Tapestry/$TPR

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About Tapestry

Based in New York City, Tapestry is the parent company of accessories and fashion brand Coach, which accounted for 86% of its revenue and all its operating profit in fiscal 2026. Coach was founded as a leathergoods company in 1941, and handbags represented 58% of its fiscal 2026 revenue. Coach products are sold through nearly 1,000 company-owned stores, company-operated digital channels, and wholesale partners in North America, Asia, and Europe. Tapestry also owns Kate Spade (13% of fiscal 2026 revenue), which operates more than 300 worldwide stores and generated 55% of its revenue from handbags in fiscal 2025. Founded in 1993, Kate Spade is known for its colorful patterns and graphics.
Ticker
$TPR
Primary listing
NYSE
Employees
16,600

Tapestry Metrics

BasicAdvanced
$23B
15.82
$7.27
1.46
$1.60
1.39%

What the Analysts think about Tapestry

Analyst ratings (Buy, Hold, Sell) for Tapestry stock.
Analyst projections of the future price of Tapestry stock.

Bulls say / Bears say

  • Coach is delivering strong, sustained growth: Coach revenue increased 24% in fiscal 2026 and 15% in the fourth quarter, with double-digit revenue growth in every quarter of the year. (Tapestry)
  • Profitability and shareholder returns are improving: Fiscal 2026 non-GAAP operating margin expanded to 23.4% from 20.0%, while Tapestry returned $1.7 billion to shareholders and approved a 16% dividend increase. (Tapestry)
  • Consumer acquisition and international expansion support the growth runway: Tapestry added approximately 11 million consumers in fiscal 2026, about 35% of whom were Gen Z, while Greater China and Europe grew 35% and 23%, respectively, on a constant-currency basis. (Tapestry)
  • High brand concentration: Coach represented 86.4% of fiscal 2026 revenue, while Kate Spade revenue fell 10% and the brand posted a fiscal-year operating loss, leaving TPR heavily dependent on Coach’s continued momentum. (SEC filing)
  • Tariff exposure is pressuring profitability: Tapestry said tariffs and duties reduced fourth-quarter gross margin by 60 basis points, while its filing notes that most U.S.-sold products are imported from countries affected by announced tariffs. (Tapestry)
  • International performance remains uneven: Although Greater China and Europe grew strongly in fiscal 2026, Japan revenue declined 10%, highlighting execution and demand variability across major markets. (Tapestry)
Data summarised monthly by Lightyear AI. Last updated on 9 Sept 2026.

Tapestry Financial Performance

Revenues and expenses
Income statement
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
Net income
Profit margin

Tapestry Earnings Performance

Company profitability
Earnings per share
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
Expected
Surprise
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