TAPESTRY, INC.
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No SEC Form 4 filings for $TPR in the last 30 days.
See all $TPR insider activity →Renaissance Investment Management exited its position in Tapestry (TPR) in Q3 2026, citing decelerating revenue growth, peaked operating margins, and a challenging macroeconomic environment. TPR closed at $110.90 with a $22.01B market cap, down 12.60% year-to-date. The S&P 500 rose 2.3% in Q3, with energy, tech, and healthcare sectors excelling.
UBS lowered its price target on Tapestry (TPR) to $200 from $232 but maintained a buy rating. The stock is currently trading at $116.31, down 1.19% on the day and 9.04% over the year. Raymond James also recently reduced its target to $140 from $165.
Figs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA estimates. Tapestry (TPR) reported $1.88B, up 8.9%, in line with expectations. VF Corp (VFC) reported $1.67B, up 1.3%, beating revenue estimates. Figs stock is up 64.8%, while Stitch Fix, Tapestry, and VF Corp are down 15.2%, 25.2%, and 11.3% respectively since reporting.
Over the past 7 days, AlphAI's AI scored 1 news story mentioning TPR (TAPESTRY, INC.). Coverage has skewed bearish: 0 bullish, 0 neutral, and 1 bearish.
Recent TPR coverage spans financial news, earnings and macro economy.
The fund exit suggests reduced confidence in TPR’s growth prospects, likely adding selling pressure.
The target cut suggests weaker outlook and may trigger selling pressure.
Mixed results with modest growth but a sizable share decline.
Tapestry faces weaker consumer demand from affluent shoppers.
No fresh catalyst; recap of prior earnings.
AlphAI scores every news story that mentions TPR with an AI model for sentiment and relevance, and aggregates insider trades from TAPESTRY, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Renaissance Investment Management exited its position in Tapestry (TPR) in Q3 2026, citing decelerating revenue growth, peaked operating margins, and a challenging macroeconomic environment. TPR closed at $110.90 with a $22.01B market cap, down 12.60% year-to-date. The S&P 500 rose 2.3% in Q3, with energy, tech, and healthcare sectors excelling.
1 min readUBS lowered its price target on Tapestry (TPR) to $200 from $232 but maintained a buy rating. The stock is currently trading at $116.31, down 1.19% on the day and 9.04% over the year. Raymond James also recently reduced its target to $140 from $165.
1 min readFigs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA estimates. Tapestry (TPR) reported $1.88B, up 8.9%, in line with expectations. VF Corp (VFC) reported $1.67B, up 1.3%, beating revenue estimates. Figs stock is up 64.8%, while Stitch Fix, Tapestry, and VF Corp are down 15.2%, 25.2%, and 11.3% respectively since reporting.
3 min readU.S. luxury credit card spending fell 6% year over year in September, following declines in July and August, per Citi data. This trend raises concerns for luxury retailers like Tapestry, LVMH, and Ferragamo, as affluent shoppers drive a significant portion of consumer spending. The decline contrasts with earlier strength in luxury retail and may impact commercial real estate landlords.
2 min readFigs (FIGS) reported Q2 revenue of $196.6M, up 28.8% YoY, beating estimates. Stitch Fix (SFIX) reported $324.4M, up 4.2%, missing EBITDA guidance. Movado (MOV) reported $169.8M, up 4.9%, beating estimates. Columbia Sportswear (COLM) reported $614.4M, up 1.5%, beating EPS but missing guidance. Market focus has shifted from AI to geopolitics.
2 min readBernard Arnault's net worth fell by $77 billion this year, now at $131 billion, due to a 55% drop in LVMH stock. LVMH's revenue rose 2% to €38.6 billion in H1, with some segments declining. Arnault is restructuring ownership to secure family control. Other luxury stocks like Tapestry, Kering, and Hermès also declined.
1 min readTapestry (TPR) is integrating Coach and Kate Spade into Google's (GOOG) AI shopping ecosystem, allowing direct purchases from Google Search, AI Mode, and Gemini. This includes a 'Buy' button and Google Pay checkout, streamlining the shopping process. The Universal Commerce Protocol, an open standard, was implemented for this integration, which is live in the U.S. with plans for global expansion.
1 min readTapestry's Chief People Officer, Denise Kulikowsky, exercised stock options for 6,910 shares, valued at $518,319. Tapestry's shares were trading at $115.59, down 0.24%. The company reported 8.9% revenue growth, a gross margin of 83.32%, and an EPS of 1.73, with a P/E ratio of 15.94 and a debt-to-equity ratio of 5.71.
1 min readKulikowsky Denise (Chief People Officer) sold 5,810 shares of TAPESTRY, INC. (TPR) at an average of $115.38 ($115.36–$115.40, $0.67M total) across 2 trades on 2026-09-09.
2 min readGoldman Sachs warns of underperformance in consumer stocks, with the retail group down 6.5% in August. Hedge fund exposure to retail stocks has dropped to multi-year lows, driven by high gasoline prices and inflation. Ten consumer stocks have seen significant pullbacks from their summer peaks, ranging from -13% to -45%.
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