Tapestry (NYSE:TPR) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsBrooke Roach - Managing Director for Equity ResearchChristina Colone - Global Head of Investor RelationsJoanne Crevoiserat - CEOScott Roe - CFO and COOTodd Kahn - CEO and Brand President of CoachConference Call ParticipantsAdrienne Yih - Managing Director and Consumer Discretionary AnalystBob Drbul - Managing Director and Consumer Retail AnalystIke Boruchow - Managing Director and Senior Equity Consumer AnalystMark A ...

Tapestry (NYSE:TPR) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Company ParticipantsChristina Colone - Global Head of Investor RelationsJoanne Crevoiserat - CEOScott Roe - CFO and COOTodd Kahn - CEO and Brand President of CoachConference Call ParticipantsMichael Binetti - Senior Managing Director and Fundamental Research AnalystRick Patel - Managing Director and Equity Research AnalystOperatorGood day, and welcome to this Tapestry conference call. Today's call is being recorded. Later, you will have ...

Updated 4:47 p.m. ET Feb. 5 Ralph Lauren Corp. is still successfully pushing higher. More from WWD The company, which under president and chief executive officer Patrice Louvet has been steadily elevating the brand, blew past fiscal third-quarter earnings projections and raised its outlook for the year — although Wall Street still wanted a little more. Net income rose 21.6 percent to $361.6 million, with adjusted earnings per share rising to $6.22 — 42 cents ahead of the $5.81 analysts projected, accor ...

Tapestry (NYSE:TPR) Q2 2026 Earnings call February 05, 2026 08:00 AM ET Speaker2Good day, and welcome to this Tapestry conference call. Today's call is being recorded. Later, you will have the opportunity to ask questions during the question-and-answer session. To register to ask a question at any time, please press star one on your telephone keypad. At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colone.Speaker0Good ...

Z世代消费趋势 - Z世代消费者正重新定义时尚本质，追求自我表达、价值观外化和身份认同的视觉符号，超过60%的Z世代消费者更愿意购买与自身价值观一致的品牌[2][3] - Z世代将时尚视为“社交货币”和“身份标识”，通过穿搭展示审美趣味和价值观认同，他们不仅是消费者，更是品牌的共同创造者[2][4] - Z世代消费者在重视品牌故事的同时警惕空洞营销，他们渴望个性表达，同时也关注消费背后的环境与社会影响[2] 行业转型与品牌策略 - 国际时尚品牌正重返市场并取得成功，关键在于读懂了Z世代对体验价值与情感共鸣的双重渴求，例如ZARA通过大型旗舰店提供沉浸式购物环境[1] - 行业正积极适应Z世代期待，进行根本层面的转型，例如Burberry通过数字化手段增强用户体验[1][5] - 现代奢侈品应是经典与创新的完美结合，时尚的未来在于创造美与善的完美结合[5] 产品设计理念与功能 - 针对都市通勤族，服装设计强调功能性与美学的融合，例如采用高科技混纺材质实现抗皱防泼水功能，并设计隐形口袋以提升实用性[5] - 推出“定制工坊”服务，允许消费者在基础款上添加个人喜爱的图案或装饰，这种参与感极强的购物体验极大提升了Z世代对品牌的情感连接[3] - 采用模块化服装系统设计理念，例如可拆卸内衬的夹克，实现“一衣多穿”，提高单品利用率，并鼓励消费者进行混搭以延长服装生命周期[5] - 设计注重“昼夜转换”与“隐藏的惊喜”，例如通过3D剪裁技术和可转换款式，解决职业女性频繁赶场的着装难题，并在低调中彰显个性[4] 可持续时尚实践 - 可持续时尚涵盖从面料来源到生产工艺的全链条环保，例如采用再生尼龙、有机棉、全天然染料、竹编材料以及可生物降解橡胶[5] - 超过65%的年轻消费者会将品牌的环境政策纳入购买考量，品牌通过建立透明溯源系统（如扫描二维码了解全流程）来增强Z世代信任感[5] - 设计过程中全面考量环境影响因素，采用传统植物染色工艺、回收贝壳纽扣等，确保每个环节符合可持续发展理念[5]

While reporting its financial results for the third quarter on Thursday, luxury fashion house Ralph Lauren Corp. (RL) said it expects revenue growth for the fourth quarter in about mid-single digits from last year on a constant currency basis.Looking ahead to fiscal 2026, the company now projects revenues to increase in the high-single to low-double digits on a constant currency basis, up from the prior forecast for a growth of 5 to 6 percent.On average, analysts polled expect net sales growth of 3.92 perc ...

FY26 FEBRUARY 5, 2026 Q3 EARNINGS DISCLAIMER FORWARD-LOOKING INFORMATION This presentation contains forward-looking statements within the meaning of applicable securities laws, including statements relating to the execution of our proposed strategy, and our operating performance and prospects. These forward-looking statements generally can be identified by the use of words such as "believe," "could," "continue," "expect," "estimate," "may," "potential," "would," "will," and other words of similar meaning. E ...

公司业绩表现 - 拉夫劳伦公司公布了2026财年第三季度（假日季）业绩，表现强劲且超出预期 [1] - 公司基于第三季度的强劲表现，上调了全年业绩展望 [1]

This presentation contains certain "forward-looking statements" based on management's current expectations. Forward-looking statements include, but are not limited to, the statements under "Financial Outlook," statements regarding long-term performance, statements regarding the Company's capital deployment plans, including anticipated annual dividend rates and share repurchase plans, and statements that can be identified by the use of forward-looking terminology such as "may," "can," "if," "continue," "proj ...

公司业绩表现 - Tapestry公司第二季度营收实现增长[1] - 公司上调了其整个财年的业绩展望[1] 品牌表现分化 - Coach品牌的增长抵消了Kate Spade品牌的销售额下滑[1]