You may know Coach and Kate Spade, but you may not know Tapestry, the $30 billion company behind them. After a blocked merger with Capri Holdings, and the sale of its Stuart Weitzman brand, Tapestry is betting on Coach's momentum to fuel its next phase of growth. As luxury retailers compete for younger consumers in an uncertain economy, Tapestry CFO and COO Scott Rowe says the key is winning Gen Z, investing in brand engagement, and using AI-driven insights to stay ahead of changing consumer behavior.

00:00 Why Coach Is Winning While Luxury Struggles

01:18 Tapestry's Competitive Advantage

02:09 Scott Rowe's Career Journey

03:42 Why He Left Manufacturing for Fashion

04:11 Why Global Experience Creates Better Leaders

05:35 Is Job Hopping Better Than Company Loyalty?

07:58 Why Scott Joined Tapestry

09:46 Balancing the Roles of CFO and COO

10:39 The "So What?" Test for Business Investments

11:37 Why Finance and Operations Work Better Together

12:41 What the Failed Capri Merger Taught Tapestry

14:33 Can Kate Spade Make a Comeback?

15:59 How Tapestry Is Navigating the K-Shaped Economy

17:27 Why Coach Keeps Winning

19:18 The Biggest Myth About Gen Z Consumers

20:38 How Tapestry Uses AI

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