On the Ground: Coach’s Retail Strategy a Fit for China’s Changing Luxury Landscape

In our first report focused on China's changing consumer landscape, Pacific Epoch analysts examine Coach's (NYSE:COH) China retail strategy based on interviews with store managers at personal luxury brands in six cities across three tiers. We see Coach as the luxury brand best-positioned to take advantage of rising incomes in lower-tier cities, with a price point and retail strategy targeted squarely at these emerging luxury consumers.