How Coach puts the consumer at the center of brand growth
)
Coach and Tapestry's Jennifer Yue on the Retail Gets Real podcast at NRF 2026: Retail's Big Show.
At a time when retail is being reshaped by technology, generational shifts and changing expectations around authenticity, understanding the consumer has never been more critical. Jennifer Yue, senior vice president of strategy and consumer insights at Coach and Tapestry, joins this episode of Retail Gets Real to share how deep listening and human-centered insight are driving growth at one of the world’s most iconic luxury brands.
Listening beyond the data
Yue says Coach’s approach to consumer insights has evolved over the past several years, shifting from an insular, data-heavy model to one rooted in direct human connection. Rather than relying solely on surveys and dashboards, she says leadership teams now spend time in consumers’ homes around the world, listening and observing firsthand. These immersive experiences, often lasting several hours, uncover emotional drivers that cannot be captured through traditional research alone.
Growth depends not just on understanding current customers, but also on engaging people who are not yet buying from the brand. This insight led Coach to sharpen its focus on a specific audience Yue calls the “Timeless Gen Z,” a cohort that values quality, longevity and self-expression. By understanding how these consumers seek confidence and identity through the products they wear, Coach has been able to refine both its creative direction and brand purpose.

Jennifer Yue, senior vice president of strategy and consumer insights at Coach and Tapestry
Building a consumer-obsessed organization
Yue says consumer understanding is no longer confined to a single department — executives, designers, marketers and merchants are all expected to participate directly in consumer immersion. From sitting on apartment floors in Tokyo to listening to shoppers in Shanghai and London, leaders across the organization are required to experience consumer realities firsthand.
This shared exposure breaks down internal assumptions and builds alignment across teams. Rather than dictating trends from the top, leaders are encouraged to stay humble, curious and open to being surprised. This mindset has helped fuel Coach’s recent growth while reinforcing collaboration as a core cultural value.
Trends shaping the future of retail
Looking ahead, Yue says AI and advanced digital tools will continue to enable more personalized online experiences, while physical stores remain essential as spaces for connection, trust and community. Younger consumers, she notes, are spending more time in stores than many expect, seeking real-world interaction alongside digital convenience.
Episode chapters
(00:00:00) From investment banking to consumer insight leadership
How early roles at Gap shaped a long-term career path for Jennifer Yue
Why listening to consumers became the most important part of the job
(00:03:44) Why growth starts with the people who are not buying
The pivotal shift from studying customers to engaging noncustomers
What the Timeless Gen Z revealed about emotion, function, and value
Why observation often matters more than what consumers say
(00:07:58) Turning human insight into a competitive advantage
Why success depends on blending big data with human data
What changed once decision makers experienced consumer life firsthand
Why Gen Z influence extends far beyond one generation
(00:14:22) Why physical retail is important
How digital-first expectations are shifting toward real-life experiences
What younger consumers want from stores beyond transactions
How community-building is redefining the role of the store
(00:16:47) What keeps a long retail career exciting
How growth ambition fuels energy and creativity at scale
The role of teams and shared mindset in unlocking what’s next
Why never being satisfied is part of the job
(00:18:44) The future of retail is both digital and deeply human
How AI is reshaping personalized online shopping experiences
Why technology alone cannot replace human connection
How community may become retail’s most valuable differentiator
(00:20:20) Why curiosity is a leadership advantage in retail
The lesson repeated by mentors across a long career
How staying curious prevents complacency at every level
Why not having all the answers can be a strength
Resources:
Become an NRF member and join the world’s largest retail trade association
Learn about retail advocacy at nrf.com/advocacy
Find more episodes at retailgetsreal.com





