Evaluate Tapestry's (TPR) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.
Tapestry's stock surge pushed it to mind-boggling valuations relative to the industry, and left it vulnerable for even minor disappointment. Recent Q4 earnings revealed a major reality check: Kate Spade's impairment, tariff pressures, and weak FY26 guidance signal deeper challenges. Coach remains strong, but Kate Spade's turnaround prospects are low, and retail sector risks warrant caution at current multiples.
Tapestry, Inc. (NYSE:TPR ) Q4 2025 Earnings Call August 14, 2025 8:00 AM ET Company Participants Christina Colone - Global Head of Investor Relations Joanne C. Crevoiserat - President, CEO & Director Scott A.
Tapestry said costs from higher duties will total $160 million for the full year and hit its profit outlook.
TPR's posts robust Q4 results as Coach fuels growth, digital sales climb and global markets deliver strong gains.
U.S. equities were lower at midday as wholesale inflation rose more than expected in July. The Dow Jones Industrial Average, S&P 500, and Nasdaq were all down.
Tapestry (TPR) shares slumped 15% Thursday after owner of fashion brands gave a weaker-than-expected outlook as it warned it would take a significant hit from new tariffs.
Tapestry Inc (NYSE:TPR) shares plunged almost 17% in early trade as Coach, Kate Spade New York and Stuart Weitzman parent company issued cautious guidance for fiscal 2026. The company said it expects revenue of $7.2 billion, representing low-single-digit growth year-over-year.
While the top- and bottom-line numbers for Tapestry (TPR) give a sense of how the business performed in the quarter ended June 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
Tapestry (TPR) came out with quarterly earnings of $1.04 per share, beating the Zacks Consensus Estimate of $1.01 per share. This compares to earnings of $0.92 per share a year ago.
Note: Tapestry's FY'25 concluded in June 2025.
Beyond analysts' top-and-bottom-line estimates for Tapestry (TPR), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended June 2025.