Tapestry Inc
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+ FollowMarket Cap$23.27B
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Earnings Call Q4 2026
August 13, 2026 - AI Summary
FY26 delivered ahead of plan (strong “proof” of strategy)
- Revenue $8.0B (+17% pro forma constant currency); operating margin >23% (+340 bps); EPS $7.05 (+38%)
- Achieved Investor Day commitments 2 years early, with results driven by new customer acquisition (11M new customers in FY26; led by Gen Z) and improved profitability/cash flow
- Direct-to-consumer and retail both supported growth (D2C-led model drove double-digit revenue growth and improving profitability)
Coach (core engine) : Q4 strength + confident multi-quarter durability
- Coach Q4 revenue +14% constant currency; 2M new consumers in quarter (nearly 9M FY26)
- Core leather: handbag AUR up mid-teens; unit volumes roughly in line with prior year (growth quality prioritized over promo intensity)
- International momentum: North America +10%, Greater China +30%, Europe +25% in Q4
- Management reiterates Coach can be a $10B brand (opportunity runway due to low penetration + enduring category economics)
Kate Spade : improving fundamentals but still “slower top line”
- Strategy is streamline → solidify → scale, with management saying FY26 progress was more gradual than planned and brand awareness still needs work
- Q4: ~450k new customers in quarter (~2M FY26) with higher AURs for new cohorts (positive on customer quality)
- Outlook implies continued improvement but ongoing investment; full-year guide includes high single-digit decline at Kate Spade (i.e., not yet “back to growth”)
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$61.06
51.3% downside
Current Fair Value
51.3% downsideOvervalued by 51.3% based on the discounted cash flow analysis.
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Share Statistics
| Market cap | $23.27 Billion |
|---|---|
| Enterprise Value | $26.29 Billion |
| Annual dividend | $1.66 |
| Dividend yield | 1.43% |
| Earnings per Share | $7.49 |
| Beta | 1.43 |
| Outstanding Shares | 204,000,000 |
Return
| Return on Equity | 220.73% |
|---|---|
| Return on Assets | 22.83% |
| Return on Invested Capital | 37.86% |
Valuation & Multiples
| P/E Ratio | 15.51 |
|---|---|
| PEG | -9.27 |
| Price to Sales | 3.21 |
| Price to Book Ratio | 41.78 |
| Enterprise Value to Revenue | 3.28 |
| Enterprise Value to EBIT | 13.76 |
| Enterprise Value to Net Income | 17 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 5.76 |
Revenue Sources
No data
Last Earnings Call
Report Date
August 13, 2026
EPS Estimate
$1.28
Consensus analyst estimateRevenue Estimate
$1.87 B
Consensus analyst estimateNext Earnings Call
Expected Date
November 5, 2026
EPS Estimate
$1.56
Consensus analyst estimateRevenue Estimate
$1.85 B
Consensus analyst estimateInstitutional Put/Call Ratio
Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.
| Put/Call Ratio | 0.0000▼ 151.52% |
|---|---|
| Total Calls | -▼ 100.00% |
| Total Puts | -▼ 100.00% |
Institutional Ownership
Holdings and activity of institutional investors.
| Ownership % | 5.33%▼ 93.01% |
|---|---|
| Total Invested | $1.25B▼ 95.73% |
| Investors Holding | 353▼ 789.00% |
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...