MOUNTAIN VIEW, Calif.--(BUSINESS WIRE)--Coursera (NYSE: COUR), a leading global online learning platform, today announced it is one of OpenAI's first generation of apps in ChatGPT, unveiled at OpenAI's DevDay. This partnership marks the first time an online learning platform has been directly embedded in ChatGPT — making trusted, world-class educational content more accessible to hundreds of millions of learners worldwide. About Coursera Coursera was launched in 2012 by Andrew Ng and Daphne Koller with a mi ...

The Luxury Stock That Quietly Beat Bitcoin, Nvidia, and the S&P 500Concord Capital Intelligence4 min read·Just nowJust now--When thinking about high returns — sometimes double or even triple-digit gains — how often do you immediately think of technology or cryptocurrency mining stocks? Most likely, names like Nvidia, Riot Platforms, or Marathon Digital come to mind. And that makes sense. When investors picture market outperformance, their thoughts often go straight to the usual suspects: tech titans, AI-dri ...

Key Takeaways Wolverine reported broad-based Q2 growth, led by Saucony's 41.5% y/y revenue jump and record sales.Merrell marked its fourth straight quarter of growth with lighter, faster trail footwear driving demand.Sweaty Betty and Wolverine delivered margin expansion through campaigns, innovation and premium launches.Wolverine World Wide, Inc. (WWW) delivered strong brand results in the second quarter of 2025, with Saucony leading the portfolio. The brand posted a 41.5% year-over-year revenue increase, a ...

Key Takeaways Tapestry closed FY25 with $7B in revenues, up 5% y/y, with adjusted EPS rising to $5.10 from $4.29.TPR projects 2026 sales of $7.2B and EPS of $5.30-$5.45, absorbing tariff-related costs.Coach drives growth, with strong momentum across regions, while Kate Spade faces a near-term decline.Tapestry, Inc. (TPR) concluded fiscal 2025 with record results, setting the stage for an improved outlook in fiscal 2026. The company reported revenues of $7 billion, up 5% from the prior year, and adjusted ear ...

The last year was a tricky one for Tapestry Inc., which dropped its $8.5 billion deal to buy Michael Kors parent Capri Holdings, sold off Stuart Weitzman and continued to work toward a Kate Spade turnaround. But chief executive officer Joanne Crevoiserat managed to navigate it well, exceeding her own personal financial targets as the Coach brand went from strength to strength. More from WWD Crevoiserat’s total compensation package grew 12.4 percent to $17.3 million in fiscal 2025, according to the compan ...

Group 1: American Express Strategy - American Express is focusing on retaining affluent, adventure-seeking customers aged 25 to 44 by tailoring offerings [1] - The company has introduced a new $400 annual credit for reservations through Resy, enhancing dining experiences for cardholders [2] - Card members utilizing Resy credit have increased their spending at U.S. Resy restaurants by 25% since the benefit was launched [3] Group 2: Targeting Younger Generations - Gen Z and millennials now account for 35% of all U.S. consumer spending for American Express, up from 19% in 2019 [4] - Tapestry, the parent company of luxury brands Coach and Kate Spade, is also targeting these demographics, anticipating they will represent over 70% of the market by 2030 [4] - Gen Z's spending power is projected to reach $12 trillion in the next five years, indicating their significant influence on future product offerings [5] Group 3: Long-term Customer Loyalty - Brands that successfully connect with Gen Z and millennials are positioning themselves for lasting customer loyalty and future growth [6]

Core Insights - Tapestry, Inc. (NYSE:TPR) is highlighted as a company undergoing a turnaround, particularly with its Kate Spade brand, focusing on simplifying its product lineup and appealing to younger consumers [2] - Jim Cramer emphasizes that Tapestry offers high-value products, which are characterized by quality at a reasonable price rather than low prices [2] - Cramer uses Tapestry as a model for other companies, suggesting that all firms need to undertake similar turnaround efforts [2] Company Overview - Tapestry, Inc. is a high-end American accessories, footwear, and jewelry company [2] - The company is known for its Coach brand, which has been discussed in the context of competitive strategies during challenging economic times [2] Market Commentary - Cramer expressed concerns regarding the impact of tariffs on Tapestry's stock performance, indicating that the company did not adequately signal the potential negative effects beforehand [3] - Despite acknowledging Tapestry's potential, there is a belief that certain AI stocks may offer greater returns with limited downside risk [3]

Core Viewpoint - Tapestry, the parent company of Coach, anticipates fully mitigating the impact of U.S. tariffs by fiscal year 2028, with a projected loss of approximately $160 million due to tariffs in fiscal year 2026 [1] Group 1: Financial Projections - Tapestry expects Coach's sales to reach around $10 billion in the long term [1] - Kate Spade is projected to return to profitable revenue growth by fiscal year 2027 [1] - The company forecasts mid-single-digit revenue growth for fiscal years 2027 and 2028, with adjusted earnings per share expected to grow at a low double-digit rate annually [1] Group 2: Share Buyback Plan - Tapestry announced a $3 billion share repurchase plan to be executed through fiscal year 2028 [1]

Summary of Coursera's Recent Conference Call Company Overview - **Company**: Coursera - **Industry**: Online Education and Learning Platforms Key Points and Arguments Leadership Changes and Vision - **New Leadership**: Greg Hart joined as CEO in February 2023, focusing on accelerating growth through product innovation and addressing the skills needed in a rapidly changing global economy [2][6] - **Product Focus**: Patrick Suppes, the new Chief Product Officer, emphasizes the intersection of education and technology, aiming to build customer-focused technology products [3][4] Strategic Focus Areas - **Content Investment**: Coursera has historically underinvested in content but is now increasing investment to enhance the content engine, which is deemed essential for business growth [7][10] - **Go-to-Market Strategy**: The company aims to improve external marketing and customer retention, aligning marketing efforts with platform performance [8][10] Annual Conference - Connect - **Event Overview**: Connect is Coursera's annual event that gathers content creators, industry partners, and enterprise customers to discuss skills delivery and unveil new products [10][12] - **Feedback**: Positive feedback was received regarding new product announcements, including SkillTrack and improvements to CourseBuilder and Roleplay [10][12] Impact of AI on Education - **Generative AI**: The rapid adoption of AI technologies, such as ChatGPT, is reshaping job requirements and necessitating continuous learning [15][16] - **Skill Development**: Coursera is positioned to help individuals and businesses upskill and reskill in response to AI advancements, focusing on verifiable skills [16][17] New Partnerships and Content Strategy - **Anthropic Partnership**: The collaboration with Anthropic aims to enhance AI content offerings, with significant enrollment growth in GenAI courses [24][25] - **Content Personalization**: AI will enable more personalized learning experiences, allowing learners to start at appropriate skill levels and progress at their own pace [20][21] SkillTrack Launch - **SkillTrack Overview**: A new enterprise offering designed to align modular content with specific skills needed in the workplace, featuring interactive, AI-powered experiences [38][39] - **Verified Assessments**: SkillTrack includes assessments that validate the application of skills in realistic scenarios, enhancing employer confidence in credentialed learners [40][41] Growth Metrics and Future Outlook - **Performance Metrics**: Coursera tracks top-of-funnel metrics, conversion rates, retention, and average revenue per user (ARPU) to assess growth [44][45] - **Revenue Guidance**: The company increased its revenue guidance to $742 million and EBITDA margin to 8%, indicating confidence in future growth [51][52] Long-term Vision - **Future Expectations**: In three years, Coursera aims to be the leading platform for skill discovery, mastery, and verification, leveraging AI to create a more personalized and interactive learning experience [56][58] Additional Important Insights - **Customer-Centric Approach**: Emphasis on understanding learner needs and adapting offerings accordingly, including region-specific pricing and enhanced course previews [47][48] - **AI Integration**: Continuous investment in AI-driven products to improve course creation efficiency and learner engagement [27][30][36] This summary encapsulates the key discussions and strategic directions outlined during Coursera's recent conference call, highlighting the company's commitment to innovation and responsiveness to market demands.

Core Viewpoint - Tapestry Inc. has outlined its long-term growth strategy, named Amplify, which aims to increase revenue, expand margins, and enhance shareholder returns through 2028 [1][2]. Revenue and Earnings Growth - The company anticipates mid-single-digit annual revenue growth and low double-digit earnings per share gains for fiscal years 2027 and 2028 [2]. - Tapestry plans to return $4 billion to shareholders over the next three years through dividends and share buybacks [2][4]. Margin Expansion - Operating margins are projected to exceed 22% by fiscal 2028, representing an increase of over 200 basis points from 2025 [3]. - Coach brand is expected to achieve steady mid-single-digit revenue growth and expand margins, with a long-term sales target of $10 billion [4]. Brand Strategy - The strategy is focused on attracting younger consumers, enhancing brand loyalty, and expanding internationally [2]. - Kate Spade is projected to return to profitable revenue growth in fiscal 2027 and accelerate further in 2028 [4]. Financial Outlook - Tapestry reaffirmed its fiscal 2026 outlook, assuming stable U.S. trade policies and consumer confidence without significant inflationary pressures [5]. - The company announced a new $3 billion share repurchase authorization and plans to maintain an annual dividend of $1.60 per share in fiscal 2026 [4]. Market Performance - TPR shares were trading higher by 0.49% to $105.70 in premarket trading [6].