TAPESTRY, INC.
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No SEC Form 4 filings for $TPR in the last 30 days.
See all $TPR insider activity →U.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.
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 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.
Bernard 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.
Over the past 7 days, AlphAI's AI scored 2 news stories mentioning TPR (TAPESTRY, INC.). Coverage has skewed bearish: 0 bullish, 1 neutral, and 1 bearish.
Recent TPR coverage spans earnings, financial news and macro economy.
Tapestry faces weaker consumer demand from affluent shoppers.
No fresh catalyst; recap of prior earnings.
Sector weakness likely keeps pressure on Tapestry shares.
Potential boost to online sales and brand visibility; short-term stock upside possible.
Small insider purchase by a senior executive; unlikely to move the stock materially.
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.
U.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%.
2 min readConcept Brands has secured exclusive ANZ rights to distribute Kate Spade and DKNY sleepwear, marking the first launch of Kate Spade sleepwear in Australia and New Zealand and the return of DKNY sleepwear after 15 years. The collections are already available online and will expand to specialty retailers. Tapestry, the parent company of Kate Spade, manages the brand's local operations.
1 min readTapestry, 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.
3 min readTapestry, 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.
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