Telsey Advisory Group (TAG) is a leading woman-owned research, trading, banking, and consulting brokerage firm focused on the consumer sector.
With our long-standing history of evaluating and assessing the consumer market, TAG provides clients the detailed analysis and market context that is necessary to make strategic and investment decisions. Our focus sectors include: apparel, cosmetics, department stores, discounters, e-commerce, food and beverage, footwear, hardlines, home furnishings, luxury, off-price, specialty apparel, sporting goods, and supermarkets. Our comprehensive view of the consumer and full-service capabilities meet the broad needs of our clients.
Telsey Advisory Group issued a positive assessment of how the holiday shopping season may set up in the U.S. based on Q3 search trends and social media mentions. Analyst Dana Telsey pointed to heightened search interest around holidays and promotional events, supported by commentary that consumers are spending when they...
One of the biggest questions for retailers this holiday season will be how to compare results year over year due to the impact of tariffs. "This is truly unknown," Dana Telsey, CEO and chief research officer of the Telsey Group, told CNBC. "Companies, when speaking, are giving a wide range...
Does VF Corp. have a third-quarter problem? Investors think so. VF’s second quarter bested Wall Street’s consensus estimates, but investors sent shares of VF down 12.2 percent to $14.58 at market close on Tuesday. Dana Telsey, chief investment officer at Telsey Advisory Group, described VF’s second-quarter report as “solid.” The...
American consumers are adding sneakers and boots to their holiday lists. U.S. consumers will prioritize holiday gifting this year, even if that raises credit card debt, and there are indications that shoe buying will be on the agenda. “The big wildcard this holiday season is the impact of tariffs, particularly...
U.S. companies across industries are feeling the squeeze from the deepening split between lower-income and affluent consumers as tariffs pile on more uncertainty. U.S. President Donald Trump's new 25% tariffs on all medium- and heavy-duty truck imports from November 1 add another challenge, said Telsey Advisory Group analyst Dana Telsey....