As aspirational luxury retailer Coach (NYSE:COH) is scheduled to announce its Q2 fiscal 2012 results on January 24, analysts and investors will have a keen eye on the company’s sales in domestic market during holidays and gains made in China around the Chinese New Year. Additionally, we will be keenly following the company’s strategy in the U.S. and Europe amid weak macroeconomic conditions. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Ralph Lauren(NYSE:RL), Liz Claiborne (NYSE:LIZ) and Ann (NYSE:ANN).
Articles for Coach
Coach Earnings Preview: Trends We’re Watching
Graph ItNEW!Friday, January 20th, 2012 by Trefis Team
Coach Readies for Luxury Spending Boost During Chinese New Year
Graph ItNEW!Thursday, January 19th, 2012 by Trefis Team
Aspirational luxury retailer Coach (NYSE:COH) may get a solid lift in sales as Chinese New Year, or Lunar New Year, nears. China is the largest market for Coach outside U.S., and with the Chinese luxury spending expected to increase significantly in the week leading to January 23rd, Coach may well witness its first 2012 bonanza. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Ralph Lauren (NYSE:RL), Liz Claiborne (NYSE:LIZ) and Ann (NYSE:ANN).
We have a price estimate of $68.20 for Coach stock, which is roughly 7% ahead the current market price.
Coach Opens First Official Online Store in China on Taobao Mall
Graph ItNEW!Wednesday, December 14th, 2011 by Trefis Team
Coach (NYSE:COH) announced the opening of its first official online store in China for one month on Taobao Mall (coach.tmall.com), in celebration of Coach’s 70th anniversary. Taobao Mall is China’s largest business-to-consumer (B2C) online market place by transaction value. We believe the move is a smart one and reflects Coach’s growing ambitions and popularity in the Chinese luxury market. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Polo Ralph Lauren’s (NYSE:RL), Liz Claiborne (NYSE:LIZ) and AnnTaylor (NYSE:ANN).
We have a price estimate of $68.20 for Coach stock, which is roughly 10% ahead the current market price.
Luxury Stocks are Safer Bets in the Holiday Season
Graph ItNEW!Thursday, December 8th, 2011 by Trefis Team
Holidays luxury retailers have been less affected by the ongoing economic uncertainty versus there more budget focused peers. While low end shoppers are getting more frugal, the high end customer base is less affected and not pulling back on spending. In addition to this spending in rapidly growing economies are supporting sales for luxury brands like Ralph Lauren (NYSE:RL) and Coach (NYSE:COH) while value oriented retailers such as Gap Inc. (NYSE:GPS) and Aeropostale (NYSE:ARO) struggle.
Post Earnings, Coach Readies for the Holidays to Support Stock’s Surge
Graph ItNEW!Monday, November 7th, 2011 by Trefis Team
Aspirational luxury retailer Coach (NYSE:COH) carried its upward momentum last week as the company looks well positioned for another excellent holiday season. Earlier Coach had posted better-than-expected first-quarter 2012 results hinging on impressive performance in North America and China and now with with a meticulously laid down strategy for this holiday season, the company is all set for another great quarter. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Polo Ralph Lauren’s (NYSE:RL), Liz Claiborne (NYSE:LIZ) and AnnTaylor (NYSE:ANN).
Coach Revised to $68: Strong Outlook for China & N. America Biz
Graph ItNEW!Tuesday, November 1st, 2011 by Trefis Team
American aspirational luxury retailer Coach (NYSE:COH) kicked off its fiscal 2012 with a strong Q1 earnings release. The major highlights of the earnings were impressive performance in Coach’s North American and Chinese business along with a strong double digit increase in internet sales. The company also improved its margins compared to last quarter, primarily due to increase in sales of its high-end handbags. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Polo Ralph Lauren’s (NYSE:RL), Liz Claiborne (NYSE:LIZ) and AnnTaylor (NYSE:ANN).
We have a revised price estimate of $68.20 for Coach stock, which is roughly 5% ahead the current market price. The adjustments in our price estimates primarily reflects the change in company’s current net cash/debt position along with our positive outlook behind margin recovery in 2012.
Coach Targets European Luxury Demand with London Flagship Store
Graph ItNEW!Tuesday, September 20th, 2011 by Trefis Team
Coach has opened its first European flagship store in London as part of its international push. The store located at 41 New Bond street was opened on September 7th to mark the 70th anniversary of the company. Coach is a leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Polo Ralph Lauren’s (NYSE:RL), Liz Claiborne (NYSE:LIZ) and AnnTaylor (NYSE:ANN).
We have a $58.50 price estimate for Coach stock, which is roughly 10% above the current market price.
Coach Balances China Growth with Rising Cost Pressures
Graph ItNEW!Monday, August 8th, 2011 by Trefis Team
Coach (NYSE:COH) posted strong results in its Q4 fiscal year results last week though its shares took a hit on continued cost pressures from higher raw materials and labor costs. Gross margins sagged some to 71.8% from 73.8% in the same quarter last year due to a rise in living standards and the cost of labor increases in outsourcing locations. Coach is the leading American marketer of luxury lifestyle handbags and other fashion accessories and competes with premium apparel and accessories players like Polo Ralph Lauren’s (NYSE:RL), Liz Claiborne (NYSE:LIZ) and AnnTaylor (NYSE:ANN).
We have a revised price estimate of $58.50 for Coach stock, which is roughly in line with the current market price. The adjustments in our price estimate primarily reflects adjustments made to the company’s current net cash/debt position.
Handbags Aside, Accessories Worth ~30% of Coach’s Stock Value
Graph ItNEW!Friday, June 3rd, 2011 by Trefis Team
Accessories like belts, wallets, wristlets & other items are the second biggest contributors behind handbags for Coach Inc. (NYSE:COH) and represent around 30% of the firm’s estimated equity value. These two divisions make up just under 90% of the stock value by our estimates and help differentiate the company from other retailers like Abercrombie & Fitch (NYSE:ANF), American Eagle (NYSE:AEO), AnnTaylor(NYSE:ANN) and Gap (NYSE:GPS). Below we take a quick look at the outlook for the two main drivers to our accessories forecast: daily revenue per Coach store and EBITDA margin.
Rise in Luxury Spending and Demand for Pricier Handbags Should Lift Coach Stock
Graph ItNEW!Monday, May 30th, 2011 by Trefis Team
Coach Inc. (NYSE:COH), the leading American marketer of luxury lifestyle handbags and other fashion accessories, has reportedly witnessed an increase in sales of its fancier handbags (priced over $400) driven by a rise in luxury spending. The firm competes with with other premium apparel and accessories players like Polo Ralph Lauren (NYSE:RL), Liz Claiborne (NYSE:LIZ) and Ann (NYSE:ANN).
Coach : All Articles
- Week of 2012-01-15
- 01/20/12 Coach Earnings Preview: Trends We’re Watching
- 01/19/12 Coach Readies for Luxury Spending Boost During Chinese New Year
- Week of 2011-12-11
- Week of 2011-12-04
- Week of 2011-11-06
- Week of 2011-10-30
- Week of 2011-09-18
- Week of 2011-08-07
- Week of 2011-05-29
- 06/03/11 Handbags Aside, Accessories Worth ~30% of Coach’s Stock Value
- 05/30/11 Rise in Luxury Spending and Demand for Pricier Handbags Should Lift Coach Stock
- Week of 2011-05-15
- Week of 2011-05-08
- Week of 2011-05-01
- Week of 2011-04-17
- 04/19/11 2 Key Trends to Watch for Coach
- Week of 2011-04-10
- 04/16/11 3 Key Trends for Coach
- 04/11/11 Trefis Morning Coffee – Wal-Mart, Amazon, Microsoft & Coach
- 04/11/11 Polo Ralph Lauren Derives 34% of Stock Value from Factory Stores
- Week of 2011-04-03
- Week of 2011-03-20
- Week of 2011-02-13
- 02/16/11 Sizing Up Coach’s Downside
- 02/14/11 Outlook for Coach’s New Store Openings
- Week of 2011-01-30
- Week of 2011-01-16
- Week of 2011-01-09
- Week of 2010-12-19
- Week of 2010-07-04
- Week of 2010-06-27
- Week of 2010-06-20
- 06/25/10 New Coverage: $70 Trefis Price Estimate for Polo Ralph Lauren
- 06/23/10 Anthropologie by Urban Outfitters Targets Affluent Women with Lifestyle Store Designs
- 06/22/10 Rise in Demand for Men’s Luxury to Boost Coach’s Accessories Sales
- Week of 2010-06-13
- Week of 2010-05-30