Total Revenue (Net Sales)

+7% (up from $1,482.4M to $1,584.6M)

Total Revenue increased by 7% YoY driven by strong gains in Coach revenue, which helped offset the declines experienced in the Kate Spade and Stuart Weitzman segments compared to the prior period. " "

Coach Revenue

+13% (from $1,145.6M to $1,293.5M)

Coach revenue surged 13% YoY as a result of improved consumer engagement and product innovation that built on prior period momentum, reinforcing strong performance in core channels. " " " "

Kate Spade Revenue

–13% (from $280.7M to $244.9M)

Kate Spade revenue declined by 13% YoY, reflecting ongoing operational challenges and strategic repositioning efforts that continued from previous periods, resulting in lower sales compared to Q3 2024. " " " "

Stuart Weitzman Revenue

–18% (from $56.1M to $46.2M)

Stuart Weitzman’s revenue dropped 18% YoY, indicating further contraction in performance relative to the prior period, likely due to underperforming product segments and market dynamics. " " " "

North America Revenue

+9% (from $874.0M to $951.7M)

North America revenue grew 9% YoY, driven by strong consumer spending, improved customer acquisition, and margin expansion—factors that built on the region's already solid performance in the previous period. " "

Greater China Revenue

+3% (from $270.9M to $278.9M)

Greater China saw modest growth of 3% YoY, reflecting a steady recovery from COVID-19 impacts and improved local consumer sentiment compared to the prior quarter’s performance. " "

Other Asia Revenue

–60% (from $234.9M to $93.9M)

Other Asia revenue declined sharply by 60% YoY, likely due to challenging market conditions and operational issues in key markets which contrast strongly with the healthier performance in previous periods. " "

Other Regions Revenue

–72% (from $102.6M to $29.0M)

Other Regions experienced a dramatic 72% YoY decline, suggesting significant market contraction or strategic divestitures in areas that were stronger in the previous period. " "

Operating Income

+24% (from $204.3M to $253.7M)

Operating Income increased by 24% YoY due to margin expansion and efficiency measures that improved gross margins, building on the operational improvements seen in Q3 2024. " "

Net Income

+46% (from $139.4M to $203.3M)

Net Income grew by 46% YoY, a significant improvement resulting from higher operating performance and cost controls compared to Q3 2024, enhancing overall profitability. " "

Cash & Cash Equivalents

–85% (from $6,975.1M to $1,057.0M)

Cash and cash equivalents declined 85% YoY, a steep drop driven by aggressive financing activities such as accelerated share repurchases and debt repayments that marked a major shift from the cash buildup seen in Q3 2024. " " "

Total Assets

–45% (from $13,396.3M to $7,306.2M)

Total Assets decreased by about 45% YoY, reflecting asset sales, deleveraging, or rebalancing of the asset base as part of strategic financial management since the prior period. " " "

Stockholders’ Equity

Nearly halved (from $2,896.9M to $1,493.8M)

Stockholders’ Equity dropped by almost 50% YoY, likely a consequence of significant share repurchases, dividend distributions, or adjustments to the balance sheet that contrast with the higher equity levels reported in Q3 2024. " " "