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Can Coach's Luxury Strategy Sustain TPR's Competitive Edge in FY26?
ZACKS· 2025-12-23 17:36
Key Takeaways Coach posted 21% y/y revenue growth in Q1 on broad demand across regions and categories.TPR saw North America rise 26%, China grow 21% and Europe jump 39%, adding 1.7M customers.Coach lifted handbag AUR mid-teens and grew units despite lower promotional activity.Tapestry, Inc.’s (TPR) Coach brand entered fiscal 2026 with strong momentum, reinforcing its position as a global leader in accessible luxury. The brand’s strategy combines craftsmanship, innovation and emotional storytelling with acce ...