
Tapestry, Inc.
Tapestry, Inc. (TPR) is a New York–based designer and distributor of premium accessories, best known for Coach, Kate Spade and Stuart Weitzman. The business combines direct-to-consumer retail, wholesale and growing e‑commerce channels across North America, Asia and Europe. Revenue hinges on brand desirability, product cycles and distribution mix; margins benefit from owned retail and digital sales but can be pressured by marketing, inventory and promotions. Geographic exposure—particularly to China and the US—means consumer sentiment and currency moves matter. Tapestry has used dividends and buybacks historically and invests in product innovation and omnichannel growth to sustain relevance. Investors should watch sales per square foot, digital penetration, inventory trends and margin expansion plans, but be aware that fashion cycles, competition and macroeconomic shifts can affect results. This summary is educational only and not personal investment advice; suitability depends on individual circumstances.
Why It's Moving

Tapestry surges to all-time highs after crushing Q1 earnings and bold FY2026 guidance.
Tapestry's shares recently hit a record $131.16, fueled by stellar fiscal 2026 first-quarter results that beat analyst forecasts across the board. The luxury accessories powerhouse raised its full-year outlook well above Wall Street expectations, signaling robust brand momentum amid a competitive market.
- Q1 EPS hit $1.38, topping estimates of $1.25-$1.26, with revenue climbing 13% YoY to $1.7B versus $1.63-$1.64B expected, highlighting strong demand for Coach and Kate Spade.
- FY2026 guidance set at $5.45-$5.60 EPS, outpacing sell-side forecasts of $4.91, which underscores confidence in sustained growth and operational efficiency.
- Analysts upbeat: Bernstein lifted target to $115 on Coach's 21% Q1 surge, CFRA to $110 on core brand focus, and TD Cowen held Buy at $120 citing Asia/Europe strength.

Tapestry surges to all-time highs after crushing Q1 earnings and bold FY2026 guidance.
Tapestry's shares recently hit a record $131.16, fueled by stellar fiscal 2026 first-quarter results that beat analyst forecasts across the board. The luxury accessories powerhouse raised its full-year outlook well above Wall Street expectations, signaling robust brand momentum amid a competitive market.
- Q1 EPS hit $1.38, topping estimates of $1.25-$1.26, with revenue climbing 13% YoY to $1.7B versus $1.63-$1.64B expected, highlighting strong demand for Coach and Kate Spade.
- FY2026 guidance set at $5.45-$5.60 EPS, outpacing sell-side forecasts of $4.91, which underscores confidence in sustained growth and operational efficiency.
- Analysts upbeat: Bernstein lifted target to $115 on Coach's 21% Q1 surge, CFRA to $110 on core brand focus, and TD Cowen held Buy at $120 citing Asia/Europe strength.
Stock Performance Snapshot
Analyst Rating
Analysts recommend buying Tapestry's stock, as they believe it has good growth potential.
Financial Health
Tapestry, Inc. is performing well with strong profits and cash flow, indicating solid financial health.
Dividend
Tapestry, Inc.'s dividend yield of 1.13% is relatively low, indicating limited returns for dividend-seeking investors. If you invested $1000 you would be paid $11.50 a year in dividends (based on the last 12 months).
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Revenue and Channels
Direct‑to‑consumer retail and e‑commerce drive higher margins while wholesale broadens reach; shifts in mix influence profitability, though performance can vary.
Global Footprint
Strong North American base with growing exposure to Asia—regional consumer trends and currency swings can materially affect results.
Brand and Margins
Premium brands offer pricing power and loyalty, but marketing, product investment and inventory cycles can pressure margins in downturns.
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