Telsey Advisory Group

Nike Q3 Earnings Preview: Sales Decline, Margin Contraction, Key Areas To Watch

Dick's Sporting Goods Posts Q4 Beat, Guidance Disappoints As Analysts Highlight Market Share Gains

Kohls Smashes Q4 Earnings Expectations, Analyst Cuts Forecast On Disappointing Guidance, Turnaround Underway

Dick's Sporting Goods Posts Q4 Beat, Guidance Disappoints As Analysts Highlight Market Share Gains

Kohls Smashes Q4 Earnings Expectations, Analyst Cuts Forecast On Disappointing Guidance, Turnaround Underway

Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say

Gap Continues To Grow Sales, Take Market Share, Analysts Say

Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say

Gap Continues To Grow Sales, Take Market Share, Analysts Say

Kroger Posts Q4 Earnings Beat: Healthy ID Sales Overshadowed By Profit Constraints, Analysts Say

Foot Locker's Non-Nike Sales Hit 40%, Analysts Note Strong Shift

Telsey Advisory Group Recent News

Best Buy's Comp Sales Turns Positive After 12 Quarters, Heightened Tariff Concerns Weigh On Outlook, Analysts Say

Shares of Best Buy (BBY) rise after reporting upbeat Q4 sales amid exciting earnings season.

Target Unveils $15 Billion Sales Growth Strategy: Analysts Cut Forecasts, Say Plan Appears Difficult Given Consumer, Tariff Concerns

Target's sales growth strategy caused a decline in stock value. Analysts have mixed views, with price targets ranging from $122 to $145 and a Buy rating.

On Holding Posts Record High Q4 Margins, Analyst Praises Gen Z's 'Sneaker Of Choice'

On Holding stock rises as company reports strong Q4 sales growth, exceeding expectations. Analyst predicts continued success.

Target Q4 Beats Expectations, Analysts See Profit Pressure Ahead

Target's (TGT) outlook reflects potential profit pressure in Q1 due to consumer uncertainty and tariffs.

Bath & Body Works Beats Q4, Guidance Disappoints: Analyst Says 2025 Performance Vulnerable To China Tariffs

Bath & Body Works stock rose slightly after reporting Q4 results. JPMorgan and Telsey maintain buy ratings with price targets of $47 and $43, respectively

Home Depot Posts Q4 Beat: Disappointing Guidance Reflects No Improvement In Macro, Elevated Interest Rates

Home Depot Inc (HD) stocks up after reporting strong Q4 results but soft 2025 outlook. Analysts optimistic, with $455 PT from Telsey Advisory Group.

Under Armour Q3 Sales Remain Challenged, No Sight Of 'Positive Inflection': Analyst

Under Armour (UAA) shares under pressure despite upbeat earnings. Analysts cut price targets, wait-and-see mode for demand trends in competitive sportswear industry.

Coursera's Growth Outlook Weakens As Analysts Flag AI, CEO Shift

Coursera Inc (COUR) stock down after Q4 beat and mixed guidance. Markets are concerned around the company's growth trajectory and ability to monetize AI investments.

Eggs Prices Soar As Bird Flu Spreads: Why Experts Expect Another 45% Increase In 2025

Egg prices in the U.S. have risen 60% over the past year, due in large part to the bird flu ravaging commercial flocks. Here's a look at why experts see the prices continuing to climb.

Vital Farms Analyst Foresees $1 Billion Sales Path On Surging Egg Demand

Vital Farms (NASDAQ: VITL) is disrupting traditional food industry with its brand and pasture-raised eggs, expected to hit $1B sales in 2027.

Target Analysts Weigh In On Holiday Gains, Sales Momentum

Target (TGT) reports growth in holiday sales but kept earnings outlook unchanged. Analysts see potential for higher end of earnings guidance.

Charlie Munger's Top Pick Costco Reports Strong December Sales: Analysts Expect A 7% Jump In January

Costco (COST) reported strong sales for December and is expected to see a 7% jump in January 2025 core sales.

Warby Parker, RH, Bath & Body Works Are 'Stocks With Potential,' Analyst Says

Telsey Advisory Group analyst Dana Telsey on Tuesday provided an overview of which consumer sectors were the best performers in the third-quarter and highlighted some "stocks with potential."

RH Demand Soars In December: Analyst Predicts Big Moves In 2025

RH reported Q3 earnings miss but raised guidance. Demand trends have been better than expected, leading to market share gains and an upgrade by analyst Cristina Fernández.

Five Below Analyst Warns Of 'Eroding Value' As 'Quality Did Not Always Keep Pace'

Discount retailer Five Below gets a downgrade from Telsey analyst due to management changes, potential tariffs, and more.

Costco's Strong Q4 Performance Sparks Mixed Analyst Reactions As Stock Slides

Costco's reported Q4 earnings beat on strong sales and gross margin expansion. Some analysts warn of earnings growth moderating ahead.

RH Shares Leap On Heels Of Q2 Revenue Report, But Analysts Say Management Is 'Too Optimistic'

Shares of RH climbed 23.6% at last check Friday, after the company reported upbeat second-quarter results.

Dollar General Market Share Loss To Walmart Is 'Opposite Of What Historically Happens' When Consumers Stress: Analyst (UPDATED)

Dollar General reports Q2 earnings miss and reduces its outlook by 20%. Analysts cautious on low-end consumer stress and market share loss.

Nordstrom Beats Q2 Earnings But Guidance Shows A Decline In This Key Matrix: 4 Analysts Revise Forecasts

Nordstrom reports upbeat Q2 earnings, raises lower end of annual guide, despite macro uncertainties. Analysts have mixed opinions.

Macy's Strong Earnings Tempered By Weak Sales, But Analysts See 'Green Shoots' Emerging

Macy's delivers an earnings beat but same-store sales decline. Analysts cut price targets but express optimism around a sequential improvement.

Home Depot Sales Fall Short As Consumers 'Become Increasingly Cautious': Analyst (CORRECTED)

Home Depot's revenue declined in Q2 due to cautious consumers and tough market trends. Analysts predict lower financing costs and maintain $360 target.

Ulta Beauty To Recover In Second Half Of 2024: 8 Analysts Dissect Q1 Results

Ulta Beauty's Q1 results beat expectations, but lowered guidance due to competitive pressure. Some analysts have revised forecasts.

Hoka Maker Delivers 'Strong Upside' In Q4, 5 Analysts Raise Forecasts On Deckers Outdoor

Deckers Outdoor delivered "a huge beat," with revenue growth of 21% and earnings growth of 43% year-on-year.

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