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TPRTapestry, Inc.
$112.59$22.3B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
TPR logo

Tapestry, Inc.

TPR
NYSE · Luxury Goods
$112.59
At close - Sep 22, 4:00 PM EDT - USD
Market Cap$22.75B
P/E15.5x
52W High$164.80
Volume3.56M
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q4

Coach-Led Reacceleration Confronts Elevated Leverage

Tapestry's operational turnaround is gaining momentum, with revenue growth reaccelerating to 8.9% and gross margins expanding to 83.3%, driven by the successful elevation of the Coach brand. However, this progress is set against a highly strained balance sheet...

GrowthAccelerating
ProfitabilityStrong
ValuationAttractive
TechnicalsWeak
Explore valuation models
MARKET ACTION

TPR price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

12/12 Beats

EPS beat 12 of last 12 quarters

02

Valuation risk

-24% Peers

P/E is 24% below peer median

03

Market leadership

RS 24 · Lag

Laggard (Underperforming 76% of market)

04

Weak Trend

Below 200DMA

Price < 200DMA

Next CatalystEstimated earnings · Nov 13
01

Build the investment case

Start with the evidence for owning the stock and the risks that can break the thesis.

EXECUTIVE THESIS

The Investment Case

Full Analysis
Fundamental Trajectory

Revenue growth has reaccelerated to 8.9% year-over-year, supported by a structural expansion in gross margin to 83.3%, indicating successful brand elevation and pricing discipline.

Analyst Consensus+58.0% target
Buy(41 analysts)
30 Buy11 Hold0 Sell

The Bull Case

Upside Catalysts

Iconic brand portfolio

Tapestry owns globally recognized luxury brands like Coach and kate spade new york, which combine timeless craftsmanship with modern innovation.

Share repurchase program

The company announced a multi-year share repurchase program of up to US$3 billion, signaling confidence in its financial health and commitment to shareholder returns.

Analyst price target upside

Wall Street analysts project a 12-month price target of $78.13 for Tapestry, representing a significant upside potential from current levels.

The Bear Case

Key Downside Risks

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
TPR-11.79%
S&P 500 (^GSPC)+13.20%
1-Year Return
TPR+0.33%
S&P 500 (^GSPC)+15.98%
3-Year Return
TPR+306.18%
S&P 500 (^GSPC)+82.94%
5-Year Return
TPR+206.32%
S&P 500 (^GSPC)+73.16%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/EMedian
15.2x
Forward P/E
15.8x
EV/EBITDA60th %ile
11.9x
FCF YieldCash Flow
8.1%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
15.2x
12.2x
60th· Fair
EV/EBITDA
11.9x
9.2x
60th· Fair
Price/FCF
12.3x
13.1x
40th· Fair
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$62.86-44.2%
Base (Fair)$121.16+5.4%
Bull$166.59+48.0%
$62.86 Bear$121.16 Base$166.59 Bull
Current Market Price: $112.59
Trades at a 7.1% discount to Base DCF ($121.16)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$8B+14.2% YoY
Net income
$1.53B+733.9% YoY
Free cash flow
$1.81B+65.7% YoY
Operating margin
23.9%+18.0 pts YoY
ROIC (TTM)39.2%
Avg ROIC 5Y-
ROE (TTM)197.1%
Piotroski Score8 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate12/12 (100%)
Revenue Beat Rate10/12 (83%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Aug 13, 2026
$1.32+3.1%
vs $1.28
$1.9B+0.2%
vs $1.9B
Q2 2026
May 7, 2026
$1.66+27.7%
vs $1.30
$1.9B+7.5%
vs $1.8B
Q1 2026
Feb 5, 2026
$2.69+21.2%
vs $2.22
$2.5B+7.7%
vs $2.3B
Q4 2025
Nov 6, 2025
$1.38+9.5%
vs $1.26
$1.7B+4.0%
vs $1.6B
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Business Wire·Sep 16, 2026
Shoppers Can Now Buy Coach and Kate Spade Products in the Gemini App and Google Search, Including AI Mode

NEW YORK--(BUSINESS WIRE)--Tapestry (NYSE: TPR), a house of iconic accessories and lifestyle brands, is bringing Coach and Kate Spade into Google's AI shopping ecosystem, making products purchasable directly from Google Search, including AI Mode, and the Gemini app. How It Works Now, when consumers discover a Coach or Kate Spade item while using Gemini or AI Mode, a "Buy" button appears inline. After selecting their product, customers can complete checkout in just a few taps using Google Pay. T.

Zacks Investment Research·Sep 11, 2026
Why Tapestry (TPR) is a Top Growth Stock for the Long-Term

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

GuruFocus·Sep 10, 2026
Multi-Billion Dollar Luxury and Lifestyle Apparel Market Set for Forecasted Gain and Industry Growth

Multi-Billion Dollar Luxury and Lifestyle Apparel Market Set for Forecasted Gain and Industry Growth PR Newswire N

24/7 Wall Street·Sep 9, 2026
Signet Jewelers Surges 14% as Raised Profit Outlook Overrides Flat Sales Guidance, Tapestry Holds Steady

Shares of Signet Jewelers (NYSE:SIG | SIG Price Prediction) are surging Wednesday morning after the specialty jewelry retailer raised its full-year profit outlook and posted a sixth consecutive earnings beat, even as it held top-line guidance steady.

Filtered for Tapestry, Inc.More Headlines
04

Compare before deciding

Benchmark TPR against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Tapestry, Inc. (TPR)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
TPR logoTPRTapestry, Inc.Current
$112.59$22.75B15.4914.17%19.09%197.14%1.38%
CPRI logoCPRICapri Holdings Limited
$15.19$1.74B19.73-21.79%4.44%86.56%—
RL logoRLRalph Lauren Corporation
$346.06$21.11B22.9014.63%11.76%35.64%—
PVH logoPVHPVH Corp.
$75.89$3.5B143.193.44%-0.98%-1.76%—
HBI logoHBIHanesbrands Inc.
$6.47$2.29B-7.11-3.63%9.59%73.92%—
VFC logoVFCV.F. Corporation
$13.55$5.33B21.171.06%2.88%15.95%—

Compare TPR vs Peers

Tapestry, Inc. (TPR) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs CPRI

Most directly comparable listed peer for TPR.

Scale Benchmark

vs AMZN

Larger-name benchmark to compare TPR against a more recognizable public peer.

Peer Set

Compare Top 5

vs CPRI, RL, PVH, HBI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

TPR SEC Filings & Documents

Tapestry, Inc. (TPR) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Aug 13, 2026·SEC

Material company update

May 7, 2026·SEC

Material company update

Apr 6, 2026·SEC

10-K Annual Reports

4
FY 2026

Aug 13, 2026·SEC

FY 2025

Aug 14, 2025·SEC

FY 2024

Aug 15, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

May 7, 2026·SEC

FY 2026

Feb 5, 2026·SEC

FY 2025

Nov 6, 2025·SEC

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TPR Frequently Asked Questions

Tapestry, Inc. (TPR) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
What is Tapestry, Inc.'s revenue?

Tapestry, Inc. (TPR) reported $8.00B in revenue for fiscal year 2026. This represents a 1358% increase from $548.9M in 2000.

How fast is Tapestry, Inc. growing?

Tapestry, Inc. (TPR) grew revenue by 14.2% over the past year. This is steady growth.

Is TPR profitable?

Yes, Tapestry, Inc. (TPR) is profitable, generating $1.53B in net income for fiscal year 2026 (19.1% net margin).

Dividend & Returns
Does TPR pay dividends?

Yes, Tapestry, Inc. (TPR) pays a dividend with a yield of 1.38%. This makes it attractive for income-focused investors.

What is TPR's return on equity?

Tapestry, Inc. (TPR) has a return on equity (ROE) of 197.1%. This is excellent, indicating efficient use of shareholder capital.

What is Tapestry, Inc.'s free cash flow?

Tapestry, Inc. (TPR) generated $1.81B in free cash flow for fiscal year 2026. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.

What if you invested $1,000 in TPR back in 2000?

Total return calculator · dividends reinvested · 26+ years of data

See returns →