Telsey Advisory Group

Apparel company Under Armour (NYSE:UAA)(NYSE:UA) could highlight how the latest China tariff news could be good news when the company reports fourth-quarter financial results before market open Tuesday. Earnings Estimates: Analysts expect Under Armour to report fourth-quarter revenue of $1.16...

Telsey Advisory Group analyst Dana Telsey reiterated an Outperform rating on the shares of Tapestry Inc (NYSE:TPR) with a price forecast of $92. Tapestry remains strong despite a challenging macroeconomic environment, benefiting from solid revenue growth and effective cost controls, said the...

Peloton Interactive Inc (NASDAQ:PTON) reported its fiscal third-quarter results on Thursday. The announcement came amid an exciting earnings season. Here are some key analyst takeaways. Telsey Advisory Group On Peloton Interactive Analyst Dana Telsey maintained a Market Perform rating, while...

While Steven Madden Ltd (NASDAQ:SHOO) reported a "significant" earnings beat on Wednesday, Telsey Advisory Group reported that the company withdrew its full-year guidance due to tariff-related uncertainty. The Steven Madden Analyst: Analyst Dana Telsey maintained a Market Perform rating and price...

Waldencast PLC (NASDAQ:WALD) is scheduled to report its first-quarter results on May 13, after the market close. The company is likely to miss margin and earnings expectations, according to Telsey Advisory Group. The Waldencast Analyst: Analyst Dana Telsey maintained an Outperform rating and price...

Ethan Allen Interiors Inc (NYSE:ETD) reported a 2.5% decline in its fiscal third-quarter sales due to double-digit declines in order intake in January and February. The Ethan Allen Analyst: Telsey Advisory Group’s Cristina Fernández maintained a Market Perform rating, while reducing the price...

ThredUp Inc. (NASDAQ:TDUP) reported a good first-quarter beat and raised its full-year guidance, driven by record new buyer growth, according to Telsey Advisory Group. The ThredUp Analyst: Analyst Dana Telsey maintained an Outperform rating, while raising the price target from $6 to $7. The ThredUp...

Amazon.com, Inc. (NASDAQ:AMZN) saw its price target cut by another analyst on Wednesday, marking the thirteenth price target reduction for the stock since President Donald Trump announced his tariff policies on April 2.  Expert Ideas: Analysts at Telsey Advisory Group slashed price expectations on...

Telsey Advisory Group analyst Joseph Feldman reiterated an Outperform rating on the shares of Tractor Supply Co (NASDAQ:TSCO) with a price forecast of $67. The company is scheduled to report its first-quarter FY25 earnings on April 24. Tractor Supply’s sales are projected to grow 4.8% to $3.6...

Telsey Advisory Group analyst Dana Telsey reiterated a Market Perform rating on the shares of Capri Holdings Ltd (NYSE:CPRI) and lowered the price forecast from $23.00 to $17. Capri announced yesterday it will sell the Versace brand to Prada for $1.375 billion in cash, with the deal expected to...

Albertsons Companies Inc (NYSE:ACI) is scheduled to report its fourth-quarter earnings on April 15. The company is likely to report in-line quarterly results and project healthy comps for 2025, according to Telsey Advisory Group. The Albertsons Analyst: Analyst Joseph Feldman reaffirmed an...

Costco Wholesale Corp (NASDAQ:COST) reported upbeat March sales on Wednesday. Here are some key analyst takeaways. Goldman Sachs analyst Kate McShane maintained a Buy rating, while raising the price target from $1,102 to $1,118. JPMorgan analyst Christopher Horvers reiterated an Overweight rating...

RH (NYSE:RH) released a statement on Friday, providing details on three areas: its tariff exposure, demand trend quarter-to-date and free cash flow guidance, according to Telsey Advisory Group. The RH Analyst: Analyst Cristina Fernández maintained an Outperform rating and price target of $280. The...

Costco Wholesale Corp (NASDAQ:COST) has been in focus with tariffs expected to have the worst impact on apparel and home furnishings. The company is scheduled to report its March sales on Wednesday, April 9. The company could announce a deceleration in total comps for the month to 2.5%, from 7.7%...

G-III Apparel Group Ltd (NASDAQ:GIII) shares were trading under pressure despite the company reporting upbeat fourth-quarter results. According to Telsey Advisory Group, a meeting with the management highlighted a "more challenging sourcing environment" due to looming tariffs and some growth...