EVENTS:   The Roaring 2020s or a Rerun of the 1970s? - Edward Yardeni/Yardeni Research - 24 Mar 26   Best Equity Short Ideas Conference Call 13 - Thomas Chanos/Badger Consultants & Dr. Aaron Fletcher/Bios Research & Jonathan Telgener/Channel Dynamics & Ed Steele/Iron Blue Financials & John Zolidis/Quo Vadis Capital & Mark Hiley/The Analyst - 26 Mar 26     ROADSHOWS: Chinese Equity Ideas & Channel Checks Across 50 sub-sectors - Don Ma /Horizon Insights   •   London   23 - 27 Mar 26       Long Short European Equity Research - Harry Grist /The Analyst   •   New York   26 Mar 26       Fundamental US Healthcare Short Ideas - Dr Elliot Favus /Favus Institutional Research   •   London   27 - 27 Mar 26      
Filters

Fortnightly Publication Highlighting Latest Insights From IRF Providers

Company Research

Tapestry (TPR)

Consumer Discretionary

Customer Growth Partners

Building momentum at home and abroad - very strong Holiday season at Coach and Kate has continued in January as they benefitted from a more focused distribution structure and enhanced pricing discipline. Coach is riding the crest of an elevated market positioning and the return of lapsed customers to the brand, while Kate appears fully back on track. TPR is a hugely improved company under CEO Crevoiserat and her next challenge is to buy (or build) a new luxury pillar of growth, well beyond TPR's smallish Weitzman brand.

Edition: 128

- 04 February, 2022