Bloomberg Talks Coach President & CEO Todd Kahn Talks Focus on Gen Z, New Customers & Power of Pricing
Feb 18, 2026
Todd Kahn, President and CEO of Coach, leads the brand’s global strategy with a renewed focus on Gen Z. He discusses targeting younger shoppers, pricing as a tool to attract new customers, curated product platforms to avoid ubiquity, fewer SKUs and stronger marketing, and experiential moves like Coach cafés to boost desirability.
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Scale Through New-Customer Volume
- Bringing many new customers expands market penetration even if retention stays constant.
- A strong first purchase creates goodwill that often converts to long-term loyalty.
Cut SKUs, Extend Franchises
- Cut SKU complexity to focus on enduring, high-performing bags and animate franchises with new materials.
- Preserve strong styles instead of exiting them and rely less on markdown cycles.
Stay In The Sweet Price Spot
- Keep a sweet-spot price range ($200–$500) to be accessible as a first-brand choice.
- Resist chasing ultra-high price tiers that would exclude younger customers and dilute acquisition.