NYSE · TPR
Tapestry, Inc.
Consumer Cyclical · Luxury Goods
$116.14▼ 1.44% ($1.70)at close
After hours$116.34▲ 0.17%7:57 PM ET
Valuation
Revenue & margin DCF
Verdict: fairly priced. Price between Bear and Base.
The price needs 3.6% revenue growth a year for 10 years. Our scenarios assume 2.9–5.0%.
That's below its past 4-year pace of 4.6%.
Value per share
Base case
$120.94
Price used $116.14 is 4% below this
USD · TTM ending Jun 27, 2026 · Price Oct 30, 8:00 PM UTC
Revenue each value needs
Revenue today $8B. The price needs $11.4B by 2036. Base case: $11.8B. At its recent pace: $12.6B. Bear to Bull: $10.6B to $13B.
Revenue today $8B. The price needs $11.4B by 2036. Base case: $11.8B. At its recent pace: $12.6B. Bear to Bull: $10.6B to $13B.
Revenue in 2036
today $8B
−$427Mless than the Base case
Value per share · Base case
$120.94
Price $116.14
4% below this
- 10-yr revenue CAGR
- 4.0%
- Ending operating margin
- 26.9%
- Discount rate
- 10.1%
USD · TTM ending Jun 27, 2026 · Price Oct 30, 8:00 PM UTC
What each scenario assumes. Click a column to start from it.
Price vs Fundamentals
Why The Stock Is Moving
What changed
The stock rose 4.42% over the last year. Revenue grew 14.17% in FY2026 versus FY2025. Operating margin moved from 5.92% to 23.92% (FY2026 versus FY2025). Free cash flow grew 65.69% in FY2026 versus FY2025.
What the market seems to be pricing
The stock has moved higher against modestly improving underlying metrics. The operating data does not yet tell a clear story — the move may reflect sentiment, sector rotation, or macro factors rather than company-specific earnings power.
What would invalidate this read
Operating margin currently stands at 23.92%. A decisive move in revenue — currently up 14.17% — would be the clearest signal to resolve the ambiguity.
Return analysis
Company profile
Tapestry, Inc. is a prominent global fashion house specializing in premium accessories and distinct lifestyle brands.
Market multiples
Stock splits
Every 1 shares became 2
Every 1 shares became 2
Every 1 shares became 2
Profitability & growth
Analyst consensus
30
Buy
11
Hold
0
Sell
Analyst ratings tend to be lagging indicators. Use as one signal among many.
Earnings
Actuals vs estimates by quarter, or any quarter against the same one a year earlier.
Next report
Nov 5, 2026
Q1 FY27 · EPS est $1.56 · Revenue est $1.8B
Same quarter, year over year
FY26 Full year +38.5%Each cell vs the same quarter a year earlier (the cell below) · Q1–Q4 combined $7.05 vs $5.09 · all 4 quarters up
Q1
Q2
Q3
Q4
FY total
FY27
—
—
—
—
FY26
FY25
FY24
Fiscal year totals
- FY26
- $7.05
- +38.5%
- FY25
- $5.09
- +18.6%
- FY24
- $4.29
- —
Q4 FY26
Reported Aug 13, 2026 · Latest
HoverTap a cell to inspect
Actual
$1.32
Estimate
$1.28
Year over year
+26.9%
Vs prior quarter
-20.5%
Institutional Sentiment
Tapestry, Inc. · TPR
From Form 13F filings (managers with $100M+). Filings land up to 45 days after quarter end — read this as positioning context, not live fund flow.