Tapestry vs Dollar General
This page compares business models, financial performance, and market context for Tapestry and Dollar General, presenting neutral, accessible information to help readers understand how these companies operate. It avoids speculation and jargon. Educational content, not financial advice.
This page compares business models, financial performance, and market context for Tapestry and Dollar General, presenting neutral, accessible information to help readers understand how these companies...
Why It's Moving
Tapestry's Q1 Earnings Crush Forecasts but Shares Tumble on Investor Jitters
- EPS hit $1.38, topping $1.26 forecast by 9.52%, with revenue at $1.7B exceeding $1.64B expectations, signaling robust global demand.
- Adjusted operating margin expanded 200 basis points, acquired 2.2M new customers, highlighting brand strength amid luxury sector pressures.
- Raised FY2026 outlook incorporating Q1 strength, yet shares dropped to $94.75, reflecting unease over potential headwinds like tariffs or Kate Spade turnaround risks.
Dollar General Hits Fresh 52-Week High on Momentum from Strong Earnings Beat and Upbeat Guidance.
- Q4 earnings crushed forecasts with $1.28 EPS versus $0.95 expected and $10.65B revenue topping $10.60B estimates, highlighting resilient consumer demand for value goods.
- FY2025 guidance raised to $6.30–6.50 EPS, well above prior ~$5.75 consensus, pointing to sustained margin gains from store remodels and private label push.
- Fresh 52-week high at $146.89 reflects short-term momentum with 43% 90-day gains, despite insider sales and mixed technical signals.
Tapestry's Q1 Earnings Crush Forecasts but Shares Tumble on Investor Jitters
- EPS hit $1.38, topping $1.26 forecast by 9.52%, with revenue at $1.7B exceeding $1.64B expectations, signaling robust global demand.
- Adjusted operating margin expanded 200 basis points, acquired 2.2M new customers, highlighting brand strength amid luxury sector pressures.
- Raised FY2026 outlook incorporating Q1 strength, yet shares dropped to $94.75, reflecting unease over potential headwinds like tariffs or Kate Spade turnaround risks.
Dollar General Hits Fresh 52-Week High on Momentum from Strong Earnings Beat and Upbeat Guidance.
- Q4 earnings crushed forecasts with $1.28 EPS versus $0.95 expected and $10.65B revenue topping $10.60B estimates, highlighting resilient consumer demand for value goods.
- FY2025 guidance raised to $6.30–6.50 EPS, well above prior ~$5.75 consensus, pointing to sustained margin gains from store remodels and private label push.
- Fresh 52-week high at $146.89 reflects short-term momentum with 43% 90-day gains, despite insider sales and mixed technical signals.
Investment Analysis
Tapestry
TPR
Pros
- Tapestry consistently beats consensus earnings and revenue estimates, with four consecutive quarters of positive surprises and a 67% share price gain year-to-date.
- The company operates three leading luxury accessory brands (Coach, Kate Spade, Stuart Weitzman) across North America, Greater China, and Asia, offering diversification across product categories and regions.
- Analyst sentiment is predominantly positive, with a majority of recent ratings recommending a buy due to earnings momentum and forward-looking valuation metrics.
Considerations
- Tapestry's current price-to-earnings ratio is significantly higher than sector peers, potentially reflecting stretched valuation after its strong recent performance.
- Recent quarterly net income growth has not matched soaring revenue, raising questions about margin sustainability amid ongoing cost pressures.
- The luxury goods sector remains highly sensitive to global economic cycles, exposing Tapestry to potential downturns in discretionary consumer spending.
Pros
- Dollar General’s extensive network of over 20,000 stores in underserved rural areas ensures high visibility and relatively insulated market positions with limited competition.
- The company’s focus on consumables and value pricing appeals strongly to lower-income households, driving consistent traffic even during economic downturns.
- Recent management investments in artificial intelligence optimisation and a 'back to basics' strategy aim to enhance operational efficiency and pricing competitiveness.
Considerations
- Dollar General’s recent same-store sales and earnings momentum has lagged behind broader retail peers, reflecting ongoing operational and execution challenges.
- The company’s heavy reliance on low-income consumers in rural markets exposes it to risks from wage inflation and potential reductions in government assistance.
- Despite a reasonable dividend yield and valuation, analyst price targets show limited upside potential over the near term, suggesting muted expectations.
Related Market Insights
When Jobs Stay Strong, Consumer Wallets Open Wide
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Aimee Silverwood | Financial Analyst
July 27, 2025
Related Market Insights
When Jobs Stay Strong, Consumer Wallets Open Wide
Discover how strong job markets boost consumer spending. Explore opportunities in retail & consumer goods with Nemo's Job Market Strength Neme. Invest commission-free.
Aimee Silverwood | Financial Analyst
July 27, 2025
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on February 5, 2026, before market open. This earnings release will cover the fiscal quarter ending December 2025. Analysts are forecasting an EPS of $2.16 for this period, which would represent growth compared to the prior year. The company's conference call is expected to begin at 8:00 AM ET on that date.
Dollar General (DG) Next Earnings Date
Dollar General's next earnings date is estimated for Thursday, March 12, 2026, ahead of the market open. This report will cover the Q4 fiscal 2025 results, ending January 31, 2026, consistent with the company's historical quarterly cadence. The date remains an estimate, as Dollar General has not yet issued an official confirmation.
Tapestry (TPR) Next Earnings Date
Tapestry, Inc. (TPR) is scheduled to report its next earnings on February 5, 2026, before market open. This earnings release will cover the fiscal quarter ending December 2025. Analysts are forecasting an EPS of $2.16 for this period, which would represent growth compared to the prior year. The company's conference call is expected to begin at 8:00 AM ET on that date.
Dollar General (DG) Next Earnings Date
Dollar General's next earnings date is estimated for Thursday, March 12, 2026, ahead of the market open. This report will cover the Q4 fiscal 2025 results, ending January 31, 2026, consistent with the company's historical quarterly cadence. The date remains an estimate, as Dollar General has not yet issued an official confirmation.
Which Baskets Do They Appear In?
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
Explore BasketWhich Baskets Do They Appear In?
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
Explore BasketBuy TPR or DG in Nemo
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