Tapestry Inc
TPR
Market Cap$21.19B
Close$
Earnings Call Q4 2025
August 14, 2025 - AI Summary
Strong Financial Performance: Tapestry achieved record results in Fiscal 2025 with $7 billion in revenue, a 20% operating margin, and $5.10 in adjusted EPS. This represents meaningful growth over the prior year, fulfilling key targets set at the previous Investor Day.
Growth in Coach Brand: Coach experienced a remarkable 10% revenue growth for the fiscal year and a 13% growth in Q4, particularly strong among Gen Z and millennials, which highlights effective brand positioning and consumer engagement strategies.
Forecast for Fiscal 2026: Tapestry expects continued mid-single-digit revenue growth, projecting revenues to approach $7.2 billion. However, they acknowledged significant headwinds from tariffs, which are anticipated to impact profitability by approximately $160 million or 230 basis points in margin reductions.
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$54.39
48.6% downside
Current Fair Value
48.6% downsideOvervalued by 48.6% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $21.19 Billion |
|---|---|
| Enterprise Value | $23.66 Billion |
| Dividend Yield | $1.40 (1.37%) |
| Earnings per Share | $0.84 |
| Beta | 1.53 |
| Outstanding Shares | 207,800,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 115.49 |
|---|---|
| PEG | -27.2 |
| Price to Sales | 3.21 |
| Price to Book Ratio | 17.64 |
| Enterprise Value to Revenue | 3.37 |
| Enterprise Value to EBIT | 80.79 |
| Enterprise Value to Net Income | 129 |
| Total Debt to Enterprise | 0.15 |
| Debt to Equity | 2.49 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About Tapestry Inc
20,800 employees
CEO: Jide Zeitlin Tapestry, Inc. is a New York-based house of modern luxury lifestyle brands. The Company's portfolio includes Coach, Kate Spade and Stuart Weitzman. The Company and its brands are founded upon a creative and consumer-led view of luxury th...