$TPR

Tapestry, Inc. (TPR) shows mixed performance. Coach brand grew 24% in fiscal 2026, with high-single-digit growth expected in fiscal 2027. Kate Spade, however, saw a 10% revenue decline and an operating loss. TPR trades at 15.3X forward earnings, above its sub-industry median. Earnings estimates have risen, with fiscal 2027 expected at $7.80-$7.90 per share. Free cash flow increased to $1.86 billion, with $1.7 billion in shareholder returns expected in fiscal 2027.

Tapestry, Inc. (TPR) shares fell 13.2% in the past month despite improved operating results. Coach brand showed strong growth, but Kate Spade remains unprofitable. TPR trades at a premium valuation. Fiscal 2027 earnings estimates rose 3% in the past four weeks, with management expecting $7.80-$7.90 per share.

Tapestry Inc. shares declined 5.38% to $123.24 on Thursday, despite a positive market day. The S&P 500 and Dow Jones rose 0.72% and 0.20%, respectively. Tapestry's stock is 25.22% below its 52-week high of $164.80.

Tapestry's Chief People Officer, Denise Kulikowsky, sold 1,086 shares on August 19 to meet tax obligations from RSU vesting, per an SEC Form 4 filing. The transaction was non-discretionary and does not indicate a change in her investment outlook. She retains 20,036 shares, valued at $2.64 million. Tapestry's stock has a one-year return of 35%. The company operates luxury brands Coach, Kate Spade, and Stuart Weitzman, with $8.0 billion in TTM revenue and a $26.6 billion market cap.

Tapestry (TPR) reported fiscal 2026 results exceeding its 3-year targets, with revenue at $8B (+17%) and EPS at $7.05 (+38%). Coach brand drove growth, while Kate Spade lagged. Tapestry plans to return $1.7B to shareholders in fiscal 2027, with a 16% dividend increase. Management expects Kate Spade revenue to decline and tariffs to impact results.

Crevoiserat Joanne C. (Chief Executive Officer) sold 27,761 shares of TAPESTRY, INC. (TPR) at $132.47 ($3.68M total) across 2 trades on 2026-08-19 under a Rule 10b5-1 trading plan.

Tapestry (TPR) reported Q4 2026 revenue of $1.88B, up 11% on a constant currency basis, and full-year revenue of $8B, up 17%. Non-GAAP EPS rose 28% to $1.32 in Q4 and 38% to $7.05 for the year. Coach brand revenue increased 14%, while Kate Spade declined 7%. The company guided FY 2027 revenue to $8.4B-$8.5B and EPS to $7.80-$7.90. Tapestry returned $1.7B to shareholders and increased its dividend by 16%.

Tapestry (TPR) shares dropped 16.9% after reporting Q4 revenue of $1.88B, up 8.9%, and adjusted EPS of $1.32, beating estimates. FY2027 revenue forecast fell slightly below consensus. Coach's revenue grew 14%, while Kate Spade declined 7%, raising concerns about growth imbalance.

Tapestry's shares rose following an upgrade by Daiwa. The company's stock is currently trading at $132.26, up 2.51% on the day but down 17.62% year-to-date. Argus also adjusted its price target for Tapestry to $148 from $165, maintaining a Buy rating.

Tapestry reported net sales above €8bn, up 14% year over year. Coach sales rose 23% to $6.91bn (constant currency), while Kate Spade fell 7% to $1.107bn. North America, Europe and Greater China grew, with Japan down 7%. For fiscal 2027, Tapestry expects revenue of $8.4bn to $8.5bn.