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 strategy, operations, and growth drivers, without issuing recommendations or forecasts. The aim is to illuminate key factors shaping each company’s position in its sector. Educational content, not financial advice.

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...

Comparison Snapshot

Key Financial Metrics

TPR

Metric

XPEV

$26.61B

Market Cap

$18.83B

1.04%

Potential Profit

44.88%

Buy

Analyst Rating

Buy

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.

Sentiment:

🌋Volatile

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.

Sentiment:

🌋Volatile

Investment Analysis

Tapestry

TPR

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

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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