TapestryXPeng

Tapestry vs XPeng

This page compares Tapestry, Inc. and XPeng Inc. to help you understand how their business models, financial performance, and market context differ. It presents neutral, accessible information on stra...

Why It's Moving

Tapestry

Tapestry Hits 52-Week High as Dividend and Buyback Signal Investor Confidence

  • Ex-dividend on December 5th for $0.40 per share payout on December 22nd, reinforcing Tapestry's commitment to consistent returns and historically quick price recovery post-event.[1][5]
  • Board-authorized $1.0 billion stock buyback, covering up to 4.9% of shares, underscores leadership's view that the stock remains undervalued.[2][4]
  • Minor insider sale of 583 shares by executive on December 6th, but overshadowed by broader bullish momentum including 60% YTD gains from Coach brand revival and Gen Z demand.[2][3]
Sentiment:
🐃Bullish

Which Baskets Do They Appear In?

Celebrity Brand Stocks: Retail Marketing Power 2025

Celebrity Brand Stocks: Retail Marketing Power 2025

American Eagle's recent earnings beat, driven by a successful campaign with Sydney Sweeney, highlights the value of celebrity endorsements. This theme focuses on retail and apparel companies positioned to benefit from similar high-profile influencer partnerships.

Published: September 4, 2025

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Apparel Takeover Targets

Apparel Takeover Targets

Private equity firms have made a $1.4 billion offer to take luxury brand Canada Goose private, signaling a belief that the company is undervalued. This move highlights a broader investment opportunity in other publicly-listed apparel companies with strong brand identities that could become the next attractive takeover targets.

Published: August 28, 2025

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Fashion Industry Consolidation | 18 Stocks 2025

Fashion Industry Consolidation | 18 Stocks 2025

Authentic Brands Group is partnering with Guess's co-founders to take the fashion brand private in a $1.4 billion deal. This move signals a broader trend of consolidation in the apparel sector, potentially creating investment opportunities among other brand management firms and potential acquisition targets.

Published: August 21, 2025

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Job Market Strength Fuels Consumer Spending

Job Market Strength Fuels Consumer Spending

Recent data shows jobless claims have fallen for six consecutive weeks, signaling a resilient labor market. This trend suggests continued economic stability and creates potential opportunities in companies that benefit from strong consumer spending.

Published: July 27, 2025

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Fashion's Next Chapter: The Brand Revitalizers

Fashion's Next Chapter: The Brand Revitalizers

LVMH is reportedly selling its Marc Jacobs brand for $1 billion, signaling a strategic portfolio shift for the luxury conglomerate. This creates an investment opportunity centered on brand management firms and other apparel companies that could benefit from acquiring and revitalizing established fashion labels.

Published: July 26, 2025

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Global Sportswear's Tariff Test

Global Sportswear's Tariff Test

Puma's recent profit warning, triggered by U.S. tariffs and declining sales, has sent shockwaves through the sportswear sector. This event highlights a critical investment theme focused on how global apparel companies are navigating geopolitical trade risks and shifting consumer markets.

Published: July 25, 2025

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The Resilient Premium Consumer

The Resilient Premium Consumer

This carefully selected group of stocks focuses on companies catering to affluent consumers who continue spending despite economic uncertainty. Based on American Express's record revenue from premium cardholders, these professional-picked investments target the luxury segment's enduring strength.

Published: July 21, 2025

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Heritage Luxury Revival

Heritage Luxury Revival

This carefully selected group of premium and luxury brands is riding the wave of renewed market confidence. Inspired by Burberry's successful turnaround strategy, these established names with strong heritage could be the next to unlock significant value for investors.

Published: July 15, 2025

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Resilient Apparel Brands

Resilient Apparel Brands

This carefully selected group of apparel stocks features companies with powerful brand loyalty and strong direct-to-consumer sales channels. Handpicked by professional analysts, these brands are positioned to thrive even when facing economic headwinds like tariffs.

Published: July 11, 2025

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Retail Acquisition Targets

Retail Acquisition Targets

A curated collection of established apparel and retail companies that could be next in line for acquisition. These stocks have valuable brand identities that make them attractive takeover targets for brand management firms looking to unlock their untapped potential.

Published: July 3, 2025

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Brand IP Guardians

Brand IP Guardians

A collection of premium apparel and accessory companies with strong intellectual property and brand identities. These companies could benefit if Lululemon's lawsuit against Costco establishes a legal precedent protecting fashion designs from imitation.

Published: July 2, 2025

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Status Sellers

Status Sellers

These aren't just companies—they're creators of desire and status symbols. Our analysts have carefully selected brands that don't simply sell products, but offer consumers a way to showcase success and exclusivity. Their ability to maintain prestige translates to impressive pricing power and lasting market advantage.

Published: June 17, 2025

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Gifting & Occasions Economy

Gifting & Occasions Economy

These carefully selected companies thrive on our universal tradition of celebration. Professional analysts have curated this collection of businesses that power the commerce behind birthdays, holidays, and life's special moments, offering a way to invest in the enduring market for meaningful connections.

Published: June 17, 2025

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Invest in Luxury

Invest in Luxury

Luxury brands offer more than just beautiful products—they deliver strong investment potential. This carefully selected group of stocks represents companies with exceptional customer loyalty, consistent revenue streams, and remarkable pricing power.

Published: May 21, 2025

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Fashion

Fashion

"Fashion has to do with ideas" as Coco Chanel once said, and these fashion stocks represent some of the most innovative ideas in retail. This collection has been carefully selected by our analysts to capture the growing $2.25 trillion apparel market.

Published: May 6, 2025

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Investment Analysis

Pros

  • Strong brand momentum with Coach delivering 21% growth in Q1 and management guiding for continued low double-digit growth.
  • Consistent earnings and revenue beats with nine consecutive quarters surpassing EPS estimates and six straight quarters exceeding sales forecasts.
  • High gross profit margins around 75.67%, reflecting operational efficiency and pricing power in the luxury accessories market.

Considerations

  • Currently trading at a high P/E ratio above 75, significantly above peer and industry averages, indicating expensive valuation.
  • Management projects a potential growth deceleration in the second half due to tough year-over-year comparisons and conservative guidance.
  • Share price volatility seen as shares recently dropped nearly 10% post-earnings despite strong fundamentals, reflecting market sentiment risks.
XPeng

XPeng

XPEV

Pros

  • Large enterprise value around $168 billion, indicating substantial market presence compared to key electric vehicle peers.
  • Strong market capitalization growth reflecting investor confidence amid accelerating expansion in the electric vehicle industry.
  • Competing in a high-growth sector with increasing demand for electric vehicles and smart mobility solutions globally.

Considerations

  • Electric vehicle sector exposes company to high execution risks related to production scale, supply chain constraints, and technology adoption.
  • Market valuation and enterprise value significantly fluctuate with sector cycles and regulatory developments affecting profitability.
  • Comparison to much larger automakers like Honda highlights challenges in scale, global reach, and diversification impacting stability.

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