
Dana Telsey
Founder, CEO, and chief research officer of Telsey Advisory Group. Specializes in all things retail.
Top 10 podcasts with Dana Telsey
Ranked by the Snipd community

32 snips
Feb 16, 2025 • 24min
Why Walmart Is Trading Like a Big Tech Stock
Dana Telsey, CEO of Telsey Advisory Group, shares her insights on Walmart's impressive stock surge, drawing parallels to big tech trends. She discusses Walmart's successful strategies, including its appeal to higher-end customers and innovative products like the viral 'Wirkin' bag. The conversation also delves into the shifting landscape of luxury retail, exploring major players like LVMH and Chanel, and highlights differing approaches between Walmart and Target as they navigate evolving consumer preferences.

22 snips
May 16, 2025 • 1h 12min
Bloomberg Businessweek Weekend - May 16th, 2025
Dana Telsey, a retail queen and founder of Telsey Advisory Group, discusses inflation's impact on consumer behavior and how brands are adapting. Greg Roman from the Middle East Forum reveals insights on U.S. relations with the Gulf states. Joshua Ballard talks about revitalizing U.S. magnet manufacturing and reducing reliance on Chinese supplies. Mike Regan shares the latest on Coinbase's turbulent crypto landscape. Former Governor Jay Inslee emphasizes urgent action against climate change and the job opportunities it presents.

10 snips
May 5, 2025 • 32min
The Fed Decides amid Consumer Uncertainty
Dana Telsey, Chief Research Officer at Telsey Advisory Group, shares valuable insights into today's consumer landscape. She discusses how rising tariffs and inflation are contributing to a historic drop in consumer sentiment. Telsey highlights the pressing challenges retailers face in adapting to these economic pressures. The conversation also touches on how brands like Steve Madden and Birkenstock are strategizing amidst these uncertainties. Tune in for a fascinating look at the intersection of consumer behavior and economic policy!

9 snips
Nov 27, 2023 • 38min
Bloomberg Surveillance: Equities Outlook for 2024 (Podcast)
Equities outlook for 2024 with Lori Calvasina, RBC Capital Markets Head of US Equity Strategy. Dana Telsey discusses record-high Black Friday sales. Aaron David Miller provides insight on the Israel-Hamas war. Torsten Slok analyzes the Fed's rate policy. Steve Schwarzman shares buying opportunities in European real estate.

4 snips
Nov 22, 2024 • 31min
Bloomberg Surveillance TV: November 22, 2024
Mario Centeno, a member of the ECB Governing Council, discusses Europe's need for stronger global leadership. He emphasizes that Europe must move from a passive role to a proactive stance amid shifting economic dynamics. Dana Telsey, CEO of Telsey Advisory Group, shares insights on retail trends, highlighting her top pick, TJX, as a value leader for the holiday season. They explore the impact of federal policies on consumer behavior, the implications of economic indicators, and evolving strategies among retailers in a changing market landscape.

Aug 15, 2024 • 32min
Retail Sales Beat, Jobless Claims Fall
Tiffany Wilding, a Managing Director at PIMCO, Dana Telsey, CEO of Telsey Advisory Group, and Amanda Lynam, Head of Macro Credit Research at Blackrock, dive deep into the current economic landscape. They discuss retail sales growth and employment trends signaling stability while addressing consumer spending disparities. The conversation highlights innovative practices in beauty retail, the rising demand for sustainable products, and the contrasting strategies of companies, including Walmart and luxury brands. They also touch on the importance of adapting to consumer behaviors, particularly in China.

Aug 16, 2023 • 30min
Surveillance: Equity Top with Kaiser
Stuart Kaiser notes equities may be topping out; Greg Peters predicts above trend default and distress activity; Carl Riccadonna sees headwinds emerging for retail sales; Dana Telsey discusses Target and TJX earnings.

May 15, 2025 • 38min
Coinbase Cooperating With SEC on Users Metric as News of Hack Emerges
Dana Telsey, CEO of Telsey Advisory Group, discusses the impact of rising retail costs and ethical dilemmas faced by major retailers, while Jamie Tarabay, a national security reporter, shares insights from her experiences in Baghdad and the importance of media integrity amid global issues. Tim Herbert, CEO of Inspire Medical Systems, highlights innovations in sleep apnea treatment, stressing the significance of transparency and new technologies in patient care. The conversation weaves through the challenges in the crypto market linked to Coinbase's recent security breaches and regulatory scrutiny.

Aug 30, 2024 • 23min
Bloomberg Surveillance TV: August 30, 2024
Eric Freedman, Chief Investment Officer at US Bank, shares insights on the risk of a reacceleration in the economy as the crucial payroll report approaches. Claudia Sahm, Chief Economist at New Century Advisors, forecasts further labor market softening and discusses the Fed's impending rate decision. Dana Telsey, CEO of Telsey Advisory Group, analyzes the consumer landscape, highlighting challenges for retailers amidst evolving spending behaviors. Together, they unpack the intricate dynamics of inflation, market vulnerabilities, and consumer confidence.

Jul 16, 2024 • 28min
The Latest on Trump and Wrapping Big Bank Earnings and Retail Sales
Brown University professor discusses Trump, JD Vance. RBC Capital Markets head talks Trump trade, market volatility. Telsey Advisory Group CEO analyzes June retail sales. Whalen wraps big bank earnings. Various perspectives on economics, finance, retail trends, and market volatility.