Total Revenue

+7% ( " " )

Total revenue increased 7% YoY to $1,584.6M, largely driven by robust performance from Coach and growth in both domestic and international markets, building on the strong brand executions seen in prior periods.

Coach

+13% ( " " )

Coach revenue climbed 13% YoY to $1,293.5M as a result of continued product innovation, effective brand positioning, and superior store and e-commerce performance, echoing previously observed trends of strategic brand-building and customer engagement.

Kate Spade

-13% ( " " )

Kate Spade revenue fell by 13% YoY to $244.9M, reflecting persistent challenges including declining DTC sales and a strategic reset, consistent with prior period difficulties in stabilizing the brand’s performance.

Stuart Weitzman

-18% ( " " )

Stuart Weitzman revenue dropped almost 18% YoY to $46.2M, continuing the trend of softness driven by shipment timing issues and lower sales—challenges that were evident in earlier periods and remain unresolved.

North America

+9% ( " " )

North America posted a 9% increase YoY to $951.7M fueled by strong Coach growth and stable regional strategies, aligning with previous trends of robust domestic performance.

Other Region

+19% ( " " )

The Other Asia region experienced a 19% boost YoY to $121.9M, driven by impressive sales in Australia, New Zealand, South Korea, and Malaysia, signifying a marked recovery and expansion from trends noted in earlier periods.

Net Income

+46% ( " " )

Net income surged by 46% YoY to $203.3M, a significant improvement attributed to better cost and tax management, margin expansion, and efficient operations, building on the margin improvements reported in prior periods.

Operating Income

+24% ( " " )

Operating income increased by 24% YoY to $253.7M, driven by enhanced gross margins—most notably from Coach—and improved operational efficiencies, even as higher SG&A expenses partially offset gains seen in previous periods.