Brand PerformanceThe CEO highlighted 'accelerating growth' with a 'breakout quarter' for the Coach brand, indicating a significant change for the Tapestry portfolio.
Customer DemographicsAcquisition of younger millennial and Gen Z customers remains a top focus as this cohort will comprise 75% of buying power within a few years.
Market ExpansionManagement continues to see enormous opportunity to grow its customer base in Asia, particularly in China, with a return to store growth and most store openings coming from China over the next three years.