Tapestry Inc
F:COY

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Tapestry Inc
F:COY
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Kurs: 123,45 EUR 0,82% Markt geschlossen
Marktkap.: €28,37 Mrd.

Tapestry Inc
Investor Relations

Tapestry is a fashion company that owns and manages brands such as Coach, Kate Spade, and Stuart Weitzman. It designs and sells handbags, wallets, shoes, outerwear, and other accessories that sit in the accessible luxury category, with Coach as its biggest brand. Its products are aimed mostly at style-conscious shoppers who want premium branding and quality without paying top-tier luxury prices. The company makes money by selling goods through its own stores, its websites, outlet locations, and wholesale partners such as department stores. It earns revenue when customers buy finished products, not from licensing or subscriptions. That means Tapestry depends on brand appeal, product design, and retail execution to drive repeat purchases. What makes Tapestry different is that it is a brand owner, not a raw-materials maker or a generic retailer. It sits in the middle of the fashion value chain: it creates the designs, controls the brands, and then uses a mix of direct and wholesale channels to reach customers. That gives it more control over pricing, presentation, and customer relationships than a typical third-party seller.

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Letzter Earnings Call
Geschäftsperiode
Q2 2026
Datum des Calls
5. Feb 2026
KI-Zusammenfassung
Q2 2026

Record Quarter: Tapestry delivered record Q2 results, with revenue, margin, and EPS all exceeding expectations and driving a material guidance raise.

Coach Momentum: Coach posted standout growth, with revenue up 25% and margins expanding, driven by rising demand, new customer acquisition, and higher average unit retail.

Kate Spade Reset: Kate Spade saw a 14% revenue decline as it focuses on brand reset and reducing promotions, with early positive KPIs in Gen Z acquisition and full-price selling.

Margin Expansion: Operating margin grew by 390 basis points and gross margin by 110 basis points, overcoming tariff headwinds through operational improvements and AUR gains.

Guidance Raised: FY26 guidance was raised to over $7.75 billion in revenue and EPS of $6.40–$6.45, both well ahead of prior outlook.

Shareholder Returns: Tapestry plans to return $1.5 billion to shareholders in FY26 through dividends and share repurchases, up from the previous $1.0 billion repurchase outlook.

Global Strength: Double-digit growth was recorded in North America, Greater China, and Europe, significantly outpacing the industry and gaining market share in each region.

Wichtige Finanzkennzahlen
Revenue
Over $7.75B (guidance for FY26)
Earnings Per Share
$2.69 (Q2); $6.40–$6.45 (FY26 guidance)
Operating Margin
Approximately 22% (FY26 guidance)
Gross Margin
75.5% (Q2)
Adjusted Free Cash Flow
$1.0B (Q2); $1.5B (FY26 guidance)
Marketing Spend
Approximately 11% of sales (Q2)
Coach Revenue Growth
Up 25% (Q2)
Coach New Customers
2.9M (Q2)
Kate Spade Revenue
Down 14% (Q2)
Dividend
$0.40 per share (Q2); $1.60 annual rate (FY26)
Share Repurchases
$400M (Q2); $1.2B (FY26 guidance)
North America Revenue Growth
Up 17% (Q2)
Greater China Revenue Growth
Up 34% (Q2)
Europe Revenue Growth
Up 22% (Q2)
Digital Sales Growth
Up approximately 20% (Q2)
Brick-and-Mortar Sales Growth
Mid-teens percentage increase (Q2)
Inventory Levels
4% below prior year (Q2)
Aufzeichnung des Earnings Calls
Weitere Earnings Calls

Geschäftsleitung

Ms. Joanne C. Crevoiserat
President, CEO & Director
Keine Biografie verfügbar
Mr. Scott A. Roe CPA
CFO & COO
Keine Biografie verfügbar
Mr. David E. Howard CPA
General Counsel & Secretary
Keine Biografie verfügbar
Mr. Todd Kahn J.D.
CEO & Brand President of Coach
Keine Biografie verfügbar
Mr. Manesh B. Dadlani
VP, Principal Accounting Officer & Controller
Keine Biografie verfügbar
Yang Lu
Chief Information Officer
Keine Biografie verfügbar
Ms. Christina Colone
Global Head of Investor Relations
Keine Biografie verfügbar
Ms. Andrea Shaw Resnick
Chief Communications Officer
Keine Biografie verfügbar
Ms. Denise M. Kulikowsky
Chief People Officer
Keine Biografie verfügbar
Mr. Peter Charles
Chief Supply Chain Officer
Keine Biografie verfügbar

Kontakt

Adresse
NEW YORK
New York City
10 Hudson Yards
Kontakt
+12129468400.0
www.tapestry.com
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