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 80% of its revenue and well over 90% of its operating profit in fiscal 2025. Handbags accounted for 58% of the brand's fiscal 2025 revenue. Coach products are sold through more than 900 company-owned stores, e-commerce, and third-party stores in North America, Asia, and Europe. Tapestry also owns Kate Spade (17% of fiscal 2025 revenue), which operates about 170 stores and generated 52% of its sales from handbags in fiscal 2025. Kate Spade is known for its colorful patterns and graphics. Tapestry sold its smallest brand, luxury footwear maker Stuart Weitzman, to Caleres in August 2025.

Ticker

$TPR

Primary listing

NYSE

Employees

15,750

Tapestry Metrics

BasicAdvanced
$23B
134.00
$0.82
1.53
$1.40
1.27%

What the Analysts think about Tapestry

Analyst ratings (Buy, Hold, Sell) for Tapestry stock.

Bulls say / Bears say

Tapestry increased its fiscal 2025 sales and profit outlook for the third time, now projecting around $5 in EPS and $6.95 billion in revenue, reflecting robust full-price demand for Coach handbags (Reuters).
Coach brand sales rose 13% in the fourth quarter and 10% for the year, fueled by strong demand among younger consumers in North America (+9%) and Europe (+32%) (Reuters).
Profit margins improved by 140 basis points in the fourth quarter and 210 basis points for fiscal 2025 overall, highlighting Tapestry’s successful pricing and supply-chain management (Reuters).
Kate Spade brand revenue dropped an estimated 13% last quarter due to extensive promotions eroding its premium image (Reuters).
Tapestry expects a $160 million profit impact from tariffs for fiscal 2026, cutting margins by 230 basis points; this triggered a 14% decline in the share price and a 30% reduction in Kate Spade handbag styles (Reuters).
Earnings guidance for fiscal 2026 of $5.30–$5.45 per share fell short of the $5.49 consensus, highlighting pressure on profit growth as import costs rise (Reuters).
Data summarised monthly by Lightyear AI. Last updated on 3 Sept 2025.

Tapestry Financial Performance

Revenues and expenses
QuarterlyAnnual
Q3 24
QoQ growth
Revenue
$37B
-39.75%
Net income
$45B
107.52%
Profit margin
37.65%
6.78%

Tapestry Earnings Performance

Company profitability
QuarterlyAnnual
Q4 23
Q1 24
Q2 24
Q3 24
Q4 24
Actual
$3.69
$2.85
$2.45
$2.42
-
Expected
$3.55
$2.61
$2.05
$2.31
$3.94
Surprise
3.94%
9.20%
19.51%
4.63%
-
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
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Tapestry
DividendPayment
$0.40Per share
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