Tapestry stock analysis
Tapestry (COY) Stock Price & Analysis
COY Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- CHF 21.86B
- Enterprise Value
- CHF 26.74B
- Total Cash (Recent Filing)
- CHF 782.00M
- Total Debt (Recent Filing)
- CHF 4.23B
- Price to Earnings (P/E)
- 16.6
- Beta
- 1.20
- Next Earnings
- Feb 11, 2027 (Est.)
- EPS Estimate
- 2.53
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- 1.18%
Bulls Say, Bears Say
Bulls Say
Coach Brand Momentum
Coach is the portfolio’s strongest growth engine, combining double-digit revenue expansion with substantial customer acquisition. Its momentum across products and regions can improve brand scale, support pricing power, and provide a durable foundation for Tapestry’s consolidated growth over the next several quarters.
Profitability And Cash Generation
Strong operating profitability is translating into substantial cash generation, indicating that reported earnings are supported by real business cash flows. This provides resources for brand investment, store and digital development, debt management, and shareholder returns while strengthening execution flexibility.
Raised Growth Outlook
The raised outlook signals management expects growth and margin improvement to persist beyond the latest quarter rather than represent a one-time rebound. Continued expansion across international markets and planned investment in the store fleet could reinforce revenue quality and operating leverage.
Bears Say
High Leverage And Thin Equity Cushion
High debt relative to the equity base leaves Tapestry with a limited cushion if profitability weakens. Although debt improved from FY2024, the small equity base keeps financial flexibility constrained and increases the importance of sustaining cash generation while funding investment and shareholder distributions.
Kate Spade Turnaround Pressure
Kate Spade remains a material drag on the portfolio, with declining sales and an expected operating loss requiring continued investment. The turnaround must restore customer acquisition and brand momentum while store closures and reduced promotions create near-term revenue pressure and execution risk.
Earnings Volatility
The large swing in profitability across recent years makes the current earnings run-rate less certain than the latest margin figures suggest. Such volatility can complicate planning, reduce confidence in sustainable margins, and leave results more exposed when operating conditions or brand performance soften.
Tapestry News
COY FAQ
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When is Tapestry’s upcoming earnings report date?
How were Tapestry’s earnings last quarter?
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Tapestry Stock Smart Score
Company Description
Tapestry
Tapestry, Inc. is a prominent global fashion house specializing in premium accessories and distinct lifestyle brands. It operates internationally, serving customers across the United States, Japan, Greater China, and other markets worldwide. The company's diverse portfolio is structured around three well-known brands: Coach, Kate Spade, and Stuart Weitzman. Tapestry offers an extensive product range catering to women, men, and even includes items for children and home goods. For women, this encompasses a vast selection of luxury accessories, including various handbag styles such as wallets, wristlets, and cosmetic cases, alongside unique novelty items like travel accessories, sketchbooks, and keychains. The collection further features footwear, eyewear, fine jewelry (bracelets, necklaces, rings, and earrings), fragrances, watches, and seasonal apparel, which covers outerwear, ready-to-wear collections, and cold-weather essentials like gloves, scarves, and hats. Men's offerings include a wide array of bags, from business cases and messenger bags to backpacks and totes. Additionally, they can find small leather goods like wallets, card cases, and belts, as well as footwear, timepieces, scents, sunglasses, novelty items, and ready-to-wear clothing. Beyond personal fashion, the company extends its reach to children's footwear, and home goods such as stylish bedding and tableware, alongside stationery and gift items. Tapestry also expands its market presence through licensing agreements. Under the Coach brand, it permits the marketing and distribution of tech and soft accessories, jewelry, watches, eyewear, and fragrances. The Kate Spade brand licenses include tableware, housewares, fashion bedding, tech accessories, watches, sleepwear, eyewear, stationery, gifts, and fragrances. As of July 2, 2022, Tapestry managed a substantial retail footprint, operating 945 Coach stores, 398 Kate Spade stores, and 100 Stuart Weitzman stores. Its products are distributed through various channels, including the company's e-commerce platforms, dedicated concession spaces within other retailers, wholesale partnerships, and a network of independent third-party distributors. Originally established in 1941 as Coach, Inc., the corporation rebranded as Tapestry, Inc. in October 2017. Its corporate headquarters are situated in New York, New York.
- Sector
- Consumercyclical
- Industry
- Luxury Goods
- CEO
- Joanne C. Crevoiserat
- Employees
- 19,000
- Website
- www.tapestry.com
- Address
- 10 Hudson Yards, New York City, NY, 10001, US
Tapestry (COY) Earnings & Revenues
COY Company Deck
COY Earnings Call
Earnings Call SentimentPositive
The call was strongly positive. Tapestry reported broad-based revenue, margin and EPS growth, strong Coach momentum across regions and categories, improved customer acquisition, higher shareholder returns and a raised full-year outlook. The primary challenges were Kate Spade's ongoing revenue decline and expected operating loss, along with acknowledged macro, tariff and quarterly profitability uncertainty.
View all CH:COY earnings summariesCOY Net sales Breakdown
- 57.61% Handbags
- 27.90% Accessories
- 5.89% Footwear
- 8.61% Other
