Tapestry targets fiscal 2027 margin expansion and double-digit EPS growth, but tariff pressure and Kate Spade losses raise execution risk.
Tapestry's 13.2% slide contrasts with Coach strength, improving margins and earnings estimates, though Kate Spade, tariffs and valuation remain risks.
Tapestry's Coach growth, rising earnings estimates and strong cash flow support the stock, but Kate Spade losses and a premium valuation keep risks elevated.
| Textiles, Apparel & Luxury Goods Industry | Consumer Discretionary Sector | Ms. Joanne C. Crevoiserat CEO | XMEX Exchange | US8760301072 ISIN |
| BR Country | 12,600 Employees | 4 Sep 2026 Last Dividend | 5 Apr 2005 Last Split | 5 Oct 2000 IPO Date |
Tapestry, Inc. is a global leader in luxury accessories and lifestyle brands, with a diversified portfolio that includes Coach, Kate Spade, and Stuart Weitzman. The company specializes in providing high-quality, fashion-forward products across the United States, Japan, Greater China, and numerous international markets. Originating in 1941 and initially known as Coach, Inc., the business rebranded to Tapestry, Inc. in October 2017, a change that reflects its growth from a single-brand company into a multi-brand luxury fashion group. With its headquarters in New York, New York, Tapestry, Inc. continues to innovate in the luxury market, offering a wide array of products for both women and men, from handbags to accessories and beyond.
The company markets its products through various channels including e-commerce sites, concession shop-in-shops, wholesale, and third-party distributors, ensuring accessibility to customers worldwide under its esteemed brand names: Coach, Kate Spade, and Stuart Weitzman.