Business mix
- The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman.
- The company also provides women's and men's footwear, which casual and dress shoes, boots, sneakers, and sandals; and other products which includes outerwear, ready-to-wear, jewelry, watches, eyewear, fragrance, scarves, hats, gloves, and other products.
- It offers its products through retail and outlet stores, brand e-commerce sites, and concession shop-in-shops under the Coach, Kate Spade, and Stuart Weitzman brand names.
- The company was formerly known as Coach, Inc. and changed its name to Tapestry, Inc. in October 2017.
Current key questions
- Can consumer demand, pricing, traffic, and channel execution support growth in luxury goods?
- How do input costs, promotions, inventory, and brand strength affect margins?
- Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
