Earnings summaries and quarterly performance for TAPESTRY.
Executive leadership at TAPESTRY.
Board of directors at TAPESTRY.
Research analysts who have asked questions during TAPESTRY earnings calls.
MB
Michael Binetti
Evercore ISI
8 questions for TPR
Also covers: , AS, BIRK +16 more
BR
Brooke Roach
Goldman Sachs Group, Inc.
6 questions for TPR
Also covers: , AS, BURL +23 more
MA
Mark Altschwager
Robert W. Baird & Co.
5 questions for TPR
Also covers: BBWI, BIRK, BURL +11 more
MB
Matthew Boss
JPMorgan Chase & Co.
5 questions for TPR
Also covers: , AEO, ANF +38 more
IB
Ike Boruchow
Wells Fargo
4 questions for TPR
Also covers: AS, BBWI, BURL +18 more
Lorraine Hutchinson
Bank of America
4 questions for TPR
Also covers: AS, BBWI, BIRK +18 more
Aneesha Sherman
AllianceBernstein
3 questions for TPR
Also covers: , CPRI, LULU +5 more
BD
Bob Drbul
Guggenheim Securities
3 questions for TPR
Also covers: CPRI, GIII, JWN +4 more
IB
Irwin Boruchow
Wells Fargo Securities
3 questions for TPR
Also covers: , BBWI, BURL +18 more
MB
Matt Boss
JPMorgan Chase & Co.
3 questions for TPR
Also covers: ANF, BURL, CCL +10 more
Rick Patel
Raymond James Financial
3 questions for TPR
Also covers: AEO, ANF, CPRI +8 more
AY
Adrian Yee
Barclays PLC
2 questions for TPR
Also covers: BBWI, DECK, TJX
AY
Adrienne Yih-Tennant
Barclays
2 questions for TPR
Also covers: AEO, ANF, BBWI +20 more
Alex Straton
Morgan Stanley
2 questions for TPR
Also covers: AEO, ANF, AS +17 more
RD
Robert Drbul
Guggenheim Securities
2 questions for TPR
Also covers: COLM, CPRI, CROX +13 more
AY
Adrianne Yih
Barclays PLC
1 question for TPR
Also covers: BBWI, LULU
Dana Telsey
Telsey Advisory Group
1 question for TPR
Also covers: , AEO, AKA +44 more
PL
Paul Lejuez
Citigroup
1 question for TPR
Also covers: , ACI, AEO +36 more
RP
Rakesh Patel
Raymond James
1 question for TPR
Also covers: AEO, ANF, BYON +8 more
TK
Tracy Kogan
Citigroup
1 question for TPR
Also covers: COLM, JWN, KSS +5 more
Recent press releases and 8-K filings for TPR.
Tapestry reports Q2 2026 results
TPR
Earnings
Guidance Update
Share Buyback
- Tapestry delivered pro forma revenue growth of 18%, adjusted operating margin expansion of 390 bps, and EPS of $2.69, up 34% YoY in Q2 2026.
- Strong regional performance: North America sales +17%, Europe +22%, and Greater China +34% in the quarter.
- Raised full-year FY 2026 guidance to > $7.75 B revenue (≈15% nominal, 14% constant currency) and EPS of $6.40–$6.45 (>25% growth).
- Returned capital with a $0.40/share Q2 dividend and $400 M of share repurchases; now targeting $1.5 B of total shareholder returns in fiscal 2026, including $1.2 B in buybacks.
1 day ago
Tapestry reports Q2 2026 results
TPR
Earnings
Guidance Update
Share Buyback
- Delivered pro forma revenue growth of 18%, adjusted operating margin expansion of 390 bps, and EPS of $2.69 (+34%) in Q2 2026 versus prior year.
- Regional sales outperformed: North America +17%, Europe +22%, Greater China +34% year-over-year.
- Achieved a gross margin of 75.5% (+110 bps) and SG&A leverage of 270 bps on an 8% rise in expenses.
- Raised full-year guidance to > $7.75 billion revenue (+15% nominal), EPS of $6.40–$6.45 (+25%), and adjusted free cash flow of ~$1.5 billion.
- Declared a $0.40/share dividend, repurchased $400 million of shares in Q2, and now expect to return 100% of FCF ($1.5 billion) to shareholders in FY 2026.
1 day ago
Tapestry reports Q2 2026 results and raises full-year outlook
TPR
Earnings
Guidance Update
Share Buyback
- In Q2, pro forma revenue grew 18%, adjusted operating margin expanded 390 bps, and EPS rose 34% to $2.69.
- By region, North America sales rose 17%, Europe 22%, Greater China 34%, Other Asia 12%, while Japan declined 6%.
- Declared a quarterly dividend of $0.40 per share and repurchased $400 million of stock in Q2, bringing YTD buybacks to $900 million; full-year returns expected at $1.5 billion (100% of free cash flow).
- Raised FY 2026 guidance to revenue >$7.75 billion (≈15% pro forma growth) and EPS of $6.40–$6.45, with free cash flow expected at $1.5 billion.
1 day ago
Tapestry reports Q2 fiscal 2026 earnings
TPR
Earnings
Guidance Update
- Tapestry delivered pro forma net sales of $2.50 B (+18% vs LY), with a 75.5% gross margin, 28.8% operating margin, and EPS of $2.69 (+34% vs LY).
- Coach net sales grew 25% to $2.14 B, generating $847 M operating income (39.5% margin), driven by regional gains: North America +27%, Greater China +37%, Europe +26%.
- Kate Spade net sales declined 14% to $360 M, with $17 M operating income (4.6% margin), reflecting a strategic brand reset including a 40% reduction in handbag styles and lower promotional activity.
- The company raised its Fiscal 2026 revenue, margin, EPS, and cash flow outlook.
1 day ago
Tapestry reports Q2 FY2026 results and raises full-year outlook
TPR
Earnings
Guidance Update
Dividends
- Tapestry delivered Q2 FY2026 revenue of $2.50 billion, up 14% year-over-year, with GAAP operating margin expanding 620 bps to 28.6% and GAAP EPS of $2.68.
- Pro forma net sales (ex-Stuart Weitzman) grew 18% on a constant-currency basis, led by 25% growth at Coach.
- The Board declared a quarterly dividend of $0.40 per share (annualized $1.60) and executed $400 million of share repurchases in Q2, bringing year-to-date buybacks to $900 million.
- Tapestry raised its FY2026 non-GAAP guidance to > $7.75 billion in revenue (+11%), EPS of $6.40–$6.45, and $1.5 billion in adjusted free cash flow.
1 day ago
Tapestry reports fiscal 2026 second quarter results
TPR
Earnings
Guidance Update
Share Buyback
- Record Q2 revenue of $2.50 B, up 14% year-over-year, with pro forma net sales growth of 18%.
- GAAP diluted EPS of $2.68 (up 94% vs. prior year) and non-GAAP EPS of $2.69 (up 34%); GAAP operating margin expanded 620 bps, non-GAAP by 390 bps.
- Raises FY 2026 outlook: revenue > $7.75 B (≈11% growth; ~15% pro forma), EPS of $6.40–$6.45, and adjusted free cash flow ≈ $1.5 B.
- Shareholder return program: plans $1.5 B return including a $1.60 annual dividend ($0.40 per quarter) and $1.2 B stock repurchase (Q2 repurchases of $400 M).
1 day ago
Tune Protect Re’s Credit Rating Affirmed by AM Best
TPR
- AM Best affirmed Tune Protect Re’s Financial Strength Rating at B++ (Good) and its Long-Term Issuer Credit Rating at bbb+ (Good) with a stable outlook.
- The company’s balance sheet is rated strong, supported by robust risk-adjusted capitalisation and a conservative investment portfolio; however, its modest absolute capital base of USD 33 million at year-end 2024 may increase volatility under stress scenarios.
- In 2024, Tune Protect Re delivered strong operating performance with a combined ratio of 81.9% and a return on equity of 14.1%, driven by favourable loss experience in its travel insurance business and positive investment income.
- AM Best classifies the reinsurer’s business profile as limited, noting its niche focus on travel-related products and its use of Tune Protect Group’s technology platform; moderate underwriting growth is expected over the medium term.
Dec 11, 2025, 3:29 PM
Tapestry Reports Q1 FY2026 Sales Growth and Raises Outlook
TPR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tapestry’s Q1 FY2026 revenue reached $1.7 billion, up 12–13% YoY, led by Coach’s 21–22% sales increase among Gen Z shoppers
- The company raised its FY2026 revenue outlook to ~$7.3 billion, targeting 4–5% growth on a reported basis and 7–8% ex-Stuart Weitzman
- Gross margin expanded to 76.3% and adjusted operating margin improved by 200 bps despite a 230 bps tariff headwind; profits grew 35%
- Strategic initiatives include Coach Tabby handbags (85% of Coach revenue), a 30% reduction in Kate Spade’s bag lineup, and the Amplify plan, which added 2.2 million new customers (35% Gen Z)
Nov 7, 2025, 12:09 AM
Tapestry announces Q1 2026 results
TPR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Tapestry delivered 16% pro forma revenue growth in Q1 2026, led by 21% growth at Coach, with a 76.5% gross margin (+120 bps YoY) and 200 bps operating margin expansion.
- Adjusted EPS was $1.38, up 35% YoY and ahead of guidance; the board declared a $0.40 quarterly dividend (≈ $83 million).
- Full-year outlook updated: EPS of $5.45–$5.60 (7–10% growth), $1.3 billion in free cash flow, and $1 billion planned share repurchases.
- Coach’s momentum driven by mid-teens AUR growth, unit growth inflection, and strong Gen Z acquisition, while Kate Spade focuses on turnaround via brand investments and reduced discounting.
Nov 6, 2025, 1:00 PM
Tapestry reports Q1 2026 results
TPR
Earnings
Guidance Update
Share Buyback
- Tapestry’s Q1 pro forma revenue rose 16% YoY, led by a 21% gain at Coach, and adjusted EPS reached $1.38 (+35%).
- First-quarter gross margin was 76.5% (+120 bps) and adjusted operating margin expanded 200 bps, aided by the Stuart Weitzman divestiture and operational improvements.
- Declared a quarterly dividend of $0.40 per share and repurchased 4.7 million shares for $500 million, bringing FY 2026 capital return guidance to $1.3 billion.
- Raised fiscal 2026 outlook to $7.3 billion in revenue (7–8% growth) and EPS of $5.45–$5.60, incorporating $170 million of tariff headwinds and targeting 100 bps of SG&A leverage.
Nov 6, 2025, 1:00 PM
Quarterly earnings call transcripts for TAPESTRY.
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