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Younger consumers are eating less Chipotle and Cava. They are buying more Coach bags
CNBC· 2025-11-06 22:27
"The Gen Z consumer, specifically, is highly fashion engaged, spending slightly more of their budget on fashion," she said.The company, which also includes Kate Spade, acquired over 2.2 million new customers globally in its fiscal 2026 first quarter, driven by growth in Gen Z consumers compared to the prior year. The company said that generation, which is typically defined as spanning in age from roughly 13 to 29, accounted for about 35% of new customers.In an interview with CNBC, Tapestry CEO Joanne Crevoi ...
Tapestry, Inc. Reports Fiscal 2026 First Quarter Results and Raises Full Year Outlook
Businesswire· 2025-11-06 19:45
Nov 6, 2025 6:45 AM Eastern Standard Time Tapestry, Inc. Reports Fiscal 2026 First Quarter Results and Raises Full Year Outlook Share Achieved Record First Quarter Revenue and EPS with Growth Exceeding Expectations Link to Download Tapestry's Q1 Earnings Presentation, Including Brand Highlights NEW YORK--(BUSINESS WIRE)--Tapestry, Inc. (NYSE: TPR), a house of iconic accessories and lifestyle brands, today reported results for the fiscal first quarter ended September 27, 2025. Joanne Crevoiserat, Chief Execu ...
Crypto rebounds after a week of losses, Tesla and Mag 7 earnings preview
Youtube· 2025-10-20 23:06
市场开盘表现 - 三大主要股指均以绿色开盘 标普500指数上涨约0.5% 纳斯达克指数上涨约0.5% 道琼斯指数上涨约0.4% [1] - 标普500指数回升至10月8日创下的历史高点附近 仅差几点即可突破纪录 [1] - 比特币价格上涨约3% 突破110,000美元 以太坊重新站上4,000美元关键门槛 [1] 个股表现与分析 - 亚马逊股价上涨约0.4% 尽管其AWS服务出现大面积中断 影响Roblox、Slack、Coinbase、Snapchat和迪士尼等公司 但公司表示中断已完全缓解 [1] - 苹果股价走高 Loop Capital给出看涨观点 认为iPhone需求有15%至25%的上升空间 并将目标价设为315美元 [1][3] - 亚马逊股价年内下跌3% 是Magnificent 7中表现最差的股票 市场担忧AWS增长步伐 [1] - 苹果股价过去一个月上涨6% 市场认为iPhone 17升级周期可能超出预期 Evercar ISI将苹果列入战术性跑赢大盘名单 [1] 行业轮动与投资策略 - 市场出现向公用事业、医疗保健和必需消费品等防御性板块的轮动 [1] - 公用事业板块年内上涨21% 表现优于标普500指数 因与AI贸易和电网升级相关 且受益于利率下降预期 [2] - 投资策略关注价值周期股和国际市场 例如韩国市场年内上涨近50% 中国市场上涨14%-16% [2] - 消费板块呈现两极分化 高端消费者继续支付溢价 而低端消费者聚焦基本必需品 [2] 公司财报与展望 - 可口可乐将于次日公布财报 预计美国需求强劲 但拉丁美洲、中国和中东市场可能表现疲软 [2] - Netflix将于周二盘后公布第三季度财报 市场预计内容改善推动季度收视率增长 但对明年利润率扩张预期持谨慎态度 [3] - 百思买首席执行官指出 当前消费者需要被说服才会购买 而非立即投资家庭影院或新电脑 这一趋势将延续至假日购物季 [3] 零售业与制造业洞察 - 关税背景下 美国仍可盈利生产包袋和配件 但为提供最佳价值 大部分产品仍需在海外生产 [9][10] - 零售企业需谨慎管理成本传递 并开发更多入门级产品以满足价格敏感型消费者 [11] - 美国制造业面临劳动力短缺问题 例如福特汽车有6,000个汽车技师职位空缺 需依靠移民填补关键岗位 [12][13] 品牌建设与管理 - 品牌命名是艺术与科学的结合 需识别潜在用户的个性及产品属性 例如Coach作为纽约品牌 其产品命名有助于建立情感联系 [15] - 品牌成功关键在于目标感、团队协作和持续学习 需关注消费者变化 如Coach对Z世代的聚焦 [18][20]
Tapestry’s Opens a Much Wider Lens on the Handbag Market, Targets $10B for Coach
Yahoo Finance· 2025-09-10 18:45
Joanne Crevoiserat might have had to turn to Plan B for Tapestry Inc. after the $8.5 billion acquisition of Capri Holdings fell through — but the chief executive officer hasn’t lost her ambition. Crevoiserat is looking at the global handbag opportunity anew, defining the total addressable market not by how many people bought bags last year, but how many people could have. More from WWD “That is giving us an opportunity to expand our brand reach across geographies and generations,” Crevoiserat told WWD in ...