The Art and Discipline of Scaling
Not every scale story is led by the founder. Many brands begin with entrepreneurial spark, but the next chapter, turning a promising business into a global institution, often belongs to someone who didn’t start it. Scale requires a different kind of leadership, someone willing to step in, see the latent potential, and build the systems, discipline, and conviction needed to grow it.
That’s what makes Lew Frankfort’s journey at Coach so instructive, a journey he shared with us in our last episode of Outthinker Podcast.
He didn’t found the brand, but he helped transform it from a $6 million business into a multi-billion-dollar company with global reach.
The growth that followed wasn’t a single bold move, but a series of disciplined decisions. Lew focused on clarifying the brand’s emotional core, strengthening the connection with customers, taking control of how the story was experienced, and building the kind of organization that could sustain growth. Each step reinforced the next. Together, they explain how an emerging brand became a scaled institution.
Bring an Outsider’s Eye
Lew didn’t come to Coach from fashion. His early experience in public service shaped in him an anthropological approach to problems, start with people, understand their behavior, and let the facts guide you.
When he joined Coach, he didn’t begin with a grand creative overhaul. He went out and listened. At one point, he even introduced himself as a Businessweek reporter so he could speak candidly with buyers and retailers about Coach and its competitors. He wanted unfiltered answers.
What stayed with him was how strongly customers felt about the brand. Coach was small, but it mattered. One retailer described it as having a “cult following.” That wasn’t a marketing slogan. It was a signal.
Lew saw in that loyalty the outline of something larger. Europe had heritage luxury houses that combined quality, identity, and aspiration. The U.S. didn’t yet have a broadly accessible leather goods brand with that kind of emotional pull. The opportunity wasn’t to chase fashion trends, it was to build an American brand with substance and reach, a democratized form of European-style luxury grounded in durability and value.
From that point, the work became clear, translate that insight into decisions about distribution, product, and storytelling that could carry the vision into execution.
Start with the Customer’s Emotional Bond
Lew understood that scale would not come from fashion cycles. It would come from attachment.
Handbags are different from most consumer products. They’re carried daily. They’re touched constantly. They move through routines, commutes, dinners, travel. Over time, they don’t just hold belongings, they absorb life. The leather softens. The surface changes. A patina forms. That physical evolution creates memory.
Coach’s positioning reflected that insight. Lew often described it as a triangle. At the base was underlying equity, real craftsmanship and materials that could withstand years of use. On top of that sat foundational equity, value that made quality accessible rather than distant. And rising above both was emotional equity, the bond that forms when a product becomes part of someone’s everyday identity.
The structure mattered. Without quality, the bond would break. Without value, the audience would narrow. Without emotional resonance, scale would flatten into transaction.
That clarity gave Coach something sturdier than trend. It gave the brand a reason to endure.
Take Control of How your Story is Experienced
Coach began as a wholesale brand, and Frankfort saw a strategic problem, if you don’t control the experience, you don’t control the meaning. His answer was creating new channels for direct communication and direct distribution, starting with a catalog “so we could communicate directly to our consumers, control the presentation, the storytelling, the service levels.”
Then came a move that signaled where he thought retail was headed. In 1981, Coach opened a freestanding store in New York City, the first American manufacturer to do so.
It wasn’t only about margin. It was about showing the full assortment, elevating the brand, and meeting customers where they preferred to shop as specialty retail grew and department stores declined.
Scale by Blending “Magic and Logic”
As Coach grew, Frankfort’s operating philosophy became a balancing act, creativity that can see what doesn’t exist yet, paired with discipline that makes it real. He called this “magic and logic,” describing creativity as North Star thinking, boundless curiosity, and instinct, then emphasizing collaboration, enterprise mindset, and teams that can hold opposing truths at once.
That blend mattered most when Coach needed to expand its relevance without abandoning its identity. By the mid-1990s, Coach was a ~$500M business with a meaningful presence in Japan. Frankfort saw a generational shift, younger consumers wanted more style and personality. The response wasn’t a reinvention. It was an evolution, adding “more personality,” “more femininity,” lighter leathers, bright colors, and eventually a signature fabric-and-leather collection that matched what global luxury shoppers already understood. As Lew put it, “It wasn’t changing the identity of Coach. It was building on it.”
Build the “Investment-Grade” Team That Can Carry the Brand
What makes this a scale story, not just a product story, is how Frankfort describes leadership. He consistently returns to ownership mindset. Regardless of title, “do your very best,” “mine the opportunity,” and “learn, learn, learn.”
He’s candid that large companies struggle to incubate new brands when people are trained to “work against a plan” rather than against a North Star and a set of beliefs.
For closing this article, we want to leave you with three pieces of advice Lew shared for anyone trying to scale a brand from inside a larger organization.
First, act like an owner. Not in title, but in accountability. Take responsibility for outcomes, not just activity. The credibility to lead scale starts with how seriously you treat the opportunity.
Second, stay curious. “Learn, learn, learn,” he said. Markets shift. Customers evolve. Assumptions age quickly. The leaders who keep studying their business, even after success, are the ones who stay relevant.
Third, protect the North Star. Plans will evolve. Tactics will change. But if the team loses clarity on what the brand stands for, growth becomes scattered. Scale only compounds when belief stays steady.
If you’re building from within, ask yourself, are these three disciplines already part of how you lead?
And if you’re looking to sharpen that edge, join us at Outthinker to connect with peers who are navigating scale from the inside.
Outthinker Networks is a global peer group of heads of strategy, innovation, and transformation at $1B+ companies who are determined to move their organizations to the next level. Members engage in curated learning, practical conversations, and networking opportunities to be more successful in performing their roles, solving their top challenges, and keeping their organizations ahead of the pace of disruption.
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