Dana Telsey

Ulta Beauty's Glow-Up: Retailer Beats Street, Raised Outlook Lifts Shares
Macy's Analysts See Tariffs, Promotions Pressuring Outlook Despite Q1 Beat
Ross Stores: Solid Q1 Beat, Guidance Withdrawn On Macro Uncertainty — Analysts Cut Price Target
Macy's Analysts See Tariffs, Promotions Pressuring Outlook Despite Q1 Beat
Ross Stores: Solid Q1 Beat, Guidance Withdrawn On Macro Uncertainty — Analysts Cut Price Target
Ralph Lauren Delivers Q4 Beat Against Elevated Expectations; These Analysts Hike Price Target
Urban Outfitters Surges After Q1 Beat: Analysts Highlight Margin Strength, Sales Momentum

Dana Telsey Recent News

Steven Madden's 3-Pronged Tariff Mitigation Plan Stands Out To Analyst
Steven Madden reported strong earnings but withdrew guidance due to tariff uncertainty. Analyst maintains rating & price target, praises recent acquisition.
Waldencast Q1 Preview: Beauty Brand Glow Dims On Soft Margins, Flat Sales
WALD is reporting Q1 results on May 13, Telsey Advisory Group expects margin and earnings miss. Analyst Dana Telsey maintains outperform rating.
ThredUp Shares Jump 32% On Record Customer Growth, Upbeat Forecast; Analyst Sees More Upside
ThredUp (TDUP) beat Q1 expectations, raised guidance due to record new buyer growth. Analysts maintain Outperform rating and $7 price target.
This Apparel Group 'Not In A Panic Mode' Over Trump Tariffs, Although Uncertainty Looms
G-III Apparel Group (GIII) reported upbeat Q4 results but faces challenges with tariffs and consumer spending. Analyst maintains Market Perform rating.
Kohl's Shares Tumble, But Analyst Sees Promise In New CEO's Strategy
Kohl's Corp (KSS) stock tanks after announcing store closures. New CEO plans turnaround with focus on merchandising and pricing strategies.
Macy's Leadership Changes 'Not A Complete Surprise': Analyst
Macy's announces leadership changes, including CFO and COO exit and new hires. Analyst maintains Market Perform rating, price target of $15.
Kohls Smashes Q4 Earnings Expectations, Analyst Cuts Forecast On Disappointing Guidance, Turnaround Underway
Kohls stock tumbles after Q4 results show sales and profit dip. Analyst maintains Market Perform but cuts price target to $10.
Gap Continues To Grow Sales, Take Market Share, Analysts Say
Gap's Q4 results beat expectations, with sales growth, gross margins, and earnings all exceeding consensus. JPMorgan analyst raises price target.
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
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.
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.
Urban Outfitters Posts Q1 Sales Beat: 3 Analysts Revise Forecasts As Stock Continues To 'Meaningfully Lag'
Urban Outfitters total sales grew to $1.201 billion, but it "continued to meaningfully lag," Dana Telsey says.
PVH Shares Slip After Q4 Beat: Analysts Say Calvin Klein, Tommy Hilfiger Have 'Healthy' Gross Margins
Shares of PVH Corp (NYSE: PVH) tanked in early trading on Tuesday, even after the company reported upbeat fourth-quarter results.
Are Lululemon's Investors Overreacting To Lackluster Guidance? 8 Analysts Explore Q4 Results, Future Outlook
Shares of Lululemon Athletica Inc (NASDAQ: LULU) tanked in early trading on Friday, even after the company reported upbeat earnings results for its fourth quarter.
Nordstrom Shares Take Dive, 5 Analysts Blame 'Cautious Consumer' For 2024 Outlook
Shares of Nordstrom Inc (NYSE: JWN) tanked in early trading on Wednesday, even after the company reported upbeat fourth-quarter sales and earnings.
Levi Strauss Analyst Raises Forecast After Q4 Print, Notes Headwind From Denizen Exit
Shares of Levi Strauss & Co (NYSE: LEVI) declined in premarket trading on Friday, after the company reported fourth-quarter results.
Telsey Advisory Group's Retail Rundown: Top Stocks To Own In 2024
Retail stocks have taken off in December and many are anxious to see if the trend will continue in the new year.

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