Tapestry
Operates Coach and Kate Spade New York across accessories and lifestyle categories.
Something off on this page? Send us feedback.
Profile
Operates Coach and Kate Spade New York, selling accessories and lifestyle products through brand-led channels. The parent combines independent brands around distinctive products and differentiated customer experiences.
Built around Coach and Kate Spade New York, the portfolio sells accessories and lifestyle products rooted in distinct New York brand identities. Coach traces its fashion-house history to 1941; Kate Spade New York was founded in 1993. The brands remain independent while sharing a commitment to distinctive products and differentiated customer experiences.
Structured as the NYSE-listed successor to Coach, the parent separated from Sara Lee and went public in 2000 before adopting the Tapestry name. The completed sale of Stuart Weitzman left a two-brand portfolio. Differentiated customer experiences across channels and geographies shape how the brands operate.
Company facts
Categories
Key statistics
Year to date −2.8% · Average volume (30d) 3.0M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Aug 17, 2026 | Daiwa | Upgrade | Outperform | $140 | |
| Aug 14, 2026 | Bernstein | Reiterate | Market Perform | $180 | $185 |
| Aug 14, 2026 | Morgan Stanley | Reiterate | Overweight | $164 | $159 |
| Aug 14, 2026 | UBS | Reiterate | Buy | $230 | $232 |
| Aug 14, 2026 | Barclays | Reiterate | Overweight | $182 | $185 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 13, 2026Q4 FY26 | $1.28 | $1.32 | +3.1% | $1.87B | $1.88B | +0.2% | −16.49% |
| May 7, 2026Q3 FY26 | $1.30 | $1.66 | +27.7% | $1.79B | $1.92B | +7.5% | +2.27% |
| Feb 5, 2026Q2 FY26 | $2.22 | $2.69 | +21.2% | $2.32B | $2.50B | +7.7% | +6.22% |
| Nov 6, 2025Q1 FY26 | $1.26 | $1.38 | +9.5% | $1.64B | $1.70B | +4.0% | +4.93% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $1.58B | $1.72B | $1.70B | $2.50B | $1.92B | $1.88B | |
| Gross profit | $1.21B | $1.32B | $1.30B | $1.89B | $1.48B | $1.56B | |
| Operating income | $253.7M | −$583.5M | $328.2M | $716.4M | $427.5M | $442.3M | |
| Net income | $203.3M | −$517.1M | $274.8M | $561.3M | $343.8M | $347.8M | |
| Diluted EPS | $0.95 | −$2.49 | $1.28 | $2.68 | $1.65 | $1.66 | |
| Gross margin | 76.1% | 76.3% | 76.3% | 75.5% | 76.9% | 83.3% | |
| Operating margin | 16.0% | -33.9% | 19.3% | 28.6% | 22.3% | 23.6% |
Fiscal years (4-quarter sums)FY22 $6.68B · FY23 $6.66B · FY24 $6.67B · FY25 $7.01B · FY26 $8.00B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 27, 2026Cash & short-term investments $1.15B · Total debt $3.95B · Total assets $6.69B · Shareholders' equity $692.1M
Dividends
Raised for 4 straight years — most recently to $0.40 from $0.35 in Sep 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jun 5, 2026 | Jun 5 | Jun 22 | $0.40 | |
| Mar 6, 2026 | Mar 6 | Mar 23 | $0.40 | |
| Dec 5, 2025 | Dec 5 | Dec 22 | $0.40 | |
| Sep 5, 2025 | Sep 5 | Sep 22 | $0.40 | raised from $0.35 |
| Jun 6, 2025 | Jun 6 | Jun 23 | $0.35 | |
| Mar 6, 2025 | Mar 6 | Mar 24 | $0.35 | |
| Dec 6, 2024 | Dec 6 | Dec 23 | $0.35 | |
| Sep 6, 2024 | Sep 6 | Sep 23 | $0.35 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 202.05M · Float 201.08M · 99.5% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 17.84M | 8.83% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 13.19M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 10.05M | 4.98% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 9.91M | 4.90% | 13F | Aug 13, 2026 |
| Schroder Investment Management Group | 7.42M | 3.67% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 19, 2026 | Joanne C. Crevoiserat | officer: Chief Executive Officer | −27,761 | $132.47 |
| May 26, 2026 | Todd Kahn | officer: CEO and Brand President, Coach | −19,557 | $140.02 |
| May 13, 2026 | Joanne C. Crevoiserat | officer: Chief Executive Officer | −27,776 | $132.89 |
| Mar 3, 2026 | Manesh Dadlani | officer: VP, Controller and PAO | −975 | $156.05 |
| Feb 18, 2026 | Joanne C. Crevoiserat | officer: Chief Executive Officer | −48,795 | $154.87 |
Peers
- Capri
Closest accessible-luxury handbag rival through Michael Kors
- Ralph Lauren
Growing handbags within a global luxury-lifestyle portfolio
- PVH
Lifestyle brands spanning handbags, accessories, and footwear
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Tapestry | $123.63 | −1.48% | $25.35B | 17.3 | 15.8 | 3.2 | +8.9% |
| Capri | $13.56 | +0.37% | $1.55B | 10.4 | 7.2 | 0.4 | −3.5% |
| Ralph Lauren | $354.11 | +0.02% | $21.60B | 22.3 | 18.1 | 2.6 | +14.0% |
| PVH | $75.79 | +0.04% | $3.49B | 22.9 | 6.2 | 0.4 | +2.1% |
| Median | 22.3 | 7.2 | 0.4 | +2.1% |