Revenue segments as reported by the company.

Coach

Kate Spade

Stuart Weitzman

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Selling, general and administrative

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Tapestry

Tapestry, Inc. engages in the provision of luxury accessories and lifestyle brands. It operates through the following segments: Coach, Kate Spade and Stuart Weitzman. The Coach segment consists of global sales of coach brand products to customers through coach operated stores, including the internet and concession shop-in-shops, and sales to wholesale customers, and through independent third party distributors. The Kate Spade segment focuses on Kate Spade New York brand products to customers through Kate Spade operated stores, including the Internet, sales to wholesale customers, through concession shop-in-shops and through independent third party distributors. The Stuart Weitzman segment comprises Stuart Weitzman brand products primarily through Stuart Weitzman operated stores. The company was founded by Dawn Hughes in 1941 and is headquartered in New York, NY.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

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Earnings data Q4 2022

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Earnings data Q2 2025

Tapestry Exceeds Q3 Expectations, Eyes Growth in Asia and Sustainability

Tapestry's Q3 performance surpassed expectations, driven by strong international and North American sales, with digital and direct-to-consumer channels leading the growth. The company's focus on acquiring and retaining younger customers, along with sustainability initiatives, has been successful. However, Tapestry must navigate evolving consumer preferences and effectively manage store growth to sustain its success.

Tapestry reports resilient Q2 performance, focuses on growth strategies

Tapestry's Q2 performance showcased resilience amid revenue challenges, with brand strength and financial discipline driving positive outlook. The company's direct-to-consumer focus and customer-centric strategies position it for long-term growth. Challenges in Greater China and North America demand strategic responses to maintain growth momentum.
Tapestry's strengths lie in its direct-to-consumer model, data-driven decision-making, and brand commitment to innovation. Opportunities in deepening customer relationships, leveraging technology, and expanding lifestyle offerings present avenues for future growth. Overcoming challenges through strategic initiatives will be crucial for Tapestry's sustained success.
Kate Spade's revenue growth and Coach's margin maintenance highlight brand resilience and market adaptability. Tapestry's diversified direct-to-consumer model and global presence offer competitive advantages. Leveraging consumer data, enhancing brand loyalty, and navigating market dynamics will be key focus areas for Tapestry's future success.

Tapestry (TPR) reports strong Q3 earnings, eyes global expansion

Tapestry's Q3 earnings call showcased robust financial results, raised outlooks, and a strategic focus on global expansion and product innovation. The company's emphasis on customer relationships, data-driven insights, and profitability balance positions it well for future growth and success.

Tapestry achieves record EPS, eyes global growth and brand resilience

Tapestry's Q4 '23 earnings call highlighted record EPS, international revenue gains, and digital sales growth. The company focuses on handbag AUR increase, brand positioning, and strategic investments for future growth. Despite challenges, Tapestry remains optimistic about fiscal '24 performance and the benefits of the Capri Holdings acquisition.

Tapestry reports solid Q1 results, focusing on brand growth

Tapestry's Q1 performance showed revenue growth across brands, with Coach leading at 5%. Kate Spade demonstrated sequential improvement and growth in key categories.
Despite challenges in Stuart Weitzman, Tapestry maintained strong financials and gross margin performance. The company is balancing growth investments with maintaining profitability.
Opportunities lie in brand innovation, direct-to-consumer focus, and China growth. Tapestry's strategic focus on brand building and value delivery is key for future success.

Tapestry (TPR) reports record earnings, eyes Gen Z growth opportunities

Tapestry (TPR) delivered strong financial results, with Coach leading in attracting new customers, while Kate Spade and Stuart Weitzman focused on product enhancements. Challenges in Stuart Weitzman's top-line results and China's slower recovery pace were noted.

Tapestry exceeds Q3 expectations, focuses on international growth and innovation

Tapestry's Q3 showcased steady performance with a focus on international growth and digital sales. Despite revenue declines in key regions, the company exceeded expectations and remains confident in long-term targets. Investments in marketing, innovation, and operational efficiency are key strategies for future growth.

Tapestry (TPR) reports solid Q4 earnings, eyes growth opportunities

Tapestry (TPR) delivered a solid performance with revenue growth, digital sales success, and strategic acquisitions, offsetting challenges in North America.
The company's strengths lie in international growth, digital sales resilience, brand performance at Coach, and proactive leadership changes for growth acceleration.
Challenges include North America's revenue decline, pending acquisitions, brand revitalization needs, and capital allocation complexities that require strategic focus.
Opportunities exist in customer acquisition, digital sales expansion, operational efficiency improvements, and brand revitalization efforts to drive future growth and profitability.

Tapestry beats Q1 expectations, eyes growth through digital expansion

Tapestry's Q1 performance exceeded expectations, driven by international growth and digital business expansion. Despite challenges in certain regions, the company is optimistic about its organic growth potential and brand prospects. With a focus on customer engagement and profitability, Tapestry is well-positioned for future growth.

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Tapestry, Inc. engages in the provision of luxury accessories and lifestyle brands. It operates through the following segments: Coach, Kate Spade, and Stuart Weitzman. The Coach segment consists of global sales of Coach brand products to customers through Coach operated stores, including the internet and concession shop-in-shops, and sales to wholesale customers, and through independent third-party distributors. The Kate Spade segment focuses on Kate Spade New York brand products to customers through Kate Spade operated stores, including the Internet, sales to wholesale customers, through concession shop-in-shops and through independent third-party distributors. The Stuart Weitzman segment includes Stuart Weitzman brand products primarily through Stuart Weitzman operated stores. The company was founded by Dawn Hughes in 1941 and is headquartered in New York, NY.

Capri Holdings Ltd

A federal court sides with the FTC, which argued that a Tapestry-Capri merger would raise prices for handbags.

Coach-Michael Kors Deal Blocked by Judge

Shares of Michael Kors owner Capri slumped nearly 46% in premarket trading on Friday after a U.S. judge blocked its pending $8.5 billion merger with handbag maker Tapestry.

Capri shares tumble 46% after US court blocks $8.5 bln merger with Tapestry

A judge has granted a preliminary injunction to halt the merger between Tapestry and Capri Holdings. The two companies planned to have multiple luxury brands — including Versace — operating under one umbrella.

Versace's parent company stock plunged 45% after an affordable-luxury deal was blocked in court

A US judge has temporarily halted an $8.5 billion merger betweenTapestry Inc (NYSE:TPR) and Capri, blocking the combination of major fashion brands such as Michael Kors, Kate Spade, and Coach. Judge Jennifer Rochon's decision, issued on Thursday, pauses the deal while the Federal Trade Commission (FTC) completes its review.

Shares in Michael Kors owner Capri tank after $8.5bn Tapestry deal is blocked

NEW YORK--(BUSINESS WIRE)--Tapestry, Inc. (NYSE: TPR), a house of iconic accessories and lifestyle brands consisting of Coach, kate spade new york, and Stuart Weitzman, today issued the following statement in response to the ruling made by the U.S. District Court in the Southern District of New York regarding Tapestry's proposed acquisition of Capri Holdings Limited (NYSE: CPRI): “Today's decision granting the FTC's request for a preliminary injunction is disappointing and, we believe, incorrec.

Tapestry, Inc. Issues Statement on District Court Ruling

A federal judge on Thursday blocked Tapestry Inc.'s planned $8.5 billion acquisition of Capri Holdings, agreeing with regulators that the deal would hurt competition in the handbag industry.

Stock of Michael Kors owner Capri dives after judge blocks merger with Tapestry

A U.S. judge blocked the pending $8.5 billion merger of U.S. handbag and accessories maker Tapestry and Capri on Thursday, a victory for the U.S. Federal Trade Commission in an industry where merger challenges are rare.

US court blocks Tapestry's $8.5 billion acquisition of rival Capri

A federal court sides with FTC, which argued that merger would raise prices for shoppers of luxury handbags

Judge Blocks Tapestry Deal With Capri

Judge blocks Coach owner Tapestry's proposed acquisition of Michael Kors owner Capri

NEW YORK--(BUSINESS WIRE)--On Thursday, November 7, 2024 at 8:00 a.m. (ET), Tapestry, Inc. (NYSE: TPR) will hold a conference call to discuss the Company's fiscal 2025 first quarter results which will be reported via press release earlier that morning. To listen to this Tapestry conference call, please dial 1-866-847-4217 or 1-203-518-9845 and provide the Conference ID 4306173. To listen to the audio webcast, please visit www.tapestry.com/investors. A telephone replay will be available for five.

Tapestry, Inc. to Host FY25 First Quarter Earnings Call

Tapestry (TPR) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Will Tapestry (TPR) Beat Estimates Again in Its Next Earnings Report?

Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.

Why Tapestry (TPR) is a Top Value Stock for the Long-Term

Fort Walton Beach, Oct. 16, 2024 (GLOBE NEWSWIRE) -- Join Relationship and Heartbreak Coach, Keishorne Scott, as he takes over TalkingParents' Instagram account from October 21 to October 25. This partnership will provide followers with essential insights and strategies to help them navigate their co-parenting journeys. Topics covered will include:

TalkingParents Teams Up with Relationship & Heartbreak Coach to Support Co-Parent Healing

The U.S. anti-trust trial over the $8.5 billion bid by luxury goods maker Tapestry to buy Capri concluded on Monday, with Tapestry lawyers citing an "intensely competitive" handbag market in defending against claims that consumers would face higher prices.

US anti-trust trial in Tapestry bid for Capri ends, judge's decision awaited

MercadoLibre

Peloton

The consumer discretionary sector includes industries like retail, restaurants, and leisure and the sector is often viewed as a bellwether for economic health. As consumer confidence rises and disposable income increases, spending in these areas tends to follow suit.

3 Consumer Discretionary Stocks Poised for Growth

Fashion designer Michael Kors testified Monday about competition in the handbag industry. The Federal Trade Commission is seeking to block Tapestry's $8.5 billion acquisition of Capri, which would put six brands including Michael Kors and Coach under a single company.

In federal trial, Michael Kors says it's harder to sell handbags in TikTok and Taylor Swift era

Coach's owner Tapestry and Michael Kors' owner Capri are in the courtroom this week for a federal antitrust challenge. The companies are trying to combine into a single company, after announcing the $8.5 million acquisition last year.

Three key questions that will shape whether Coach and Michael Kors owners will merge

Fashion holding company Tapestry has room to raise prices and lower discounts on rival Capri's Michael Kors brand if the companies merged, a top Tapestry executive testified on Tuesday as regulators sought to block the $8.5 billion deal.

Room to hike Kors prices seen in Tapestry-Capri merger, executive testifies

The U.S. Federal Trade Commission will urge a federal judge in New York to block Tapestry's $8.5 billion merger with rival handbag maker Capri Holdings at a trial beginning on Monday, arguing it will eliminate fierce competition in the market for "accessible luxury."

US FTC's bid to block Tapestry-Capri merger goes to trial

Explore how Tapestry's (TPR) revenue from international markets is changing and the resulting impact on Wall Street's predictions and the stock's prospects.

Interpreting Tapestry (TPR) International Revenue Trends

I recommend a hold rating for Tapestry, Inc. due to uncertainties and overhangs, expecting the stock to remain range-bound in the near term. Tapestry's 4Q24 results showed mixed performance, with revenue declines in key brands but improved profitability driven by operational efficiencies and cost management. The Capri acquisition adds further uncertainty, with management's synergy expectations implicitly lowered and Capri's recent poor financial performance raising execution concerns.

Tapestry: Uncertain Outlook With Visible Overhangs

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Ralph Lauren

All eyes in the luxury market are fixed on the slowdown in China. With the notable exception of Hermès, most luxury brands are reporting declining sales there.

U.S. Luxury Market Slows. LVMH, Tapestry, Capri And Ralph Lauren Feel It.

Ferrari

Tapestry owns famous brands such as Kate Spade and Coach and has been delivering solid growth over the years. Ralph Lauren is a luxury apparel brand that has broad appeal and is steadily growing its worldwide presence.

3 Consumer Discretionary Stocks to Buy and Hold for Great Long-Term Potential

Home Depot

Walmart

Retail sector earnings season is about more than the statistics and metrics of your favorite retail brand. It's a window into the evolving dynamics of consumer behavior and the economic forces shaping multiple industries.

Retail Earnings: Value, Caution, and Luxury in a Shifting Market

Tapestry, Inc. (NYSE:TPR ) Q4 2024 Earnings Conference Call August 15, 2024 8:00 AM ET Company Participants Christina Colone - Global Head, Investor Relations Joanne Crevoiserat - Chief Executive Officer Scott Roe - Chief Financial Officer & Chief Operating Officer Todd Kahn - Chief Executive Officer & Brand President, Coach Conference Call Participants Bob Drbul - Guggenheim Securities Ike Boruchow - Wells Fargo Matt Boss - JPMorgan Lorraine Hutchinson - Bank of America Brooke Roach - Goldman Sachs Michael Binetti - Evercore ISI Rick Patel - Raymond James Aneesha Sherman - Bernstein Mark Altschwager - Baird Oliver Chen - TD Cowen Operator Good day, and welcome to the Tapestry Conference Call. Today's call is being recorded.

News for Tapestry Stock (TPR)