Sabato De Sarno - Designer | Page 126 | the Fashion Spot

Sabato De Sarno - Designer

t’s crazy a brand as big as Ferragamo never had a talented creative director.


They need it as much as coach needs a talented creative director. Which means they don't... Their shoes, belt and bags would always sell to asian aunts even without any hype. Just like how people trying to enter the "luxury" market would eat up anything coach sells.
 
They need it as much as coach needs a talented creative director. Which means they don't... Their shoes, belt and bags would always sell to asian aunts even without any hype. Just like how people trying to enter the "luxury" market would eat up anything coach sells.
Coach is kind of a funny thing, because Vever's runway collections are actually a complete waste of money. They don't seem to create any form of brand halo and they produce anything outside of t-shirts or jeans. In truth, a lot of Coach's recent success is driven by teens and young adults making their first "luxury" purchase and an steady increase of US-based aspirational customers who have been pushed out by the price/quality decline of European luxury brands. It helps a lot that one of their most popular styles is a rip-off of Chanel's 10k+ euro quilted flaps.
 
They need it as much as coach needs a talented creative director. Which means they don't... Their shoes, belt and bags would always sell to asian aunts even without any hype. Just like how people trying to enter the "luxury" market would eat up anything coach sells.
I totally disagree.

Ferragamo himself was a creative force, being a follower is not the essence of the brand. It's probably one of the most creative shoe brands in the world.

What they've been doing is merch to be sold in outlets to the cheapest clientele. And that's why they are struggling, because they don't have an identity. They don't even know what they are. One day they are cutting edge Juergen Teller and next day Christy T as a traditional housewife. I was in the Monaco store the other day and I almost wanted to cry by how ugly and cheap everything was.

It's so so so so poorly managed! They need a vision as much as I need to eat.

You can tell they are also looking for that vision... without any success. They try everything in a very cheap way, always half-way... and that's why Ferragamo is a D-list brand that no one cares about.
 
Coach is kind of a funny thing, because Vever's runway collections are actually a complete waste of money. They don't seem to create any form of brand halo and they produce anything outside of t-shirts or jeans. In truth, a lot of Coach's recent success is driven by teens and young adults making their first "luxury" purchase and an steady increase of US-based aspirational customers who have been pushed out by the price/quality decline of European luxury brands. It helps a lot that one of their most popular styles is a rip-off of Chanel's 10k+ euro quilted flaps.
The halo is there and definitely in the numbers :)
To put in perspective Coach and Gucci are doing almost the same amount of turnover sales in 2025
Gucci (€5.99 billion 2025 ) Coach delivered $5.6 billion in 2025

The runway works to generate press its not about selling rtw is about halo and moment to give the season a direction/context to sell bags.
I have to say even if it's not my thing at least it's working it has a clearer branding ...and yes for the aspirational market

To put in perspective even Hermes own ceo, noted in last weeks Hermes earnings press that Hermes is not turning their backs to the aspirational customer that is present in other countries and driving growth for Hermes and why at Hermes keeping a product mix and diverse price points is important and that Europe might suffer in the aspirational customers segmentation, but that should not be taken as the worldwide standard benchmark.

Its a segment to not look down at basically was his point. and i 1000% agree

back to Coach:
  • Revenue Growth: Coach delivered $5.6 billion in annual revenue for the fiscal year ending June 28, 2025, representing a 10% increase in constant currency.
  • Fourth Quarter Strength: In Q4 2025, Coach reported a 14% year-over-year revenue gain, driving the majority of growth for its parent company, Tapestry, Inc..
  • Market Position & Brand Power: Coach was ranked as the #13 most valuable fashion brand in 2025 with a brand value of $8.4B. The brand successfully shifted from "accessible luxury" to "expressive luxury" under creative director Stuart Vevers, boosting its appeal.
  • Gen Z & Millennial Appeal: The brand saw a major resurgence among younger demographics, with over 70% of new customers in the past year being Gen Z or Millennials.
  • Operational Success: Coach successfully implemented a strategy that included reducing overexposure, tightening distribution, and increasing average unit retail (AUR) prices, resulting in 75.5% gross margins in some periods

Valentino, Gucci (€5.99 billion 2025 ), Ferragamo, Burberry etc..... wish to be handling their business this clearly now.
 
Gucci (€5.99 billion 2025 ) Coach delivered $5.6 billion in 2025


Whats more impressive is the volume coach has to sell to reach similar turnovers.

that's why Ferragamo is a D-list brand that no one cares about.

Maybe in Europe or U.S., pretty sure in asia ferragamo still has a good name.
 
Whats more impressive is the volume coach has to sell to reach similar turnovers.



Maybe in Europe or U.S., pretty sure in asia ferragamo still has a good name.
No brother, not the case in big markets like China (I’m pretty sure about this), Japan (and this), Skorea.
 

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