Telsey Advisory Group

Amazon Price Target Slashed Again On 'Wild Card' Tariff Concerns
Tractor Supply Earnings Outlook Brightens With 2025 Profit Growth Potential, Says Analyst
Versace Exit Is Capri's Big Bet On Michael Kors Revival, Says Analyst
Tractor Supply Earnings Outlook Brightens With 2025 Profit Growth Potential, Says Analyst
Versace Exit Is Capri's Big Bet On Michael Kors Revival, Says Analyst
Why Albertsons' Next Earnings Could Pack A Punch In Shaky Economy
Costco Posts Strong March Sales, Analysts Highlight Uptick In Purchases Ahead Of Tariffs

Telsey Advisory Group Recent News

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.
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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.
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RH Shares Tank After Q4 Disappoints, Analyst Cuts Price Target By 30%; But There's A Silver Lining
RH stock dropped after downbeat results and outlook, but analyst maintain Outperform rating on potential for growth in medium-term.
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Lululemon Disappoints In Q4, Analysts Say Brand Is 'Strong But Overstretched'
Lululemon (LULU) beat Q4 expectations but share price dropped due to soft guidance. Analysts have mixed views, with some concerned about brand growth.
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Dollar Tree Rides High On Strong Q4, Streamlined Focus, 'Solid Sales Momentum'
DLTR reports better-than-expected earnings in Q4 and agrees to sell Family Dollar for $1B. Analysts remain positive on future growth and potential for increased cash flow.
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Nike Q3 Earnings Preview: Sales Decline, Margin Contraction, Key Areas To Watch
Nike results are likely to be broadly in line with expectations, analysts say. Gross margins are likely to have contracted to 41.5%.
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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.
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Costco Wholesale Posts Q4 Earnings Miss; Performing Well Above Peers, Analysts Say
Costco shares down after reporting mixed Q2 results. Analysts optimistic about strong sales and potential growth.
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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.
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Foot Locker's Non-Nike Sales Hit 40%, Analysts Note Strong Shift
Foot Locker (FL) shares down on weak Q4 sales, $300MM capex for 2025, and lower margin targets despite strong earnings. Analysts remain mixed.
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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.
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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.
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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.
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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
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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.
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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.
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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.
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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.
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