How has Coach's parent company Tapestry performed during the economic uncertainty?

Tapestry, the parent company of Coach and Kate Spade, has reported strong handbag sales in recent months, driven by growth from Gen Z customers.

What factors have contributed to Tapestry's resilience?

Tapestry's price points, which provide a significant gap with European luxury brands, have given it an edge. The company has also been able to raise its prices while maintaining customer demand.

How have younger consumers' spending habits impacted the retail industry?

While younger consumers have cut back on purchases at some chains, they have prioritized fashion spending, driving growth for brands like Coach and Tapestry.

Home / Business and Economy / Coach Handbags Defy Retail Slump, Driven by Gen Z Shoppers

Coach Handbags Defy Retail Slump, Driven by Gen Z Shoppers

14 Nov

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Summary

Coach parent Tapestry sees strong handbag sales, driven by Gen Z
Tapestry raises full-year forecast after beating quarterly expectations
Younger shoppers prioritize fashion spending over other areas

Coach Handbags Defy Retail Slump, Driven by Gen Z Shoppers

As of November 14th, 2025, the retail industry has seen a mixed performance, with some companies proving resilient despite consumer spending cuts. One such company is Tapestry, the parent of luxury brands Coach and Kate Spade.

Tapestry has reported strong handbag sales in recent months, with much of the growth driven by Gen Z customers. The company's CEO, Joanne Crevoiserat, attributed this to the popularity of the Coach brand and the fact that younger shoppers are prioritizing fashion spending over other areas.

Tapestry's performance stands in contrast to some of its competitors. While younger consumers have cut back on purchases at chains like Chipotle and Cava, Tapestry has seen no difference in sales performance across income brackets, attracting shoppers from multiple generations.