Tapestry Inc Stock Price, News & Analysis

Tapestry (NYSE: TPR) published its FY2025 Corporate Responsibility Report outlining progress across four pillars: Create Products with Care, Sustain the Planet, Uplift Our Communities and Power of Our People. Key FY2025 achievements include 96% raw material mapping, 100% renewable electricity across Tapestry-operated stores, offices and fulfillment centers, and employees contributing 53,000+ volunteer hours in FY2025 (totaling 303,000 toward a 2030 goal of 500,000 hours). Employees logged over 2,600 LinkedIn learning hours. The company also introduced new 2030 goals targeting carbon reductions, supply-chain renewable energy, circularity, worker support and continued investments in leather supply-chain traceability.

Tapestry (NYSE: TPR) reported record Fiscal 2026 Q1 results for the quarter ended September 27, 2025: net sales $1.705B (+13% vs. prior year; +12% constant currency; pro forma $1.69B, +16%).

Coach led growth (+22% reported; +21% CC). GAAP diluted EPS was $1.28 (+61%); non-GAAP diluted EPS was $1.38 (+35%). Operating margin expanded 260 bps GAAP (200 bps non-GAAP). Tapestry raised FY26 guidance to ~$7.3B revenue, EPS $5.45–$5.60, and expects $1.3B adjusted free cash flow and to return ~$1.3B to shareholders (including ~$1.0B buybacks and $1.60 annual dividend). The Stuart Weitzman divestiture closed August 4, 2025.

Tapestry (NYSE: TPR) will host its fiscal 2026 first quarter earnings call on Thursday, November 6, 2025 at 8:00 a.m. ET. The company will issue a press release with results earlier that morning.

Dial-in numbers: 1-866-847-4217 or 1-203-518-9845 (Conference ID 7269452). An audio webcast will be available at www.tapestry.com/investors. A telephone replay begins at 12:00 noon ET on November 6 for five business days via 1-800-283-4641 or 1-402-220-0851.

Investor relations contact: Christina Colone, Global Head of Investor Relations; Media contact: Jennifer Leemann, Global Head of Communications.

Tapestry, Inc. (NYSE: TPR) unveiled its "Amplify" growth strategy and long-term financial targets during its 2025 Investor Day. The company plans to return $4 billion to shareholders through FY2028 via dividends and share repurchases, announcing a new $3 billion share repurchase authorization.

The strategy focuses on building emotional connections with consumers, driving fashion innovation, delivering global growth experiences, and empowering their workforce. Financial targets include mid-single digit revenue growth, operating margin expansion to over 22% by FY2028, and low-double-digit EPS growth in FY2027-2028. Coach aims for a $10 billion revenue ambition, while Kate Spade is expected to return to profitable growth by FY2027.

Tapestry, Inc. (NYSE:TPR) reported strong financial results for Q4 and FY2025, achieving record quarterly revenue of $1.7B (up 8%) and annual revenue of $7.0B (up 5%). The growth was primarily driven by the Coach brand's 14% increase in Q4 and 10% annual growth.

The company expanded gross margin by 210 basis points in FY2025 and returned $2.3B to shareholders through dividends and share repurchases. The Board approved a 14% dividend increase to $1.60 per share annually. However, Kate Spade faced challenges with an $855M impairment charge due to declining cash flows and tariff impacts.

Looking ahead to FY2026, Tapestry expects revenue approaching $7.2B with EPS of $5.30-$5.45, despite a projected 230 basis point negative impact from tariffs and duties.

[ "Record Q4 revenue of $1.7B, up 8% year-over-year", "Coach brand achieved strong 14% growth in Q4 and 10% annual growth", "Gross margin expanded 210 basis points in FY2025", "Returned $2.3B to shareholders through dividends and share repurchases", "14% dividend increase approved by Board of Directors", "Strong digital revenue growth with mid-teens increase in Q4", "Acquired 6.8M new customers in North America during FY2025" ]

Tapestry, Inc. (NYSE: TPR) has completed the previously announced sale of its Stuart Weitzman brand to Caleres (NYSE: CAL), a portfolio of footwear brands. Morgan Stanley & Co. LLC and Latham & Watkins LLP served as Tapestry's advisors, while BofA Securities and BCLP advised Caleres.

Following the divestiture, Tapestry's brand portfolio now consists of Coach and kate spade new york. The company remains focused on innovation, authenticity, and sustainable fashion through distinctive products and differentiated customer experiences across channels and geographies.

Tapestry, Inc. (NYSE: TPR), the global fashion house encompassing Coach, kate spade new york, and Stuart Weitzman, has scheduled its fiscal year 2025 fourth quarter and year-end earnings conference call for August 14, 2025, at 8:00 a.m. ET.

The company will release its financial results via press release before the call. Investors and analysts can access the conference by dialing 1-866-847-4217 or 1-203-518-9845 with Conference ID 6514014. An audio webcast will be available on the company's investor relations website, and a telephone replay will be accessible for five business days starting at noon ET on the same day.

Tapestry (NYSE:TPR) has significantly expanded its partnership with Gen Phoenix through a new three-year supply agreement and increased investment as part of Gen Phoenix's $15 million Series funding round led by Material Impact. Tapestry has increased its equity stake in Gen Phoenix to 9.9%, nearly quadrupling its initial 2023 investment.

The partnership aims to scale sustainable recycled leather fiber materials across Tapestry's luxury brands including Coach, Kate Spade, and Stuart Weitzman. Gen Phoenix will use the funding to expand into new markets, scale production at its UK facility with 60+ million ft² annual capacity, and accelerate R&D for its circular leather solution.

Tapestry, Inc. (NYSE: TPR), the parent company of Coach, kate spade new york, and Stuart Weitzman, has announced it will host an Investor Day on September 10, 2025 in New York City. The event will run from 8:30 a.m. to 12:00 p.m. ET.

The presentation will feature CEO Joanne Crevoiserat and CFO/COO Scott Roe discussing the company's long-term strategic growth initiatives and financial outlook. While in-person attendance is by invitation only, a live video webcast with accompanying slides will be available on Tapestry's Investor Relations website.