being whooshed down to the Bat Cave. With a grapple gun in one...
Joe Feldman was live on Bloomberg’s NewsRoom radio show discussing Home Depot earnings and outlook. To hear the audio, click on the following link:
The Home Depot is expected to report its latest quarterly results Tuesday morning. Home improvement chains have been cashing in on the housing market rebound, as buyers – new and old – fix up their investments. Analysts said these stores also have figured out how to defend themselves against what’s...
Dana Telsey, Tesley Advisory Group, breaks down J.C. Penney's quarterly results and shares her outlook on the stock. To view video, click on the following link:
Dana Telsey discusses RL earnings and the overall look at retail stocks during Bloomberg Radio’s "Taking Stock" show To hear the audio click on the following link:
Dana Telsey discusses outlook for retail earnings during CNBC "Nightly Business Report" To view the video click on the following link:
Wal-Mart Stores Inc. agreed to buy e-commerce startup Jet.com Inc. for about $3.3 billion, giving the world’s largest retailer the resources for a stronger shopping website to compete with market leader Amazon.com Inc. “Wal-Mart has definitely put its stake in the ground saying, ‘We’re going to be winning in e-commerce,’"...
Restaurants are feeling the headwinds of rising labor costs and shifting consumer trends, according to one expert. Labor costs have pushed companies to raise prices in an industry that has already felt the pressure of sales decelerating this year, said Robert Derrington of the Telsey Advisory Group. To view the...
Thomas Eagan, Telsey Advisory Group, discusses Time Warner Cable's earnings release and the news that they have inked a deal with streaming service Hulu. To view the video, please click on the following link:
Dana Telsey, Tesley Advisory Group CEO, discusses back-to-school buys, including LBrands and J.C. Penney. The "Fast Money Halftime Report" traders weigh in. To view the video, please click on the following link:
Sunbeam Corp. — whose Boston station WHDH-TV (Ch. 7) is slated to lose its NBC affiliation at year’s end — stands to take another hit if it fails to reach a new carriage agreement with DISH Network Corp. by the end of the week. But Telsey Advisory Group analyst Tom...
Whole Foods Market Inc. shares slumped the most in almost a year after third-quarter sales missed analysts’ estimates, a sign the organic-food chain is struggling to fend off new competition from mainstream supermarkets. “Whole Foods continues to face challenges from competitors going after organic and natural foods more aggressively,” said...
Bob Derrington, Telsey Advisory Group, discusses two downgrades he made in the food space. Tim Love, "Restaurant Startup" and CNBC Contributor, weighs in. To view the video, please click on the following link:
Tom Eagan, Telsey Advisory Group, discusses the news that Roger Ailes has resigned from Twenty First Century Fox. To view the video, please click on the following link:
Chipotle is set to report its earnings. Bob Derrington, Telsey Advisory Group, and Ari Wald, Oppenheimer, discuss their views on Chipotle with Brian Sullivan. To view the video, please click on the following link:
Shares of U.S. casino giants traded sharply higher Monday after several research firms called out signs of strong Macau gaming revenue in the first 10 days of July, saying results were tracking "well ahead of the previous trends." "According to our industry sources, based on gaming play for the first...
The latest Twitter problems for Chipotle highlight the risk social media can pose for companies. It all started late last week when "Jason Bourne" author Eric Van Lustbader Tweeted that his editor was hospitalized after eating at a Chipotle in Manhattan. **"That's reality for what social media can do: dramatically...
While some believe digital pureplay retailers have omnichannel all figured out, others might say, “Not so fast.” These companies have become retailing powerhouses by selling through only two channels—online and mobile. But according to retail analysts, their future growth depends on stretching their businesses into other channels of distribution. “There...
Dana Telsey, Telsey advisory group CEO, & CNBC's Courtney Reagan discusses the retail space. To view the video, please click on the following link:
Thomas Eagan, managing director and media analyst at Telsey Group, examines changes at Viacom as Sumner Redstone replaces five board members. He speaks on "Bloomberg Surveillance." To view the video click on the following link:
Kroger is aggressively expanding its ClickList service across markets in the U.S., allowing customers to order groceries online and pick them up at stores. "There's a reason there have been village bazaars throughout the ages," said Joe Feldman, an analyst with Telsey Advisory Group. "Home delivery is wonderful for customers,...
Ralph Lauren issued a mea culpa to Wall Street on Tuesday. “Did we drop the ball? Did we make some things wrong? Absolutely. Am I happy about it? No, but I believe in this company,” he said during the company’s investor presentation, titled “The Way Forward.” **Dana Telsey of Telsey...
Dana Telsey will be the keynote speaker via webcast at the Richter/BLG - Retail Symposium in Vancouver, BC Canada on Tuesday, June 7, 2016. This event will offer insights into the current retail landscape and provide potential solutions to the issues companies may be facing. Ms. Telsey keynote address will...
As speculation gains traction that Walmart is selling off its anchor shareholding in its African partner Massmart, industry pundits are concerned that finding an investor with enough funds to take over may prove difficult. However, Joseph Feldman, a senior MD at Telsey Advisory Group in New York, said although he...
A dismal quarter for retail earnings made one thing clear, says Dana Telsey, founder and CEO of Telsey Advisory Group. Consumers are spending their money on experiences, not things. "It's a different focus for where consumers are spending their dollars today," Telsey told CNBC's "Closing Bell" Wednesday. To view the...
Discussing winning and losing retail companies as technology continues to advance, with Dana Telsey, Telsey Advisory Group founder and CEO. To view the video, please click on the following link:
Looking at the reality show taking place in the boardroom at Viacom and Sumner Redstone’s National Amusements, analyst Tom Eagan of Telsey Advisory Group says he expects changes in Viacom’s board, which could lead to CEO Philippe Dauman being replaced. To view the full article click on the following link:
A dismal quarter for retail earnings made one thing clear, says Dana Telsey, founder and CEO of Telsey Advisory Group. Consumers are spending their money on experiences, not things. "It's a different focus for where consumers are spending their dollars today," Telsey told CNBC's "Closing Bell" Wednesday. To view the...
Dana Telsey will participate on a panelist at the ICSC’s 2016 RECON along with TAG’s hardline and broadline analyst Joe Feldman. This year’s event is being held in Las Vegas from May 22-25. The panel topic is ”Wall Street on Main Street” which will take place on Monday, May 23...
Discussing the kind of experience consumers want today, and winners in the space, with CNBC contributor Jan Kniffen, and Dana Telsey, Telsey Advisory Group CEO. To view the video, please click on the following link:
Joe Feldman, senior managing director at Telsey Advisory Group, examines first-quarter results from Wal-Mart as the retailer topped analysts' estimates on same-store sales and profits and looks at consumers and the overall retail segment. To view the video click on the following link:
Joseph Feldman, Sr. Managing Director at the Telsey Advisory Group, breaks down Target's quarterly results and weighs in on the retail sector. To view the video, please click on the following link:
Dana Telsey will be moderating a terrific panel at SHOPTALK on Monday, May 16, 2016 in Las Vegas. The panel is in the **“Disruptive Startups and Pioneering Brands”** tract and the topic is **“Recommerce Startups Driving Sales”**. Participating on the panel are: Manish Chandra, Founder & CEO of Poshmark, Tracy...
Dana Telsey from Telsey Advisory Group suggests that retailers need to engage in product innovation to drive consumers back into the stores. To view the video, please click on the following link:
Dana Telsey will be the keynote speaker at the Richter/BLG - Retail Symposium in Toronto, ON, on Wednesday, May 11, 2016. This event will offer insights into the current retail landscape and provide potential solutions to the issues companies may be facing. Ms. Telsey keynote address will focus on the...
Thomas Eagan, Telsey Advisory Group, discusses CBS quarterly results and holds an outperform rating on the company. To view the video, please click on the following link:
Conservative groups are taking aim at Target, but retail analysts don't think they'll leave a mark. Most analysts believe this will blow over without damaging the retailer. "I don't foresee this having a material impact on sales or earnings," said Joe Feldman, senior managing director at Telsey Advisory Group. To...
Dana Telsey will participate on April 28, 2016 at 10:25am as a panelist at the Spring Members’ Meeting of the Zell/Lurie Real Estate Center at Wharton. The panel topic is “What is the future of Retail”. Ms. Telsey and her fellow panelists Dean S. Adler, Chief Executive Officer and Co-Founder,...
Dana Telsey will be the keynote speaker at Richter/BLG - Retail Symposium in Montreal, QC on Tuesday, April 26, 2016. This event will offer insights into the current retail landscape and provide potential solutions to the issues companies may be facing. Ms. Telsey keynote address will focus on the North...
For some sporting goods retailers, business is anything but fun and games. "The pressure in the sporting goods business is no different than it always has been," said Joseph Feldman, an analyst at Telsey Advisory Group, who added that competition from online retailers is particularly intense. To view the full...
Yes the Atlanta Braves look awful, and tracking stocks may be a relic of Wall Street’s go-go days. But no, shareholders of Liberty Media’s baseball assets have not seen the value of their holdings halved since stock assigned to them was introduced on Monday. “Those were just bad trades,” Tom...
Bob Derrington, Telsey Advisory Group, discusses how innovation is prompting a surge in shares of McDonald's with CEO Steve Easterbrook at the helm and fast food wars breaks out among the fast casual food group. To view the video, please click on the following link:
The do-it-yourself home improvement market is running hot again, although demand hasn't entirely recovered from pre-recession levels. "As prices kind of stay in the low to middle single-digit increases year over year, then consumers feel more confident in investing in their homes and are more likely to spend," said Telsey...
Chinese hotel chain’s battle with Marriott International to buy Starwood may not be over. “We do not diminish the possibility that the Anbang [Chinese] consortium could raise their bid, given the inclusion of private equity partners that could be more tolerant of higher leverage levels than Marriott,” David Katz of...
The surge in Chinese investments in U.S. hotel companies is starting to raise a question rarely heard in the world of commercial real estate: When does the ownership of a luxury hotel become a matter of national security? Marriott, which owns little real estate, valued Starwood for its brand names...
Dick's Sporting Goods will make an “aggressive” push into markets where Sports Authority is planning to jettison stores after filing for bankruptcy, CEO Ed Stack said Tuesday. “I think that this could position Dick's well,” said Joe Feldman, a retail analyst at Telsey Advisory Group in New York. “This gives...
Citi today announced that it hired women-owned firms as lead managers of a $1.5 billion bond issuance. The deal represents Citi’s ongoing commitment to support women, minority and veteran-owned businesses to provide opportunities for them to grow and succeed. In the transaction, which priced on March 1, Citi hired five...
Dana Telsey will address the 50th anniversary celebration of the Cotton Board on March 1, 2016 in Memphis, Tennessee. The audience of producers and importers will hear Dana’s comments on the trends in retail that impact the cotton industry.
Chipotle is still not back to 100 percent, and it'll take until the middle of next year for the fast-casual chain to return to where it was before a series of health scares, says Bob Derrington, a Telsey Advisory Group restaurant analyst. He said the company is mainly trying to...
In November 2013, Penn National became the first gaming company to split itself in two. David Katz, managing director of New York-based financial services firm Telsey Advisory Group, agrees that MGP could be advantageous for the Las Vegas gaming giant. “We have a positive view on it because MGM owns...
Discussing Macy's earnings beat and the retail sector is Dana Telsey, CEO and Chief Research Officer, Telsey Advisory Group. To view the video, please click on the following link:
Dana Telsey will be the opening speaker for the UJA Fashion and E-Commerce Micro-Summit on Monday, February 22 in New York. Ms. Telsey will address the current trends in the retail landscape.
Joseph Feldman, Telsey Advisory Group, breaks down Wal-Mart's quarterly numbers which beat on earning but came in light on expected revenues. To view the video, please click on the following link:
Dana Telsey, Telsey Advisory Group CEO, shares her predictions on the retail sector into next year. Retailers have to move outerwear, says Telsey. To view the video, please click on the following link:
Contemporary brands are feeling the squeeze. Theory chief executive Andrew Rosen — the man who pioneered the category — reflects on the state of the market and what's next. “There are so many choices today,” says Dana Telsey, chief executive of Telsey Advisory Group, an equity research and consulting firm...
Bob Derrington, Telsey Advisory Group, analyzes Chipotle ahead of their earnings and explains his cautious approach to the company.
Shares of Coach soared as much as 11 percent Tuesday after sales rose for the first time in 10 quarters. Bobbi Rebell reports. Coach is on a comeback. The handbag maker posting its first sales growth in 10 quarters. Its acquisition of luxury shoe brand Stuart Weitzman is helping, and...
On Sunday, January 17, 2016 The NRF Foundation hosted their 2nd Annual Gala in New York City honoring 25 individuals impacting the retail industry. __Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group,__ along with fellow honorees Walter Loeb, president, Loeb Associates, Courtney Reagan, retail reporter, CNBC, Al...
David Katz, TAG’s Gaming, Lodging, and Leisure Analyst comments to CCTV-America on The Power Ball drawing.
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group will be participating with Michael Glazer, CEO & President of Stage Stores, Inc. (SSI) in the 18th Annual ICR Conference in Orlando, FL in a fireside chat presentation on Tuesday, January 12, 2016 at 3:00pm EST.
Dana Telsey, CEO and Chief Research Officer will be hosting an Open Call for Security Traders Association (STA) members on Thursday, January 7th at 4:30pm to 5:00pm EST to discuss “Taking Ownership of Your Career Development in 2016” For additional information please click on the following link:
Bob Derrington, an analyst at Telsey Advisory Group, and former restaurant operator and franchise developer, analyzes both McDonald's and Chipotle to discuss how investors should approach these food giants. To view the video, please click on the following link: