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how you think about potentially penetrating doors that are kind of in maybe that second tier? If so, what would be the trigger for that?
the dollars are down, I guess, single digits. Means the units are probably down more so than that. As we kind of go into the back half
Is there something that you've seen either sell-through in the channel at your own DTC or maybe on the products that actually had those price increases
what percent of product kind of do you have expectations to increase prices in the fall season? Is it only on new launches
what percent of that growth is actually tariff-related cost increases? And I would assume that Q2 still has the pressure year-on-year
what is the door growth strategy with the U.S. national retail partners, specifically Dick's and Foot Locker
you are talking about the end of the calendar year, but your quarters kind of split the calendar year
Can you talk about the marketplace at a high level
do you have the proven innovation at scale to replace what you are liquidating now?
What have you learned kind of the early learnings in this is the first holiday that we've really seen that really come to the forefront
did you see any pressure, particularly in the early part of November, with the delay of the SNAP benefits?
across kind of frontline retail, how are you seeing kind of those prices come up? And are there categories, say, apparel or footwear where you're seeing it more so
Can you remind us what your so direct sourcing exposures, I know it is pretty de minimis from China, Canada and Mexico
if you could help give us some color on the differential and guess it'll be different per brand with the differential to kind of the current merch margin
I was wondering if you had been seeing sort of earlier cadence to the holiday shopping behavior and or promotionality
we don't see a lot of pricing power. I gotta tell you. Like, we see hard pricing that looks really similar, hard prices similar to last year
Do you recall if vendors did try to pass price through to you and then you negotiated back against them
When you're going into these kind of next eight hundred stores, how are you selecting locations
Would you rather be in a backdrop that is pressured where you are taking share and getting trade down
Are you seeing a little bit of kind of movement, housing has started to move a tiny bit with rates coming down a bit
what is the driver that's really kind of turning on kind of Europe at this point
How do you balance that kind of pushing on kind of that forward edge of risk taking
how are you harnessing sort of the power of AI? How much of the CapEx IT is in these AI foundational investments?
Europe has historically been kind of extremely discerning, hard to penetrate. You really seem like you're at kind of a tipping point in the positive direction
can you talk about structurally what is different today and what enables Coach to continue to kind of expand on both those line items?
who do you envision in Ava envision today is the target market target consumer, kind of how you define her specifically