Core Insights - Coach is experiencing significant growth driven by social media demand, particularly among Gen Z consumers, with a reported revenue of $5.6 billion in the last fiscal year [1] - Tapestry, Coach's parent company, reported a total revenue of $7 billion, indicating Coach's strong performance within the company [1] - Coach's shares have increased over 75% in 2025 so far, reflecting positive market sentiment [1] Leadership and Strategy - Todd Kahn has been leading Coach since 2020, officially becoming CEO a year later, and has a background in the apparel and fashion industry [2] - Kahn emphasizes a focus on a smaller range of affordable products, which positions Coach favorably to manage costs and price increases amid tariff uncertainties [4] Market Dynamics - Despite the threat of new tariffs, Coach does not manufacture in China, allowing it to navigate the situation more effectively than competitors [4] - Tapestry's Greater China revenue grew by 5% to $1.1 billion, showcasing Coach's successful brand positioning among young Chinese consumers [4] - Coach utilizes a combination of big data and ethnographic research to understand consumer behavior, enhancing its market strategy [4]