TPR

— Fundamental Stock Analysis and Report Card

Consumer Cyclical : Luxury Goods

Located in New York City, NY, US. Tapestry, Inc. is a prominent global fashion house specializing in premium accessories and distinct lifestyle brands. It operates internationally, serving customers across the United States, Japan, Greater China, and other markets worldwide. The company's diverse portfolio is structured around three well-known brands: Coach, Kate Spade, and Stuart Weitzman. Tapestry offers an extensive product range catering to women, men, and even includes items for children and home goods. For women, this encompasses a vast selection of luxury accessories, including various handbag styles such as wallets, wristlets, and cosmetic cases, alongside unique novelty items like travel accessories, sketchbooks, and keychains. The collection further features footwear, eyewear, fine jewelry (bracelets, necklaces, rings, and earrings), fragrances, watches, and seasonal apparel, which covers outerwear, ready-to-wear collections, and cold-weather essentials like gloves, scarves, and hats. Men's offerings include a wide array of bags, from business cases and messenger bags to backpacks and totes. Additionally, they can find small leather goods like wallets, card cases, and belts, as well as footwear, timepieces, scents, sunglasses, novelty items, and ready-to-wear clothing. Beyond personal fashion, the company extends its reach to children's footwear, and home goods such as stylish bedding and tableware, alongside stationery and gift items. Tapestry also expands its market presence through licensing agreements. Under the Coach brand, it permits the marketing and distribution of tech and soft accessories, jewelry, watches, eyewear, and fragrances. The Kate Spade brand licenses include tableware, housewares, fashion bedding, tech accessories, watches, sleepwear, eyewear, stationery, gifts, and fragrances. As of July 2, 2022, Tapestry managed a substantial retail footprint, operating 945 Coach stores, 398 Kate Spade stores, and 100 Stuart Weitzman stores. Its products are distributed through various channels, including the company's e-commerce platforms, dedicated concession spaces within other retailers, wholesale partnerships, and a network of independent third-party distributors. Originally established in 1941 as Coach, Inc., the corporation rebranded as Tapestry, Inc. in October 2017. Its corporate headquarters are situated in New York, New York.

Growth

Revenue, earnings and profitability.

Strong revenue growth and earnings can attract investors, driving the stock price up. Profitability indicates the company's efficiency and sustainability, which impacts investor confidence. Poor performance in these areas can lead to a decrease in stock price.

Revenue History

Earnings History

Margins

Gross Margin TTM
76.18%
EBITDA Margin TTM
14.19%
Net Margin TTM
8.44%
Earnings Per Share TTM
3.27
Statements

Income & Cash Flow analysis.

An income statement shows what a company earned and spent over a period — revenue at the top, costs and expenses in between, and net income at the bottom. A cash flow statement tracks the actual cash moving in and out, across operations, investing, and financing. Read together, they show whether reported earnings are backed by real cash.

Tapestry, Inc.
Select Period:
Q3 2026
Total ($)
Q3 2026
Margin (%)
Revenue
1.9b
+336.0m
+21.2%
Gross Income
1.5b
+270.7m
+22.4%
77%
+0.8pp
+1.0%
EBITDA
483.0m
+175.5m
+57.1%
25%
+5.7pp
+29.6%
Operating Income
427.5m
+173.8m
+68.5%
22%
+6.2pp
+39.0%
Net Income
343.8m
+140.5m
+69.1%
18%
+5.1pp
+39.5%
Earnings Per Share
1.70
+0.7
+73.5%
Operating Cash Flow
262.6m
+118.3m
+82.0%
14%
+4.6pp
+50.1%
Free Cash Flow
186.6m
+73.2m
+64.6%
10%
+2.6pp
+35.8%
Research & Development
n/a
n/a
n/a
n/a
n/a
n/a