Tapestry, Inc. (TPR)
NYSEConsumer DiscretionaryLuxury GoodsSnapshot 2026-07-07
$146.28+0.54%
Close 2026-07-07 · 1-day change
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Track TPR free→Tapestry grows revenue over $7.95 billion in FY 2026, a 14% rise. EPS is set to increase over 35% to about $6.95. The company returns $1.6 billion to shareholders this year. Recent quarters beat estimates with strong sales and profit growth.
EPS growth lags behind targets, showing only 30% progress. Luxury sector headwinds could slow sales growth below 7.5%. Share buybacks may slow, reducing shareholder returns.
The price is about 18% above our fair value near $123, reflecting roughly 7.5% revenue growth expected by analysts. Our fair value is 28% below the Street median, indicating the market may be optimistic compared to our view.
Breaks if: EPS growth falls below 7.0% YoY in FY 2026
Tapestry targets EPS growth exceeding 35% for FY 2026, surpassing previous guidance.
Stated in 4 of last 4 quarters. EPS grew from $5.00 in 2025 to $6.95 in 2026, reflecting over 35% growth. The trajectory is delivering on the raised guidance, with consistent EPS increases across quarters.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Earnings per diluted share in the area of $6.95, representing growth of over 35%.”
“Earnings per diluted share of $6.40 to $6.45, representing growth over 25%.”
“Earnings per diluted share of $5.45 to $5.60, representing 7% to 10% growth.”
“Earnings per diluted share of $5.30 to $5.45, representing 4% to 7% growth.”
Breaks if: Revenue falls below $6.95 billion in FY 2026
Tapestry aims to achieve revenue growth of approximately 14% in FY 2026, exceeding previous guidance.
Stated in 4 of last 4 quarters. Revenue grew from $6.95 billion in 2025 to $7.95 billion in 2026, reflecting a 14% increase. The trajectory is delivering on the raised guidance, with consistent growth across quarters.
“Tapestry is raising its Fiscal 2026 outlook: Revenue in the area of $7.95 billion.”
“Revenue of over $7.75 billion, representing approximately 11% growth.”
“Revenue in the area of $7.3 billion, representing 4% to 5% growth.”
“Revenue approaching $7.2 billion, representing low-single-digit growth.”
Breaks if: Shareholder returns fall below $1.05 billion year-to-date in FY 2026
Tapestry plans to return $1.6 billion to shareholders through dividends and share repurchases in FY 2026.
Stated in 2 of last 2 quarters. Returned $1.05 billion to shareholders year-to-date in 2026, with a target of $1.6 billion for the full year. The trajectory is delivering on the increased guidance, with substantial returns already achieved.
“On track to return $1.6 billion to shareholders in Fiscal Year 2026.”
“The Company now expects to return $1.5 billion to shareholders.”