英文【Bernstein】Tapestry：蔻驰的连胜势头能否持续？——管理层会议和实时数据的要点

报告摘要

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 aneesha.sherman@bernsteinsg.com U.S. Apparel & Specialty Retail

核心要点

17 June 2025
100.00 USD
16 Jun 2025
84.26
100.00
90.85/35.23
1.7%
29.0

报告信息

文件全名: 《英文【Bernstein】Tapestry：蔻驰的连胜势头能否持续？——管理层会议和实时数据的要点-19页.pdf》
适合读者: 战略规划行业研究员
核心数据: After a +29% YTD move and double-digit growth in a declining Luxury sector, the main
(3) No franchise drives >10% of sales: the surge in brand heat is broad based across
Coach (~80% of sales and 95% of brand operating profit for Tapestry) has seen incredible success in the last six
months. After outgrowing the Luxury market in 2024 (4% vs. flat market growth), the brand has further accelerated growth to
+10% globally in the holiday quarter 2024 (Fiscal Q2) and +15% in the first quarter of 2025 (Fiscal Q3), including double-digits
核心议题: 管理

常见问题

《英文【Bernstein】Tapestry：蔻驰的连胜势头能否持续？——管理层会议和实时数据的要点》主要包含哪些内容?

For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 aneesha.sherman@bernsteinsg.com U.S. Apparel & Specialty Retail核心数据:After a +29% YTD move and double-digit growth in a declining Luxury sector, the main;(3) No franchise drives >10% of sales: the surge in brand heat is broad based across;Coach (~80% of sales and 95% of brand operating profit for Tapestry) has seen incredible success in the last six。

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覆盖 2025 年,全文约 19。

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适合战略规划、行业研究员等读者参考。

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重点分析了管理等议题。