Coach China President Says Brand Won’t Chase Price Hikes or Market Share

The standout here is the divergence between Coach's China momentum and its stated refusal to lean on pricing, a contrast to luxury peers that have repeatedly tested consumer tolerance with hikes. That stance matters most for Tapestry's growth math, since China at that pace is doing heavy lifting for the global result. The Gen Z customer adds suggest the strategy is reaching younger buyers rather than just extracting more from existing ones. Whether China's surge holds once comparisons normalize is the open question, and how Tapestry balances volume-led growth against margin expectations will be the next signal to watch.