— Know what they know.
/
Not Investment Advice

TPR

NYSE · USD
Tapestry, Inc.
Consumer Cyclical · Luxury Goods
CEO Joanne C. Crevoiserat Employees 20,600 R&D / revenue 0.0%
Last price
$120.18+0.36%last session
Market cap
$24.0B
P/E (TTM)
16.0x
From 52w high
−27.1%
From 52w low
+29.2%
1-year return
+3.5%
RSI 14 · vs SMA200
54.5 · −12.9%
IS score
79.2/ 100
Factor model across 8 sub-scores, ranked against 3,010 US stocks. Describes the business, not the outlook.
Download full factsheet (PDF)

One year, rebased to 100

TPR   SPY   XLY (sector ETF) · weekly closes
100120140Jan 26Apr 26Jul 26Oct 26SPY 116TPR 104XLY 97

Score DNA

Each bar is a 0-100 score within the scored universe
89
Profitability
91
Growth
49
Value
94
Momentum
100
Risk (safety)
67
Quality
57
Balance sheet
80
Earnings quality

Flags

Strengths
✓ FCF yield 5%+✓ Congress buying
Warnings
▲ Share count rising
Observations
Moat model: Weak, Efficient ScalePiotroski 7 / 9Altman Z 4.8Beta 1.433 of 4 smart-money sources active

Smart-money strip

Each disclosure source on its own window. Filings coinciding is not coordination.
INSForm 4 · 180 days
Insider open-market buys
0
7 open-market sales, $10.8M
Form 144 notices (12m): 19, $112.5M proposed, not confirmed sales
CONGSTOCK Act · 180 days
Congressional purchases
1
Last disclosed purchase 2026-03-27
Members disclose in ranges, 30-45 days after the trade
13F13F · quarter to 2026-06-30
Net change in institutional holders
+18
133 new holders, 105 closed
1,106 filers hold 98.3% · 463 added, 380 trimmed
ETFETF holdings · 30 days
Net funds accumulating
+189
1,082 funds adding shares
893 funds trimming · counts of funds, not dollars
DARKFINRA · daily
Short-sale share of off-exchange volume
48.4%
20-day avg 49.9%, 50-day avg 36.7%
Latest 1.5 pp under its 20-day average · a flow, not short interest

Key financials · FY2026

USD, fiscal year. Stock-based compensation is non-cash; shown against FCF.
Income statement
Revenue$8.0B
Revenue growth YoY+14.2%
Gross margin77.8%
Operating income$1.9B
Operating margin23.9%
Net income$1.5B
Net margin19.1%
EPS (diluted)$7.27
Cash flow
Operating cash flow$2.0B
Capital expenditure$166.0M
Free cash flow$1.8B
FCF conversion (FCF / OCF)91.6%
Stock-based compensation$104.5M
FCF less SBC$1.7B
Buybacks$1.6B
Dividends$326.1M
Balance sheet & returns
Cash & short-term investments$1.2B
Total debt$2.4B
Net debt$1.2B
Shareholders' equity$692.1M
Goodwill & intangibles$1.7B
Debt / equity5.71
ROE (TTM)262.8%
ROIC (TTM)29.4%
Operating margin by fiscal year
17.6%FY202217.6%FY202317.1%FY20245.9%FY202523.9%FY2026
Revenue $6.7B (FY2022) to $8.0B (FY2026), a 4.6% CAGR.

Valuation

P/E (TTM)16.0x
EV / EBITDA12.7x
Price / sales3.00x
Price / FCF13.2x
FCF yield7.55%
Buyback yield6.48%
SBC / revenue1.3%
Price / book35.42x
Forward P/E FY202715.1x
Forward multiples divide today's price by Street EPS estimates. Street mean target $172.00 across 8 analysts last quarter is theirs, not ours.

TPR vs industry median

43 companies in Luxury Goods
Gross margin 77.8% 46.7% Operating margin 23.9% 8.8% Net margin 19.1% 6.6% ROIC 29.4% 13.7%
TPR (TTM)Industry median Asset turnover 1.20 vs industry 1.16 · financial leverage 9.67

Earnings delivery

Next report 2026-11-05 · consensus EPS $1.56
100%
beat rate, 12 of 12 quarters
+10.6%
median EPS surprise
12
longest beat streak
+3+12+19+5+7+18+17+2+10+21+28+3
EPS surprise in % vs the consensus at the time, oldest (left) to newest, 2023-11-09 to 2026-08-13. Bars cap at ±60%.

Peers

Market-cap band, not the industry cohort above
CompanyMkt capP/EROENet marginRev growth12m return
TPR Tapestry, Inc. $24.0B16.0x262.8%19.1%+14.2% +3.5%
SIG Signet Jewelers Limited $4.5B13.5x19.9%3.4%+0.6% +15.0%
SABRP Sabre Corporation $23.6B19.4x-38.0%1.1%−4.1% —
DRI Darden Restaurants, Inc. $24.5B21.0x55.1%7.3%+8.1% +15.4%
IHG InterContinental Hotels Grou $24.5B35.9x-56.7%16.0%+28.3% +41.5%
LVS Las Vegas Sands Corp. $24.6B14.7x136.4%11.8%+18.1% −22.4%
RL Ralph Lauren Corporation $23.0B24.0x37.5%13.4%+14.7% —
ULTA Ulta Beauty, Inc. $25.4B21.5x46.1%9.3%+11.2% —
12-month window: SPY +15.9%, sector ETF XLY −3.2%. Past returns describe history only.

Recent 8-K filings

2026-08-13Earnings Release; Exhibits
2026-05-07Earnings Release; Exhibits
2026-04-06Officer/Director Change; Exhibits
2026-02-05Results of Operations and Financial Condition; Financial Statements and Exhibits
2025-11-14Submission of Matters to a Vote of Security Holders
2025-11-06Results of Operations and Financial Condition; Financial Statements and Exhibits

Context

Shares outstanding199,750,433
Free float99.6%
Institutional ownership98.3%
Beta1.43
Dividend yield1.38%
Last dividend$0.46 on 2026-09-04
50 / 200-day average$124.13 / $138.13
Large-cap Consumer Cyclical median P/E24.3x

Full factsheet

The PDF carries everything on this page plus the cash-allocation waterfall, Form 144 notices, 13F holder detail, dark-pool and short-flow history, seasonality and the moat assessment (Weak).

Read it in the browser Download (PDF)

All fundamentals · 140 measures in 13 categories

Percentile = where TPR sits among 4 scored companies in Luxury Goods (0 = lowest value, 100 = highest). It is a position, not a grade.
ValuationProfitability (TTM)Returns on capitalGrowthMargin history & stabilityLiquidity (latest quarter)Leverage & solvency (latest quarter)EfficiencyCash flow & earnings qualityDividends & buybacksScores & forensic checksPer shareSize (TTM)

Valuation

MeasureTPRIndustry medianIndustry percentileSector median
P/E (TTM) 15.7x — 17.7x
PEG (P/E ÷ 3-yr EPS CAGR) 0.71 — 0.96
Price / sales 3.0x — 1.0x
Price / book 34.7x — 2.4x
Price / tangible book —
Price / free cash flow 13.2x — 15.2x
Price / operating cash flow 12.1x — 10.2x
Enterprise value $26.8B — $5.6B
EV / sales 3.3x — 1.4x
EV / EBITDA 12.7x — 11.4x
EV / EBIT 14.0x — 16.0x
EV / free cash flow 14.8x — 21.0x
Earnings yield 6.4% — 4.8%
FCF yield 7.6% — 5.9%
Operating cash flow yield 8.2% — 9.3%
Graham number (per share) $23.20 — $33.39

Profitability (TTM)

MeasureTPRIndustry medianIndustry percentileSector median
Gross margin 77.8% — 34.2%
EBITDA margin 26.5% — 11.7%
Operating margin 23.9% — 8.7%
EBIT margin 23.9% — 8.2%
Net margin 19.1% — 4.9%
NOPAT margin 19.6% — 6.8%
FCF margin 22.6% — 6.5%
Operating cash flow margin 24.7% — 10.4%
R&D / revenue 0.0% — 0.0%
SG&A / revenue 53.9% — 17.2%
Stock comp / revenue 1.3% — 0.6%
Effective tax rate 17.9% — 22.4%

Returns on capital

MeasureTPRIndustry medianIndustry percentileSector median
ROE (on average equity) 197.1% — 12.8%
ROA 23.0% — 4.4%
ROIC 45.0% — 9.3%
ROCE 38.0% — 9.9%
Return on tangible assets 28.9% — 7.4%
Cash ROIC (OCF / invested capital) 56.6% — 14.4%
Gross profitability (GP / assets) 93.1% — 31.6%
ROIC, 3-yr average 20.7% — 7.4%
ROIC, 5-yr average 21.0% — 9.1%
ROE, 5-yr average 69.8% — 15.8%
Incremental ROIC -1,270.3% — 11.2%

Growth

MeasureTPRIndustry medianIndustry percentileSector median
Revenue growth (TTM YoY) 14.2% — 6.0%
Revenue growth (QoQ) -2.3% — 6.6%
Revenue CAGR, 3 yr 6.3% — 3.0%
Revenue CAGR, 5 yr 6.9% — 5.9%
Gross profit CAGR, 3 yr 9.7% — 3.3%
Operating income CAGR, 3 yr 17.8% — 2.1%
Net income growth (TTM YoY) 733.9% — 4.7%
Net income CAGR, 3 yr 17.7% — 1.4%
EPS growth (TTM YoY) 724.4% — 7.6%
EPS CAGR, 3 yr 22.3% — 3.4%
EPS CAGR, 5 yr 20.2% — 2.9%
FCF growth (TTM YoY) 65.7% — 26.3%
FCF CAGR, 3 yr 31.8% — 6.5%
Operating cash flow CAGR, 3 yr 26.6% — 6.7%
Book value CAGR, 3 yr -30.2% — 8.1%
Dividend CAGR, 3 yr 6.9% — 3.2%
Sustainable growth rate 155.1% — 12.2%

Margin history & stability

MeasureTPRIndustry medianIndustry percentileSector median
Gross margin, 3-yr average 75.5% — 34.9%
Operating margin, 3-yr average 15.6% — 8.0%
Net margin, 3-yr average 11.3% — 4.8%
FCF margin, 3-yr average 18.5% — 5.7%
Revenue stability (0-1) 0.90 — 0.80
Earnings stability (0-1) 0.03 — 0.43
Margin stability (0-1) 0.96 — 0.92

Liquidity (latest quarter)

MeasureTPRIndustry medianIndustry percentileSector median
Cash & short-term investments $1.2B — $278.1M
Net cash (− = net debt) −$2.8B — −$1.2B
Working capital $1.2B — $298.0M
Current ratio 1.75 — 1.49
Quick ratio 1.25 — 0.92
Cash ratio (cash + ST investments / current liabilities) 0.70 — 0.31
Defensive interval (days) 140 days — 290 days

Leverage & solvency (latest quarter)

MeasureTPRIndustry medianIndustry percentileSector median
Total debt $4.0B — $1.8B
Debt / equity 5.71 — 1.04
Net debt / equity 4.05 — 0.78
Debt / assets 59.1% — 39.7%
Debt / capital 85.1% — 51.0%
Debt / EBITDA 1.87 — 3.26
Net debt / EBITDA 1.32 — 2.42
Interest coverage (EBIT / interest) 34.7x — 5.1x
Cash interest coverage 35.8x — 6.0x
Debt payback (years of OCF) 2.0 yrs — 3.8 yrs
Liabilities / assets 89.7% — 68.1%
IS credit model rating AA — —
Implied credit spread (bps) 80 — 275

Efficiency

MeasureTPRIndustry medianIndustry percentileSector median
Asset turnover 1.21 — 1.00
Fixed asset turnover 4.17 — 3.73
Inventory turnover 2.1 — 5.3
Receivables turnover 33.6 — 19.9
Days sales outstanding 11 days — 18 days
Days inventory outstanding 173 days — 68 days
Days payables outstanding 107 days — 42 days
Cash conversion cycle (days) 78 days — 44 days
Capex / revenue 2.1% — 3.1%
Capex / depreciation 0.82 — 0.89
Operating expense ratio 59.8% — 24.8%

Cash flow & earnings quality

MeasureTPRIndustry medianIndustry percentileSector median
Operating cash flow / net income 1.30 — 1.76
FCF / net income 1.19 — 1.18
FCF / operating cash flow 91.6% — 70.1%
Capex / operating cash flow 8.4% — 29.9%
Accruals ratio -6.8% — -5.7%
Sloan accruals ratio -4.7% — -3.6%
Earnings quality score (0-1) 0.75 — 0.75

Dividends & buybacks

MeasureTPRIndustry medianIndustry percentileSector median
Dividend yield 1.4% — 0.8%
Dividend per share (TTM) $1.66 — $0.40
Payout ratio (dividends / net income) 21.3% — 17.8%
Dividends / FCF 18.0% — 11.6%
Dividend growth (YoY) 7.7% — 4.8%
Buyback yield 6.5% — 1.6%
Shareholder yield (dividends + buybacks) 7.8% — 3.7%
Share count change (YoY) 1.2% — -0.9%
Buybacks, last 5 years $4.6B — $198.3M

Scores & forensic checks

MeasureTPRIndustry medianIndustry percentileSector median
IS score 79 — 50
IS profitability 89 — 38
IS growth 91 — 53
IS value 49 — 50
IS momentum 94 — 72
IS risk (safety) 100 — 65
IS quality 67 — 63
IS balance sheet 57 — 48
IS earnings quality 80 — 77
IS cash flow 79 — 56
Piotroski F-score (0-9) 7 — 6
Altman Z-score 4.8 — 2.8
Beneish M-score −2.84 — −2.69
Ohlson O-score −6.90 — −6.83
IS credit score 87 — 58

Per share

MeasureTPRIndustry medianIndustry percentileSector median
EPS, diluted (TTM) $7.27 — $2.05
Book value per share $3.29 — $14.46
Tangible book per share −$4.81 — $3.70
Revenue per share $38.08 — $46.29
FCF per share $8.62 — $2.72
Operating cash flow per share $9.41 — $4.86
Cash per share $5.48 — $3.59

Size (TTM)

MeasureTPRIndustry medianIndustry percentileSector median
Market cap $24.0B — $3.6B
Revenue $8.0B — $3.9B
EBITDA $2.1B — $442.3M
Net income $1.5B — $178.6M
Free cash flow $1.8B — $206.3M
Total assets $6.7B — $4.4B
Shareholders' equity $692.1M — $957.6M
Employees 19,000 — 12,300

Insider transactions, last 6 months

Form 4 · most recent 12
DateInsiderTypeSharesPriceValueOwned after
2026-09-09Kulikowsky Denise
Chief People Officer
 Option exercise 6,910$40.58$280,40826,946
2026-09-09Kulikowsky Denise
Chief People Officer
 Open-market sale 2,191$115.40$252,84124,755
2026-09-09Kulikowsky Denise
Chief People Officer
 Open-market sale 3,619$115.36$417,48821,136
2026-09-09Kulikowsky Denise
Chief People Officer
 Tax withholding 4,719$115.40$544,57316,417
2026-09-09Kulikowsky Denise
Chief People Officer
 Option exercise 6,910$40.58$280,40813,820
2026-08-21Roe Scott A.
CFO and COO
 Award / grant 82,854$33.81$2.8M151,793
2026-08-21Roe Scott A.
CFO and COO
 Tax withholding 2,817$130.17$366,689148,976
2026-08-21Roe Scott A.
CFO and COO
 Tax withholding 3,296$130.17$429,040145,680
2026-08-21Roe Scott A.
CFO and COO
 Tax withholding 45,819$130.17$6.0M99,861
2026-08-21Kahn Todd
CEO and Brand President, Coach
 Award / grant 66,282$33.81$2.2M160,512
2026-08-21Kahn Todd
CEO and Brand President, Coach
 Tax withholding 2,001$130.17$260,470158,511
2026-08-21Kahn Todd
CEO and Brand President, Coach
 Tax withholding 2,434$130.17$316,834156,077

Shares acquired vs disposed, by month

acquired disposed · all Form 4 types
MarAprMayAugSep

By transaction type, 6 months

TypeDirectionFilingsSharesValue
Award / grantAcquired20707,206$53.4M
GiftDisposed21,426—
Open-market saleDisposed780,904$10.8M
Option exerciseDisposed4130,257$3.9M
Option exerciseAcquired4130,257$3.9M
Tax withholdingDisposed34383,635$50.5M
Awards, option exercises and tax withholding are compensation mechanics; open-market buys and sales are the discretionary ones.

Form 144 notices

12 months: 19 notices · 849,820 shares · $112.5M
FiledFilerShares proposedEst. proceeds
2026-09-09Kulikowsky Denise10,529$1.2M
2026-08-19Crevoiserat Joanne C.66,061$8.7M
2026-05-26Kahn Todd57,286$8.0M
2026-05-13Crevoiserat Joanne C.66,061$8.7M
A Form 144 is notice of a proposed sale, not a confirmed one.

Congress trades

12 months: House 7 trades (0 purchases) · Senate 1 (1 purchases)
TradedMemberChamberTypeAmountDisclosed
2026-09-04Ro KhannaHouseSale$1,001 - $15,0002026-10-09
2026-06-16Matt Van EppsHouseSale$15,001 - $50,0002026-06-17
2026-03-27Alan ArmstrongSenatePurchase$1,001 - $15,0002026-07-21
2026-03-25Terri SewellHouseSale$15,001 - $50,0002026-04-21
2026-03-25Terri SewellHouseSale (Full)$15,001 - $50,0002026-04-21
STOCK Act disclosures, in ranges, filed up to 45 days after the trade.

Largest 13F holders

Quarter to 2026-06-30, the latest most managers have filed
ManagerSharesValue% of shares out
BlackRock, Inc.17,837,105$2.6B8.93%
VANGUARD CAPITAL MANAGEMENT LLC13,194,486$1.9B6.61%
STATE STREET CORP10,054,668$1.5B5.03%
VANGUARD PORTFOLIO MANAGEMENT LLC9,909,546$1.5B4.96%
SCHRODER INVESTMENT MANAGEMENT GROUP7,415,814$1.1B3.71%
GEODE CAPITAL MANAGEMENT, LLC6,591,720$962.6M3.30%
BANK OF AMERICA CORP /DE/5,269,226$771.3M2.64%
FMR LLC4,123,454$603.6M2.06%
SRS Investment Management, LLC4,062,897$594.7M2.03%
AMERIPRISE FINANCIAL INC3,745,145$548.2M1.87%
Invesco Ltd.3,402,525$498.1M1.70%
GOLDMAN SACHS GROUP INC2,797,903$409.6M1.40%
MORGAN STANLEY2,682,305$392.6M1.34%
DIMENSIONAL FUND ADVISORS LP2,576,200$377.1M1.29%
NORTHERN TRUST CORP2,119,712$310.3M1.06%

Institutional ownership by quarter

2023-092026-0698.3%
% of shares held by 13F filers
2023-092026-061,106
Number of 13F filers holding

Holder changes by quarter

QuarterHoldersOwnershipNewIncreasedReducedClosed
2026-06-301,10698.3%133463380105
2026-03-311,08893.4%17939739490
2025-12-311,01995.1%17633938987
2025-09-3095398.3%17035033186
2025-06-3087898.9%16730830295
2025-03-31817103.1%17024632184
2024-12-31740107.3%15824024174
2024-09-30673102.5%10523822748
2024-06-30620102.2%7425719688
2024-03-31644104.4%10721124165
2023-12-31612102.8%12519721477
2023-09-30574103.6%99228176109

Schedule 13D / 13G filers

FiledFormFiler% of classShares
2026-07-31SCHEDULE 13G/AVanguard Portfolio Management4.9%9,962,722
2026-04-30SCHEDULE 13GVanguard Capital Management7.3%14,896,730
2026-04-29SCHEDULE 13GVanguard Portfolio Management5.0%10,168,723
2026-03-27SCHEDULE 13G/AThe Vanguard Group0.0%0
Required above 5% of a class; 13G is the passive form.

ETFs with the largest holding

ETFWeight in fundHolding value
VITSX0.03%$727.0M
VTI0.03%$727.0M
VSMPX0.03%$727.0M
VTSAX0.03%$727.0M
VFIAX0.03%$602.4M
VFFSX0.03%$602.4M

Share structure

Shares outstanding199,750,433
Float198,867,305
Free float99.6%

Income statement

Fiscal years, USD
FY2022FY2023FY2024FY2025FY2026
Revenue$6.7B$6.7B$6.7B$7.0B$8.0B
Cost of revenue$2.0B$1.9B$1.8B$1.7B$1.8B
Gross profit$4.7B$4.7B$4.9B$5.3B$6.2B
R&D$0$0$0$0$0
SG&A$3.5B$3.5B$3.7B$4.0B$4.3B
Operating income$1.2B$1.2B$1.1B$415.0M$1.9B
EBITDA$1.3B$1.4B$1.4B$526.4M$2.1B
Pretax income$1.0B$1.1B$1.0B$216.1M$1.9B
Income tax$190.7M$207.1M$195.9M$32.9M$332.9M
Net income$856.3M$936.0M$816.0M$183.2M$1.5B
EPS, diluted$3.17$3.88$3.50$0.82$7.27
Diluted shares270.1M241.3M233.2M222.5M210.2M

Balance sheet

FY2022FY2023FY2024FY2025FY2026
Cash & short-term investments$953.2M$741.5M$7.2B$1.1B$1.2B
Receivables$469.5M$442.6M$464.4M$516.6M$506.4M
Inventory$994.2M$919.5M$824.8M$860.7M$826.2M
Total current assets$2.6B$2.4B$8.8B$2.9B$2.9B
PP&E, net$1.8B$1.9B$1.8B$1.8B$1.9B
Goodwill & intangibles$2.6B$2.6B$2.6B$1.7B$1.7B
Total assets$7.3B$7.1B$13.4B$6.6B$6.7B
Accounts payable$520.7M$416.9M$452.2M$456.1M$582.3M
Total current liabilities$1.5B$1.3B$1.7B$1.6B$1.6B
Long-term debt$1.7B$1.6B$6.9B$2.4B$2.4B
Total liabilities$5.0B$4.8B$10.5B$5.7B$6.0B
Shareholders' equity$2.3B$2.3B$2.9B$857.8M$692.1M

Cash flow statement

Outflows are negative
FY2022FY2023FY2024FY2025FY2026
Net income$856.3M$936.0M$816.0M$183.2M$1.5B
Depreciation & amortization$206.0M$224.2M$229.0M$224.9M$217.2M
Stock-based compensation$72.2M$78.8M$85.9M$87.3M$104.5M
Change in working capital−$377.5M−$258.9M$167.9M−$39.3M−$12.0M
Operating cash flow$853.2M$975.2M$1.3B$1.2B$2.0B
Capital expenditure−$93.9M−$184.2M−$108.9M−$122.7M−$166.0M
Free cash flow$759.3M$791.0M$1.1B$1.1B$1.8B
Investing cash flow−$253.6M$5.7M−$1.0B$914.0M−$218.3M
Net debt issued / repaid$98.5M−$31.2M$5.6B−$4.9B−$17.0M
Buybacks−$1.6B−$703.5M$0−$2.0B−$1.6B
Dividends paid−$264.4M−$283.3M−$321.4M−$299.3M−$326.1M

Ratio history

Margins on the fiscal-year (TTM at Q4) basis; multiples at each year end
FY2022FY2023FY2024FY2025FY2026
Gross margin69.6%70.8%73.3%75.4%77.8%
Operating margin17.6%17.6%17.1%5.9%23.9%
Net margin12.8%14.1%12.2%2.6%19.1%
FCF margin11.4%11.9%17.2%15.6%22.6%
ROE30.9%41.0%31.5%9.8%197.1%
ROIC20.9%19.9%20.6%9.7%45.0%
ROA10.9%13.0%8.0%1.8%23.0%
Debt / equity1.431.453.034.555.71
Interest coverage18.8x42.4x9.1x3.5x34.7x
Current ratio1.751.845.141.871.75
Revenue growth+16.3%−0.4%+0.2%+5.1%+14.2%
EPS growth+17.0%+17.2%−12.6%−74.6%+724.4%
P/E at year end8.1x10.1x11.9x98.1x20.1x
EV / EBITDA at year end7.1x8.8x8.0x39.4x15.8x
FCF yield at year end10.88%8.40%11.76%6.09%5.91%
Dividend payout30.9%30.3%39.4%163.4%21.3%

Revenue by segment

FY2022FY2023FY2024FY2025FY2026
Coach Segment$4.9B$5.0B$5.1B$5.6B$6.9B
Kate Spade & Company$1.4B$1.4B$1.3B$1.2B$1.1B
Stuart Weitzman$317.7M$281.6M$241.5M$215.1M$14.6M

Revenue by region · FY2026

North America$4.7B · 59%
Non-US$1.4B · 18%
Greater China$1.4B · 17%
Other Asia$465.7M · 6%

Street estimates by fiscal year

Next report 2026-11-05 · consensus EPS $1.56 · these are analysts' numbers, not ours
Fiscal yearRevenue (mean)Revenue rangeEPS (mean)EPS rangeAnalystsP/E on mean EPS
2026$8.0B$8.0B – $8.0B$7.00$6.96 – $7.061217.2x
2026$8.0B$8.0B – $8.0B$6.99$6.95 – $7.051217.2x
2027$8.6B$8.5B – $8.7B$7.98$7.84 – $8.371315.1x

Reported vs expected, every quarter on file

ReportedEPS expectedEPS actualEPS surpriseRevenue expectedRevenue actualRevenue surprise
2026-08-13$1.28$1.32+3.1%$1.9B$1.9B+0.2%
2026-05-07$1.30$1.66+27.7%$1.8B$1.9B+7.5%
2026-02-05$2.22$2.69+21.2%$2.3B$2.5B+7.7%
2025-11-06$1.26$1.38+9.5%$1.6B$1.7B+4.0%
2025-08-14$1.02$1.04+2.0%$1.7B$1.7B+2.5%
2025-05-08$0.88$1.03+17.2%$1.5B$1.6B+3.8%
2025-02-06$1.70$2.00+17.6%$1.5B$2.2B+43.3%
2024-11-07$0.95$1.02+7.4%$1.5B$1.5B+2.4%
2024-08-15$0.88$0.92+4.5%$1.6B$1.6B+0.8%
2024-05-09$0.68$0.81+18.6%$1.5B$1.5B−1.1%
2024-02-08$1.46$1.63+11.6%$2.1B$2.1B+1.5%
2023-11-09$0.90$0.93+3.3%$1.5B$1.5B−1.6%
2023-08-17$0.97$0.95−2.1%$1.7B$1.6B−2.2%
2023-05-11$0.59$0.78+32.2%$1.7B$1.5B−9.1%
2023-02-09$1.27$1.36+7.1%$2.0B$2.0B−0.3%
2022-11-10$0.75$0.79+5.3%$1.5B$1.5B+0.7%
2022-08-18$0.77$0.78+1.3%$1.6B$1.6B−0.7%
2022-05-12$0.41$0.51+24.4%$1.4B$1.4B+1.0%
2022-02-10$1.18$1.33+12.7%$2.0B$2.1B+7.8%
2021-11-11$0.70$0.82+17.1%$1.2B$1.5B+23.2%
2021-08-19$0.69$0.74+7.2%$1.4B$1.6B+12.3%
2021-05-06$0.30$0.51+70.0%$1.1B$1.3B+13.9%
2021-02-04$1.01$1.15+13.9%$1.6B$1.7B+4.3%
2020-10-29$0.22$0.58+163.6%$464.8M$1.2B+152.2%

Off-exchange (dark pool) volume, weekly

FINRA ATS, $ billions · through the week of 2026-08-31 (FINRA publishes with a delay)
0.506-150.606-220.406-290.407-060.607-130.307-200.407-270.508-031.108-100.708-170.608-240.508-31
Week ofNotionalSharesTrades
2026-08-31$499.8M4,074,12679,485
2026-08-24$596.7M4,643,42883,832
2026-08-17$718.9M5,494,390103,360
2026-08-10$1.1B7,901,080129,545
2026-08-03$487.7M3,063,79677,253
2026-07-27$382.5M2,554,19974,414

Short-sale share of off-exchange volume

daily 20-day average
07-2310-1548.4%
DateShort shareShort volumeTotal volume
2026-10-1548.4%445,738921,716
2026-10-1440.1%194,180484,457
2026-10-1354.6%453,753831,103
2026-10-1244.7%238,410533,124
2026-10-0953.9%355,639659,271
2026-10-0860.2%557,120925,418
2026-10-0759.5%448,804754,230
2026-10-0659.9%607,2231,014,234
2026-10-0556.6%426,077752,932
2026-10-0249.5%518,6661,047,217
A daily flow measure from FINRA, not short interest.

Seasonality

Average return by calendar month
+0.6Jan+5.1Feb-1.3Mar+3.6Apr-0.6May-2.1Jun-0.3Jul-2.4Aug+1.8Sep+3.0Oct+6.7Nov+2.7Dec
MonthAvg returnUp yearsYears
Jan+0.6%50%20
Feb+5.1%70%20
Mar−1.3%52%21
Apr+3.6%40%20
May−0.6%45%20
Jun−2.1%35%20
Jul−0.3%40%20
Aug−2.4%40%20
Sep+1.8%45%20
Oct+3.0%60%20
Nov+6.7%80%20
Dec+2.7%60%20
History, not a forecast.

Indicators

as of 2026-10-16
RSI 1454.5
MFI69.5
ADX26.0
Stochastic %K / %D71.9 / 63.6
Williams %R-19.1
CCI174
TSI / signal-8.9 / -19.5
Chaikin money flow0.11
ATR$3.39
Bollinger width8.9%
Volume vs 20-day avg0.57x
SupertrendDown

Moving averages and bands

level (price vs level)
SMA 20$115.44 (+4.1%)
SMA 50$123.21 (−2.5%)
SMA 200$138.02 (−12.9%)
EMA 21$117.31 (+2.4%)
EMA 50$122.73 (−2.1%)
EMA 200$129.14 (−6.9%)
Bollinger upper$120.58 (−0.3%)
Bollinger lower$110.29 (+9.0%)
Parabolic SAR$111.78 (+7.5%)
Open the live chart, 110+ indicators

About Tapestry, Inc.

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.

https://www.tapestry.com

Key executives

NameTitlePayBorn
Joanne C. CrevoiseratPresident, Chief Executive Officer & Director$7.3M1964
Todd KahnChief Executive Officer & Brand President of Coach$4.1M1964
Scott A. RoeChief Financial Officer & Chief Operating Officer$3.7M1965
David E. HowardGeneral Counsel & Secretary$1.7M1975
Denise KulikowskyChief People Officer$1.7M1969
Eva ErdmannCEO & Brand President of Kate Spade——
Peter CharlesChief Supply Chain Officer——
Sandeep SethChief Growth Officer & President of Tapestry International——

Executive pay, latest proxy

ExecutiveYearSalaryStock awardsIncentiveTotal
JOANNE CREVOISERAT Chief Executive Officer2026$1.4M$23.9M$5.8M$34.0M
TODD KAHN Chief Executive Officer and Brand President, Coach2026$1.0M$3.2M$3.0M$8.3M
SCOTT ROE Chief Financial Officer and Chief Operating Officer2026$975,000$3.2M$2.6M$7.9M
DAVID HOWARD Chief Legal Officer and Secretary2026$640,385$1.2M$1.0M$3.3M
DENISE KULIKOWSKY Chief People Officer2026$640,385$1.0M$1.0M$3.0M

Employees

21k201917k202016k202118k202218k202319k202419k202521k2026

Dividends

Ex-dateAmountPaid
2026-09-04$0.46252026-09-21
2026-06-05$0.42026-06-22
2026-03-06$0.42026-03-23
2025-12-05$0.42025-12-22
2025-09-05$0.42025-09-22
2025-06-06$0.352025-06-23
2025-03-06$0.352025-03-24
2024-12-06$0.352024-12-23

Moat model

Weak · Efficient Scale · 2026-06-27
Cost advantage30
Intangibles36
Switching costs12
Network effect85
Efficient scale100
Our component scores (0-100) and overall 45.8; a model of the business, not a call on the stock.
InsiderStreet reports findings from filings and market data. Nothing on this page is a recommendation to buy or sell.Every figure is computed in code · data as of 2026-10-17

Sign in to InsiderStreet

You'll also get our free weekly newsletter with
smart money signals, market insights, and alpha ideas.
Unsubscribe anytime.

For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms