The following video is part of our "Motley Fool Conversations" series, in which Andrew Tonner and Austin Smith discuss topics across the investing world.

In today's edition, Andrew and Austin discuss Coach. With Chinese middle-class consumption set to skyrocket, it's luxury goods that stand the chance of paying off the biggest in China. Coach has done the best job tailoring its products to Chinese tastes (in comparison to Ralph Lauren).

Coach is just one of the success stories of the retail industry. To learn about a few more, I invite you to take a look at The Motley Fool's special free report: "The Death of Wal-Mart: The Real Cash Kings Changing the Face of Retail." In it you'll see which retailers are able to consistently outperform, and how two cash kings are planning to ride the waves of retail's changing tide. You can access it by CLICKING HERE.

This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.