latest news

Off-price retailers will outperform during higher tariffs, says pro

CNBC

05/31/2019  

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:

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Denim Could Be a Big Loser in a Trade War With Mexico

Bloomberg Business

05/31/2019  

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...

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Red-Letter Day for Target

Twin Cities Business

05/22/2019  

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...

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Making Billions at the Dollar Store

Fortune

05/22/2019  

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...

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Dollar General built an empire on no-frills stores. Now it's going high tech

CNN Business

05/14/2019  

Joe Feldman, Senior Managing Director at Telsey Advisory Group, discusses Dollar General (DG). To view the full article, please click on the following link:

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How Best Buy's outgoing CEO, Hubert Joly, rescued the company

CNN Business

04/15/2019  

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:

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How billionaire Kylie Jenner could drive Ulta earnings this week

CNBC

03/13/2019  

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...

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Lowe's can narrow its gap on Home Depot, retail analyst says

CNBC Squawk Box

02/26/2019  

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...

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Telsey’s ‘Tale of Fundamentals’ for Department Stores

WWD

02/19/2019  

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:

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Amazon tops expectations but gives light guidance in Q4

BNN Bloomberg

01/31/2019  

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:

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Amazon's growth forecast is 'still pretty strong': Analyst

CNBC Squawk Box Asia

01/31/2019  

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:

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What Makes Retail Companies Tick?

DLC Management Corp.

01/18/2019  

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:

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Off-Premise Dining Helps Restaurant Stocks

CNBC Power Lunch

12/18/2018  

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:

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Does Walmart's strong guidance bode well for the holidays?

CNBC Power Lunch

11/15/2018  

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:

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Under Armour’s Earnings Beat Is Bolstered by Increased International Sales

WWD

10/31/2018  

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:

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An Executive Mentioned Tariffs and Tile Shop Went Spiraling

Bloomberg News

10/18/2018  

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:

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Retail industry flourishing as companies brace for impact of new tariffs

Washington Examiner

09/11/2018  

Joe Feldman, senior managing director discusses the retail industry with the Washington Examiner. To view the article, please click on the following link:

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There's a lot going on to modernize the Tiffany message, says pro

CNBC Squawk Box

08/28/2018  

Dana Telsey, CEO at Telsey Advisory Group, discusses Tiffany's quarterly earnings release. To view the video, please click on the following link:

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Consumers want to dine out but convenvience is key, says pro

CNBC Power Lunch

08/20/2018  

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:

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When wages are increased, more spending in stores, says Telsey Advisory Group CEO

CNBC Power Lunch

08/15/2018  

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:

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Nightly Business Report – August 14, 2018

CNBC Nightly Business Report

08/14/2018  

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:

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Why Home Depot stock is down despite earnings beat

CNBC Power Lunch

08/14/2018  

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:

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Home Depot Earnings Shows Housing Market Is Humming

Bloomberg TV

08/14/2018  

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:

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Shake Shack shares tumble amid restaurant stock wreckage

CNBC Power Lunch

08/03/2018  

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:

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Amazon 'Prime Day' deals draws more volume, says expert

CNBC Squawk Box

07/18/2018  

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:

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Dana Telsey and Bryan Gildenberg Talk Rebound in Retail

TD Ameritrade Network

07/16/2018  

Dana Telsey and Bryan Gildenberg Talk Rebound in Retail To view the video, please click on the following link:

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NCREIF Summer 2018 Conference - Charlotte NC

NCREIF

06/20/2018  

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...

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Telsey Advisory Group's CEO Elected to ICSC's Board of Trustees

Business Wire

06/04/2018  

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...

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Analyst: What to expect from Chipotle earnings

CNBC Power Lunch

04/25/2018  

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:

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No Shortage of Shoppers for Supervalu Assets

The Deal

04/09/2018  

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:

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Macy's beats Street on top and bottom line

CNBC Squawk Box

02/27/2018  

Dana Telsey, Telsey Advisory Group CEO, breaks down Macy's quarterly numbers. To view the video, please click on the following link:

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Telsey analyst breaks down his bullish call on Starbucks

CNBC Power Lunch

01/19/2018  

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:

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Telsey: Wal-Mart's wage hike is a win for employees and win for sales

CNBC

01/12/2018  

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:

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Fast food value wars are here to stay

CNBC Power Lunch

01/04/2018  

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:

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CBL Properties CEO: We have a stable retail backdrop for 2018

CNBC Squawk on the Street

01/03/2018  

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:

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What's working: Best bets in fast food stocks

CNBC Squawk Box

01/02/2018  

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:

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Lower and higher end consumers spending this year

CNBC Squawk Box

12/26/2017  

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:

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Could restaurants benefit from tax reform? These analysts weigh in

CNBC Power Lunch

12/26/2017  

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:

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It's a better holiday season and consumers have the ability to spend

CNBC Squawk on the Street

12/22/2017  

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:

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Telsey Advisory Group CEO: Growing global wealth will benefit luxury brands

CNBC Closing Bell

12/22/2017  

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:

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Arby's buys Buffalo Wild Wings in a high-stakes deal

CNBC Power Lunch

11/28/2017  

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:

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Take-Out or Delivery: What's Really Happening in Retail?

Real Vision

11/23/2017  

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:

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We're expecting big gains following earnings: Strategist

CNBC Closing Bell

11/21/2017  

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:

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Target 'squeezed' between Amazon and Wal-Mart right now

CNBC

11/15/2017  

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:

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Traditional retailers are 'out of style' and need to reinvent themselves: Dana Telsey

CNBC's Squawk Box

11/09/2017  

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:

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Hope is fleeting on Chipotle at this point: Telsey Advisory Group's Bob Derrington

CNBC Power Lunch

10/25/2017  

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:

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Retail expert Dana Telsey: Retail stocks are under-owned

CNBC

10/12/2017  

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:

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Should your portfolio be enjoying a life of luxury?

CNBC Closing Bell

09/18/2017  

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:

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US avocado consumption has quadrupled since 2000

CNBC

09/06/2017  

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:

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Amazon will be more competitive long-term after this Whole Foods deal: Joe Feldman

CNBC

08/24/2017  

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:

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Target's Online Success Helps Boost Forecast

Bloomberg

08/16/2017  

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:

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CBS CEO Les Moonves has positioned CBS for new media world

CNBC

08/07/2017  

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:

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Telsey Advisory's Dana Telsey: JCPenney is top pick among department stores

CNBC

07/28/2017  

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:

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GrowCommerce 2017

GrowCommerce 2017

07/20/2017  

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...

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Trading Nation: A new Chipotle health scare

CNBC

07/19/2017  

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:

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JCPenney sales improved significantly in Q2: Dana Telsey

CNBC Power Lunch

07/12/2017  

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:

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It doesn't cost less to make a movie if you're bigger: Telsey's Tom Eagan

CNBC

07/12/2017  

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:

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Bull case for Wal-Mart

CNBC Squawk Box

06/01/2017  

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:

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5 Retailers That Can Survive Amazon; 3 That Can’t

Barron's

05/22/2017  

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:

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Old Navy the driver of Gap's earnings beat

CNBC Squawk Box

05/19/2017  

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:

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Fast-casual food has been very weak

CNBC Power Lunch

05/19/2017  

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:

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Target earnings play catch up

CNBC Power Lunch

05/17/2017  

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:

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Retail stocks taking a huge beating

CNBC Squawk Box

05/12/2017  

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:

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NYSSCPA Broker/Dealer Conference

NYSSCPA

05/04/2017  

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...

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Coach soars after profit news

CNBC

05/02/2017  

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:

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Starbucks making progress on mobile pay problems

CNBC

04/28/2017  

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:

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FSU-Kislak Real Estate Market Strategies Forum

Florida State University - Real Estate Center

04/13/2017  

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...

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JAB Holding would be the most logical buyer of Panera, analyst says

CNBC

04/04/2017  

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:

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Downtown Future Series

Chicago Loop Alliance

03/08/2017  

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...

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Washington Association of Money Managers

WAMM

03/01/2017  

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...

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Telsey: A Macy's takeover is 'more real than not'

CNBC

02/06/2017  

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:

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Retail CEO Summit: Reimagine Retail

YPO Retail Network

02/02/2017  

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.

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KR Stock: How Does Kroger Stack Up?

USA News

01/18/2017  

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....

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CEO Preview & Dinner with Alipay NA

Alipay

01/16/2017  

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...

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Interview With Dana Telsey: Masters in Business (Audio)

Bloomberg Radio

01/06/2017  

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...

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Traditional retail spending going other places

CNBC

12/27/2016  

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:

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Here’s how to snag the best deals during post-holiday sales

NBC Today Show

12/27/2016  

Dana Telsey appears on NBC Today Show providing tips on end-of-year deals. To view the video, please click on the following link:

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Consumer discretionary hits record high

CNBC

12/09/2016  

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:

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Katz on Macau: Breathe into discomfort, keep eye on longer-term

CNBC

12/09/2016  

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:

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Telsey's holiday retail scorecard

CNBC

11/28/2016  

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:

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How retailers are tackling Black Friday and cyber Monday

CNBC

11/27/2016  

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:

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Digital and physical stores blend to offer 'seamless' shopping

CNBC

11/25/2016  

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:

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Trump’s Win Could Tamp Home and Retail Sales

HFN

11/09/2016  

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...

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Neilsen's ESPN question

CNBC

10/31/2016  

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:

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CREW Network Convention and Marketplace

Crew Network

10/21/2016  

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...

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McDonald's rising on profit and revenue beat

CNBC

10/21/2016  

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:

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IHA Chief Housewares Executive SuperSession

International Housewares Association

10/07/2016  

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...

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ICSC Texas Conference & Deal Making

ICSC

10/06/2016  

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.

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PREA's 26th Annual Institutional Investor Real Estate Conference

Pension Real Estate Association

09/29/2016  

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...

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VRN National Outlet Convention

ICSC

09/26/2016  

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,...

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We would be buyers of Lululemon this morning

CNBC

09/02/2016  

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:

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Low-income shoppers are in worse shape than you thought

CNBC

09/01/2016  

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...

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ICSC Western Conference and Deal Making

ICSC

08/31/2016  

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,...

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Is Wal-Mart a Buy on Second-Quarter Results?

Bloomberg

08/18/2016  

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:

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Wal-Mart's momentum continuing

CNBC

08/18/2016  

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:

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This is how Wal-Mart beat Street

CNBC

08/18/2016  

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:

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Lowe's misses on sales and profit despite U.S. housing strength

BNN

08/17/2016  

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...

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MAGIC Conference - August 2016

MAGIC Conference, Las Vegas NV

08/16/2016  

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?”.

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In the Amazon age, home improvement chains thrive

Marketplace

08/16/2016  

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...

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Joe Feldman on Home Depot Earnings and Outlook

Bloomberg Radio

08/16/2016  

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:

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Batman Battles Nausea in Virtual Reality

Bloomberg

08/16/2016  

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...

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JCP loses less than expected

CNBC

08/12/2016  

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:

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Dana Telsey on Retailers Entering Multiple Categories

Bloomberg Radio

08/10/2016  

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:

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NBR - Outlook for Retail Earnings

CNBC - Nightly Business Report

08/09/2016  

Dana Telsey discusses outlook for retail earnings during CNBC "Nightly Business Report" To view the video click on the following link:

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Wal-Mart to Acquire Jet.com for $3.3 Billion to Fight Amazon

Bloomberg

08/08/2016  

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,’"...

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Headwinds for restaurants may push consumers into grocery stores, expert says

CNBC

08/04/2016  

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...

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Time Warner takes 10% stake in Hulu

CNBC

08/03/2016  

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:

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Telsey's back-to-school stock picks

CNBC

08/01/2016  

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:

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Dish may drop WHDH, WLVI

Boston Herald

07/28/2016  

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...

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Whole Foods Shares Fall as Organic-Food Competition Hurts Sales

Bloomberg

07/27/2016  

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...

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Wall Street gets cautious on restaurants

CNBC

07/26/2016  

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:

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Chipotle bounce ahead?

CNBC

07/21/2016  

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:

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Roger Ailes out at Fox News

CNBC

07/21/2016  

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:

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Gaming stocks rally on generally upbeat Macau July trends

CNBC

07/11/2016  

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...

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Can Chipotle bounce back from more bad news?

CNBC

07/11/2016  

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...

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Do Online Pureplays Need Stores?

HFN

07/06/2016  

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...

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Retail doing better: Analyst

CNBC

06/23/2016  

Dana Telsey, Telsey advisory group CEO, & CNBC's Courtney Reagan discusses the retail space. To view the video, please click on the following link:

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No Expectations for Viacom-CBS Merger

Bloomberg

06/17/2016  

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:

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Is Amazon the next looming battle for Kroger?

Cincinnati.com

06/13/2016  

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,...

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Ralph Lauren’s ‘Way Forward’ To Reinvention

WWD

06/08/2016  

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...

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Richter/BLG - Retail Symposium - Vancouver, BC Canada

Richter

06/07/2016  

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...

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Finding a buyer may be toughest task for Walmart

Sunday Times Business

06/06/2016  

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...

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Forget retail goods, it’s all about services

CNBC

05/25/2016  

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...

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Retailers with momentum

CNBC

05/25/2016  

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:

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Analyst Says Change at Viacom Could Boost Stock

Broadcasting & Cable

05/25/2016  

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:

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Forget retail goods, it’s all about services

CNBC

05/25/2016  

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...

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ICSC 2016 RECON

ICSC

05/23/2016  

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...

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'Different reality' for retailers

CNBC

05/20/2016  

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:

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Wal-Mart Beats Retail Slump on Sales, Profit Growth

Bloomberg

05/19/2016  

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:

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Target beats Street by a dime, misses on revenue

CNBC

05/18/2016  

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:

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Shoptalk - The nextgen commerce event

Shoptalk

05/16/2016  

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...

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How can brick-and-mortar stores attract customers?

CNBC

05/12/2016  

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:

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Richter/BLG - Retail Symposium

Richter

05/11/2016  

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...

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CBS best positioned in sector

CNBC

05/03/2016  

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:

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Bathroom' Protests Will Likely Leave Target Unscathed, Experts Say

CNBC News

04/29/2016  

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...

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Zell/Lurie Real Estate Center at Wharton - Spring Members’ Meeting

Wharton

04/28/2016  

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,...

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Richter/BLG - Retail Symposium

Richter

04/26/2016  

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...

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Why some sporting goods retailers struggle in a tough market

CBS News

04/21/2016  

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...

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Atlanta Braves Have Issues But Plunging Stock Isn't One of Them

Bloomberg

04/20/2016  

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...

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McDonald's 'new sheriff' gives shares a boost

CNBC

04/01/2016  

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:

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Consumers set to ramp up home improvement spending

CNBC News

03/23/2016  

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...

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Marriott tops Anbang, wins Starwood with $13.6B bid

New York Post

03/21/2016  

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...

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Chinese investments in U.S. hotel companies spur national security scrutiny

Los Angeles Times

03/18/2016  

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...

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Dick's looks to capitalize on Sports Authority bankruptcy

TRIB Live

03/08/2016  

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...

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Citi Hires Women-Owned Firms to Lead Distribution of $1.5 Billion Bond Issuance

Business Wire

03/02/2016  

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...

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The Cotton Board 50th Anniversary Celebration

The Cotton Board

03/01/2016  

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.

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Chipotle recovery to take at least a year

CNBC

02/26/2016  

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...

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Spin-Off City

Global Gaming Business Magazine

02/25/2016  

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...

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Macy's needs new products to reinvent the department store

CNBC

02/23/2016  

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:

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UJA Fashion and E-Commerce Micro-Summit

UJA Federation of New York

02/22/2016  

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.

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Retail detail for 2015 and into next year

CNBC

02/18/2016  

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:

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Wal-Mart posts mixed quarter, raises dividend

CNBC

02/18/2016  

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:

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Andrew Rosen Talks Trouble in the Contemporary Market

Business of Fashion

02/03/2016  

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...

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Chipotle's 'messy' earnings

CNBC

02/02/2016  

Bob Derrington, Telsey Advisory Group, analyzes Chipotle ahead of their earnings and explains his cautious approach to the company.

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Wall St. Cheers Coach Turnaround

Reuters

01/26/2016  

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...

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The List of People Shaping Retail’s Future 2016

National Retail Federation (NRF)

01/17/2016  

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...

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US Powerball lottery prize hits $1.5 billion

CCTV America

01/13/2016  

David Katz, TAG’s Gaming, Lodging, and Leisure Analyst comments to CCTV-America on The Power Ball drawing.

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Stage Stores, Inc. Fireside Chat Presentation at 18th Annual ICR Conference

ICR Conference

01/12/2016  

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.

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Taking Ownership of Your Career Development in 2016

STA Open Call

01/06/2016  

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:

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McDonald's vs. Chipotle: Which is the better buy?

CNBC

12/24/2015  

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:

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