$TPR

Morgan Stanley’s AlphaWise eighth annual intern survey found more fragmentation in apparel and athletic footwear, with Lululemon and Zara losing share and Ralph Lauren and Vuori gaining. Lululemon preference fell for a third year to a survey low, supporting Morgan Stanley’s underweight view. Nike lost share for a fifth year. Coach rose to top handbags, supporting an overweight on Tapestry.

The article says Gen Z shoppers ages 14 to 29 are increasing mall visits for in-person experiences, citing Placer.ai and interviews. It highlights Urban Outfitters expanding a Gen Z-focused store format to more U.S. locations, and Edikted growing physical stores and targeting 30 to 40 flagships. It also notes Coach’s Gen Z-driven momentum under Tapestry, including double-digit in-store sales growth and new Coach Coffee shops.

TipRanks says its new NYSE-listed ETF, RANK, tracks a rules-based momentum index of 50 large U.S. companies. Using its 1-to-10 Smart Score, it highlights CECO Environmental (CECO) and Tapestry (TPR) with Perfect 10 scores. CECO reported 1Q26 revenue of $205.9M (+17%) and a $1.04B backlog, plus a $2.2B Thermon acquisition. JPMorgan rates CECO Overweight with a $130 target.

Luxury and fashion stocks fell after a perceived breakdown in the U.S.-Iran ceasefire and an IMF warning that global growth will slow to 3% in 2024. The Dow fell 1.1%. Capri Holdings, Kering, Hermès, Tapestry, Inditex and others dropped. Capri CEO John Idol said Michael Kors and Jimmy Choo sales targets are $4B and $800M, aided by a pricing reset.

Kahn Todd (CEO and Brand President, Coach) sold 19,557 shares of TAPESTRY, INC. (TPR) at $140.02 ($2.74M total) on 2026-05-26.

Morningstar screened US-listed stocks under its coverage for newly overvalued names for the week ended May 22. It said 12 stocks moved to 2-star ratings and seven to 1-star. Examples: Apple (2 stars; 14% above $270 fair value), Lilly (2; 18% above $900), Intel (2; 33% above $90), Arm (1; 104% above $150), Bloom (1; 332% above $70).

Sierra Summit Advisors LLC has acquired a new stake of 8,842 shares in Tapestry, Inc. (NYSE:TPR) valued at approximately $1.13 million during the 4th quarter. This comes as several other institutional investors also adjusted their positions in the luxury accessories retailer. Wall Street analysts maintain a "Moderate Buy" consensus rating for Tapestry, with a $160.67 average price target, following a strong earnings report and raised outlook.

Tapestry Inc (TPR) shares rose 3.2% to $135.79, but GuruFocus's GF Value rates the stock as "Significantly Overvalued" with an estimated fair value of $75.77. Despite a strong GF Score of 83/100, driven by high profitability and momentum, its valuation rank is low due to a P/E (TTM) of 43.5x, significantly above its historical median. Insider selling of $3.8 million with no buying activity also suggests caution for potential investors.

Tapestry Inc., owner of luxury brands Coach, Kate Spade, and Stuart Weitzman, recently exceeded quarterly earnings expectations, leading to a rise in its stock price and increased trading volume. The article delves into Tapestry's core business model, key brands, revenue drivers, and its strategic focus on international growth and digital channels. It also discusses the company's competitive position, sustainability efforts, and why it is a relevant stock for US investors, highlighting its historical performance and dividend profile.

The North Dakota State Investment Board recently acquired 18,920 shares of Tapestry, Inc. (NYSE:TPR) valued at approximately $2.42 million in the fourth quarter. This comes as Tapestry reported strong quarterly results, exceeding analyst expectations with an EPS of $1.66 and revenue of $1.92 billion, marking a 21.2% year-over-year increase. Analysts maintain a "Moderate Buy" rating for Tapestry with an average price target of $160.67, and the company has also declared a quarterly dividend of $0.40 per share.