Want to see TPR full AI Analyst Report?
Operating Income by Segment
Reveals profitability across different business segments, highlighting which areas drive earnings and where there might be challenges or opportunities for growth.Coach is the clear profit engine—consistent, growing operating income (with predictable Q4 spikes) is driving Tapestry’s margin expansion, cash flow and the aggressive buyback/dividend program. kate spade is a liability: a massive mid‑2025 one‑time operating loss plus ongoing top‑line weakness explains management’s low‑double‑digit outlook and near‑term drag. Corporate overhead is a steady but moderating drag, and Stuart Weitzman’s contribution has effectively disappeared (a structural tailwind to consolidated margins per management).
Date | Corporate | Coach | Kate Spade | Stuart Weitzman |
|---|---|---|---|---|
Jun 30, 2026 | $1.07B | $612.10M | -$11.20M | $0.00 |
Mar 31, 2026 | -$147.00M | $595.20M | -$20.70M | $0.00 |
Dec 31, 2025 | -$146.40M | $846.50M | $16.30M | $0.00 |
Sep 30, 2025 | -$163.80M | $487.40M | $5.60M | -$1.00M |
Jun 30, 2025 | -$168.40M | $447.70M | -$864.20M | -$1.40M |
Mar 31, 2025 | -$160.80M | $420.10M | $0.00 | -$5.60M |
Dec 31, 2024 | -$195.10M | $620.90M | $68.00M | -$1.00M |
Sep 30, 2024 | -$154.20M | $386.60M | $27.00M | -$7.40M |
Jun 30, 2024 | -$165.60M | $388.80M | $23.90M | -$9.30M |
Mar 31, 2024 | -$163.70M | $362.70M | $10.00M | -$4.70M |