Lululemon shares broke an all-time high Thursday after the retailer blew past Wall Street’s expectations in its latest fiscal quarter and said it’s on track to hit a 2023 revenue target well ahead of schedule. While supply-chain disruptions including heightened air-freight costs and factory closures in Vietnam remain headwinds, Lululemon...
Dana Telsey from Telsey Advisory Group joins CNBC's 'Closing Bell' with her outperform guidance for Lululemon stock and analyzes the company’s newest strategy for success. To view the video, please click on the following link:
Signet's Q2 represents a major recovery from the travails of last year, but the retailer acknowledges that the roaring growth isn't destined to last forever. In its earnings report, the company said that it expects a shift in consumer spending away from the jewelry category and toward experiences as the...
It was blockbuster earnings season for retailers that reported in August. While some firms that benefited from stay-at-home demand like Lowe’s (ticker: LOW) succeeded, it was department stores like Macy’s (M) and apparel retailers like Gap (GPS) that really crushed analysts’ estimates in several cases. Barron’s recently spoke with longtime...
Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG). Kimberly Greenberger, a Managing Director in Retail Research, joined Morgan Stanley in 2010. These two professional equity analysts recently reviewed the retail stock landscape, exclusively for the Wall Street Transcript, in interviews. Dana Telsey sees a...
Shares of Big Lots (BIG) - Get Big Lots, Inc. Report dropped Friday after the discount retailer missed Wall Street estimates on fiscal second quarter earnings and revenue due to continued supply chain and freight headwinds “Our visibility on Big Lots’ near-term performance is incrementally more clouded, given significantly higher...
Peloton Interactive Inc. shares dropped 8.3% on Friday morning after the home exercise company reported a sharp drop in revenue growth. Telsey Advisory Group analyst Dana Telsey said subscriber growth guidance was a silver lining in a disappointing quarter. “Overall, while the forecast for an EBITDA loss in FY22, following...
CNBC’s “Squawk Box” team discusses supply chain issues that may impact retail margins and the holiday shopping season with Dana Telsey of Telsey Advisory Group. To view the video, please click on the following link:
Dick’s has emerged as one of the reigning winners of the pandemic era, boosted both by investments in its digital and omnichannel operations, as well as a broad shift in the populace toward fitness and outdoor activities. That applies to both the company’s performance so far this year and its...
Nordstrom shares have taken a dive this week after the company reported second-quarter earnings and sales that remain below pre-pandemic levels. Telsey Advisory Group analyst Dana Teslsey said Nordstrom will have to do better to justify its valuation, which is higher than its peer group and its own historical levels....
America’s most iconic retailers offered a nuanced look at how the spread of the Delta variant is affecting the economy. Walmart and Target have a more suburban footprint, and their trends are similar to Macy’s stable sales in its suburban locations, Joseph Feldman, assistant director of research at Telsey Advisory...
Dana Telsey, CEO of Telsey Advisory Group, joins Closing Bell to discuss consumer spending trends in the U.S. She hopes the delta variant won’t affect this spending and acknowledges that the child tax credit is giving consumers money to spend. To view the video, please click on the following link:
Shares of Kohl’s surged nearly 8% on Thursday after the company reported fiscal second-quarter earnings that beat expectations and raised its forecast for the year, as shoppers headed back to its stores. Kohl’s is optimizing its pricing and promotional strategies as it manages through the tight inventories, which is helping...
Dick’s Sporting Goods Inc. promoted Navdeep Gupta to chief financial officer, succeeding Lee Belitsky, who will remain with the company and oversee its supply chain and other areas. Forecasting the continuing impact of the pandemic on the company’s results will likely be an immediate challenge facing Mr. Gupta in his...
Bath & Body Works (BBWI) Report climbed Thursday after the soap, candle and sanitizer retailer impressed analysts with its strong second-quarter earnings. Telsey Advisory's Dana Telsey, who has an outperform rating and a $74 price target, said that "while the pandemic acted as an accelerant to its soaps and sanitizers...
Home improvement retail had a great year in 2020. With interest rates helping to drive up home prices, and consumers stuck at their houses as a pandemic spread rapidly around the world, many Americans invested in their homes. Lowe's sales for the year increased by nearly 25%. Comp declines across...
Retail earnings have never been better, but the delta variant remains the wild card. For Joe Feldman, who follows retail as senior managing director at Telsey Group, this is the biggest issue: “The consumer is ready to spend, but I am worried about the cost side of things,” he said....
Joe Feldman, Telsey Advisory Group Senior Managing Director, joined Yahoo Finance Live to discuss what he expects from retail earnings this week. To view the video, please click on the following link:
Kohl’s and Macy’s will report second-quarter earnings later this week. Telsey Advisory Group lifted its price targets for both department-store chains, but doesn’t think investors should snap up the shares. Analyst Dana Telsey reiterated a Market Perform rating on Kohl’s (ticker: KSS) and Macy’s (M) on Monday, while lifting her...
Congratulations to Dana Telsey, Founder and CEO at Telsey Advisory Group who is being recognized on Crain's New York 2021 list of “Notable Women Business Owners” With its list of Notable Women Business Owners, Crain’s recognizes those who have forged their career paths and, in turn, powered the city’s economy....
For years, shopping at Bed Bath & Beyond has meant dealing with chaos. You could lose hours sifting through a hodgepodge of items on cluttered shelves and walk out with nothing. Cristina Fernandez, a retail analyst at Telsey Advisory Group, said Bed Bath & Beyond's stores "looked outdated" and "hadn't...
Last year was not a banner one for launching new retail concepts. Many in the industry put their efforts into building out their e-commerce and omnichannel capabilities as the pandemic raged across the country. “From Dollar General’s perspective, they saw an opportunity in the market that’s being underserved,” said Joseph...
Burlington Stores named Travis Marquette as its new president and chief operating officer to oversee the off-price retailer’s stores, real estate, supply chain and information technology functions. Before becoming Ross CFO, Marquette had served in several operational management roles at Ross, including senior vice president of store operations. Telsey Advisory...
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group joined hosts Ned Hayes and Ashley Coates on SnowShoe Spark Plug podcast discussing all things retail. To listen to the full audio, please click on the following link:
As e-commerce grows by leaps and bounds, retailers across the distribution spectrum are learning to quickly pivot between online and offline business to give consumers what they want, when they want it. The e-commerce growth rate in these categories will continue steadily upward until at least 2023, its research shows....
Nestled between work memes and pregnancy pics on Danielle Leveck’s Instagram is a photo of her outside the New York Stock Exchange, a big smile on her face. The ebullient image shows the intensive care nurse decked out in the gray scrubs of the medical apparel company she champions online,...
Dana Telsey, Telsey Advisory Group CEO, joins CNBC’s ‘Closing Bell’ to discuss Levi’s quarterly earnings, what the company will need to prove to investors in coming quarters and the challenges facing retailers. To view the video, please click on the following link:
Hibbett, Inc.'s (NASDAQ:HIBB) differentiated approach to athletic retail and growth potential are turning Telsey Advisory Group bullish on the retail stock. The Hibbett Analyst: Cristina Fernández initiated coverage of Hibbett with an Outperform rating and $110 price target. To view the full article, please click on the following link:
Shares of Nike surged over 15 percent to a record high Friday after the sportswear giant forecast full-year sales of more than $50 billion, riding on pent-up demand for sneakers and athletic gear from US shoppers. “The strong momentum in Nike’s brand globally is more than offsetting pressure in China...
Nike shares closed Friday up more than 15%, hitting a record intraday high, after the sneaker maker forecast full-year sales topping $50 billion as its North American business rebounds from the lows of the coronavirus pandemic. According to Telsey Advisory Group analyst Cristina Fernández, Nike is benefiting from its closer...
Shoppers aren't showing any signs of getting tired of Amazon Prime Day, even though some sellers had said they weren't planning on offering deals this year. "Amazon's Prime Day was aimed to boost new Prime member signups and enhance its relationship with existing members to grow the ecosystem, a mission...
Amazon’s Prime Day is finally here. The 48 hours of sales that is perhaps more important for the e-commerce giant than Black Friday weekend has been good for Amazon stock (AMZN). Share price has risen a solid 8% since the start of June, easily beating the S&P 500’s 1% loss.....
What was once a niche event for Amazon to drum up sales during the summer shopping lull, Prime Day has now amassed into an industry-wide online shopping holiday, with retailers including Kohl’s, Best Buy, Target and Walmart rolling out their own discounts. “Shoppers are always looking for deals and bargains...
You might not be excited about paying higher prices for meat and vegetables, but your grocery store is thrilled. If prices on an item rise above 4%, customers may skip buying it, hurting grocers' sales, said Joseph Feldman, an analyst at Telsey Advisory Group. Consumers may also trade down to...
GameStop Corp. is heading into its first-quarter earnings report with half the number of analysts covering the stock than before retail traders helped fuel a quadruple-digit surge in shares. Telsey Advisory Group was the latest firm to walk away from the stock, discontinuing coverage of GameStop earlier this week. Analyst...
Stitch Fix Inc (NASDAQ:SFIX) shares were trading 12% higher Tuesday after the company reported a third-quarter earnings beat and raised its full-year guidance. Telsey Advisory Group analyst Dana Telsey said the company’s strong active giant growth was a highlight of the quarter. “With a strong reception to several new features...
Lululemon Athletica Inc shares traded higher by 3.2% on Friday after the company reported an aggressive rebound in sales and store traffic in the first quarter. Telsey Advisory Group analyst Dana Telsey said Lululemon once again demonstrated its strong operating momentum. “LULU continues to successfully invest in long-term growth drivers...
Dollar stores — those that stayed open as essential retailers — were among the primary beneficiaries of 2020’s topsy-turvy selling environment. Many core and new customers used Dollar General and Family Dollar to stock up and took advantage of their general merchandise assortments to consolidate shopping trips. Telsey Advisory Group...
Costco Wholesale Corp. (COST) sold off more than 2% on Friday despite beating Q3 2021 top and bottom line estimates by healthy margins. The big box retailer earned $2.75-per-share during the quarter, $0.47 better than expectations, while revenue rose a healthy 21.8% year-over-year to $44.38 billion, more than $500 million...
Telsey Advisory Group CEO Dana Telsey describes end-of-pandemic buying trends: 'we're seeing pent up demand and that's exciting' To view the video, please click on the following link:
Dana Telsey, CEO and Chief Research Officer at Telsey Advisory Group, joins CNBC’s "Worldwide Exchange" to discuss the retail sector during a busy earnings week. To view the video, please click on the following link:
Shares of GameStop and cinema operator AMC Entertainment rallied to their highest levels in months on Wednesday, with some market-watchers saying the recent surge was forcing bearish investors to unwind their bets against the video game retailer. "If you own a stock and you want it to keep going up...
Nordstrom shares fell by nearly 6% Wednesday after the company reported disappointing first-quarter earnings numbers and issued guidance that fell short of Wall Street’s expectations. Nordstrom As A Reopening Play: Telsey Advisory Group analyst Dana Telsey said the weak first quarter highlights the challenges Nordstrom faces in its turnaround efforts....
Gap Inc. (GPS) is trading higher by more than 1% in Tuesday’s pre-market in reaction to bullish analyst commentary just two days before the Q1 2021 earnings release, when the apparel chain is expected to post a loss of $0.12 per-share on $3.4 billion in revenue. Telsey Advisory Group analyst...
VF traded lower Friday after the parent of North Face and Timberland reported fourth-quarter earnings that missed analysts' estimates. Telsey Advisory's Dana Telsey said that a tax rate higher than the consensus estimate and narrower-than-expected gross margin resulted in earnings per share coming up short. Telsey maintains an outperform rating...
As previously noted by several observers, some people are ready to leave behind the sweatpants they embraced while stuck at home during the pandemic. Macy's is benefiting. "In all, Macy's appears to have managed through the challenges of the pandemic, but continues to face what we see as structural traffic...
Telsey Advisory Group is largely constructive on Macy's (NYSE:M) after shares fell slightly yesterday following the department store operator's Q1 earnings report. Analyst Dana Telsey thinks Macy's posted a strong start to the year with results coming in ahead of guidance and digital sales continuing to grow. "With the updated...
Macy’s Inc reported a vibrant financial performance in its Q1 earnings report released Tuesday. Three analysts tracking the retailer offered responses ranging from encouraging to unimpressed. The View From Telsey: Telsey Advisory Group’s CEO and Chief Research Officer Dana Telsey cited Macy’s “strong start to FY21 with top- and bottom-line...
Walmart Inc reported a big first-quarter earnings beat driven by online and grocery sales growth. Telsey Advisory Group analyst Joseph Feldman said Walmart’s guidance was also impressive. “For 2021, Walmart now forecasts EPS growth of HSD, up from the prior outlook for a slight decline, vs. $5.48 in 2020, with...
As life suddenly began to revolve around the home, the home improvement category stood to benefit as consumers started to invest more into their personal spaces. "Demand for home improvement remains robust, as DIY customers continue to take on home improvement projects and Pros have seen projects resume and their...
Department stores as a sector were fated to have an excellent Q1 in year-over-year terms, given how terrible the first period of 2020 was, with stay-at-home orders, store closures, economic turmoil and other headwinds weighing on the industry. The company's earnings per share of $7.25 whizzed past market expectations of...
Bed Bath & Beyond has decided it's too expensive for some shoppers. It's trying to change that. Cristina Fernandez, a retail analyst at Telsey Advisory Group, said the chain is working to improve customers' perceptions of its prices against competitors. "They were seen as being a little bit too expensive,"...
Peloton shares climbed more than 9% Friday as investors realized the financial hit from the company’s treadmill recall isn’t as bad as some had feared. Telsey Advisory Group analyst Dana Telsey had expected the recall to have a larger impact. She maintained her outperform rating on stock, but lowered her...
Dana Telsey, CEO and chief research officer at Telsey Advisory Group, who spoke at the Foundation for Accounting Education's Broker-Dealer Conference Wednesday, predicted that 2021 will be a year of booming profits, as pent-up demand from the previous year is finally unleashed. Telsey noted that all the spending on weddings,...
Peloton Interactive Inc (NASDAQ:PTON) shares rebounded by 2.6% on Friday after the company reported impressive fiscal third-quarter sales growth and assured investors it’s working quickly to resolve safety issues with its treadmills. Treadmill Relaunch Ahead: Telsey Advisory Group analyst Dana Telsey said the financial impact of the treadmill recall is...
Coursera (NYSE: COUR), which became public on March 31st, dropped on Wednesday the 5th almost 8%, despite receiving analysts’ support regarding the first-quarter report. Investors still consider that the educational company is overvalued. On Thursday, the stock suffered another significant decline of 7.21%, until $38.98. Analyst Sarang Vora, from Telsey...
Costco Wholesale will report April same-store sales data on Wednesday—and analysts are expecting another blowout quarter for the discounter, even though that strength hasn’t helped the stock much. By contrast, Telsey Advisory Group’s Joseph Feldman reiterated an Outperform rating and raised his price target to $390 from $375. He’s modeling...
Costco Wholesale Corp. (COST) is pressing against a key resistance level in Monday’s pre-market in reaction to bullish analyst commentary. The stock is still in the red for 2021 after posting a 28% return in 2020, underpinned by its commanding retail position during the COVID-19 pandemic. Taken together with 2019’s...
This past weekend, I walked by my local Gap GPS -1% store, set to close at any moment once the last bit of inventory disappears out the front door, I’m guessing. I’ve written about Gap in the past, being partially wistful for that 90s magic it held, and also wondering...
Best Buy President and Chief Operating Officer Mike Mohan is stepping down from his post, effective July 1, according to a securities filing. Addressing Mohan's departure in a research note, analysts with Telsey Advisory Group anticipate Best Buy will continue as a "long-term winner" in the industry. "While Mr. Mohan's...
Several forces worked in Tractor Supply's favor in the first quarter — some fleeting, like the government's pandemic relief to consumers and good weather, and others possibly longer lasting, like millennials' migration to the suburbs and rising pet adoption. But it's also benefiting from advantages largely of its own making,...
The death of the stay-at-home trade has been greatly exaggerated. The trends behind most of these stock rallies are likely to continue well into 2022, according to Cristina Fernandez, an analyst with Telsey Advisory Group. She expects strong results from Home Depot Inc. and Lowe’s Cos Inc. in coming quarters...
“When you are finished changing, you are finished,” founding father Benjamin Franklin said long before being immortalized on the $100 bill. Two hundred years later, Nike’s newly released sustainability and carbon footprint reduction strategy appears to be embracing that sentiment. “Nike Refurbish is limited to reselling merchandise returned by consumers...
GameStop (NYSE: GME) continues to shake up its management team as Chairman-elect and major shareholder Ryan Cohen moves chess pieces in an effort to regain relevance in the video game sector and justify the stock's 800% year-to-date surge. CEO George Sherman was the latest casualty. Telsey Advisory Group analyst Joseph...
GameStop rallied Monday after the video game retailer announced its CEO succession plan as it tries to pivot to e-commerce following a historic short squeeze. “GameStop’s next CEO and CFO are likely to come from the tech industry, as with the other recent senior hires, and would require a wide...
GameStop Corporation’s decision to up its at-the-market program’s scope to $1 billion is “understandable,” according to Telsey Advisory Group’s Joseph Feldman. Feldman wrote in a note on Monday that “the company's decision to increase the size of its ATM Program is understandable, given the stock's elevated price.” To view the...
GameStop plans to sell millions of shares at prices juiced by this year’s parabolic run. The stock sank on the news before bouncing back by early afternoon. “The company’s decision to increase the size of its ATM Program is understandable, given the stock’s elevated price,” wrote Telsey Advisory Group analyst...
Shares of GameStop pared their double-digit losses in volatile trading that occurred Monday morning after the video game retailer said it may sell up to $1 billion worth of additional shares following a historic Reddit-fueled short squeeze. “The company has yet to show financial success in an industry that is...
Williams-Sonoma stock rose Thursday, helped in part by a price target increase from Telsey Advisory Group. The firm is confident that demand for home furnishings won’t end when the pandemic does. Analyst Cristina Fernández reiterated an Outperform rating on Williams-Sonoma (ticker: WSM) and raised her target to $195 from $175....
New York – Even as the economy opens up and travel resumes, home furnishings sales should continue to gain this year and next, according to Dana Telsey, CEO & chief retail analyst, Telsey Advisory Group. To view the full article, please click on the following link:
Lululemon beat both the top and bottom line and had 21 percent increase in comparable sales. Dana Telsey, CEO of Telsey advisory group, joins CNBC's ‘Closing Bell’ to give her take on Lululemon’s fourth quarter results. To view the full video, please click on the following link:
Roughly a year ago, L Brands was taking unprecedented actions and scrambling for cash as it and the retailer's industry peers sailed into unknown territory. After the company's move to restore dividends and buybacks, and its earlier Q1 guidance, analysts have sounded an optimistic note on L Brands, with multiple...
This week has seen yet another market, Home Textiles Week, held online instead of in person at its usual New York showroom locations. This week also marks two full years since the last in-person version of this industry event, which brings together buyers and sellers of bed, bath and other...
GameStop stock was falling fast on Wednesday after the company’s fiscal fourth-quarter results disappointed analysts. There’s also another elephant in the room: The company is considering selling more stock, which could dilute its shares. “Many on Wall Street have wondered why GameStop has not done an ATM transaction to take...
Joe Feldman, Senior Managing Director at Telsey Advisory Group, joins Yahoo Finance Live to discuss GameStop's latest earnings report and outlook for the electronics retail company. To view the full video, please click on the following link:
Weeks after GameStop Corp. (GME -16.78%) played a starring role in a Wall Street trading frenzy, the videogame retailer’s financial performance and fundamentals are returning to center stage. “The fourth quarter is generally their moneymaking quarter,” said Telsey Advisory Group analyst Joe Feldman. Still, he said it isn’t a good...
In 2011, nearly ten years before Nike would announce its Consumer Direct Acceleration strategy to speed up the prioritization of DTC, the company was already focused on growth in that channel. In its annual report that year, Nike wrote that while wholesale made up the largest share of Nike brand...
Anthony Chukumba, Loop Capital managing director, says the current price for GameStop shares are way too overvalued when comparing it to the fundamentals. He said he will be listening to whether its executives have a plan for making GameStop a viable company in its earnings call. Joseph Feldman from Telsey...
Video games retailer GameStop continues to battle falling sales - but its financials haven't dimmed the interest surrounding its stock. But Joe Feldman, senior managing director at Telsey Advisory Group, said there was little in the firm's update to justify the sky-high enthusiasm that the firm's share prices imply. "The...
GameStop stock dropped suddenly Monday morning, prompting a brief halt due to volatility. The stock fell wider than 15% to as low as $223.00, bounced back, and then fell even lower. While some analysts are upbeat about the company’s turnaround prospects, the highest price target listed by FactSet is $33....
Congratulations to Dana Telsey, Founder and CEO at Telsey Advisory Group and to all those listed in Barron's 2nd Annual “100 Most Influential Women in U.S. Finance”. The full list of women who are helping to shape the modern financial-services industry and leading it confidently into the future can be...
Congratulations to Dana Telsey, Founder and CEO at Telsey Advisory Group who is being recognized on Crain's New York Business 2021 list of “Notable Women on Wall Street”. The 56 finance professionals on Crain’s 2021 list have succeeded in wealth management, consumer and investment banking, equity research, asset management and...
Some of us are saying “so long” to sweatpants. In the final week of February, seven of the top 10 selling items on Anthropologie’s website were dresses, the company, a unit of Urban Outfitters, said this week during an earnings conference call. Until that point, it said, it was lucky...
Since Dollar Tree's acquisition of Family Dollar in 2015, the latter has been something of a problem child for the deep discounter. Family Dollar's sales often have lagged Dollar Tree's, and the company has closed hundreds of Family Dollar stores. Overall comps missed projections by Telsey Advisory Group analysts led...
Dana Telsey, CEO of Telsey Advisory Group, says Gap's game plan to move Old Navy and Athleta away from malls to e-commerce is smart. She says she still sees opportunity in Costco despite it missing the quarter on the earnings per share. "I think GAP has the game plan in...
GameStop stock fell on Friday after its sudden surge in the two prior trading days. An analyst at BofA Securities says, “don’t blame shorts” for the sudden return to volatility. Earlier this week, Telsey Advisory Group analyst Joseph Feldman reiterated a $33 price target. That’s actually the highest Wall Street...
The run-up in GameStop Corp.’s GME +5.10% share price this week is adding pressure on the company to deliver a turnaround that can be embraced by more than meme-stock believers. The launch of a game-streaming service was lauded by analysts as transformative and visionary at the time, but it didn’t...
GameStop Corp shares more than doubled in afternoon trading on Wednesday, surprising those who thought the video game retailer’s stock price would stabilize after a fierce rally and steep dive that upended Wall Street in January. “GameStop announced the resignation of its CFO last night. Some may have taken this...
GameStop shares doubled on Wednesday with most of the gains coming in the last hour of trading. The rally carried over into after hours trading, with the stock up another 70% in the extended session. The cause of the move is up for debate. Telsey Advisory Group analyst Joseph Feldman...
Dana Telsey, CEO and Chief Research Officer of Telsey Advisory Group, joins Worldwide Exchange with a lookahead to the big retail earnings on tap for this week. To view the full video, please click on the following link:
Kroger said that it became the latest victim of a file-transfer service hack. The company believes that personal data of some of its customers were hacked during Accellion’s file-transfer service. Earlier on Jan. 28, Telsey Advisory analyst Joe Feldman downgraded the stock to Hold from Buy, and lowered the price...
Walmart Inc's investors and analysts are likely to look past the retail giant's slowest same-store sales growth since the start of the coronavirus crisis, when it reports quarterly results on Thursday and instead focus on the company's ambitions to diversify beyond retail. "We are encouraged to see Walmart expand its...
The pandemic didn’t leave much room for designer handbags and heels, but many investors are betting that demand for these items will come back in a big way. That has helped Tapestry stock rally in recent months, and the stock is higher again Tuesday after an upgrade from Telsey Advisory...
As COVID-19 and brand issues continue to drag on Ralph Lauren's sales, the luxury apparel seller is cutting costs, including by shrinking its corporate office space and closing stores. "Having already worked to optimize its brand portfolio and create a leaner cost structure, we believe [Ralph Lauren] is taking the...
Nordstrom shares tumbled Thursday as the department store chain delivered a disappointing sales outlook for the year, and said it plans to shift more of its business toward off-price. “We continue to believe that Nordstrom has the potential to take profitable market share over time, as we see the business...
Amazon chief and founder Jeff Bezos announced his plans to step out of the CEO role on a high note. That includes a record holiday season — helped along by moving Prime Day to October — and a year that pushed its North American sales up 38.4% to $236.3 billion....
Over the weekend, a GameStop store in Maryland illustrated the disconnect between the Wall Street hysteria that has sent the company’s stock price to dizzying heights and the video game retailer’s real-world struggles. “That is very valuable information, to know what millions of gamers are playing and to be able...
Telsey Advisory Group reiterates its Outperform rating on Peloton Interactive (NASDAQ:PTON). Analyst Dana Telsey: "We expect another strong report from Peloton for its 2QF21 ended December, with upside to the outlook provided on November 5. In our view, the high order backlog from 1QF21, combined with continued strong demand (currently...
That old gravitational pull for stocks hasn’t disappeared. It’s called reversion to the mean—and it’s not a lot of fun for investors in high-flying shares whose fundamentals stink. Reality eventually intervenes. Watch that happen to GameStop. Alas, this all may be too late. “In our view,” wrote Telsey Advisory Group...
Joe Feldman, an analyst with Telsey Advisory Group, issued a strange report on Monday about struggling video game retailer GameStop, whose shares have soared to astronomical levels. He raised his target price for the company’s stock by 50% to $33, which in normal times would seem like a huge endorsement....
With an emphasis on cozy, at-home activities, the Covid-19 pandemic didn’t leave much room for preppy, chic clothing in many people’s budgets last year. That was a problem for Ralph Lauren, which has seen its stock fall nearly 10% in the past 12 months. Yet that losing streak may be...
Bed Bath & Beyond stock fell Thursday, in a reversal of its recent meteoric rise that left shares up 80% year to date. The move comes after two more analyst downgrades, although the real cause may be restrictions on stock purchases on platforms like Robinhood. Telsey’s Feldman had the same...
Supermarket stocks are taking a tumble today, hurt by downgrades and a decline in a number of retail stocks that recently shot higher. Telsey Advisory Group’s Joseph Feldman downgraded the stock today to Market Perform from Outperform, while cutting his price target to $39 from $43. Feldman doesn’t mention the...
GameStop Corp. snapped a dizzying six-day rally to wipe out nearly US$11 billion in market value after moves by brokerages to curb trading of the stock on their apps whipped up volatility and enraged the company’s retail fanbase. “It’s hard to say what is next, but the chat room investors...
Starbucks stock is stumbling on Wednesday, following the coffee giant’s mixed fiscal first-quarter earnings report. Still, despite ongoing pandemic headwinds weighing on sales, analysts are mostly optimistic that the company’s Covid-19 recovery is under way. Telsey Advisory Group’s Bob Derrington is among those on the sidelines, with a Market Perform...
Joe Feldman, Telsey Advisory Group senior managing director, joins ‘Power Lunch’ to discuss GameStop’s wild moves today and how he’s thinking about the stock long term. To view the video, please click on the following link:
Telsey Advisory Group senior managing director Joseph Feldman and Permit Capital portfolio manager John Broderick weigh in on the gaming retailer's sudden jump in the market. To view the video, please click on the following link:
Joseph Feldman on Telsey Advisory Group downgrading GameStop (GME) as there is a disconnect between fundamentals and valuation. However, the company should benefit from the new gaming cycle. To view the video, please click on the following link:
The pandemic and its devastation of lives and livelihoods presented retail with one of its roughest years in more than a decade. Toward the end of 2020, retailers of all sizes had made important changes to they way they do business, which helped them eke out what amounts to a...
Telsey Advisory Group lifts its price target on American Eagle Outfitters (NYSE:AEO) ahead of Thursday's Investor Day event. Analyst Dana Telsey: "Over the past two quarters, the aerie business has impressed with accelerating sales growth despite COVID disruptions as both its product offering and market positioning are well-suited for the...
Nine months ago, GameStop stock bottomed out at $2.80 a share, a reflection of the myriad problems facing the retailer specifically and brick-and-mortar game retail as a whole. As of Tuesday morning, though, that stock price is hovering around $40 a share (peaking at $44.74 as of this writing), with...
Nordstrom stock is dropping after the department store released mixed preliminary holiday sales figures. Still, analysts weren’t pleased with the news. Telsey Advisory Group’s Dana Telsey cut the shares to Market Perform while maintaining a $28 price target. She cited the disappointing EBIT margin guidance and the stock’s recent rally....
Shares of Urban Outfitters are sinking early Wednesday after a disappointing holiday sales update, where the apparel retailer highlighted challenges that soaring Covid-19 case counts presented during the key selling season. Telsey Advisory Group’s Dana Telsey reiterated an Outperform rating and $35 price target. “With the most difficult months in...
Signet Jewelers stock has soared 86% in the past three months, and risen some 10% in just Friday and Monday’s trading alone, on hopes that pent-up jewelry demand will lead to more sales in a reopened economy. Telsey Advisory Group wrote Monday that the shares could get another boost from...
A new year is thankfully in sight. Still, the ghost of 2020 will likely still loom large for retailers. Telsey Advisory Group’s Joseph Feldman looked at a number of major retailers Monday, highlighting what he believes will be key strategic initiatives and investments for major retailers in the new year....
Dana Telsey, Telsey Advisory Group, discusses whether there’s more room for Peloton stock to run, even as the stock approaches a record high. To view the video, please click on the following link:
Peloton shares rose to a record Tuesday after the company announced plans to buy exercise equipment manufacturer Precor for $420 million. Telsey Advisory Group analyst Dana Telsey said she expects the deal could increase Peloton’s annual sales by $480 million to $500 million, assuming Peloton retains Precor’s revenue. The deal...
Nike stock is jumping as investors cheer its upbeat fiscal-second-quarter report, which demonstrated that the athletic giant’s pandemic momentum continues. Telsey Advisory Group’s Joseph Feldman reiterated an Outperform rating and boosted his target to $175 from $155, writing that the shift to digital sales should propel earnings for years to...
While most retailers are playing catch up, Nike plans to capitalize on its quick recovery to drive further investments. Revenues in wholesale were down 14%, with the company reducing its undifferentiated retail partners in North America by 30% over the past three years, Telsey Advisory Group analysts said in emailed...
Dow component Nike Inc. (NKE) is trading at an all-time high on Monday after beating Q2 2021 top and bottom line estimates by wide margins, posting a profit of $0.78 per-share on an 8.9% revenue increase to $11.24 billion. Telsey Advisory Group analyst Joseph Feldman raised his target to $175...
Inflation expectations are on the rise as the economy strengthens from the pandemic-induced recession. Locating companies that have significant pricing power and profitability going forward could be a key to finding the best stocks. Joe Feldman, an analyst at Telsey Advisory Group, told Barron’s the pricing helps Nike’s margins, but...
Nike (NKE) reported fiscal second-quarter sales and earnings that handily beat analyst expectations, as store reopenings and digital sales helped provide a boost to results. Shares jumped 4% in after-hours trading. Telsey Advisory Group analyst Joseph Feldman said in a note last week. “As such, we see further upside for...
Bed Bath & Beyond is rising early Tuesday, a day after it announced it would sell Cost Plus World Market, its last non-core brand. Telsey Advisory Group’s Joseph Feldman reiterated an Outperform rating and $28 price target. He says the sale will allow Bed Bath to focus on its four...
While GameStop's Q3 comps and profit fell short of analyst expectations, according to Seeking Alpha, the gaming stalwart's November sales portend a strong Q4. Telsey Advisory Group analysts led by Joseph Feldman said in a research note that GameStop's store reductions, investments in digital capabilities, 60-million member rewards program, leaner...
More than 110,000 restaurants have closed permanently or long-term across the country as the industry grapples with the devastating impact of the Covid-19 pandemic. “It’s hard to look past the current very difficult restaurant industry sales and traffic trends for rays of industry sunshine,” Telsey Advisory Group analyst Bob Derrington...
Kohl’s stock was climbing again Wednesday morning, after jumping more than 13% on Tuesday, following news that Sephora would be coming to the department store chain. Telsey Advisory Group’s Dana Telsey kept a Market Perform rating on Kohl’s, but raised her price target to $40 from $29, writing that there...
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...
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...
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'...
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...
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...
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...
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...
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...
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:
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...
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’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...
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...
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...
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...
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...
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...
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...
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:
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...
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,...
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:
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, 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:
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 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...
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....
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:
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...
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:
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:
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 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...
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...
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:
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:
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:
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:
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:
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...
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...
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:
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...
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...
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:
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:
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:
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 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:
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:
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, discusses the retail outlook for the last weekend in the holiday season. 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:
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:
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:
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:
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:
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:
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:
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:
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:
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, 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?”.
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...
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:
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.
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:
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:
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: