Coach CEO Todd Kahn affirmed the company’s stable supply chain during a recent appearance on Bloomberg’s “Open Interest,” stating there have been no issues with leather suppliers. The comments came as Kahn discussed the brand’s overall strategy and performance.
Kahn’s appearance on the program, hosted by Matt Miller and Dani Burger, focused on Coach’s recent successes, particularly its appeal to younger consumers. According to a report from Tapestry, Coach’s parent company, over two-thirds of the nearly 900,000 new customers in North America during the last quarter were Gen Z and millennials. Kahn credited this growth to a focus on what he and creative director Stuart Vevers termed the “timeless Gen Z client,” which “became the muse” for the company’s designs.
The CEO too highlighted the resilience of the U.S. Consumer despite ongoing economic pressures, as reported by CNBC in November 2025. This assessment suggests a continued positive outlook for Coach, even as broader economic conditions remain uncertain.
A LinkedIn post by Kahn announced his scheduled appearance on Bloomberg TV’s “The Close” with Romaine Bostick, CFA, where he planned to discuss leadership, brand growth and future plans for Coach. Comments on the post indicated excitement about Coach’s recent performance and a store opening at American Dream.
In a separate CNBC segment, “How Coach got its cool back,” the brand’s turnaround was attributed to a strategic refocusing on its core identity and a successful engagement with younger demographics. This strategy appears to be yielding positive results, as evidenced by the influx of Gen Z and millennial customers.
Kahn is scheduled to appear on Bloomberg TV’s “The Close” to further elaborate on the company’s strategies.
