TickerTalks
Browse all tickers →
TickerTalks›$TPR
TPTPR

Tapestry, Inc.

Strong FundamentalsStrong FundamentalsRevenue growing 21% YoY at strong marginsStreet coverage with positive forward estimatesQuiet on X (20 mentions/wk)
$TPR·$23B·Luxury Goods·Consumer Cyclical
$113.46-0.4%YTD-12.2%1Y+1.8%
Price updated 10h ago·X counts updated 1d ago
TPTPR
$TPRTapestry, Inc.
$113.46-0.37%20 posts
AI analysisFundamentalsVoices on X
Loading…

On X

The complete picture of $TPR on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

20X posts · last 7 days
Sep 11Sep 27

AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $TPR — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-09-28

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Tapestry -14% YTD but four straight double-digit beats; Coach powering the setup while the tape digests.

Tapestry is the Coach-momentum story — beats stacking, the tape has pulled back but the operating case is intact.

  • Tape: -14.5% YTD, +5.6% t12m; 29% of 52w range, -14.4% vs 50-day, -17.9% vs 200-day.
  • Q4 EPS $1.32 vs $1.28 (+3.1%); four consecutive beats (3%, 28%, 21%, 10%).
  • FY26 (Jun-27 end) est $7.00 → FY27 $7.98 EPS — steady growth.
  • 49.5x P/E TTM (post-Capri hangover), 32.0x EV/EBITDA, 5.3% FCF yield.
  • Op margin 11.3%, gross margin 76%, ROIC 13.3%, ROE 106% (post-buyback math).
  • D/E 5.75 (leveraged post-Capri deal collapse); no X sentiment sample.
  • Coach/Kate Spade in Gemini App and Google Search with AI Mode — commerce integration.

Watch 11/5 print for Coach comp trajectory, Kate Spade turnaround progress, and any capital-return update.

What to watch: 11/5 earnings, Coach comp trajectory, Kate Spade turnaround, capital returns, and any commentary on Chinese consumer.

On the calendar: 2026-11-05

sentiment missingfloat missingbeta missing

Read the AI verdict on $TPR

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
Free, forever. No credit card.

What it does

Plain-English summary of the business — what they sell and how they make money.

American luxury accessories house owning Coach, Kate Spade, and Stuart Weitzman brands with global retail and wholesale distribution.

Industry overviewAI analysisGenerated by AI from underlying data

Where Luxury Goods sits in its cycle right now — and what that implies for $TPR.

Luxury Goods · Consumer Cyclical

Chinese luxury spending is recovering from the post-2022 slowdown at a slower pace than anticipated — domestic consumption is soft while outbound tourism (Japan, Europe, US) drives luxury purchases abroad. European luxury houses face softening aspirational-tier demand as pricing pushed through 2021–2023 now tests consumer thresholds; ultra-high-net-worth VHNW segment is resilient.

What this means for $TPR

Partial — American luxury accessories house owning Coach, Kate Spade, and Stuart Weitzman brands with global retail and wholesale distribution.

Industry benchmark

4-name peer basket
-9.7%YTD
-13.6%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
49.5How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
13.3%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
11.3%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
5.3%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
4.2Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
106%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
76.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
5.7Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Aug 13, 2026$1.32$1.28+3.1%
Q1 2026May 7, 2026$1.66$1.30+27.7%
Q4 2025Feb 5, 2026$2.69$2.22+21.2%
Q3 2025Nov 6, 2025$1.38$1.26+9.5%
Next earningsThu, Nov 5·consensus EPS $1.55

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q3 FY26$1.9B+21.2%76.9%22.3%$1.70$186.6M
Q2 FY26$2.5B+14.0%75.5%28.6%$2.75$1.1B
Q1 FY26$1.7B+13.1%76.3%19.3%$1.32$80.2M
Q4 FY25$1.7B+8.3%76.3%-33.9%$-2.49$411.5M

Forward consensus

8-year forecast · up to 15 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$8.0B$8.0B – $8.0B$7.00$6.96 – $7.0614
FY26$8.0B$8.0B – $8.0B$6.99$6.95 – $7.0514
FY27$8.6B$8.5B – $8.7B$7.98$7.84 – $8.3615
FY27$8.5B$8.3B – $8.8B$7.86$7.51 – $8.4015
FY28$9.0B$8.7B – $9.5B$8.91$8.39 – $9.5515
FY28$9.0B$8.7B – $9.3B$8.88$8.19 – $9.3312
FY29$9.7B$9.0B – $9.9B$10.31$9.98 – $10.649
FY29$9.1B$8.9B – $9.4B$8.83$8.51 – $9.141

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.0.7×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.28%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.-14.4%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.-18.2%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

β1.435-year weekly beta vs the S&P 500. Above 1.5 means the stock typically moves more than the index; below 0.8 moves less.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellSep 9Denise KulikowskyChief People Officer5.8K sh$670KSellAug 19Joanne C. CrevoiseratCEO27.8K sh$3.7MSellMay 26Todd KahnCEO19.6K sh$2.7MSellMay 13Joanne C. CrevoiseratCEO27.8K sh$3.7M
+ 42 other (21 inkinds · 16 awards · 4 exempts · 1 gift) in window

See when $TPR insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
Free, forever. No credit card.

SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

3New insider — initial holdingsApr 63
8-KOfficer or director changeApr 68-K — Item 5.02: Officer or director change
+ 11 other (3 13Gs · 2 proxys · 2 earnings 8-Ks · 1 ARS) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Why Tapestry (TPR) is a Top Value Stock for the Long-Termzacks.com·5d agoCoach's Momentum Powers Tapestry Despite the Stock's Sharp Pullbackmarketbeat.com·8d agoANF or TPR: Which Is the Better Value Stock Right Now?zacks.com·8d agoNykredit A S Makes New Investment in Tapestry, Inc. $TPRdefenseworld.net·8d agoShoppers Can Now Buy Coach and Kate Spade Products in the Gemini App and Google Search, Including AI Modebusinesswire.com·13d ago

More in Luxury Goods

Peers in the same group — one click to compare setups, fundamentals, and chatter.

$REAL$SIG$SORA$LUXE
Voices on X · last 7 days

No standout posts about $TPR on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

PrivacyTermsSupport