Tapestry Inc
TPR
Market Cap$20.44B
Close$
Earnings Call Q3 2025
May 8, 2025 - AI Summary
Strong Financial Performance: Tapestry reported a record third quarter, achieving an 8% revenue increase at constant currency, with Coach leading at a 15% growth rate. Gross margin expanded to 76.1%, representing the highest quarterly gross margin in over 15 years, while earnings per share (EPS) surged by 27% YoY to $1.03.
Elevated Outlook for Fiscal 2025: The company raised its fiscal 2025 revenue guidance to approximately $6.95 billion (4% growth YoY), expecting an EPS of around $5, which reflects high-teens growth. This guidance demonstrates resilience amid a fluctuating economic environment and aligns with growth targets set during their Investor Day nearly three years ago.
New Customer Acquisition Success: Tapestry acquired over 1.2 million new customers in Q3, primarily from Gen Z and Millennials, indicating effective engagement strategies. Retention rates for Gen Z consumers at Coach showed a meaningful increase, highlighting the potential for enduring brand loyalty and lifetime value.
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$52.96
48.2% downside
Current Fair Value
48.2% downsideOvervalued by 48.2% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $20.44 Billion |
|---|---|
| Enterprise Value | $23.51 Billion |
| Dividend Yield | $1.4 (1.42233059026719%) |
| Earnings per Share | $3.56 |
| Beta | 1.48 |
| Outstanding Shares | 207,300,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 23.74 |
|---|---|
| PEG | 51.78 |
| Price to Sales | 3.1 |
| Price to Book Ratio | 14.59 |
| Enterprise Value to Revenue | 3.42 |
| Enterprise Value to EBIT | 21.3 |
| Enterprise Value to Net Income | 27 |
| Total Debt to Enterprise | 0.17 |
| Debt to Equity | 2.75 |
Revenue Sources
No data
Insider Trades
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...