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
2025-06管理咨询19免费
报告维度
- 📄 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