Jayson Tatum's partnership could enhance Coach's brand image, appealing to a broader audience, especially sports fans and younger demographics. This aligns with Coach's self-expression strategy.
Tapestry's ROCE trend is concerning, dropping from 16% to 10% in five years. Despite reinvestment for growth, stagnant sales suggest it may take time for investments to boost earnings. Tapestry becoming a multi-bagger seems unlikely.
The company's strong performance in the Coach brand offset the weakness in the Kate Spade brand. The company remains confident in its ability to close the Capri acquisition deal this year.
Tapestry's low P/E ratio is due to its projected growth being below market average. Investors' belief in limited earnings improvement could restrict share price growth.
Analysis suggests good time to invest in Tapestry as anticipated profit growth isn't fully reflected in share price. However, weigh other factors like capital structure, balance sheet strength for informed investing.
Three months before the all-important holiday shopping season, a slew of retailers that cater to the middle and upper classes, including Apple, Coach and Nordstrom, have seen their biggest sales declines in two years. $沃尔玛(WMT.US)$$好市多(COST.US)$
Tapestry's rebound in the stock market post Capri Holdings acquisition drew attention. The success with Coach brand and a disciplined approach to price increases and inventory management eased concerns over the acquisition. Analysts posit that the shares are relatively undervalued.
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