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Tapestry (CH:COY)
NYSE:COY

Tapestry (COY) Price & Analysis

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COY Stock Chart & Stats

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Bulls Say, Bears Say

Bulls Say
Strong Free Cash Flow GenerationTapestry's high operating and free cash flow levels (TTM ~$1.9B and FCF approaching ~$1.6B guidance) create durable financial flexibility. Strong cash conversion funds debt service, sustained buybacks and dividends, and allows strategic investment without immediate reliance on external funding, supporting long-term stability.
DTC & Digital Channel StrengthA robust DTC and digital model with mid-20% growth rates reduces reliance on wholesale partners, improves margin capture and strengthens customer data/retention. Scaled digital discovery and better e-commerce economics support durable unit economics, higher LTV and a structural shift toward more profitable channels.
Meaningful Margin And Guidance ImprovementManagement's raised guidance and targeted ~300bp operating margin expansion reflect structural improvements in assortment, AUR and cost leverage. Sustained higher margins and clear EPS targets indicate stronger underlying profitability, enabling consistent capital returns and reinvestment over the medium term.
Bears Say
Elevated Leverage And Weakened Equity BaseVery high debt-to-equity (~5.7x) and a materially reduced equity cushion increase financial risk and reduce downside protection. Even with strong FCF, elevated leverage constrains strategic flexibility, raises refinancing sensitivity and magnifies earnings volatility in adverse consumer or credit conditions.
Kate Spade Top-line WeaknessPersistent kate spade revenue declines and an expected low-double-digit FY decline indicate a multi-quarter turnaround is needed. Prolonged underperformance requires outsized marketing and restructuring, pressuring consolidated growth, margins and the ROI on brand investments until sustained recovery occurs.
Tariff Headwinds And Rising Marketing/SG&AStructural tariff pressures (material gross-margin drag) combined with a sustained step-up in marketing and SG&A increase the company's fixed cost base and compress margins. If trade policy costs persist or marketing ROI lags, margin expansion could be limited despite revenue gains, weighing on durable profitability.

Tapestry News

COY FAQ

What was Tapestry’s price range in the past 12 months?
Currently, no data Available
What is Tapestry’s market cap?
Tapestry’s market cap is CHF23.67B.
    When is Tapestry’s upcoming earnings report date?
    Tapestry’s upcoming earnings report date is Aug 13, 2026 which is in 58 days.
      How were Tapestry’s earnings last quarter?
      Tapestry released its earnings results on May 07, 2026. The company reported $1.321 earnings per share for the quarter, beating the consensus estimate of $1.036 by $0.286.
        Is Tapestry overvalued?
        According to Wall Street analysts Tapestry’s price is currently Undervalued. Get more investment ideas with TipRanks Premium
          Does Tapestry pay dividends?
          Tapestry does not currently pay dividends.
          What is Tapestry’s EPS estimate?
          Tapestry’s EPS estimate is 1.
            How many shares outstanding does Tapestry have?
            Currently, no data Available
            What happened to Tapestry’s price movement after its last earnings report?
            Tapestry reported an EPS of $1.321 in its last earnings report, beating expectations of $1.036. Following the earnings report the stock price went same N/A.
              Which hedge fund is a major shareholder of Tapestry?
              Currently, no hedge funds are holding shares in CH:COY
              What is the TipRanks Smart Score and how is it calculated?
              Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                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.

                Tapestry (COY) Earnings & Revenues

                COY Company Deck

                COY Earnings Call

                Q3 2026
                0:00 / 0:00
                Earnings Call Sentiment|Positive
                The call communicated strong operational momentum and financial outperformance led by Coach and the DTC/digital model, with meaningful margin expansion, raised guidance, robust cash generation and aggressive shareholder returns. Key challenges center on kate spade's top-line decline, tariff headwinds, and elevated marketing/investment cadence which pressure near-term profitability for that brand. Overall, the positive drivers (revenue, margins, EPS, cash flow, customer acquisition and Coach strength) materially outweigh the issues highlighted.View all CH:COY earnings summaries

                COY Net sales Breakdown

                54.86%54.86%25.81%8.74%10.59%
                54.86% Handbags
                25.81% Accessories
                8.74% Footwear
                10.59% Other
                tipranks

                COY Stock 12 Month Forecast

                Average Price Target

                $140.32
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