Tapestry, Inc. (TPR)
Consumer Discretionary · Luxury fashion and leather goods
A multinational luxury fashion conglomerate owning Coach, Kate Spade, and other premium lifestyle brands with a global digital-first growth strategy.
What Tapestry, Inc. does
Tapestry, Inc. is a multinational luxury fashion and lifestyle company that designs, manufactures, and distributes premium branded products through its portfolio of brands including Coach, Kate Spade, and other owned labels. The company operates through a vertically integrated business model encompassing design, production, and omnichannel retail—both company-owned stores and wholesale partnerships—across North America, Europe, Japan, and other international markets. It derives revenue from handbags, accessories, ready-to-wear apparel, footwear, and other lifestyle products sold through its direct-to-consumer channels and wholesale partners.
Themes: ["Luxury fashion","Lifestyle brands","Omnichannel retail","E-commerce and digital strategy","Premium consumer discretionary","International expansion","Brand portfolio management"]
Fundamentals
- Price$139.93 as of 2026-07-09 close
- Market cap$28.3B as of 2026-07-10
- 1-year return+46.8% as of 2026-07-09 close
- P/E42.71 as of 2026-07-10
- Net margin+8.4% as of 2026-07-10
- Gross margin+76.2% as of 2026-07-10
- ROE+106.4% as of 2026-07-10
- Debt / equity3.48 as of 2026-07-10
- Revenue growth (YoY)+14.1% as of 2026-07-10
- Revenue CAGR (3y)+1.6% SEC XBRL
- Beta1.48 as of 2026-07-10
Dividend: yield +1.1%; 4-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
["International trade disputes and tariff risks: exposure to new or increased tariffs on imported products and potential retaliatory tariffs affecting supply chains in key manufacturing countries","Brand value and fashion trend execution: ability to retain brand value and respond timely to changing fashion and consumer retail preferences, including execution of e-commerce and digital strategies","Economic sensitivity and competition: vulnerability to economic downturns, recession, inflation, and intense competition in the luxury retail and fashion marketplace"]
Competitors & peers
- LVMH Moët Hennessy Louis Vuitton
- Kering (luxury houses including Gucci, Balenciaga)
- Hermès
- Burberry
- Ralph Lauren (RL)
- Michael Kors (Capri Holdings)
- Richemont (Cartier, Van Cleef & Arpels)
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.