$TPR

TAPESTRY, INC.

AlphAI earnings readFiscal 2026 fourth quarter and full year · AUG 13TAPESTRY, INC. REPORTS FISCAL 2026 FOURTH QUARTER AND FULL YEAR RESULTSVerdict: strong

Reads like this one publish minutes after the filing lands on EDGAR. Get them as JSON over the API or inside your AI agent over MCP.

0
1
1
—
$670K
Kulikowsky Denise
0%
See all $TPR insider activity →
Low

A Look Back at Consumer Discretionary - Apparel and Accessories Stocks’ Q2 Earnings: Tapestry (NYSE:TPR) Vs The Rest Of The Pack

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.

Tapestry bringing Kate Spade, Coach into Google AI shopping ecosystem

Tapestry (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.

TPR sentiment & insider activity

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 technology.

In the last 30 days, TPR insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($670K). The most active reporter was Kulikowsky Denise, Chief People Officer, with 2 filings.

What's driving TPR

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.

News on $TPR

Score

A Look Back at Consumer Discretionary - Apparel and Accessories Stocks’ Q2 Earnings: Tapestry (NYSE:TPR) Vs The Rest Of The Pack

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.

$TPRMed

Tapestry bringing Kate Spade, Coach into Google AI shopping ecosystem

Tapestry (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.

Kate Spade, DKNY roll out sleepwear in ANZ

Concept 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.

Is TPR Worth Buying as Coach Growth Meets Kate Spade Execution Risk?

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.

Related tickers