This audio is auto-generated. Please let us know if you have feedback Coach this week launched its spring 2026 campaign, “Explore Your Story,” in support of its Tabby bag and a new collection of readable book charms. The campaign was co-created with communities around the globe and informed by listening to Gen Z, tactics discussed during a Feb. 25 virtual event hosted by Marketing Dive featuring Coach CMO Joon Silverstein and VaynerX CMO Avery Akkineni.“Listening is so important to us. We do deep immersion ...

Key Takeaways TPR has surged 85% in a year, far outpacing the industry and the broader market's returns.TPR raised its FY26 revenue view to $7.75B and EPS to $6.40-$6.45 after strong Q2 results.TPR posted Q2 growth of 34% in China, 22% in Europe and 17% in North America.Tapestry, Inc. (TPR) has experienced a remarkable increase in its stock price over the past year. The stock has rallied 85%, significantly outpacing the Zacks Retail-Apparel and Shoes industry’s 21% growth. The company’s enhanced operational ...

THIS IS "THE CLOSE." ROMAINE: STOCKS GETTING SOME OF THEIR MOJO BACK. I'M ROMAINE BOSTICK. >> I'M KATIE GREIFELD.WE ARE KICKING OFF TO THE CLOSING BELL. SOME MOJO. THAT IS HIGHER THAN WHERE WE FINISH THE DAY.CONSIDER WE WERE A LITTLE BIT HIGHER SO IT LITTLE BIT OF AN ENTHUSIASM DRAIN, LEADING THE WAY. IT IS HIGHER BY ABOUT TWO BASIS POINTS. IT WAS A LITTLE BIT MORE HAWKISH THAN SOMEWHERE EXPECTING.AND BITCOIN BITCOIN DOWN ABOUT 2%. ROMAINE: WE WILL TALK ABOUT WHY WE ARE SEEING WEAKNESS IN STOCKS. A MAJOR DR ...

Tapestry recently reported better than expected earnings driven by outperformance in its coach brand. Bloomberg's Romaine Bostick and Katie Greifeld spoke with Koch CEO Todd Kohn about the brand's recent resurgence gen-z shopping trends and the accessible luxury landscape. We focused very much on trying to figure out Gen Z.I often say we're an overnight success story, six years in the making, and Stuart and I many years ago recognized among other people at Coach as well that we we were too much often consid ...

Core Insights - Tapestry reported better than expected earnings, primarily driven by the strong performance of its Coach brand [1] - The company has shifted its focus towards Gen Z consumers, recognizing the need to adapt to their preferences and shopping behaviors [2][9] - Coach has transitioned from being perceived as "affordable luxury" to "expressive luxury," capitalizing on Gen Z's willingness to spend more on nonessential goods [9] Company Strategy - The company utilizes both big data and small data to understand consumer preferences, including direct interactions with customers [2][3] - Coach maintains strong relationships with leather suppliers and has not faced significant sourcing issues, despite concerns in the industry [5][6] - The company anticipates that 70% of its growth will come from international markets over the next two years, mitigating the impact of tariffs on domestic sales [6] Market Position - Coach has experienced over 20% growth in its brand in the most recent quarter, indicating strong demand [9] - The brand's price point, typically in the $500-$600 range, positions it competitively against higher-end luxury brands, allowing it to attract a broader customer base [11] - Coach is currently the only brand in its accessible luxury segment that is experiencing growth, while many competitors are struggling or contracting [15][16] Financial Performance - The company has managed to maintain its price points despite increased costs from tariffs, resulting in improved margins per item sold [12][13] - Leather prices have risen approximately 20% compared to the previous year, with projections indicating that prices will remain 7-10% higher in the future [13][14]

Core Viewpoint - Growth stocks are appealing due to their potential for above-average financial growth, but identifying strong candidates can be challenging due to inherent risks and volatility [1] Group 1: Company Overview - Tapestry (TPR) is highlighted as a recommended growth stock with a favorable Growth Score and a top Zacks Rank [2] - The company is recognized for its high-end shoes and handbags, making it a strong growth pick currently [3] Group 2: Earnings Growth - Tapestry has a historical EPS growth rate of 17.1%, with projected EPS growth of 23.8% this year, surpassing the industry average of 17.1% [5] - Earnings growth is crucial for investors, as double-digit growth often indicates strong future prospects [4] Group 3: Cash Flow Growth - Tapestry's year-over-year cash flow growth stands at 10.6%, significantly higher than the industry average of -1.1% [6] - The company's annualized cash flow growth rate over the past 3-5 years is 21.2%, compared to the industry average of 7.6% [7] Group 4: Earnings Estimate Revisions - The current-year earnings estimates for Tapestry have increased by 13% over the past month, indicating a positive trend in earnings estimate revisions [9] - Positive earnings estimate revisions are correlated with near-term stock price movements, validating the stock's potential [8] Group 5: Conclusion - Tapestry has achieved a Growth Score of A and a Zacks Rank 1, suggesting it is a potential outperformer and a solid choice for growth investors [10][11]

免税/旅游数据 #1月离岛免税销售额同比+44.8%。 2026年1月，海南离岛免税购物市场迎来"开门红"，实现购物金额45.3亿元，同比增长44.8%。 #春节期间海南旅游预订火热。 【国金商社】2月金股中国中免H：1月离岛免税超预期，看好春节旺季期间销售表现，继续重点推荐！ 今日早盘中国中免A股大涨5.1%，H股大涨8.2%，持续推荐！ 免税/旅游数据 #1月离岛免税销售额同比+44.8%。 2026年1月，海南离岛免税购物市场迎来"开门红"，实现购物金额45.3亿元，同比增长44.8%。 【国金商社】2月金股中国中免H：1月离岛免税超预期，看好春节旺季期间销售表现，继续重点推荐！ 今日早盘中国中免A股大涨5.1%，H股大涨8.2%，持续推荐！ OTA平台数据显示，截至2月初，春节假期海南日均机票订单量同比增长45%+。 去哪儿数据显示，海南春节酒店整体预订热度同比增长191%。 木鸟民宿数据显示，海南春节民宿订单同比上涨79.6%，人均消费增长15%。 中期：高端消费回暖持续验证！#雅诗兰黛25Q4中国大陆净销售额增长13%，连续实现双位数增长。 太古集团中国内地零售物业销售额FY25增速较Q1-3扩大 ...

Core Viewpoint - Tapestry, Inc. has received a "Buy" rating from BTIG with a new price target of $175, indicating positive investor sentiment despite mixed actions from other investors [1][6]. Investment Actions - Thrivent Financial for Lutherans has reduced its investment in Tapestry by selling 31,329 shares, representing a 43.3% decrease in their holdings, leaving them with 40,966 shares valued at approximately $4.6 million [2]. - Keybank National Association OH has increased its stake in Tapestry by 14.8%, acquiring an additional 5,952 shares, bringing their total holdings to 46,066 shares valued at around $5.2 million [3]. - The National Pension Service has purchased a new stake in Tapestry valued at approximately $608,000 during the third quarter, indicating growing interest from institutional investors [4]. Stock Performance - Tapestry's stock price is currently $152.10, reflecting a 6.22% increase, with fluctuations between $144.38 and $153.10 today, and a 52-week high of $153.13 and a low of $58.39 [5]. - The market capitalization of Tapestry stands at approximately $31.13 billion, with a trading volume of 3,250,077 shares today [5].

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]