Tapestry delivered a record Q1 FY2026 with 13% revenue growth to $1.7B and 100 bps gross margin expansion to 76.3%, led by Coach's 22% pro forma surge. The upgraded FY outlook signals structural...
Tapestry
American multinational luxury fashion holding company owning Coach, Kate Spade, and Stuart Weitzman brands, focused on accessible luxury market.
Tapestry Performance Score
Our performance score measures how recent news impacts the company's health, derived from brand strength, strategic position, risk level, momentum, and market sentiment.
Performance Score
8.3Thriving
From: Nov 8, 2025
Historical Performance
15 days
N/A
45 days
N/A
90 days
8.3
1 score
Score Components (Latest News)
Brand Strength
7.0
Positioning
7.0
Risk Level
3.0
Financial Impact
8.0
Sentiment: +3.0
45-Day Volatility
N/A
σ: N/A
90-Day Trend
Stable
AI-Powered Analysis
Get instant, personalized insights about Tapestry. Ask our AI analyst about performance trends, competitive positioning, or strategic implications.
Latest News Analysis About Tapestry
Tapestry plans to fully offset an estimated $160M FY26 tariff headwind within three years while executing a $3B share repurchase, signaling confidence in margin expansion and cash generation. Coach...
Tapestry signaled a weaker profit outlook as Trump-era tariff plans create a ~$160M headwind in FY26, triggering a 14% share drop and a decision to reduce handbag styles. Offloading Stuart Weitzman...
| Date | News Analysis |
|---|---|
| Nov 8, 2025 | Tapestry lifts FY outlook as Coach drives 22% growth, margins at 76.3% Tapestry delivered a record Q1 FY2026 with 13% revenue growth to $1.7B and 100 bps gross margin expansion to 76.3%, led by Coach's 22% pro forma surge. The upgraded FY outlook signals structural... |
| Sep 11, 2025 | Tapestry targets full tariff mitigation by FY28; $3B buyback to lift EPS Tapestry plans to fully offset an estimated $160M FY26 tariff headwind within three years while executing a $3B share repurchase, signaling confidence in margin expansion and cash generation. Coach... |
| Aug 19, 2025 | Tariffs Hit Tapestry: $160M FY26 Drag, SKU Cuts and Portfolio Focus Tapestry signaled a weaker profit outlook as Trump-era tariff plans create a ~$160M headwind in FY26, triggering a 14% share drop and a decision to reduce handbag styles. Offloading Stuart Weitzman... |
Showing 1 to 3 of 3 news items
Track Tapestry Daily
Get daily updates on Tapestry and other luxury companies delivered to your inbox.
Trusted by luxury industry professionals • Unsubscribe anytime