VF Corp (VFC) Net Margin Improvement Challenges Bearish Profitability Narratives
VF Corp (VFC) finished FY 2026 with US$9.6 billion in revenue and US$0.65 basic EPS, marking a significant improvement in net margin from 0.7% to 2.7%. Despite two loss-making quarters, the company's overall profitability has strengthened, challenging bearish views on its financial health. This margin expansion, driven by cost actions, suggests potential for faster earnings growth, though volatility and balance sheet risks remain considerations for investors.
Tapestry (TPR) CEO Todd Kahn donates 1,426 common shares as bona fide gifts
Tapestry, Inc. CEO and Coach Brand President Todd Kahn reported a donation of 1,426 common shares as bona fide gifts on May 20, 2026. These shares were transferred to a Donor Advised Fund and are considered charitable contributions, not market trades, with no compensation given to Mr. Kahn. This transaction highlights a philanthropic act by a company executive, impacting his total common stock holdings.
Tapestry Inc. stock rises Thursday, outperforms market
Shares of Tapestry Inc. (TPR) rose 2.44% on Thursday, closing at $139.11. This increase outperformed the broader market, with both the S&P 500 Index and the Dow Jones Industrial Average also seeing gains. This marks the fourth consecutive day of gains for Tapestry Inc. stock.
Sierra Summit Advisors LLC Buys New Position in Tapestry, Inc. $TPR
Sierra Summit Advisors LLC has acquired a new stake of 8,842 shares in Tapestry, Inc. (NYSE:TPR) valued at approximately $1.13 million during the 4th quarter. This comes as several other institutional investors also adjusted their positions in the luxury accessories retailer. Wall Street analysts maintain a "Moderate Buy" consensus rating for Tapestry, with a $160.67 average price target, following a strong earnings report and raised outlook.
Tapestry stock (US8760301072): luxury group in focus after strong quarterly update and upbeat outloo
Tapestry Inc. reported better-than-expected quarterly figures with sales of approximately $2.50 billion, a 14% year-on-year increase, driven by strong demand for its Coach, Kate Spade, and Stuart Weitzman brands. The company aims for continued earnings-per-share growth, focusing on brand elevation, product innovation, and expanding in Asian markets while managing competitive and macroeconomic risks. Tapestry's performance offers insights into accessible luxury market trends and consumer spending behavior for US investors.
Tapestry Inc (TPR) Stock Up 3.2% but GF Value Says Overvalued -- GF Score: 83/100
Tapestry Inc (TPR) shares rose 3.2% to $135.79, but GuruFocus's GF Value rates the stock as "Significantly Overvalued" with an estimated fair value of $75.77. Despite a strong GF Score of 83/100, driven by high profitability and momentum, its valuation rank is low due to a P/E (TTM) of 43.5x, significantly above its historical median. Insider selling of $3.8 million with no buying activity also suggests caution for potential investors.
Tapestry, Deckers, and Travel + Leisure Shares Are Soaring, What You Need To Know
Shares of Tapestry, Deckers, and Travel + Leisure jumped after major retailers reported stronger-than-expected first-quarter earnings, signaling a potential turn in consumer discretionary momentum. The positive results, particularly from discount-oriented retailers like Target, suggest that American household spending is more resilient than analysts anticipated, despite inflation. Tapestry's shares are up 5.2% since the beginning of the year, although they are still trading below their 52-week high.
Tapestry, Deckers, and Travel + Leisure Shares Are Soaring, What You Need To Know
Shares of Tapestry, Deckers, and Travel + Leisure jumped after major retailers like Target, Lowe's, and TJX reported stronger-than-expected first-quarter earnings, signaling a potential recovery in consumer discretionary spending. These positive reports suggest that American household spending is more resilient than analysts anticipated, with consumers still spending despite inflation, particularly on value-oriented goods. Tapestry, in particular, has seen a 5.2% increase year-to-date, despite a recent dip due to inflation concerns.
Tapestry Inc. stock rises Wednesday, outperforms market
Tapestry Inc. (TPR) stock increased by 3.16% on Wednesday, closing at $135.79. This performance outpaced the broader market, with the S&P 500 Index rising by 1.08% and the Dow Jones Industrial Average gaining 1.31%. This marks the third consecutive day of gains for Tapestry Inc.
Tapestry shifts its focus to younger consumers in China and Europe
This article discusses Tapestry's strategic shift to target younger consumers in key international markets like China and Europe, aiming to expand its customer base and adapt to evolving market demographics.
Caleres Names Dan Karpel CFO
Caleres has officially appointed Dan Karpel as its senior vice president and chief financial officer. Karpel previously served as interim CFO since January and rejoined the company in October 2025 as chief accounting officer. His extensive financial and accounting background is expected to be instrumental in advancing the company's growth strategy.
Tapestry stock (US8760301072): earnings beat and rising volume put luxury group in focus
Tapestry Inc., owner of luxury brands Coach, Kate Spade, and Stuart Weitzman, recently exceeded quarterly earnings expectations, leading to a rise in its stock price and increased trading volume. The article delves into Tapestry's core business model, key brands, revenue drivers, and its strategic focus on international growth and digital channels. It also discusses the company's competitive position, sustainability efforts, and why it is a relevant stock for US investors, highlighting its historical performance and dividend profile.
Coach owner Tapestry targets international markets for 70% of growth
Tapestry, the parent company of Coach, expects 70% of its future growth to come from international markets. This strategy highlights a focus on global expansion to drive the company's overall revenue and market presence.
North Dakota State Investment Board Invests $2.42 Million in Tapestry, Inc. $TPR
The North Dakota State Investment Board recently acquired 18,920 shares of Tapestry, Inc. (NYSE:TPR) valued at approximately $2.42 million in the fourth quarter. This comes as Tapestry reported strong quarterly results, exceeding analyst expectations with an EPS of $1.66 and revenue of $1.92 billion, marking a 21.2% year-over-year increase. Analysts maintain a "Moderate Buy" rating for Tapestry with an average price target of $160.67, and the company has also declared a quarterly dividend of $0.40 per share.
Coach owner Tapestry targets international markets for 70% of growth
Tapestry, the owner of Coach handbags, anticipates that approximately 70% of its growth in the coming years will originate from international markets, with a strong focus on expansion in China and Europe. CEO Joanne Crevoiserat noted the significant potential in China, particularly among younger consumers, despite it currently accounting for 15% of business, and highlighted the company's efforts to target local and younger customers in Europe. The company remains focused on organic growth, leveraging Coach's momentum and revitalizing Kate Spade.
Coach owner Tapestry targets international markets for 70% of growth
Tapestry, the owner of Coach handbags, anticipates that approximately 70% of its future growth will originate from international markets, with a strong focus on expansion in China and Europe. CEO Joanne Crevoiserat highlighted China's significant potential, particularly among younger consumers, and noted double-digit sales growth in the country despite a weak overall handbag market. In Europe, the company is shifting its strategy to target younger, local customers rather than relying on tourist-driven demand.
Thrivent Financial for Lutherans Has $14.73 Million Stake in Tapestry, Inc. $TPR
Thrivent Financial for Lutherans significantly increased its stake in Tapestry, Inc. (NYSE:TPR) by 181.3% in the fourth quarter, bringing its total holdings to 115,227 shares valued at $14.73 million. This increase follows a strong quarterly update from Tapestry, which reported EPS of $1.66 and revenue of $1.92 billion, exceeding analyst expectations. The company also announced a quarterly dividend of $0.40 per share, and analysts maintain a "Moderate Buy" consensus rating with an average price target of $160.67.
Tapestry stock (US8760301072): earnings beat, guidance lift and investor repositioning attract atten
Tapestry Inc. (Tapestry) delivered stronger-than-expected quarterly earnings and raised its full-year outlook, yet its stock has seen mixed reactions and volatile trading. Despite exceeding consensus estimates and achieving double-digit revenue growth, some institutional investors have trimmed their positions. The company, known for its Coach, Kate Spade, and Stuart Weitzman brands, operates a "house of brands" model with a focus on accessible luxury and direct-to-consumer distribution.
New York Life Investment Management LLC Reduces Stock Position in Tapestry, Inc. $TPR
New York Life Investment Management LLC has significantly decreased its stake in Tapestry, Inc. (NYSE:TPR) by 43.1% in the fourth quarter of 2025. This reduction involved selling 21,311 shares, leaving them with 28,087 shares valued at approximately $3.59 million. Other institutional investors have adjusted their holdings, and company insiders, including the CEO, have also sold shares totaling $13.4 million over the last 90 days, despite Tapestry reporting strong quarterly results that surpassed analyst expectations and announcing a quarterly dividend of $0.40 per share.
Tapestry stock (US8760301072): Capri deal, latest earnings and what’s next for the Coach owner
Tapestry, the owner of Coach, Kate Spade, and Stuart Weitzman, is facing a complex period characterized by solid but mixed earnings and a significant antitrust challenge from the FTC over its proposed $8.5 billion acquisition of Capri (Michael Kors, Versace, Jimmy Choo). The outcome of the FTC lawsuit will be a major determinant for Tapestry's future scale and market position, impacting whether it becomes a larger, more diversified luxury group or remains a Coach-led entity. US investors are closely watching these developments as Tapestry's performance is deeply tied to consumer spending and the evolving regulatory landscape in the accessible luxury segment.
Tapestry Q3 2026 earnings top estimates, outlook raised
Tapestry Inc. (TPR) reported stronger-than-expected Q3 2026 earnings per share and revenue, surpassing analyst estimates. Following the positive results, the company raised its full-year 2026 profit outlook. This upbeat financial performance indicates a positive trajectory for the luxury accessories retailer.
Telsey Advisory Reaffirms Their Buy Rating on Birkenstock Holding plc (BIRK)
Telsey Advisory has reaffirmed its Buy rating on Birkenstock Holding plc (BIRK), setting a price target of $60.00. This comes as Birkenstock reported strong quarterly revenues of $401.9 million and a net profit of $50.56 million, exhibiting significant growth compared to the previous year. Another analyst, William Blair's Sharon Zackfia, also issued a Buy rating, though Bernstein maintained a Hold rating on the stock.
Tapestry stock (US8760301072): Coach owner updates outlook after Capri deal collapse and brand strat
Tapestry, the owner of Coach, Kate Spade, and Stuart Weitzman, has adjusted its financial outlook and strategy after U.S. regulators blocked its planned acquisition of Capri Holdings. This article details Tapestry's core business model, brand initiatives, and positions in the luxury market, assessing the implications for investors given the shifting economic climate and competitive landscape. It also highlights the company's sensitivity to consumer confidence and its exposure to both domestic and international markets.
Tapestry CEO Joanne Crevoiserat sells $3.69m in stock
Tapestry CEO Joanne Crevoiserat sold 27,776 shares of company stock worth $3.69 million on May 13, 2026, at prices between $132.88 and $132.90. This sale followed her acquisition of 66,061 shares through stock option exercises on the same day for $1.23 million. After these transactions, Crevoiserat directly holds 614,149 shares of Tapestry common stock.
VIRGINIA RETIREMENT SYSTEMS ET Al Cuts Holdings in Tapestry, Inc. $TPR
Virginia Retirement Systems reduced its stake in Tapestry, Inc. (NYSE:TPR) by 10.1% in the fourth quarter of 2025, selling 14,668 shares. This occurred despite strong quarterly results from Tapestry, which reported earnings and revenue above analyst expectations and reaffirmed its FY2026 EPS guidance. Analysts generally maintain a "Moderate Buy" rating with an average price target of $160.67, although some insider selling has been noted from top executives.
[Form 4] TAPESTRY, INC. Insider Trading Activity
Tapestry, Inc. CEO Joanne C. Crevoiserat reported insider trading activity including exercising stock options, followed by tax-related share dispositions and open-market sales. These transactions, conducted under a pre-arranged Rule 10b5-1 trading plan, resulted in her directly holding 649,919 shares of common stock. The insider activity involved option exercises at strike prices of $15.83 and $20.97, and sales of shares at approximately $132.88–$132.90 per share.
Tapestry CEO Joanne Crevoiserat sells $3.69m in stock
Tapestry, Inc. CEO Joanne Crevoiserat sold 27,776 shares of company stock for $3.69 million on May 13, 2026, following the exercise of stock options for 66,061 shares. She also disposed of 38,285 shares to cover costs and taxes associated with the option exercise. These transactions occurred as Tapestry shares have performed strongly, with the company also reporting better-than-expected Q3 2026 financial results despite a subsequent stock dip.
Tapestry Inc. stock (US8760301072): Q1 earnings beat and raised FY26 guidance
Tapestry Inc. reported strong Q1 2026 results, exceeding analyst expectations with revenue of $1.92 billion and EPS of $1.65. The company also raised its full-year revenue guidance to a $7.95 billion midpoint for FY26. These positive figures reflect robust demand for its luxury brands, particularly Coach and Kate Spade, and position Tapestry well in the luxury goods sector.
Tapestry Inc. stock falls Thursday, still outperforms market
Tapestry Inc. (TPR) shares fell 1.85% on Thursday to $130.24, despite an overall positive trading session for the broader stock market, with both the S&P 500 and Dow Jones Industrial Average seeing gains. The company's stock closed 19.59% below its 52-week high reached on February 26th.
Best Momentum Stocks to Buy for May 14th
This article identifies three top momentum stocks for May 14th: Lumentum Holdings Inc. (LITE), Onto Innovation Inc. (ONTO), and Tapestry, Inc. (TPR). All three companies possess a Zacks Rank #1 (Strong Buy) and a Momentum Score of A, indicating strong recent price performance and positive earnings estimate revisions. The article details their recent stock gains compared to the S&P 500's advance.
Tapestry's AI platform Mira granted US patent
The Tapestry Group, owner of Coach, Kate Spade, and Stuart Weitzman, has been granted a U.S. patent for its AI-powered platform, Mira. Mira is designed to enhance decision-making in retail by integrating data analytics, trend forecasting, and generative AI content creation, helping the company respond quickly to market changes and consumer preferences. The platform has already demonstrated success in various applications, including optimizing product design, improving inventory management, and accelerating marketing campaigns.
Bearish: Analysts Just Cut Their Kontoor Brands, Inc. (NYSE:KTB) Revenue and EPS estimates
Analysts have significantly lowered their revenue and EPS estimates for Kontoor Brands, Inc. (NYSE:KTB) for 2026, indicating a substantial decline in sentiment towards the company. Revenue forecasts are down by 19% to US$2.7 billion, and EPS estimates have been cut to US$5.31. Despite these downgrades, the price target remains unchanged, which the article notes as puzzling given the expected headwinds and a substantial debt burden the company faces.
Tapestry builds AI-powered Mira to pull data, make decisions
Tapestry, the owner of Coach and Kate Spade, has developed an internal AI platform named Mira to streamline data analysis and improve retail decision-making. Mira, which recently secured a U.S. patent, helps employees with tasks like inventory management and tracking consumer trends by rapidly compiling data from various sources. The company is also using AI in customer-facing tools, such as Kate Spade’s Gift Assistant, as it integrates AI across all operations to enhance efficiency and customer engagement.
Tapestry Deploys Agentic AI to Guide Shoppers
Tapestry, Inc., parent company of Coach and Kate Spade, is utilizing agentic AI to help customers narrow product choices, rather than make autonomous purchases. A survey indicates only 5% of US consumers would allow AI to buy for them, highlighting that AI-driven narrowing often encourages store visits. This approach focuses on augmenting pre-purchase discovery while maintaining human interaction for high-consideration purchases.
TPR (NYSE: TPR) notice to sell 30,291 and 35,770 shares; prior sale disclosed
Tapestry, Inc. (TPR) has filed a Form 144 notice disclosing proposed sales of 30,291 and 35,770 shares linked to stock options granted in 2020 and 2019, respectively. The filing also revealed a prior sale of 123,348 shares on February 18, 2026, for over $19 million. These are routine procedural notices for affiliate share dispositions.
Tapestry Strengthens Global Presence With Strong International Growth
Tapestry (TPR) is experiencing significant international growth, particularly in Greater China, Europe, and other Asia-Pacific regions, driven by a consumer-led strategy and localized marketing. The company raised its fiscal 2026 outlook, expecting $7.95 billion in revenues with strong growth anticipated across all major international markets. Tapestry's stock has risen 30.7% in the past six months, and analysts project strong earnings growth for fiscal years 2027 and 2028.
Tapestry Inc. stock (US8760301072): Luxury fashion leader navigates market shifts
Tapestry Inc., known for brands like Coach and Kate Spade, demonstrates strong performance in the accessible luxury market, maintaining a significant US retail presence. The company reported $6.6 billion in net sales for fiscal 2025 and utilizes a robust direct-to-consumer model, focusing on innovation and engaging younger demographics. Despite global uncertainties, Tapestry's strategic concentration on North American consumers and its product lines, especially handbags, continue to drive revenue and resilience in the luxury goods sector.
Earnings call transcript: Tapestry Q3 2026 beats EPS, revenue forecasts
Tapestry Inc. (TPR) exceeded Q3 FY2026 EPS and revenue forecasts, reporting $1.66 EPS against an anticipated $1.28, and $1.92 billion in revenue versus $1.76 billion. Despite strong performance, including growth in North America and Greater China and significant operating margin expansion, the stock dropped 10.31% in pre-market trading, reflecting broader market conditions and investor outlook. The company reaffirmed its commitment to shareholder returns and long-term growth strategies, particularly focusing on Gen Z customer acquisition and brand innovation.
Sally Beauty Q2 Earnings Beat Estimates, Gross Margin Expands
Sally Beauty Holdings, Inc. (SBH) reported strong second-quarter fiscal 2026 results, surpassing analysts' estimates for both earnings and net sales. The company achieved adjusted earnings of 44 cents per share and consolidated net sales of $903 million, driven by comparable sales growth and expanded gross margins thanks to its "Fuel for Growth" program. SBH also tightened its fiscal 2026 net sales outlook while maintaining other guidance metrics, signaling continued confidence in its performance.
Tapestry stock (US8760301072): Q4 results beat estimates, guidance raised
Tapestry Inc. reported stronger-than-expected Q4 CY2025 results, with revenue reaching $2.50 billion and GAAP EPS hitting $2.68, both surpassing analyst estimates. The company also raised its full-year revenue guidance to $7.75 billion, signaling confidence in continued growth. Following the report, Tapestry stock surged 5% to $136.41.
Tapestry's AI platform Mira granted U.S. patent (TPR:NYSE)
Tapestry, Inc.'s AI platform, Mira, has been granted a patent from the U.S. Patent and Trademark Office. This platform is designed to expedite trend analysis, consumer behavior insights, and support informed decision-making by connecting various internal data sources.
Tapestry CEO: China is a market for inspiration
Tapestry Inc. CEO Joanne Crevoiserat stated that China has delivered double-digit growth for the company for several consecutive quarters. She anticipates China will be Tapestry's fastest-growing market and a source of innovation. This comes as global attention focuses on China's consumer market and upcoming trade talks.
Tapestry receives U.S. patent for AI platform Mira By Investing.com
Tapestry, Inc. has been granted a U.S. patent for Mira, an AI platform designed to enhance enterprise-wide decision-making by connecting and analyzing data across the company. The luxury retailer, which owns Coach and Kate Spade new york, uses Mira for assortment planning, inventory management, and responding to consumer trends, significantly reducing analysis time. This patent marks a key technological milestone for Tapestry, supporting its operational efficiency and continued profitability growth.
Tapestry’s Mira AI cuts days of data work to minutes, wins patent
Tapestry, Inc. (NYSE: TPR) has been granted a U.S. patent for its proprietary AI platform, Mira. This platform integrates data across the company to facilitate rapid, enterprise-wide decision-making, reducing insights generation from days to minutes. Mira is designed with retail and fashion language in mind and is already being used to enhance assortment planning and inventory management for brands like Coach and Kate Spade New York.
Tapestry Stock Drops After Strong Quarter and Raised Outlook
Tapestry Inc. (TPR) saw its stock drop by nearly 13% despite reporting strong third-quarter earnings that beat expectations and raising its full-year outlook, primarily driven by robust demand for its Coach brand. The decline is believed to be due to profit-taking after a significant stock run, concerns about ongoing weakness in the Kate Spade brand, tariff pressures, and elevated valuation compared to peers. Despite the stock dip, Wall Street analysts maintain a bullish outlook, suggesting the pullback might offer an attractive entry point for investors.
Results: Tapestry, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Tapestry, Inc. (NYSE:TPR) exceeded revenue and EPS forecasts in its latest quarterly report, leading to a more optimistic outlook from analysts. While the consensus price target remains unchanged at US$165, analysts upgraded their earnings per share estimates for the company. Tapestry's revenue growth is projected to continue in line with the industry average.
What Are Wall Street Analysts' Target Price for Tapestry Stock?
Tapestry Inc. (TPR), a luxury accessories and lifestyle brand, has outperformed the S&P 500 over the past year despite a more modest year-to-date gain in 2026. The company recently reported strong Q3 results, exceeding analyst expectations for revenue and adjusted EPS, driven by Gen Z customer growth and Coach brand momentum. Wall Street analysts have a "Strong Buy" consensus rating for TPR, with a mean price target suggesting a significant upside potential from current levels.
Results: Tapestry, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts
Tapestry, Inc. (NYSE:TPR) surpassed earnings expectations, reporting revenue of US$1.9 billion and EPS of US$1.65, significantly above estimates. Following these strong results, analysts have become more optimistic about the company's earnings potential for 2027, although the consensus price target remains unchanged, suggesting no major long-term impact on shareholder value from the improved outlook. Tapestry's revenue growth is projected to continue in line with the broader industry.
Tapestry, Inc. 2026 Q3 - Results - Earnings Call Presentation (NYSE:TPR) 2026-05-10
Tapestry, Inc. (NYSE:TPR) reported its Q3 2026 earnings, with an EPS of $1.66, beating estimates by $0.36, and revenue of $1.92 billion, surpassing expectations by $135.42 million and representing a 21.20% year-over-year increase. The company published a slide deck in connection with its earnings call.
Citigroup Targets Higher Returns, Unveils $30 Billion Buyback at Investor Day
Citigroup announced a multi-year plan aimed at achieving higher returns, targeting a return on tangible common equity (ROTCE) of 10-11% by 2026, and 11-13% for 2027-2028, with a long-term goal of 14-15%. The bank also unveiled a new $30 billion share repurchase program, reflecting confidence in its earnings power and business trajectory. Executives highlighted growth strategies across core businesses like Services, Markets, Banking, Wealth, and U.S. Consumer Cards, alongside continued investments in AI and efficiency improvements.
