Tapestry Inc

Tapestry Inc

TPR

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Market Cap$29.39B
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Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Tapestry IncTapestry Inc44.41.07%97%3.75.7

Earnings Call Q3 2026

May 7, 2026 - AI Summary

Q3 performance = strong beat + record quarter; outlook raised - Tapestry delivered pro forma revenue +23% YoY at constant currency, operating margin +490 bps, and EPS +62% YoY (all ahead of expectations). - Management explicitly linked outperformance to Amplify (consumer-obsessed operating model) and emphasized results as structural/sustainable, not one-off.
Coach (core engine) is accelerating and scaling globally - Coach revenue +29% YoY at constant currency; Coach welcomed ~2.0M new customers (with Gen Z acquisition accelerating). - Core leather goods: unit volume +20%+ and AUR growing low double-digits. - Regional momentum strong: North America +27%, Greater China +58%, Europe +27%; management cited double-digit top/bottom-line gains and market share opportunity (under 1% share; large TAM). - Footwear growth ~20% led by the Soho family, supporting the “One Coach” strategy beyond leather.
kate spade: improvement signs but still a drag (margin/profit > plan, sales under plan) - Revenue -11% YoY in Q3; top-line trends slightly below expectations due to promotion pullback strategy at retail. - Despite revenue pressure, gross margin & profitability exceeded plan because of discipline and brand investment effectiveness. - Customer acquisition improving: ~400k new customers in the quarter; key “leading indicators” cited: brand consideration, handbag performance, and NPS/upgraded omnichannel experience. - Turnaround note: management stressed path to long-term growth is not linear and execution still needs work.

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$167.40

Target Price by Analysts

19.9% upsideTapestry Target Price DetailsTarget Price
$42.19

Current Fair Value

69.8% downside

Overvalued by 69.8% based on the discounted cash flow analysis.

Share Statistics

Market cap$29.39 Billion
Enterprise Value$32.27 Billion
Dividend Yield$1.55 (1.07%)
Earnings per Share$0.85
Beta1.47
Outstanding Shares202,500,000

Return

Return on Equity97.13%ROE
Return on Assets10.25%
Return on Invested Capital17.98%

Valuation & Multiples

P/E Ratio44.44P/E Ratio
PEG64.31PEG
Price to Sales3.67Price to Sales
Price to Book Ratio46.54Price to Book Ratio
Enterprise Value to Revenue4.11
Enterprise Value to EBIT35.96
Enterprise Value to Net Income48
Total Debt to Enterprise0.12
Debt to Equity5.75Debt to Equity

Revenue Sources

No data

Insider Trades

Last Earnings Call

Report Date
May 14, 2026
EPS Estimate
$1.26
Average shareholder expectation
Revenue Estimate
$1.77 B
Average shareholder expectation

Next Earnings Call

Expected Date
August 13, 2026
EPS Estimate
$1.22
Average shareholder expectation
Revenue Estimate
$1.86 B
Average shareholder expectation

Institutional Put/Call Ratio

Market sentiment based on institutional option activity.

Put/Call Ratio1.1037▲ 38.36%
Total Calls1,166,500▼ 66.15%
Total Puts1,287,500▼ 48.11%

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %93.09%▼ 1.87%
Total Invested$26.78B▲ 8.14%
Investors Holding1,107▲ 51.00%

ESG Score

No data

About Tapestry Inc

20,800 employees
CEO: Jide Zeitlin

Tapestry, Inc. is a New York-based house of modern luxury lifestyle brands. The Company's portfolio includes Coach, Kate Spade and Stuart Weitzman. The Company and its brands are founded upon a creative and consumer-led view of luxury th...

Relevant Senate Committees

Joint Committee on Taxation

This committee's influence on corporate tax structures and capital investment credits directly impacts Tapestry's financial planning, investment decisions, and overall profitability.

Finance

This committee's control over taxation and trade policy directly impacts Tapestry's profitability (corporate taxes) and supply chain costs/market access (tariffs, trade agreements), making it highly relevant.

Judiciary

Intellectual property protection (trademarks, designs) is paramount for luxury brands like Tapestry to combat counterfeiting and maintain brand value, making this committee's oversight highly relevant. Antitrust oversight could also impact potential M&A activities.