TPRTapestry, Inc.
Tapestry, Inc. (TPR) sells luxury lifestyle brands, including Coach and Kate Spade, through direct-to-consumer and wholesale channels. The next catalyst is Jan 25, 2027 — FY2027 Earnings, which will test the company’s ability to sustain growth amid macroeconomic headwinds and evolving consumer preferences.
- Tapestry’s revenue grew 14.2% YoY to $7.71B in 2026, with a net margin of 22.6% (TTM).
- The company has a debt-to-equity ratio of 3.44x, reflecting a leveraged capital structure.
- Shareholders’ equity stands at $692.10M, with diluted EPS of $1.65.
The Read
TPR's stock surged about 22% after beating F2Q earnings and raising guidance post-Capri, then rose modestly on strong international growth, AI patent wins, and capital allocation clarity despite tariff and regional uncertainties.
The schedule
- Mon25Jan
Earnings report for FY2027
- Sun7Feb
Earnings report for Q3 2026
- Sun9May
Earnings report for Q4 2026
- Sun8Aug
- Sun7Nov
Past
- Sun9Aug
Actual outcome: Bear
Tapestry met Q4 EPS estimates and delivered strong results driven by its Coach brand, but the stock plunged following the report. The sharp sell-off was driven by a soft forward outlook for fiscal 2027 that signaled a substantial slowdown in growth, compounded by ongoing weakness in the Kate Spade brand.
Earnings report for F4Q 2026, which overrides prior roadmap
- Sun9Aug
Actual outcome: Bear
Tapestry reported Q4 earnings that met expectations, driven by strong sales and margin expansion from its core Coach brand. However, the stock plunged over 21% because management issued a soft outlook for fiscal 2027 that forecasted substantially slower growth, a concern exacerbated by ongoing sales declines at Kate Spade.
Potential duplication or conflicting label (Q2 typically occurs in April-June; August may refer to Q3)
- Wed20May
Actual outcome: Bull · $140.62 at outcome
Tapestry's capital allocation strategy and improved outlook were highlighted as key strengths, reinforcing the company's operational momentum. Coupled with strong international growth and a recent U.S. patent for its proprietary AI platform, these positive developments drove the stock past the $138.00 bull target.
- Thu14May
Actual outcome: Bull · $135.79 at outcome
Tapestry delivered a strong F3Q 2026 report, meeting or exceeding EPS estimates and raising its full-year guidance. While shares initially dipped on tariff concerns and Kate Spade weakness, the stock rebounded 4.3% over the event period as the market digested the company's accelerating international growth and the recent patent award for its proprietary AI platform, Mira.
- Mon30Mar
Actual outcome: Bull · $150.30 at outcome
Tapestry's stock remained flat as positive sentiment regarding its growth attributes and dividend sustainability was offset by institutional selling from Congress Asset Management. While the company was highlighted as a top growth and dividend pick, the lack of a definitive update on APAC trade rhetoric or luxury import duties kept investors in a wait-and-see mode, leaving the price centered between the bull and bear targets.
- Thu5Feb
Actual outcome: Bull · $154.65 at outcome
Tapestry delivered a significant beat on F2Q earnings (EPS $2.69 vs $2.20 estimate) and revenue, fueled by robust global growth and strong performance from the Coach brand. Crucially, the company raised its fiscal 2026 outlook, providing clarity and confidence in its standalone strategy post-Capri termination. This strong fundamental performance and raised guidance drove the stock sharply higher, clearing the bull target.
