Jul 1, 2026 · 31 min · 14 segments
You may know Coach and Kate Spade, but you may not know Tapestry, the $30 billion company behind them. After a blocked merger with Capri Holdings, and the sale of its Stuart Weitzman brand, Tapestry…
Ruth UmohHostSo we're in the leather goods business, accessories, and I would argue the best at it in the business.
it really starts with the people and the great brands that we have right and we also i think are fortunate right now that we play in a price tier that is both luxury and aspirational but also accessible right so if you did a bell curve and you think about where most of our product is priced it's two to five hundred dollars so you think about how many people in the world can access that price point it's massive and i i think one of the things we've done successfully is redefine what the market is.
Not just people who bought handbags in the last year, but who could buy them? Share of wallet.
And you think about expanding the TAM, the total addressable market, and think about all those potential purchasers and how you reach all those people.
So we're in the leather goods business, accessories, and I would argue the best at it in the business.
it really starts with the people and the great brands that we have right and we also i think are fortunate right now that we play in a price tier that is both luxury and aspirational but also accessible right so if you did a bell curve and you think about where most of our product is priced it's two to five hundred dollars so you think about how many people in the world can access that price point it's massive and i i think one of the things we've done successfully is redefine what the market is.
Not just people who bought handbags in the last year, but who could buy them? Share of wallet.
And you think about expanding the TAM, the total addressable market, and think about all those potential purchasers and how you reach all those people.
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