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Telsey Advisory Group — Tellvest
Firms
/
Telsey Advisory Group
Telsey Advisory Group
Consumer Cyclical (40)
Consumer Defensive (10)
3
Analysts
14
Companies
50
Questions
Trends
up to 8 quarters
Questions per Quarter
4
Q3'24: 4
Q3'24
6
Q4'24: 6
7
Q1'25: 7
Q1'25
5
Q2'25: 5
7
Q3'25: 7
Q3'25
10
Q4'25: 10
5
Q1'26: 5
Q1'26
6
Q2'26: 6
Q2'26
Questions
Challenging
Active Analysts
1
Q3'24: 1
Q3'24
3
Q4'24: 3
2
Q1'25: 2
Q1'25
3
Q2'25: 3
3
Q3'25: 3
Q3'25
3
Q4'25: 3
3
Q1'26: 3
Q1'26
2
Q2'26: 2
Q2'26
Companies Covered
3
Q3'24: 3
Q3'24
6
Q4'24: 6
7
Q1'25: 7
Q1'25
5
Q2'25: 5
6
Q3'25: 6
Q3'25
8
Q4'25: 8
5
Q1'26: 5
Q1'26
5
Q2'26: 5
Q2'26
Analysts
3
Analyst
Coverage
Questions
Challenge
Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Dana Telsey
DECK
EL
LULU
RL
ROST
+3
31
Focus Areas
18 topics
Demand
22
Competitive Dynamics
12
Revenue Growth
10
Product Launch
9
Margin
7
Geographic Expansion
7
Trade Tariffs
7
Capex Investment
6
Supply Chain
5
Innovation & R&D
5
Subscriber Growth
2
Company Coverage
14 companies
RL
Ralph Lauren Corporation
7q
ROST
Ross Stores
7q
WSM
Williams-Sonoma
7q
LULU
Lululemon Athletica
5q
TGT
Target Corporation
5q
ULTA
Ulta Beauty
4q
TJX
TJX Companies
3q
—
Joe Feldman
BBY
COST
DLTR
KR
TGT
12
—
Cristina Fernandez
WSM
7
—
Dana Telsey
8 companies
31
Questions
Joe Feldman
5 companies
12
Questions
Cristina Fernandez
1 company
7
Questions
Macroeconomic
2
Cost Pressure
2
Pricing
2
Cloud & AI
1
Guidance Reliability
1
Inventory
1
Labor Market
1
BBY
Best Buy
3q
DECK
Deckers Brands
2q
DLTR
Dollar Tree
2q
TPR
Tapestry, Inc.
2q
COST
Costco Wholesale Corporation
1q
EL
Estée Lauder Companies (The)
1q
KR
Kroger
1q