Luxury retailer Coach has made a comeback after a strategic rebrand, successful celebrity partnerships and revamped designs.And it's drawing in younger shoppers. More than two-thirds of Coach's nearly 900,000 new customers in North America were Gen Zers and millennials in the last quarter, the brand said.  Coach President and CEO Todd Kahn said he and creative director Stuart Vevers focused on what they called the "timeless Gen Z client, " which "became the muse" for the company."When we started focusing ve ...

Key Takeaways Coach posted 13% reported and 15% constant-currency sales growth in 3Q25 to $1.29 billion. Strong AUR gains and premium pricing lifted Coach's gross margin to a record 79% in the quarter. Coach's growth was led by leather goods, popular styles and the One Coach cross-channel strategy.Tapestry, Inc.’s (TPR) Coach brand delivered exceptional performance in the third quarter of fiscal 2025, achieving net sales of $1.29 billion, reflecting a 13% year-over-year increase on a reported basis and 15 ...

Tapestry (TPR) Q3 2025 Earnings Call May 08, 2025 08:00 AM ET Company Participants Christina Colone - Global Head of Investor RelationsJoanne Crevoiserat - CEOScott Roe - CFO & COOLorraine Hutchinson - Managing DirectorTodd Kahn - CEO & Brand President of CoachMichael Binetti - Senior Managing DirectorBrooke Roach - Vice President - Equity ResearchRick Patel - Managing DirectorDana Telsey - CEO and Chief Research Officer Conference Call Participants Ike Boruchow - Managing Director: Senior Analyst - Retaili ...

Tapestry (TPR) Q3 2025 Earnings Call May 08, 2025 08:00 AM ET Speaker0 Good day and welcome to this Tapestry Conference Call. Today's call is being recorded. At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colon. Speaker1 Good morning. Thank you for joining us. With me today to discuss our third quarter results, as well as our strategies and outlook are Joanne Kervoisarot, Tapestry's Chief Executive Officer and Scott ...

Tapestry, Inc. (TPR) stands out as a compelling value play within the Retail-Apparel and Shoes industry, trading at a forward 12-month price-to-earnings ratio of 12.08, down from the industry and the Retail-Wholesale sector average of 13.61 and 20.75, respectively. This undervaluation highlights its potential for investors seeking attractive entry points in the retail space. Moreover, TPR's Value Score of A underscores its appeal as an investment option.TPR Looks Attractive From a Valuation StandpointImage ...

Tapestry, Inc. (TPR) has experienced a remarkable jump in its stock price over the past six months. The stock has rallied 53.7%, significantly outpacing the Zacks Retail-Apparel and Shoes industry's 14.6% decline. The company's enhanced operational efficiency and growth initiatives have also helped it outperform the broader Retail-Wholesale sector's growth of 0.9% and the S&P 500 index's decline of 2.1% during the same period. This impressive uptick has left many investors wondering if they missed out on a ...

根据投资公司晨星的报告，Coach、Kate Spade 和 MK 是比较有代表性的轻奢品牌，它们的包包平均价格在 400 美元左右，约合 2500-3000 元人民币。不过，在最新一个季度中，只有 Coach 的销售额同比增长了 10%，而 Kate Spade 的收入同比减少 10%，MK 更是同比下滑超过 15%。 据 Business Insider 报道，Coach 创立于 1941 年的美国，最初是一家小型皮具公司，主要生产钱包。在千禧 年前后，它开创性地打造了「轻奢」（accessible luxury）的概念，由此迎来了黄金时期。但到了 2010 年， 随着消费者兴趣下降，Coach 开始大幅打折促销。 2015 年前后，MK 和 Kate Spade 逐渐蚕食了 Coach 的市场份额，越来越多消费者认为 Coach 缺乏设计感。 到了 2020 年，Coach 母公司股价跌至 2009 年金融危机以来的最低点。就在这一年，在 Coach 工作了 14 年 的老将 Todd Kahn 被任命为新任 CEO，开始了一系列改革，让品牌重获新生。 ▲ Todd Kahn | 图源：网络 那么，Co ...

阿里将完成一项延期两年的资本计划 AI 帮渐冻症患者 "说话" 了 关注《晚点财经》并设为星标，第一时间获取每日商业精华。 小红书取消专业职级，压缩管理层级 小红书取消专业职级，压缩管理层级 小红书过去设有 R（专家岗）和 L（管理岗）两个职级序列，前者分为 R1-R8，后者分为 L0-L4，在 过去 R6 以上员工可以兼任 L0，成为虚线管理者。 但在 8 月 16 日的全员信中，小红书宣布即日起不再设置 R 序列，并简化管理层级，对各级管理者采 取任命制。另外据我们了解，小红书员工的薪酬将更直接地和工作难度挂钩，奖金则和工作成果挂 钩。这有点像拼多多，长期扁平化管理，加薪与否取决于工作表现。 调整发生在核心管理层对公司人效低下、组织臃肿等情况日益不满之后。7 月，有媒体报道小红书将 开始一轮裁员，主要波及低绩效员工。 过去中国互联网公司成熟之后大多会增加职级体系，成熟互联网公司改变基层员工职级体系时，往往 考虑增加职级， 将晋升梯子改得更好爬 。因为对员工来说，职级提高大概率伴随薪资上涨、管理权 限放大，跳槽时也更方便。降低升职难度为员工增加安全感，能让公司组织变得更稳定。 但职级的存在也容易培养员工论资 ...