Tapestry now sells Coach and Kate Spade items in Google’s AI shopping ecosystem. Shoppers can buy products directly in Google Search, AI Mode, and the Gemini app. Transactions use Google Pay and require consumer approval each time. The checkout uses the Universal Commerce Protocol. The feature is live in the U.S. only. Tapestry plans to expand to other markets later. The company says customer data remains the same as on its own sites. Tapestry’s Q4 revenue rose 9% to $1.9 billion. Coach revenue jumped 15% to $1.6 billion. Kate Spade revenue fell 7% to $235 million.
What changed
Coach and Kate Spade products were only purchasable via brand stores or websites.
What it unlocks
Buying Coach and Kate Spade items directly in Google Search, AI Mode, and the Gemini app without leaving the platform.
- $1.9B Q4 revenue
- $347.8M net income
- $1.6B Coach Q4 revenue
- $235M Kate Spade Q4 revenue
What you need to act on it
- U.S. market only
- consumer approval for each transaction
- Google Pay enabled
Sources