Michael Kors Holdings Ltd

To support its direct marketing initiatives, Coach has a database of 24 million households in North America and 10 million in Asia.

Coach expects to realize $160 million in annual savings due to its restructuring initiatives from fiscal 2016 onward. It also expects to maintain its annual dividend of $1.35 per share.

PVH Corporation (PVH) has a market cap of $8.9 billion. It fell by 0.67% to close at $108.82 per share on August 24, 2016.

Coach’s gross margin expanded to 71.6% in 3Q15 from 71.1% in 3Q14. Coach reduced the frequency of its in-store and online promotions, which should boost its margins.

We’ll look at PVH’s operations by geographies. It markets its products in over 100 countries through wholesale partners. It has over 4,700 retail locations.

Coach’s (COH) performance in North America remained pressured in the quarter, with sales declining 7% in reported terms to $731 million.

On October 12, VF Corporation’s (VFC) 12-month forward PE (price-to-earnings) ratio was 22.4x.

Gap (GPS) reported total revenues of $3.8 billion in 2Q17 and beat the consensus by $30 million. On a YoY basis, the company’s top line fell 1.4%.

PVH Corporation’s (PVH) top line is predicted to grow 4.9% YoY (year-over-year) in 2Q17.

Coach pulled out of 250 department stores in the US during its last reported quarter, reducing the department store count by ~25% in 2017.

Gap (GPS) reported total revenues of ~$4.4 billion in 4Q16, beating the consensus by $40 million.

PVH Corporation (PVH) has a market cap of $7.5 billion. It fell 1.6% and closed at $93.30 per share on January 26, 2017.

As a result of its second quarter headwinds, Kate Spade (KATE) lowered its full fiscal 2016 outlook.

PVH Corporation (PVH) has a market cap of $8.9 billion. It rose 3.6% to close at $110.50 per share on September 30, 2016.

PVH Corporation (PVH) rose 1.3% to close at $108.60 per share during the third week of September 2016.

Among PVH’s (PVH) three segments, Calvin Klein has been the best performer. The brand accounts for more than 37% of the company’s total revenue.

Despite a decline in earnings, Ralph Lauren continues to hold $1.2 billion in cash and short-term investments on its balance sheet.

KATE’s top line grew by 9.1% YoY (year-over-year) in fiscal 2015, as compared to a 7.7% YoY increase for Michael Kors and a 12.7% YoY decline for Coach.

Kate Spade recorded total sales of $1.3 billion in the past twelve months. Michael Kors and Coach saw sales of $4.7 billion and $4.3 billion, respectively.

PVH (PVH) rose by 2.1% to close at $98.63 per share at the end of the third week of June 2016.

PVH Corporation (PVH) has a market cap of $7.8 billion. It fell by 0.58% to close at $96.65 per share on June 10, 2016.

Tommy Hilfiger was acquired by PVH (PVH) in 2010. In fiscal 2015, the Tommy Hilfiger brand accounted for 43.5% of the company’s total revenue and 44% of its operating profit.

Ralph Lauren’s (RL) advertising programs are created and executed through the company’s in-house creative and advertising organization.

Ralph Lauren earns royalties from licensing the use of its trademarks or the right to operate stores to third parties for apparel, eyewear, and fragrances.

In retail, Ralph Lauren operated 143 Ralph Lauren stores, 64 Club Monaco stores, and 259 factory outlets at the end of fiscal 2015.

Tommy Hilfiger is one of the world’s leading designer lifestyle brands. PVH reports its business under the North America and International segments.

In addition to social media initiatives, Clinique’s “Forecast” mobile application provides weather information and skincare tips related to weather conditions.

Catering to the premium market, Estee Lauder’s heritage brands include Aramis and Designer Fragrances, Clinique, and Origins.

When a country depreciates its currency, its major trading partners depreciate their own currencies. They do this to save their economies from entering into deflation.

Calvin Klein’s North American operations had a 2% increase in same-store sales growth. However, the international operations decreased by 4%.

Tommy Hilfiger was founded in 1985. Along with Calvin Klein, it’s one of PVH’s two flagship brands. For 2013, Tommy Hilfiger’s global retail sales were $6.4 billion.

Products sold under the Calvin Klein banner had gross revenue of $7.8 billion in 2013. Of the revenue, PVH reported $2.8 billion.

At Coach (COH), products are conceptualized by its New York-based design team. The team also directs the design of all Coach products.

Competition is fierce in all of the affordable luxury industry. And, there are many players, including KORS and KATE.

Coach’s pricing is lower than other luxury brands. This appeals to HENRYs, or high-earners, not rich yet, among other markets.

Coach is a well-known premium fashion brand. In recent years, Coach has faced increasing competition from newer entrants in the affordable luxury market.