Tapestry, Inc. (TPR)
NYSEConsumer DiscretionaryLuxury GoodsSnapshot 2026-11-04
$125.31+3.54%
Close 2026-11-04 · 1-day change
NYSEConsumer DiscretionaryLuxury GoodsSnapshot 2026-11-04
Research Workspace
Put TPR beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel, Accessories & Luxury Goods is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — EPS grows over 35% to at least $6.95 in FY 2026: Comparison needs review.
View ThesisRevenue growth is accelerating — up about 14% over the past year.
View GrowthMiddle-of-the-pack quality for its industry.
View QualityManagement screens strong on capital allocation, earnings delivery, margins, market reaction to earnings.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationModerate volatility — typically moves about 1% a day.
View RiskTPR's consumer engagement push has to keep compounding to justify the price. Revenue growth is slowing, dropping from 21% to 9% year over year. The latest quarter beat estimates, with revenue up 9% year over year. TPR trades at 17 times earnings versus a 15 times peer median. The price reflects less growth than we forecast. The primary pillar is under pressure, but the comparison needs review. The thesis comparison is not yet verified. Peer multiples imply a price about 7% below where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-11-04. TPR is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 21 analysts currently covering TPR (as of Nov 2026).
Based on 9 Wall Street analysts offering 12-month price targets for TPR in the last 4 months.
Continue this research
Compare TPR with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| TPR Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 13 valuation methods, at three horizons. As of 2026-11-05. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel, Accessories & Luxury Goods — fair value, gap to price, and forward P/E.
Compare the value case
Put TPR next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue to over $7.95 billion in FY 2026
Significant revenue guidance raise exceeds prior targets.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-11-04. EPS is implied from price ÷ P/E. Not investment advice.
Current $125.31
The last 12 months of price, then the range of analyst 12-month targets from today’s $125.31.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Top 10% on quality vs scored peers
A second lens on the 12-month fair value: for companies that score high on measured quality (profitability, balance-sheet safety, earnings stability), this read trusts more of today's profit margins instead of averaging them toward their multi-year history the way the headline number does. Shown alongside the fair value above, not in place of it. A diagnostic, not a price target or a buy/sell signal.
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.
Advances: Expand customer base and deepen consumer engagement globally
Gen Z adoption drives core growth objective.
Advances: Expand customer base and deepen consumer engagement globally
Stock surge confirms positive market reception of growth.
Advances: Increase revenue to over $7.95 billion in FY 2026
Outlook lift directly supports FY2026 revenue target.
Advances: Drive durable revenue growth and expand operating margins
Q1 beat and higher guidance validate growth thesis.
Advances: Accelerate growth in core leathergoods and handbag offerings
Young shopper uptake drives core leathergoods growth.
Advances: Increase revenue to over $7.95 billion in FY 2026
FY27 outlook raise signals sustained revenue momentum.
Advances: Expand customer base and deepen consumer engagement globally
Enhances customer engagement through app shopping features.
