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"Retail Sector Roundup"
Dana Telsey, Telsey Advisory Group

November 15, 2022
Tuesday 06:00 PM        Add to Calendar
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Join Washington Association of Money Managers on
Tuesday, November 15th for a discussion


"Retail Sector Roundup"



Location:
National Press Club, the Zenger Room

Time:
Reception will begin at 6:00 PM EDT
Panel discussion will begin at 6:30 PM EDT

COVID-19 Safety Guidelines: We require all registrants to be vaccinated against COVID-19 prior to attending WAMM events. For the National Press Club policy on COVID requirements, please see https://www.press.org/safetyfirst for more information.

The week after Thanksgiving, starting with Black Friday and Cyber Monday, traditionally kicks off the holiday sales season and the pivotal “make or break “ period for retailers. As inflation weighs on consumer demand, what should we expect for the 2022 holiday shopping season? Many customers are curbing spending, with holiday sales expected to rise just 4% to 6%, compared to 2021’s 15.1% increase, according to Deloitte. In addition, consumers’ pandemic-era shopping preferences have increasingly shifted towards experiences like dining and travel. At the same time, retailers are feeling the squeeze from unprecedented margin pressure due to increased labor wages, fuel prices, and inventory carry costs. Which retailers are well positioned for success as consumers increasingly shop across digital and physical touchpoints? Who is bound to end up on the list of likely laggards this holiday season?

WAMM is honored to have one of the most widely quoted and leading observers of the retail sector, Dana Telsey, to walk us through the ever-evolving environment.

Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.

Please register below by 6:00 PM ET on Tuesday, November 15, 2022. The event is $35 for WAMM members, $55 for non-members, $20 for student members, and $25 for student non-members. Please try to register early, as the space is limited!


Dana Telsey
CEO and Chief Research Officer
Telsey Advisory Group

Dana Telsey is the CEO and Chief Research Officer of Telsey Advisory Group (TAG), which was founded in 2006 and has grown to be a leading equity research, trade execution, investment banking and consulting firm, focusing on the consumer space. In 2015, Ms. Telsey formed Telsey Consumer Fund Management LP, an asset management firm utilizing a long/short strategy, investing in consumer-based companies.

Ms. Telsey has followed over 100 companies during her 35-year career. From 1994 to 2006, she was at Bear, Stearns & Co. Inc. covering the retail sector as a Senior Managing Director. Prior to working at Bear Stearns, Ms. Telsey was the Retail Analyst at C.J. Lawrence and Vice President of the Baron Asset Fund at Baron Capital, Inc.

In 2018, Ms. Telsey was elected to the International Council of Shopping Center’s (ICSC) Board of Trustees.

Ms. Telsey has been recognized for the following: 2022: Named one of WWD | Berns Communications Group 25 Most Inspirational Women in Business 2022: Named for a third time as one of Barron’s “100 Most Influential Women in U.S. Finance” 2022: Named for a second time as one of RETHINK Retail “Top 100 Retail Influencers of 2022” 2021: Named on Crain’s New York 2021 list of “Notable Women Business Owners 2021” 2021: Named for a second time as one of Barron’s “100 Most Influential Women in U.S. Finance” 2021: Named on Crain’s New York 2021 list of “Notable Women on Wall Street” 2021: Named as one of RETHINK Retail “Top 100 Retail Influencers of 2021” 2020: Barron’s Inaugural list of 100 Most Influential Women in U.S. Finance 2016: Thomson Reuters award for “Number 1 Stock Picker for Multiline Retail” 2015: National Retail Federation (NRF): One of the 24 winners of The List of People Shaping Retail’s Future 2014: Woman- Owned Brokerage of the Year by Traders Magazine 1992 - 2005 Thirteen-year member of Institutional Investor magazine’s “All-America Research Team”, ranked the Number One Specialty Stores analyst for seven consecutive years through 2005

Ms. Telsey is a regular guest analyst on both CNN and CNBC and other major news networks.

Ms. Telsey graduated from Hobart-William Smith Colleges with a B.A. degree in History and Spanish and received her M.B.A from Fordham University.



Location:
The National Press Club
529 14th Street NW
13th Floor
Washington, DC