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.
Retail CEOs are better equipped to deal with tariffs this time around as Trump retakes the Oval Office. According to Telsey Advisory Group senior managing director Joe Feldman, if the proposed tariffs take effect, every retailer will have to raise prices, likely within three to six months. To view the...
Target (TGT) raised its holiday-quarter comparable sales forecast on Thursday, buoyed by robust shopper demand for clothing, toys and beauty products during November and December, but profit margin concerns sent its shares down nearly 3%. "It was a better-than-expected report and it gives us some optimism as you head into...
Dana Telsey, Chief Research Officer & CEO at Telsey Advisory Group, discusses her bullish outlook on retail sales, citing strong holiday sales from companies like Lululemon and Abercrombie & Fitch. She notes that tariffs remain a headwind, but companies are diversifying away from China more aggressively. To view the video,...
Albertsons (ACI) executives focused on moving on from its scuttled merger with Kroger on Wednesday, as the supermarket chain raised its profit forecast and its CEO talked up investments meant to weather competition from bigger retailers. "A lot of the big box retailers have media businesses and they're leveraging the...
Dana Telsey, CEO at Telsey Advisory Group, joined Bloomberg Talks podcast to discuss 2025’s retail outlook with hosts Romaine Bostick and Scarlet Fu. To listen, please click on the following link:
