Growth investors focus on stocks that are seeing above-average financial growth, as this feature helps these securities garner the market's attention and deliver solid returns. However, it isn't easy to find a great growth stock.In addition to volatility, these stocks carry above-average risk by their very nature. Also, one could end up losing from a stock whose growth story is actually over or nearing its end.However, the Zacks Growth Style Score (part of the Zacks Style Scores system), which looks beyond ...

Key Takeaways Coach delivered 21% y/y revenue growth in 1Q26, led by strength across key regions.North America, China and Europe posted gains of 26%, 21% and 39%, reflecting Coach's global momentum.Coach's focus on innovation, storytelling and direct-to-consumer sales keeps it on track for its $10B goal.Tapestry, Inc.’s (TPR) Coach brand entered fiscal 2026 with exceptional momentum, underscoring its strength as a global leader in accessible luxury. In the fiscal first quarter, Coach delivered a 21% year-ov ...

新媒体统筹：丁青云 曾婷芳 赖禧 黄达迅 海外运营监制: 黄燕淑 （原标题：蔻驰中国区总裁李丽安：我们在中国实现稳健增长｜跨国公司看中国） 南方财经21世纪经济报道 高江虹 李依农 上海报道 在接受南方财经采访时，李丽安（Liliana Lucioni），COACH中国区总裁，分享了品牌在中国市场的发 展战略与运营理念。她表示，COACH在中国实现了稳健增长，关键在于始终将消费者置于核心，通过 创新产品和情感互动不断强化与年轻一代的联系。李丽安强调，品牌在产品设计上坚持经典与创新并 重，并通过沉浸式体验和个性化服务，让消费者能够充分表达自我。展望未来，她表示，COACH将持 续扩大在华市场布局，紧贴年轻消费者需求，不断提升品牌影响力与市场存在感。 策划：赵海建 监制：施诗 编辑：和佳 记者：高江虹 李依农 剪辑：李群 海外运营内容统筹: 黄子豪 海外运营编辑：庄欢 吴婉婕 龙李华 郑全怡 出品：南方财经全媒体集团 ...

Industry Overview - U.S. holiday sales are projected to exceed $1 trillion for the first time, with an expected growth of 3.7-4.2% year over year, translating to sales of $1.01-$1.02 trillion [3] - Last year's holiday sales rose 4.3% year over year to $976.1 billion [3] - An uncertain macroeconomic outlook, influenced by trade policies and the ongoing government shutdown, has negatively impacted consumer confidence [1] Retailer Recommendations - Five retailers are recommended for investment during the holiday season: Amazon.com Inc. (AMZN), Walmart Inc. (WMT), Tapestry Inc. (TPR), Dollar General Corp. (DG), and Expedia Group Inc. (EXPE), all carrying a favorable Zacks Rank 2 (Buy) [2] Amazon.com Inc. (AMZN) - Amazon is benefiting from growth in Amazon Web Services (AWS), which contributed $33.01 billion in Q3 2025, up 20.2% year over year [11] - Online sales and subscription revenues increased by 9.8% and 11.5% year over year, respectively, while advertising revenue climbed 23.5% [12] - Expected revenue and earnings growth rates for next year are 11.2% and 9.9%, respectively, with a 2.6% improvement in earnings estimates over the last 30 days [14] Walmart Inc. (WMT) - Walmart's diversified business model and strong omnichannel strategy have boosted traffic across physical and digital platforms [15] - The company has enhanced its delivery capabilities, including partnerships and new services, leading to steady grocery market share gains [16] - Expected revenue and earnings growth rates for next year are 4.4% and 12.5%, respectively, with a 0.7% improvement in earnings estimates over the last 60 days [17] Tapestry Inc. (TPR) - Tapestry is experiencing growth driven by strong engagement from Gen Z and millennials, with significant expansion in North America, Europe, and Greater China [18] - The company's international business saw a 10% year-over-year growth in Europe and an 18% surge in Greater China [19] - Expected revenue and earnings growth rates for the current year are 3.4% and 9.5%, respectively, with a 1.6% improvement in earnings estimates over the last seven days [20] Dollar General Corp. (DG) - Dollar General's growth is supported by disciplined cost management and a customer-centric model, with a focus on value pricing and supply-chain optimization [21] - The company is expanding its omnichannel presence through partnerships, which is driving higher store traffic and basket sizes [22] - Expected revenue and earnings growth rates for next year are 4.2% and 8.4%, respectively, with a 0.8% improvement in earnings estimates over the last 60 days [24] Expedia Group Inc. (EXPE) - Expedia benefits from a strong platform model that enhances customer insights and strengthens supplier relationships, driving revenue growth [25] - The company's diverse brand portfolio allows it to cater to a wide range of global traveler needs, boosting traffic and bookings [26] - Expected revenue and earnings growth rates for next year are 2% and 17.8%, respectively, with a 1.2% improvement in earnings estimates over the last 30 days [26]

Core Insights - The China International Import Expo (CIIE) serves as a significant platform for showcasing products and fostering international business relationships, with the eighth edition achieving a record intended transaction amount of $83.49 billion, a 4.4% increase from the previous year [1][3] - The CIIE reflects China's commitment to high-level opening-up and is seen as a critical window for observing China's transition from "catching up" to "leading" in global trade [3][4] Group 1: CIIE Achievements - The eighth CIIE featured over 600 new exhibitors compared to the previous year, with 290 Fortune 500 companies participating, marking a historical high in exhibition area and total number of companies [1] - A total of 461 new products, technologies, and services were launched at the expo, including the establishment of special zones for least developed countries and cross-border e-commerce services [1] Group 2: China's Open Policy - China's approach to "autonomous opening-up" emphasizes proactive engagement with the global market without being constrained by international treaties, showcasing a commitment to deep and positive interactions with the world [4] - The current global environment, characterized by rising unilateralism and protectionism, highlights the importance of China's expanding high-level opening-up as a stabilizing force in international trade [4] Group 3: Market Opportunities - The CIIE has facilitated direct access for international products to Chinese consumers, evidenced by the significant sales increases of various foreign goods, indicating a growing market for global products in China [5] - Major companies, such as AstraZeneca and Herbalife, are expanding their operations in China, further validating the country as a testing ground for global innovation and profitability [7] Group 4: Future Developments - The ninth CIIE has already secured over 80,000 square meters of exhibition space, reflecting continued interest and investment in the event [8] - China's recent announcement of a new visa exemption policy and the upcoming full closure of Hainan Free Trade Port signify ongoing efforts to enhance its openness and attract international business [8]

Core Insights - Tapestry (TPR) stock presents a promising investment opportunity due to strong margins, a low-debt capital structure, and positive momentum [2][3] Financial Performance - Tapestry's Q1 FY26 revenue increased by 13.1% to $1.7 billion, primarily driven by a 22% sales increase at Coach [3] - The company reported an 8.1% revenue growth over the Last Twelve Months (LTM) and a 2.5% average growth over the past three years [8] - Tapestry has an operating cash flow margin of approximately 18.2% and an operating margin of 17.8% on a three-year average basis [8] Strategic Initiatives - The strategic shift includes the sale of the Stuart Weitzman brand and the implementation of the Amplify Growth Strategy, which aims to enhance focus on core brands and attract Gen Z consumers [3] - Tapestry plans to return $1.3 billion to shareholders for FY26, reflecting confidence in its growth trajectory [3] Market Position - Tapestry operates in the luxury accessories and branded lifestyle products sector through three segments: Coach, Kate Spade, and previously Stuart Weitzman [5] - The company has a retail network of 939 Coach locations, indicating a strong market presence [5] Momentum and Valuation - TPR stock is currently trading 11% below its 52-week high, suggesting potential for growth [8] - Tapestry ranks in the top 10 percentile of stocks regarding "trend strength," indicating strong momentum [8]

消费品领域也感受到了中国市场持续扩大开放的东风。"瑞士与中国之间有自由贸易协定，我们支付的 关税接近于零，这对我们有显著帮助，而美国目前给我们造成了很大的困难，39%的关税对我们来说太 高了。"瑞士空气净化品牌IQAir全球首席执行官海姆斯（Frank Hammes）对第一财经记者表示。 报告显示，在世界开放小幅收紧的同时，中国扩大对外开放成效显著。 近期，在第八届虹桥国际经济论坛上发布的 《世界开放报告2025》显示，在世界开放小幅收紧的同 时，中国扩大对外开放成效显著。1990年至2024年，中国开放指数从0.5891升至0.7634，35年间提升近 三成，升幅位居全球前列。 抓住中国高水平开放机遇 作为今年进博会主宾国之一，瑞典在其国家馆里展出了一台"大家伙"。有着"公路之王"称号的重型卡车 和巴士制造商斯堪尼亚带来了最新款高端重卡车型，搭载斯堪尼亚Super 13升发动机等先进技术，最大 允许牵引质量达到33670公斤，同时能够节省高达10%的燃油消耗。 这辆高端重型卡车的诞生也是中国推进高水平对外开放，吸引全球要素进入中国市场的生动案例。据介 绍，斯堪尼亚是中国于2020年取消商用车外资股比限制后， ...

多家公司的高管表示，中国市场已经成为品牌战略的重要组成部分和创意源泉。 上任不到两个月的开云集团CEO卢卡·德·梅奥，将中国首秀定在进博会，白天密集参与活动，晚上则抽空去了西岸 梦中心的闻献探店。对本土消费品牌的好奇，成为奢侈品牌掌门人洞察中国市场的窗口。 一个多月前，LVMH集团董事长兼CEO伯纳德·阿尔诺到访上海，除了视察旗下门店、打卡"路易号"和迪奥展览， 还去到老铺黄金和山下有松，向市场释放出加码中国叙事的信号。 进博首日，宝格丽及LVMH集团钟表部门首席执行官让·克里斯托夫·巴宾在现场分享中，再次提及老铺黄金与宝格 丽有着"奢侈品领域特有的文化亲近感"。"2026年，中国一如既往将是我们的优先重点，我们在逐年加大投入，即 便现在销售比2023年时更为困难。"巴宾在接受第一财经采访时表示。 回望2025年上半年，各大奢侈品集团的营业收入、净利润普遍双双下滑。进入存量市场竞争，如何与庞大的中国 消费者实现紧密连接与共鸣？它们在寻找机遇的同时，也试图在进博舞台展现诚意与新意。 加深本土化 掌舵开云前，德·梅奥是雷诺汽车的"救火队长"，曾在中国工作多年。本届进博会是他就任后的首次中国之行，他 也成为全球三大 ...

【文/观察者网 王力】 Tapestry首席增长官兼国际业务总裁Sandeep Seth先生 在全球奢侈品行业，中国市场的重要性毋庸置疑。作为Tapestry在美国之外的最大市场，中国的表现直接影响着这家拥有Coach、Kate Spade、Stuart Weitzman等品牌的集团的全球业绩。 然而，将中国定义为"市场"显然已经不够准确。Seth多次强调的一个词是"equally critical and important"——同样关键和重要。"我们看到中国既是巨大的增长 空间，也是灵感与创新的源泉，可以将突破带给世界各地，"他说，"这两个维度对我们来说同等重要。" 在第八届中国国际进口博览会上，全球知名时尚集团泰佩思琦（Tapestry）首席增长官兼国际业务总裁Sandeep Seth先生首次到访。在接受观察者网访谈时， 这位掌舵人没有谈论奢侈品的尊贵传统，而是将焦点放在如何深入理解中国市场上："我们深知，要赢得中国市场，必须先读懂中国消费者。" Tapestry正是知名奢侈品牌COACH的母公司，其务实态度体现在具体行动中：在东华大学设立Coach（蔻驰）设计中心，不是为了传授西方经验，而是向中 国年 ...

总监制丨王姗姗监制丨盛玉红制片人丨梁馨文记者丨吴倩 石陌摄像丨张烨 李林松剪辑丨李广楠 "中国是极具活力的创新中心""中国市场已成为我们创新实践的'试验田'""未来100年都坚定投资中国""将增加近100家门店"……在第八届进博会现 场，央视新闻记者对话欧莱雅集团首席执行官叶鸿慕、泰佩思琦集团首席增长官兼国际业务总裁桑迪普·塞斯。他们的话语中满是对进博会平台的高 度认可，更传递出这两家跨国企业深耕中国的坚定决心。 ...