Tapestry (TPR) has been having a mix of fortunes, with it being both one of Telsey's top ideas for 2026 and having its shares rise by 71% year-to-date. Despite a Q1 revenue beat, margins under pressure due to slower growth and the company's shares trading down, it's still considered a top growth and dividend stock for fashion-focused investors. The company has an aggressive long-term strategy, recently announcing a $3 billion share repurchase program through FY28. Its Q4 earnings beat, but trade tariff costs led to a hit to profits. Despite operational challenges,
Tapestry's brands, Coach and Kate Spade, have bolstered its earnings and even increased its full-year outlook. Its stock rose after it beat Wall Street's Q3 sales expectations, although its share price fell 13.7%.
Tapestry successfully navigated tariff pressures with a strong core business, thanks to Coach's success with Gen Z, offsetting additional costs. However, the retail giant is facing purchasing pressures from younger consumers who are shifting preference to higher-end products.
Tapestry TPR News Analytics from Wed, 18 Jun 2025 07:00:00 GMT to Thu, 08 Jan 2026 11:00:00 GMT -
Rating 5
- Innovation 2
- Information 7
- Rumor 2
