Why the Blocked Capri Deal Is Good News for Tapestry

The video discusses Tapestry's potential acquisition of Capri, questioning the strategic fit due to differences in pricing strategies and market performance. Tapestry's Coach brand maintains high margins with full pricing, while Capri's brands, including Michael Kors and Versace, struggle with promotions and market positioning. The discussion highlights the challenges Capri faces in maintaining profitability and the implications of their promotional strategies on operating margins.

Discuss the potential consequences for Capri if it continues to discount its products.

What is the speaker's opinion on the acquisition of Capri by Tapestry?