Latest Articles
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2 Key Trends to Watch for Coach
Handbags are the most important product for Coach (NYSE:COH), generating roughly 56% of the company’s equity value by our estimates. This high dependence on one single product category could pose heightened risks. Coach, widely recognized a...
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3 Key Trends for Coach
The broad consumer shift to affordable luxury, along with rapidly increasing demand for luxury goods in China and other emerging markets, are key factors driving Coach’s (NYSE:COH) growth. These factors help Coach compete with other premi...
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Trefis Morning Coffee – Wal-Mart, Amazon, Microsoft & Coach
A few small insights to get your week started… Wal-Mart (NYSE:WMT) is launching a marketing campaign to let consumers know that it is getting back to basics and returning products to its shelves (like fishing tackle, for example) after a re...
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Polo Ralph Lauren Derives 34% of Stock Value from Factory Stores
Polo Ralph Lauren (NYSE:RL) is a leading American luxury lifestyle company that specializes in high-end apparel for men and women as well as accessories, fragrance and home decor. The company competes with other premium apparel and accessories p...
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Coach is Facing Margin Headwinds on Rising Costs & Discounting
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. The firm competes with other premium apparel and accessories players like Polo Ralph Lauren (NYSE:RL), Liz Claibor...
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Coach’s Handbag Profit Margin Key to Outlook
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. The firm competes with other premium apparel and accessories players like Polo Ralph Lauren (NYSE:RL), Liz Claibor...
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Sizing Up Coach’s Downside
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. It is one of the most well-known accessories brands in the U.S. and also maintains a presence in select internation...
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Outlook for Coach’s New Store Openings
The number of Coach (NYSE:COH) stores has increased from 396 in 2005 to around 700 in 2010 through the opening of new stores and expansion of existing facilities in North America, as well as in international markets like Japan and China. We expec...
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Growth in Addressable U.S. Market Can Lift Coach
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. It is one of the most well-known accessories brands in the U.S. and also maintains a presence in select internation...
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Could Coach Replicate its Japanese Market Success in China?
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. It is one of the most well-known accessories brands in the U.S. and also maintains a presence in select internation...
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Coach Positioned to Gain from Increased Spending in Men’s Luxury Segment
Coach (NYSE:COH) is a leading American marketer of luxury lifestyle handbags and other fashion accessories for both men and women. It is one of the most well-known accessories brands in the US and also maintains a presence in select international...
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Cautious on Coach, Despite China Growth
Coach (NYSE:COH) is a leading American retailer of luxury lifestyle handbags and accessories. The company primarily competes with other premium apparel and accessories players like Polo Ralph Lauren (NYSE:RL), Liz Claiborne (NYSE:LIZ), and AnnTay...
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Private Label Surge Threatens Polo Ralph Lauren
Polo Ralph Lauren (NYSE:RL) is a leading American luxury lifestyle company that specializes in high-end apparel for men and women as well as accessories, fragrance and home decor. The company competes with other premium apparel and accessories p...
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Polo Ralph Lauren Moves Away from Licensing Business Model
Polo Ralph Lauren (NYSE:RL) is a leading American luxury lifestyle company that specializes in high end wear for men and women as well as accessories, fragrance and home decor. The company competes with other premium apparel and accessories play...
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New Coverage: $70 Trefis Price Estimate for Polo Ralph Lauren
Polo Ralph Lauren (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle apparel and accessories. The company competes with other premium apparel and accessories players like Coach (NYSE:COH), Liz Claiborne (...
