Tapestry Inc Stock Price, News & Analysis

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.

Tapestry Inc. (TPR) reported strong fiscal Q3 2025 results, exceeding expectations. The company achieved record revenue of $1.6 billion, up 7% year-over-year (8% constant currency), driven by Coach brand's 15% growth. Notable achievements include: • EPS growth: GAAP EPS of $0.95 (+60%) and non-GAAP EPS of $1.03 (+27%) • Margin improvement: 140 basis points gross margin expansion • Regional growth: North America (+9%), Europe (+35%), and APAC (+4%) • Customer acquisition: 1.2M new North American customers, mainly Gen Z and Millennials The company raised its FY2025 outlook, now expecting revenue of $6.95B (+4%) and EPS of $5.00. Tapestry remains committed to returning over $2B to shareholders through dividends and share repurchases in FY2025.

Tapestry, Inc. (NYSE: TPR) has announced its upcoming fiscal 2025 third quarter earnings conference call, scheduled for Thursday, May 8, 2025, at 8:00 a.m. ET. The company will release its financial results via press release earlier that morning.

Investors and analysts can access the conference call by dialing 1-866-847-4217 or 1-203-518-9845 with Conference ID 9290746. An audio webcast will be available on the company's investor relations website. A telephone replay will be accessible for five business days starting at 12:00 noon ET on May 8th.

Tapestry is a global house of brands comprising Coach, kate spade new york, and Stuart Weitzman, each maintaining unique identities while sharing commitments to innovation, authenticity, and sustainable fashion practices.

Tapestry Inc. (NYSE: TPR) has announced the sale of its Stuart Weitzman brand to Caleres (NYSE: CAL) for $105 million in cash, subject to customary adjustments. The transaction is expected to close in summer 2025.

This strategic move allows Tapestry to focus on its largest value creation opportunities, particularly sustaining Coach's leadership and reinvigorating Kate Spade. For Caleres, Stuart Weitzman will become a lead brand, advancing their strategic agenda to grow their Brand Portfolio segment with more global and direct-to-consumer reach. Post-integration, the Brand Portfolio segment is expected to generate nearly half of Caleres' total revenue and over half of their operating profit.

Caleres (NYSE: CAL) has announced a definitive agreement to acquire Stuart Weitzman from Tapestry, Inc. for $105 million. The acquisition aims to strengthen Caleres' position in women's fashion footwear, particularly in the contemporary market segment.

The deal is expected to close in summer 2025, with Caleres funding the acquisition through its revolving credit agreement. Post-acquisition, the Brand Portfolio segment will generate nearly half of Caleres' total revenue and over half of its operating profit. The company expects to operate Stuart Weitzman profitably after integration.

BofA Securities and BCLP are serving as Caleres's financial and legal advisors respectively. Caleres also confirmed its expectations to report consolidated net sales and earnings per diluted share in line with its most recent guidance for the year ending February 1, 2025.