Tariff discussion will be front-and-center for Gap call, says retail investor Dana Telsey

app. Shares of the retailer lower after an earnings beat, but revenue miss. Let's bring in Dana Telsey, CEO of Telsey Advisory Group.Uh Dana, this seems like a dramatic reaction. Does this have to do with the revised tariff expectations. >> That's what it is due to because when you take a look at the earnings, as you mentioned, they came in a little bit better than the consensus numbers.You did see the store sales weakened down 1%. online was stronger up 3% but the weaker gross margin with the merchandise m ...