InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$120.18

2026-10-16

Market Cap

$24.0B

Volume

2.1M

52-Wk High

$164.80

52-Wk Low

$93.00

Trailing PE

16.0

P/S

3.00

Gross Margin

77.8%

Net Margin

19.1%

ROE

263%

ROIC

29%

Piotroski

7/9

Altman Z

4.1

1-Yr Return

+3.5%

5-Yr Return

+575.3%

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.

SectorConsumer CyclicalIndustryLuxury GoodsExchangeNYSEMarket Cap$24.0BEmployees20,600 (SEC-filed)CEOJoanne C. CrevoiseratIPO2000-10-06CountryUS

10 Hudson Yards, New York City, NY 10001 · Tel 212 946 8400 · tapestry.com

INSIDERSTREET SCORE79 / 100Street mean $172.00 (8 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALROUTINE SELLING — LOW SIGNAL$11M sold / 6 mo, zero open-market buys

1 Year vs S&P 500 · TPR +3.5% · S&P 500 +15.9% · spread -12.3pp

7 Years vs S&P 500 · TPR +575.3% · S&P 500 +189.9% · spread +385.4pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

INSIDERSTREET
SCORE79of 100

Score Breakdown

Profitability	89/100
Growth	91/100
Momentum	94/100
Quality	67/100
Earnings Quality	80/100
Balance Sheet	57/100
Value	49/100
Risk (safety)	100/100
Overall	79.2/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
SIG	69
SABRP	29
DRI	53
IHG	73
LVS	69
RL	74
TPR	79

IS Score Trend — quarterly

16 quarters, 23 Q1 to 26 Q4. Peak 79 in 26 Q4, latest 79 — +0 since. Fell in 0 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

BUSINESS QUALITY79 / 100IS Score 79.2 / 100 · +0.0 from peak of 79

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTURELEAN BULLISHTechnical Score 64 / 100 · Power +29 · 17 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

Both readings sit above the midpoint — business quality at 79 and price structure at 64 out of 100 — so they are not in conflict. The fundamentals and the tape are saying the same thing, which is the case in which either one alone would have been enough.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 79.2	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 50 → 61 → 62 → 79	the direction matters more than the level
Technical vote share back above 50%	now 64%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,106 → now 1,106	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)1 buys2026-03-27

Insider Buys (180d)0none disclosed

ETF Funds (30d)1092 up / 936 downnet +156 funds

Institutions Added (13F)18managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,106 · latest 1,106 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%	Guard
2026 Q2	1,106	200.6M	$29.0B	98.3%
2026 Q1	1,088	190.5M	$26.7B	93.4%
2025 Q4	1,019	194.0M	$24.5B	95.1%
2025 Q3	953	200.5M	$21.9B	98.3%
2025 Q2	878	201.7M	$17.6B	98.9%
2025 Q1	817	210.3M	$14.7B	103.1%	ex-outlier 90.7%
2024 Q4	740	218.9M	$14.1B	107.3%	ex-outlier 93.3%
2024 Q3	673	209.1M	$9.8B	102.5%
2024 Q2	620	208.5M	$8.9B	102.2%
2024 Q1	644	213.0M	$12.2B	104.4%
2023 Q4	612	209.6M	$8.2B	102.8%
2023 Q3	574	211.4M	$6.4B	103.6%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Why 2025-03 reads 103.07%. Institutions cannot hold more of a company than exists. The reported 210.3M shares exceed the 204.0M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 25,296,244 shares against 28,461,321 the prior quarter, a 1x jump, which alone would be 12.4% of the company. Excluding that filing, ownership is 90.7%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

Why 2024-12 reads 107.29%. Institutions cannot hold more of a company than exists. The reported 218.9M shares exceed the 204.0M outstanding, and a single filer accounts for the excess: VANGUARD GROUP INC reports 28,461,321 shares against 30,877,363 the prior quarter, a 1x jump, which alone would be 14.0% of the company. Excluding that filing, ownership is 93.3%. We publish both figures. 13F filings are due 45 days after quarter end and amendments keep arriving after that, so the newest quarter is provisional by construction - this is what an unsettled quarter looks like.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Kulikowsky Denise	Chief People Officer	2026-09-09	EXERCISE	6,910	$0.28M	26,946
Kulikowsky Denise	Chief People Officer	2026-09-09	SELL	2,191	$0.25M	24,755
Kulikowsky Denise	Chief People Officer	2026-09-09	SELL	3,619	$0.42M	21,136
Kulikowsky Denise	Chief People Officer	2026-09-09	TAX W/H	4,719	$0.54M	16,417
Kulikowsky Denise	Chief People Officer	2026-09-09	EXERCISE	6,910	$0.28M	13,820
Roe Scott A.	CFO and COO	2026-08-21	A-Award	82,854	$2.80M	151,793
Roe Scott A.	CFO and COO	2026-08-21	TAX W/H	2,817	$0.37M	148,976
Roe Scott A.	CFO and COO	2026-08-21	TAX W/H	3,296	$0.43M	145,680

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	8	81,879	$10.9M	Counted
M — Exercises (paired A/D)	4	130,257	$3.9M	None — mechanics
F — Tax withholding	34	383,635	$50.5M	None — compensation
G — Gifts	2	1,426	—	None
P — Open-market purchases	0	0	$0	Counted — none occurred

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalRoutine Selling — Low Signal

Open-Market Sells$10.9M8 txns / 6 mo

Open-Market Buys$0.0M0 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-09-09	Kulikowsky Denise	10,529	$1.2M
2026-08-19	Crevoiserat Joanne C.	66,061	$8.7M
2026-05-26	Kahn Todd	57,286	$8.0M
2026-05-13	Crevoiserat Joanne C.	66,061	$8.7M
Trailing 12 mo	20 filings	866,133	$114M

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Filed	Form	Reporting person	% of class	Shares
2026-07-31	SCHEDULE 13G/A	Vanguard Portfolio Management	4.93%	10.0M sh
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.35%	14.9M sh
2026-04-29	SCHEDULE 13G	Vanguard Portfolio Management	5.02%	10.2M sh
2026-03-27	SCHEDULE 13G/A	The Vanguard Group	—	exit/reporting change

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	SELL	$1,001 - $15,000	2026-09-04	2026-10-09
Matt Van Epps	House	SELL	$15,001 - $50,000	2026-06-16	2026-06-17
Terri Sewell	House	SELL	$15,001 - $50,000	2026-03-25	2026-04-21
Alan Armstrong	Senate	BUY	$1,001 - $15,000	2026-03-27	2026-07-21

House 12-Mo9 trades0 purchases

Senate 12-Mo1 trades1 purchases

CoverageSTOCK Act filings30-45 day disclosure lag

13F Filers (last complete Q)1,088

13F Shares190M93.4% of shares out

New / Closed179 / 90positions, QoQ

Increased / Reduced397 / 394positions, QoQ

Put/Call (13F)1.04option positions

Free Float99.6%199M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Assenagon Asset Management S.A.	689,559	$79M
Congress Asset Management Co	629,789	$72M
Harbor Group, Inc.	553,335	$64M
Wedge Capital Management L L P/Nc	259,389	$30M
Td Waterhouse Canada Inc.	204,450	$24M
Valley Wealth Managers, Inc.	194,432	$22M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.0%	$727M
VTI	0.0%	$727M
VSMPX	0.0%	$727M
VTSAX	0.0%	$727M
VFIAX	0.0%	$602M
VFFSX	0.0%	$602M

13F Filers Holding TPR — quarterly

Institutional Put/Call — quarterly

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session48.4%2026-10-15

20-Day Avg49.9%50-day 36.7%

TrendRising20d vs 50d

By Market CenterQ: 46% · N: 73% · B: 74%latest session

Weekly Notional ($B)

Where TPR Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	2.6M	39 sh
Ubsa Ubs Ats	1.9M	41 sh
Sgmt Sigma X2	1.5M	36 sh
Mstx Ms Trajectory Cross (Ats-1)	1.5M	32 sh
Ebxl Level Ats	1.3M	19 sh
Mspl Ms Pool (Ats-4)	1.2M	140 sh

Where a dollar of Tapestry, Inc. revenue goes. All values FY2026 filings, live.

Region	Revenue	Share
North America	$4.7B	59%
Non-US	$1.4B	18%
Greater China	$1.4B	17%
Other Asia	$466M	6%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TPR (live moat model)Peer median: SIG · SABRP · DRI · IHG · LVS

Component scores from the live moat model. Peer median illustrative.

Moat score 46/100 — Weak; primary source Efficient Scale.

3.8 · Employees (SEC filings)

Officer	Title
Joanne C. Crevoiserat	President, Chief Executive Officer & Director
Todd Kahn	Chief Executive Officer & Brand President of Coach
Scott A. Roe	Chief Financial Officer & Chief Operating Officer
David E. Howard	General Counsel & Secretary

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+13.4%

Next Report2026-11-05

Income Quality1.30OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

Profit Margins (%)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY22	FY23	FY24	FY25	FY26
Revenue	+16.3%	-0.4%	+0.2%	+5.1%	+14.2%
Gross profit	+13.9%	+1.4%	+3.7%	+8.2%	+17.8%
Operating income	+21.5%	-0.3%	-2.8%	-63.6%	+361.3%
Net income	+2.6%	+9.3%	-12.8%	-77.5%	+733.9%

$B · FY ends	FY22	FY23	FY24	FY25	FY26
Revenue	6.7	6.7	6.7	7.0	8.0
Cost of revenue	2.0	1.9	1.8	1.7	1.8
Gross profit	4.7	4.7	4.9	5.3	6.2
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	3.5	3.5	3.7	4.0	4.3
Operating income	1.2	1.2	1.1	0.4	1.9
EBITDA	1.3	1.4	1.4	0.5	2.1
D&A	0.2	0.2	0.2	0.2	0.2
Pretax income	1.0	1.1	1.0	0.2	1.9
Income tax	0.2	0.2	0.2	0.0	0.3
Net income	0.9	0.9	0.8	0.2	1.5
Diluted EPS ($)	3.17	3.88	3.50	0.82	7.27
Diluted shares (M)	270	241	233	222	210

Operating CF$2B

CapEx$0B

Free cash flow$2B

SBC$0B

Buybacks$2B

Net cash change$-0B

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet — Full

$B	FY23	FY24	FY25	FY26
Cash & equivalents	0.7	6.1	1.1	1.0
ST investments	0.0	1.1	0.0	0.2
Receivables (net)	0.4	0.5	0.5	0.5
Total current assets	2.4	8.8	2.9	2.9
PP&E (net)	1.9	1.8	1.8	1.9
Goodwill + intangibles	2.6	2.6	1.7	1.7
Total assets	7.1	13.4	6.6	6.7
Accounts payable	0.4	0.5	0.5	0.6
Short-term debt	0.0	0.3	0.0	0.0
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	1.3	1.7	1.6	1.6
Long-term debt	1.6	6.9	2.4	2.4
Total liabilities	4.8	10.5	5.7	6.0
Shareholders' equity	2.3	2.9	0.9	0.7

Cash Flow Statement — Full

$B	FY23	FY24	FY25	FY26
Net income	0.9	0.8	0.2	1.5
D&A	0.2	0.2	0.2	0.2
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	(0.3)	0.2	(0.0)	(0.0)
Operating cash flow	1.0	1.3	1.2	2.0
Capital expenditures	(0.2)	(0.1)	(0.1)	(0.2)
Investing cash flow	0.0	(1.0)	0.9	(0.2)
Buybacks	(0.7)	0.0	(2.0)	(1.6)
Dividends paid	(0.3)	(0.3)	(0.3)	(0.3)
Debt issuance / (repay)	(0.0)	5.6	(4.9)	(0.0)
Financing cash flow	(1.0)	5.2	(7.2)	(1.9)
Free cash flow	0.8	1.1	1.1	1.8

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
PROFITABILITY
ROE	30.9%	41.0%	31.5%	9.8%	197.1%	263%
ROA	10.9%	13.0%	8.0%	1.8%	23.0%	22.8%
ROIC	20.9%	19.9%	20.6%	9.7%	45.0%	29.4%
Gross margin	69.6%	70.8%	73.3%	75.4%	77.8%	77.8%
Operating margin	17.6%	17.6%	17.1%	5.9%	23.9%	23.9%
Net margin	12.8%	14.1%	12.2%	2.6%	19.1%	19.1%
EBITDA margin	19.6%	20.9%	20.5%	7.5%	26.6%	26.6%
FCF margin	11.4%	11.9%	17.2%	15.6%	22.6%	—
VALUATION
P/E	8.15	10.06	11.94	98.09	20.09	16.0
P/B	3.05	4.14	3.36	20.95	44.34	35.4
P/S	1.04	1.41	1.46	2.56	3.83	3.00
P/FCF	9.19	11.91	8.50	16.43	16.93	13.2
EV/EBITDA	7.14	8.85	8.04	39.42	15.81	12.7
EV/Revenue	1.39	1.80	1.70	2.96	4.18	3.4
Earnings yield	12.3%	9.9%	8.4%	1.0%	5.0%	6.23%
FCF yield	10.9%	8.4%	11.8%	6.1%	5.9%	7.55%

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
LEVERAGE & SOLVENCY
Current ratio	1.75	1.84	5.14	1.87	1.75	1.75
Quick ratio	1.08	1.12	4.66	1.31	1.25	1.25
Debt / equity	1.43	1.45	3.03	4.55	5.71	5.71
Debt / assets	44.9%	46.3%	65.4%	59.3%	59.1%	59.1%
Net debt / EBITDA	1.77	1.89	1.11	5.28	1.32	1.40
Interest coverage	18.84	42.42	9.10	3.53	34.71	—

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Ratio	FY22	FY23	FY24	FY25	FY26	TTM
EFFICIENCY
Asset turnover	0.85	0.93	0.65	0.70	1.21	1.20
Receivables turnover	29.54	28.72	30.34	29.99	33.60	15.8
DSO (days)	12	13	12	12	11	23
DPO (days)	87	88	89	96	107	120
Cash conversion cycle	81	104	102	95	78	73
GROWTH (YoY)
Revenue growth	16.3%	-0.4%	0.2%	5.1%	14.2%	—
Net income growth	2.6%	9.3%	-12.8%	-77.5%	733.9%	—
EPS growth	17.0%	17.2%	-12.6%	-74.6%	724.4%	—
FCF growth	-37.1%	4.2%	45.0%	-4.6%	65.7%	—
PER SHARE ($)
EPS (diluted, TTM)	3.39	3.98	3.48	0.88	7.27	7.49
Book value / share	9.06	9.68	12.34	4.13	3.29	3.39
Revenue / share	26.49	28.30	28.42	33.74	38.08	39.24
FCF / share	3.01	3.36	4.89	5.26	8.62	8.88
Cash / share	3.78	3.15	30.69	5.39	5.48	5.65
SHAREHOLDER RETURN & SCORES
Buyback yield	22.9%	7.5%	0.0%	0.0%	5.1%	5.07%
Altman Z-Score	2.22	2.59	1.89	2.80	4.76	4.1
Piotroski F-Score	5	8	6	7	7	7/9
Beneish M-Score	-2.40	-2.60	-2.66	-3.32	-2.84	-2.84

Model	Score	Zone	Note
Piotroski F-Score	7 / 9	Strong
Altman Z-Score	4.1	Safe (>2.99)	Safe
Income quality	1.30	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.84	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.82
Interest burden	0.97
Operating margin	23.9%
Asset turnover	1.21×
Financial leverage	8.56×
= ROE	197%

Growth Quality (live)	Value
Revenue stability	0.90
Earnings stability	0.03
Earnings persistence	0.50
Revenue CAGR 3y	6.3%
EPS CAGR 3y	22.3%
FCF CAGR 3y	31.8%

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NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Buyback Yield5.07%

Dividend Yield1.38%

Total Shareholder Return5.77%cash yield

SBC / Revenue1.3%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
SIG	$4.5B	13.5	20%	3.4%	+0.6%	8/9	+15.0%
SABRP	$23.6B	19.4	-38%	1.1%	-4.1%	5/9	—
DRI	$24.5B	21.0	55%	7.3%	+8.1%	7/9	+15.4%
IHG	$24.5B	35.9	-57%	16.0%	+28.3%	7/9	+41.5%
LVS	$24.6B	14.7	136%	11.8%	+18.1%	7/9	-22.4%
RL	$23.0B	24.0	38%	13.4%	+14.7%	9/9	—
ULTA	$25.4B	21.5	46%	9.3%	+11.2%	5/9	—
CASY	$25.5B	33.0	20%	4.8%	+13.8%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

41 Analysts

Str Sell (0)Sell (0)Hold (11)Buy (30)Str Buy (0)

Mean Target (qtr)$172.008 targets

Target vs. Price+43.1%last-quarter mean

Next Report2026-11-05street $1.56

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$7.99B	$8.02B / $7.97B	$7.00	$7.06 / $6.96	12
FY2026	$7.99B	$8.02B / $7.97B	$6.99	$7.05 / $6.95	12
FY2027	$8.55B	$8.68B / $8.49B	$7.98	$8.37 / $7.84	13

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$140.00	+16.5%	1
Last Quarter	$172.00	+43.1%	8
Last Year	$159.65	+32.8%	43
All Time	$116.06	-3.4%	77

Rolling mean of published targets vs. last close $120.18. Aggregated from StreetInsider, Benzinga, Pulse 2.0.

Third-Party Composite Rating

B+

DCF

3/5

ROE

5/5

ROA

5/5

Debt/Eq

1/5

P/E

3/5

P/B

1/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

TPR +3.5% vs S&P 500 +15.9% — spread -12.3pp

Sector — XLY -3.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$115.44	+4.74	+4.11%	Above
SMA 50	$123.21	-3.03	-2.46%	Below
SMA 200	$138.02	-17.84	-12.93%	Below
EMA 9	$117.27	+2.91	+2.48%	Above
EMA 21	$117.31	+2.87	+2.45%	Above
EMA 50	$122.73	-2.55	-2.08%	Below
EMA 200	$129.14	-8.96	-6.94%	Below

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTLEAN BULLISHPower Score +2917 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%50

Momentum 25%91

Volume 20%62

Volatility 10%67

Patterns 15%50

This Week64% bullishof 11 price-based votes

4 Weeks Ago0%+64 pts since

12 Weeks Ago18%+46 pts since

ReadImprovingweek-over-week trajectory

Price vs SMA 20$115.44

Price vs SMA 50$123.21

Price vs SMA 200$138.02

EMA 9/21 Cross117.3/117.3

SMA 50/200Death

ADX DirectionADX 26

Supertrend$122

Parabolic SAR$112

SMA Slope0.260

RSI54.5

Stochastic K/D72/64

StochRSI K/D86/78

Williams %R-19

CCI174

TSI vs Signal-8.9

CMO8.9

ROC1.76%

OBV SignalAccum

Chaikin MF0.110

MFI70

Force Index2M

Elder Ray Bull4.77

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 64

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$118.74 / $121.47 / $123.20	S1 / S2	$117.01 / $114.28
Bollinger (20,2)	$110.29 – $120.58	Squeeze	Off
52-wk range	$92.68 – $164.80	Off 52-wk high	-27.1%
ATR (14)	$3.39 (2.8%)	Historical vol	28.1%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

+0.6%Jan50%

+5.1%Feb70%

-1.3%Mar52%

+3.6%Apr40%

-0.6%May45%

-2.1%Jun35%

-0.3%Jul40%

-2.4%Aug40%

+1.8%Sep45%

+3.0%Oct60%

+6.7%Nov80%

+2.7%Dec60%

Sample: 20 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	TPR	S&P 500
Weekly volatility (σ, 1y)	5.46%	1.83%
Best / worst week (1y)	+19.1% / -14.3%	—
Max drawdown (5y, monthly)	-57.6%	—
1-week VaR (95%)	-8.6%	—
Beta (5y)	1.43	1.00

TPR EQUITY WEATHER (LIVE)RAINY · -28

Trend-39

Momentum+22

Volume-46

Volatility-60

Breadth-31

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 335 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-27.7-16.1 vs industry

Trend-39.5-17.9 vs industry

Momentum+22.0+15.2 vs industry

Volume-46.3-46.3 vs industry

Reading	TPR	Luxury Goods n=210	Consumer Cyclical n=5,686	All US symbols n=70,435
Overall	-27.7	-11.6	-20.5	-20.5
Trend	-39.5	-21.6	-25.1	-21.3
Momentum	+22.0	+6.8	-15.0	-15.8
Volume	-46.3	+0.0	-10.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
JOANNE CREVOISERAT Chief Executive Officer	$34.0M	87% equity+incentive
TODD KAHN Chief Executive Officer and Brand	$8.3M	75% equity+incentive
SCOTT ROE Chief Financial Officer and Chief	$7.9M	74% equity+incentive
DAVID HOWARD Chief Legal Officer and Secreta	$3.3M	68% equity+incentive
DENISE KULIKOWSKY Chief People Officer	$3.0M	68% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	60
Social	60
Governance	67
Composite ESG	63

Composite ESG Trend

Filed	8-K contents	Items
2026-08-13	Earnings Release; Exhibits	2.02,9.01
2026-05-07	Earnings Release; Exhibits	2.02,9.01
2026-04-06	Officer/Director Change; Exhibits	5.02,9.01
2026-02-05	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-11-14	Submission of Matters to a Vote of Security Holders	5.07
2025-11-06	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-09-19	Departure/Election of Directors; Appointment of Officers	5.02
2025-09-10	Regulation FD Disclosure; Other Events; Financial Statements and Exhib	7.01,8.01,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2021 to 2026
Reported vs consensus	fact/earnings_calendar	24 rows · 2020-10-29 to 2026-08-13
Analyst estimates	dim/forward_estimates	3 rows · 2026-06-27 to 2027-06-27
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	43 rows · 2015 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-08-21 to 2026-09-09
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2026-03-27 to 2026-07-31
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Tapestry, Inc. (TPR)

Institutions holding — 12 quarters

Tapestry, Inc. (TPR)

Monthly Net Insider Flow (000 shares)

Signal Summary

Tapestry, Inc. (TPR)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding TPR — quarterly

Institutional Put/Call — quarterly

Tapestry, Inc. (TPR)

Where TPR Trades in the Dark

Tapestry, Inc. (TPR)

3.8 · Employees (SEC filings)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Balance Sheet — Full

Cash Flow Statement — Full

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Street Price Target — Trajectory

Third-Party Composite Rating

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Family Scores (site weights)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)

Tapestry, Inc. (TPR)