Tapestry, Inc.

(New York Stock Exchange)

Top News rankings and signal summaries are processed using AI and may contain errors.

1
Very Bullish +85

Tapestry raises full-year guidance following robust Q3 results

AI-generated analysis

Tapestry Inc., the parent company of Coach and Kate Spade New York, reported strong Q3 fiscal results ended March 28, 2026, driving a significant upward revision to its full-year guidance. Net sales surged by 21% year-over-year to reach $1.92 billion, marking double-digit growth across core...

Bullish Signals

  • Q3 revenue surged 21% to $1.92 billion.
  • Tapestry raised full-year guidance to $7.95 billion.
  • Coach handbag units rose over 20%.
  • New customer additions hit 2.4 million globally.
  • APAC and Greater China grew 30% and 55%.
  • Digital sales jumped 25% driving DTC growth.
  • Gross margin expanded to 76.9%.
  • Net income jumped to $344 million.
  • Commitment to return $1.6 billion to shareholders.
  • Fiscal 2026 EPS projected above $6.95.

Bearish Signals

  • The article is overwhelmingly positive and contains no negative aspects or risks mentioned.
  • No downward trends, regulatory concerns, competitive threats, or downside catalysts are present in the provided text.
2
Bullish +75

Tapestry Lifts FY Outlook Amid Coach Boom

AI-generated analysis

Tapestry Inc., the parent company of the Coach and Kate Spade brands, has significantly improved its full-year financial outlook following a robust performance in its fiscal third quarter that ended in late March. The company reported quarterly profits of $343.8 million, or $1.65 per share,...

Bullish Signals

  • Profit surged 74% to $343.8 million.
  • Adjusted EPS of $1.66 beat analyst expectations.
  • Total revenue rose 21% to $1.92 billion.
  • Coach brand revenue climbed 31%.
  • Full-year sales guidance raised to $7.95 billion.

Bearish Signals

  • Kate Spade segment revenue fell 10% year-over year.
  • Prior sales projections were significantly understated.
3
Somewhat Bullish +45

Tapestry stock slide despite record results and upgraded outlook

Dividend Earnings report Guidance raised AI-generated analysis

Tapestry Inc., the parent company of Coach and Kate Spade, reported record quarterly revenue of $1.7 billion and adjusted earnings of $1.38 per share for its fiscal first quarter ended in September, surpassing Wall Street estimates. The strong performance was driven primarily by a 22%...

Bullish Signals

  • Q1 revenue hit record $1.7B and EPS beat estimates at $1.38.

Bearish Signals

  • Shares tumbled >10% on slower H2 FY2026 growth outlook.
  • Tariffs cut FY2026 operating margins by 230 bps.
  • Raised guidance disappointed investors vs earlier momentum.
4
Bullish +75

Tapestry beats Q3 earnings expectations and raises full-year guidance

AI-generated analysis

Tapestry Inc., a luxury fashion holding company, reported its fiscal third-quarter earnings which exceeded Wall Street expectations and prompted an increase in its full-year outlook for fiscal 2026. The company posted adjusted earnings of $1.66 per share, significantly surpassing the analyst consensus estimate of $1.31,...

Bullish Signals

  • Tapestry beat adjusted EPS estimates by +26.72% at $1.66.
  • Revenue of $1.92 billion exceeded consensus, driven by +21.2% growth.
  • Full-year fiscal 2026 guidance raised to ~$7.95 billion revenue.
  • Pro forma revenue excluding Stuart Weitzman expected to rise 17%.
  • CEO credits Amplify strategy for global creativity and value delivery.

Bearish Signals

  • Shares dropped 11% after earnings despite hitting all-time highs.
  • Stock underperformed S&P 500, losing 1.2% vs 11.4% gain.
  • Store count estimates missed for Coach and Kate Spade segments.
  • Kate Spade net sales fell 10.3% to $219.6 million.
  • International and Asia sales missed estimates or grew weakly.
5
Bullish +75

Tapestry Revenues Rise 19% in Q3, Boosted By Coach and China

AI-generated analysis

Tapestry, Inc., the parent company of Coach and Kate Spade, reported strong third-quarter results driven by robust performance from its Coach brand and growth in Greater China, resulting in a 19% year-over-year revenue increase to $1.9 billion on a constant currency basis for the quarter...

Bullish Signals

  • Q3 revenue surged 19% to $1.9 billion.
  • Pro forma sales jumped 23% with 80 bps margin expansion.
  • Coach drove performance with 29% revenue growth to $1.7B.
  • Amplify plan added 2.4M new customers, including 35% from Gen Z.
  • DTC channels grew 23% while physical stores rose 20%.
  • Footwear category achieved 20% quarterly growth momentum.
  • Full-year guidance raised to $7.95B for 2026.
  • Greater China sales surged 55% to $432.2M.

Bearish Signals

  • Kate Spade revenues dropped 11% amid pulled promotions.
  • Japan sales fell 10%; Middle East conflict hurt other regions.
  • Coach marketing spend surged 50% to sustain momentum.
  • Company excluded Stuart Weitzman sale from August 2025 outlook.
6
Bullish +75

Tapestry rallies after new Gen Z customers boost Q1 results

AI-generated analysis

Tapestry, Inc. (TPR) shares increased following the release of its first-quarter earnings report, which demonstrated a significant surge in sales driven by a new wave of younger consumers. The company reported pro forma sales growth of 25% for the quarter, indicating strong top-line performance and...

Bullish Signals

  • Tapestry pro forma sales grew 25% in Q1.
  • Gross and operating margins expanded this quarter.
  • Non-GAAP EPS of $1.66 beat consensus.

Bearish Signals

  • No meaningful negative points extracted from text.
7
Bullish +75

Tapestry (TPR) Q3 Earnings and Revenues Top Estimates

AI-generated analysis

Tapestry, Inc. (TPR) reported its Q3 fiscal results with earnings per share of $1.66, surpassing the Zacks Consensus Estimate of $1.31 and beating last year's adjusted figure of $1.03 per share by approximately 26%. This quarterly performance follows a strong trend where the company has...

Bullish Signals

  • Q3 earnings of $1.66 beat estimates by +26.72%.
  • Revenue hit $1.92 billion, up from $1.58 billion last year.
  • Company topped consensus estimates for four consecutive quarters.
  • Shares gained 16.5% YTD, outpacing the S&P 500.
  • Zacks Rank #2 (Buy) supported by positive estimate revisions.

Bearish Signals

  • Company ranks top 41% among 250 industries.
  • No clear answers exist for Tapestry's future stock.
  • Valuation relies on management commentary, not past gains.
8
Bullish +75

Is Wall Street Bullish or Bearish on Tapestry Stock?

Analyst downgrade Earnings report AI-generated analysis

New York-based Tapestry, Inc. (TPR), which operates the Coach, Kate Spade, and Stuart Weitzman brands, recently reported strong financial performance for its first quarter of fiscal 2027. The company's revenue increased by 12.1% year-over-year to reach $1.9 billion, significantly beating Wall Street estimates. Additionally, adjusted...

Bullish Signals

  • Revenue grew 12.1% YoY to $1.9B in Q1 fiscal 2027.
  • Adjusted EPS hit $1.82, beating consensus estimates.
  • Full-year guidance raised; revenue midpoint now $8.6B.
  • Shares rallied 7.1% after positive Q1 earnings release.
  • Mean price target of $162.27 implies ~22% upside.
9
Bullish +75

Tapestry’s Q1 Earnings Call: Our Top 5 Analyst Questions

AI-generated analysis

Tapestry reported strong first-quarter results driven by robust customer acquisition and heightened brand engagement, particularly among Gen Z consumers. CEO Joanne Crevoiserat highlighted the compounding benefits of the Amplify strategy, which focuses on early consumer engagement and product innovation. Financially, the company delivered revenue of...

Bullish Signals

  • Tapestry Q1 revenue hit $1.92B, beating estimates 7.6%.
  • EPS surged to $1.65, a massive 29.5% beat.
  • Adjusted EBITDA margin beat reached 22.7%.
  • Full-year revenue guidance lifted to $7.95 billion.
  • Operating margins expanded significantly to 22.3%.
  • Constant Currency Revenue grew 23% year-on-year.
  • CEO highlighted strong Gen Z brand engagement.
  • Mid-single-digit revenue growth floor confirmed for future.

Bearish Signals

  • Stock dropped 11% despite strong earnings results.
  • Management warns of competitive headwinds and innovation needs.
  • Growth expected to normalize to mid-single digits next year.
  • Margin pressure from renovations and tariff costs.
  • Store count fell from 1,376 to 1,290.
10
Slightly Bullish +25

Raymond James cuts target for Tapestry stock to USD 140.00

Analyst downgrade AI-generated analysis

Tapestry Inc. (TPR) recently faced a reduction in its price target by analyst firm Raymond James, which lowered the valuation estimate to USD 140.00 from USD 165.00 on October 16, 2026. Despite this downgrade, the analyst maintained an 'Outperform' rating, indicating that the core business...

Bullish Signals

  • FY2026 revenue hit USD 8.0B, up 14%.
  • Operating margins expanded to 23.4%.
  • Adjusted EPS surged 38% to USD 7.05.
  • Coach momentum and reduced promotions drove sales.

Bearish Signals

  • Raymond James cut price target from $165 to $140.
  • Analysts now question sustainability of recent growth rates.
11
Bullish +65

Tapestry (TPR) Beats And Lifts Outlook, Is The Stock Still Trading At A Discount?

Dividend Earnings report Guidance raised AI-generated analysis

Tapestry Inc. (TPR) reported quarterly sales and earnings that exceeded market expectations, prompting the company to raise its full-year guidance and announce plans for increased capital returns to shareholders. The positive financial results have significantly reset investor sentiment, driving the share price up 7.07% on...

Bullish Signals

  • Sales and earnings beat expectations.
  • Full-year outlook lifted for growth.
  • Plans larger capital returns to shareholders.
  • Stock rallied 7.07% on earnings.
  • 1-year total shareholder return is 37.53%.

Bearish Signals

  • Stock trades at $134.17 vs $162.32 fair value.
  • Margin sustainability concerns in current economy.
  • Kate Spade weakness risks overall growth story.
  • Tariff pressures threaten profitability and fair value.
12
Somewhat Bullish +45

Earnings Previews: Tapestry, Walmart

AI-generated analysis

Luxury goods retailer Tapestry Inc. (NYSE: TPR) is set to report earnings on Thursday morning, following a significant market reaction to its announcement of an $8.5 billion cash offer to acquire competitor Capri Holdings. The acquisition news caused TPR shares to plunge another 16% after...

Bullish Signals

  • Q4 revenue forecasted at $1.65B, up 9.6% sequentially.
  • Adjusted EPS expected at $0.97, a 23.9% sequential rise.
  • 15 of 20 analysts rate Tapestry stock Buy or Strong Buy.
  • Implied gain is 40.8% from current price to median target.

Bearish Signals

  • Shares plunged 16% after announcing $8.5B Capri acquisition offer.
  • Only one brokerage downgraded Tapestry amid acquisition skepticism.
13
Somewhat Bullish +45

TPR: Tapestry Inc Q2 2026 Earnings... - Ticker Report

AI-generated analysis

Tapestry Inc is poised to report Q2 2026 earnings for the quarter ending June 30, with Wall Street expecting revenue of $1.87 billion and earnings per share of $1.26. Currently, the stock trades at $162.36, which sits below the average analyst price target of $173.88,...

Bullish Signals

  • Coach drives Tapestry growth after Capri Holdings merger termination.
  • Industry-leading margins supported by Coach's strong market position.
  • Leveraging affordable luxury appeal to capture Gen Z.

Bearish Signals

  • Stock trades below analyst targets, risking downside if earnings miss.
  • Management struggles to stabilize underperforming Kate Spade brand.
14
Bullish +65

Jefferies Financial Group Inc. Has $10.10 Million Stake in Tapestry, Inc. $TPR - MarketBeat

AI-generated analysis

Jefferies Financial Group reduced its stake in Tapestry, Inc. (NYSE: TPR) by 37.2% in the fourth quarter, selling 46,786 shares and retaining a position of 79,009 shares valued at approximately $10.1 million. Despite this reduction, other institutional investors have significantly increased their holdings; Fisher Asset...

Bullish Signals

  • EPS beat estimates by $0.36 at $1.66.
  • Revenue grew 21.2% YoY to $1.92 billion.
  • Strong balance sheet with current ratio of 1.84.
  • Analysts raised targets to $166-$180.
  • Quarterly dividend payout is $0.40 per share.
  • Institutional ownership stands at 90.77%.

Bearish Signals

  • CEO sold 27,776 shares worth $3.69 million.
  • Stock trades below 50-day ($142.33) and 200-day ($133.80) averages.
  • Weiss Ratings downgraded Tapestry from 'hold (c+)' to 'hold (c)'.
15
Very Bullish +85

Tapestry (TPR) FQ2 2026 Revenue Rises 14% to Record $2.5B Led by 25% Coach Growth - Yahoo Finance

AI-generated analysis

Tapestry Inc. (NYSE: TPR) reported record-breaking performance for its second quarter of fiscal year 2026, with total revenue rising 14% to $2.5 billion. On a pro forma basis excluding the recently divested Stuart Weitzman brand, revenue grew 18%, driven primarily by a powerful 25% gain...

Bullish Signals

  • Record Q2 revenue of $2.5 billion shows strong demand.
  • Coach brand grew 25%, driving overall performance.
  • Amplify strategy onboarded over 3.7 million new customers.
  • Shareholder returns reached $1.5 billion, signaling confidence.
  • Raised full-year guidance to exceed $7.75 billion.
16
Very Bullish +85

Tapestry CEO: Coach Brand Balances Magic and Logic to Drive Growth - AOL.com

AI-generated analysis

Tapestry Inc. (NYSE: TPR) reported a significant beat in its Q2 FY2026 results, with non-GAAP EPS reaching $2.69, a 20% increase over the consensus estimate of $2.29. Revenue totaled $2.50 billion, surpassing expectations by approximately 8%, while operating margins expanded substantially to 28.8%. The company...

Bullish Signals

  • Non-GAAP EPS beat 20% with significant revenue growth.
  • Pricing power increased volume without discounts.
  • Gen Z comprises one-third of new customers.
  • Operating margins expanded 390 bps to 28.8%.
  • Greater China grew 34% in constant currency.
17
Somewhat Bullish +45

Tapestry (TPR) Stock May Be 39% Undervalued Despite Peer Valuation Scrutiny

Company update AI-generated analysis

Tapestry (TPR) stock recently closed at US$116.29 following a significant three-year share price gain of approximately 344.5%. Investors are currently evaluating whether this substantial market performance is fully supported by the company's underlying cash generation capabilities and earnings power, particularly in the context of recent...

Bullish Signals

  • Stock gained 344.5% over three years to $116.29.
  • Generated $1.83 billion in trailing twelve-month free cash flow.
  • DCF models suggest current price undervalues future growth.
  • Bull case indicates 28% undervaluation with strong profitability.

Bearish Signals

  • 8% overvaluation risk due to prolonged revenue declines at Kate Spade.
  • Tariff headwinds impact operations and raise capital consumption concerns.
  • Guided operating loss into fiscal 2027 increases turnaround uncertainty.
18
Bullish +75

Jim Cramer on Tapestry, Inc. (TPR): ‘It’s Become An Up Stock’

AI-generated analysis

Jim Cramer of Mad Money has identified Tapestry, Inc. (NYSE: TPR) as a top stock to buy for December performance, noting that the company has become an 'up stock' following the Federal Trade Commission's blockage of its proposed acquisition of Capri Holdings. Cramer attributes this...

Bullish Signals

  • Jim Cramer labels Tapestry a top December pick after FTC blocks Capri deal.
19
Slightly Bullish +25

Tapestry Stock Leads 3 Luxury Retail Names In Focus After Harvey Nichols Sale Talk - simplywall.st

AI-generated analysis

The potential sale of department store chain Harvey Nichols has sparked investor interest in luxury retail stocks that could benefit from sector consolidation or changing ownership structures. Simply Wall St highlights three specific companies—Tapestry (TPR), PVH, and Movado Group (MOV)—that appear positively exposed to this...

Bullish Signals

  • Tapestry drives strong sales/profit growth via Coach brand.
  • PVH has global weight from Calvin Klein and Tommy Hilfiger.
  • PVH refreshes core brands and pushes direct-to-consumer sales.
  • Movado Group shows recent earnings growth.
  • Movado offers 4.04% dividend yield and active buybacks.

Bearish Signals

  • High debt pressures Tapestry's financial flexibility.
  • Large one-off loss impacted Tapestry's performance.
  • Tapestry trades at an expensive P/E ratio.
  • Tariffs and soft EMEA demand hurt PVH.
  • Recent volatility reduced PVH's net margins.
  • Movado Group operates with low ROE.
  • Dividend coverage concerns due to borrowing.
20
Bearish -62

Tapestry: Great Story, But A Short Growth Runway And An Overly Optimistic Mr. Market

AI-generated analysis

Tapestry, Inc. (TPR) has successfully executed a turnaround strategy under its flagship Coach brand, transitioning to direct-to-consumer sales, reducing promotions, and targeting the Gen Z demographic which has driven significant margin expansion. Gross margins improved from 69% in 2022 to 75% by 2025, while operating...

Bullish Signals

  • Tapestry successfully executed a turnaround at Coach by shifting to direct-to-consumer sales, reducing promotions, and targeting Gen Z demographics.
  • Gross margins improved significantly from 69% in 2022 to 75% in 2025 while operating margin expanded to 20%.
  • Coach now represents approximately 80% of Tapestry's sales in FY25, indicating a strong revenue concentration in its most successful brand.
  • Tapestry stock has demonstrated exceptional performance over the past few years, having returned approximately 250%.

Bearish Signals

  • The article explicitly projects a -25% downside for Tapestry, Inc., suggesting significant bearish potential.
  • Inventory turnover has slowed despite margin improvements, indicating potential operational inefficiencies.
  • Fashion cyclicality risk remains a persistent threat to long-term stability in the luxury sector.
  • The strategy relies heavily on Gen Z and accessible luxury, exposing the company to trend risks and price-sensitive customer dynamics.
  • An unresolved Kate Spade turnaround presents an ongoing source of uncertainty and potential drag on overall performance.
  • Coach represents ~80% of Tapestry's sales in FY25, creating high concentration risk dependent on a single brand.
  • The growth runway is described as short despite recent success, suggesting limited long-term capital appreciation prospects.