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Sentiment · FY2026 Q3
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Mike Binetti | Evercore ISI | 8 | 0% |
| Matt Boss | JPMorgan | 8 | 0% |
| Ike Boruchow | Wells Fargo | 7 | 0% |
| Adrienne Yih | Barclays | 6 | 0% |
| Rob Drbul | BTIG | 5 | 0% |
| Brooke Roach | Goldman Sachs | 5 | 0% |
| Mark Altschwager | Robert W. Baird | 4 | 0% |
| Lorraine Hutchinson | Bank of America | 4 | 0% |
| Rick Patel | Raymond James | 3 | 0% |
| Tracy Kogan | Citigroup | 2 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 8 | 0% |
| JPMorgan | 1 | 8 | 0% |
| Wells Fargo | 1 | 7 | 0% |
| Barclays | 1 |
| 6 |
| 0% |
| Goldman Sachs | 1 | 5 | 0% |
| BTIG | 1 | 5 | 0% |
| Bank of America | 1 | 4 | 0% |
| Robert W. Baird | 1 | 4 | 0% |
Coach brand growth reached an exceptional 29% on a constant currency basis with Greater China surging 55% on market share gains and Gen Z customer acquisition compounding. Pro forma revenue grew 23% at constant currency while operating margin expanded 490 basis points and gross margin reached 76.9%. Management raised FY2026 EPS guidance to approximately $6.95 from $6.40-$6.45, representing over 35% growth, with tariff headwinds absorbed entirely without consumer price increases.
Demand | Revenue Growth | Pricing | Margin | Competitive Dynamics | Geographic Expansion | Trade Tariffs | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 3 | 2 | 2 | 3 | 2 | 1 | 1 |
| 2025Q2 | 3 | 3 | 2 | 2 | 2 | 2 | 2 | |
| 2025Q3 | 6 | 2 | 3 | 2 | 4 | 1 | 1 | |
| 2025Q4 | 2 | 2 | 3 | 4 | 2 | 4 | ||
| 2026Q1 | 7 | 3 | 3 | 3 | 2 | 3 | 1 | 1 |
| 2026Q2 | 5 | 2 | 3 | 3 | 3 | 1 | 1 | 3 |
| 2026Q3 | 5 | 3 | 2 | 1 | 3 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 3 | 6 | 2 | 7 | 5 | 5 |
| Revenue Growth | 3 | 3 | 2 | 2 | 3 | 2 | 3 |
| Pricing | 2 | 2 | 3 | 3 | 3 | 3 | 2 |
| Margin | 2 | 2 | 2 | 4 | 3 | 3 | 1 |
| Competitive Dynamics | 3 | 2 | 4 | 2 | 3 | 3 | |
| Geographic Expansion | 2 | 2 | 1 | 2 | 3 | 1 | 1 |
| Trade Tariffs | 1 | 1 | 4 | 1 | 1 | ||
| Product Launch | 1 | 2 | 1 | 3 | 1 |