Coach drives record revenue as Tapestry hits three-year targets early.

Tapestry, Inc. (NYSE:TPR) shares fell as much as 16.9% to a more than six-month low of $127.78 after the company paired another strong Coach quarter with a revenue outlook that fell just short of expectations. Tapestry, Inc. (NYSE:TPR) reported fourth-quarter revenue of $1.88 billion, up 8.9% and broadly in line with consensus. Adjusted EPS of […]

The athletic giant showered its owners with cash while the stock fell far behind the market, raising a sharp question about what those dollars actually bought.

GAP vs. TPR: Which Stock Is the Better Value Option?

Deckers' international growth accelerates as HOKA and UGG gain traction overseas, with strong DTC demand and shipment normalization supporting fiscal 2027.

TPR's DTC platform drives growth as stores, digital channels and global markets deliver strong gains, supporting a positive fiscal 2027 outlook.

Consumer stocks were higher late Tuesday afternoon, with the State Street Consumer Staples Select Se

Markets stumbled to start the week as oil surged, Iran rattled nerves, and bond yields hit levels not seen since 2007, leaving Wall Street analysts scrambling to reassess positions across retail, tech, and telecom ahead of Tuesday's open.

With its founder gone, the chain has undergone some major changes.

As major retailers prepare to release their quarterly earnings throughout this week, Morningstar senior equity analyst David Swartz comes on Market Catalysts to discuss what luxury brands like Ralph Lauren (RL) and Tapestry (TPR) are signaling about the health of the consumer.

Examine Tapestry's (TPR) international revenue patterns and their implications on Wall Street's forecasts and the prospective trajectory of the stock.

Coach and Ralph Lauren are still growing because they understand what middle-class shoppers can afford.

Luxury fashion conglomerate Tapestry (NYSE:TPR) met Wall Street’s revenue expectations in Q2 CY2026, with sales up 8.9% year on year to $1.88 billion. The company’s outlook for the full year was close to analysts’ estimates with revenue guided to $8.45 billion at the midpoint. Its non-GAAP profit of $1.32 per share was 3.4% above analysts’ consensus estimates.

Shares of luxury fashion conglomerate Tapestry (NYSE:TPR) fell 14.8% in the morning session after the luxury fashion company issued a disappointing fiscal 2027 revenue forecast that triggered a steep selloff, completely overshadowing its fourth-quarter earnings beat. Tapestry delivered strong quarterly results, with revenue rising 9% to $1.88 billion and non-GAAP EPS of $1.32 beating the $1.28 consensus, driven by 15% growth at its core Coach brand. The board also approved a 16% increase to the

Tapestry (TPR) just reported fourth quarter and full year results that included higher sales, a swing to profit, and increased dividends, yet the stock dropped sharply after a more cautious fiscal 2027 outlook. See our latest analysis for Tapestry. The immediate reaction to Tapestry’s results has been sharp, with a 7 day share price return of down 20.56% and a 30 day share price return of down 8.04%. However, the 1 year total shareholder return is 29.68% and the 5 year total shareholder...

At $128.39, Tapestry (TPR) looks set up for roughly 22% upside over the next three years under a conservative scenario. Not a big number, and most of what the business is doing is already in the price. The question is whether even this modest move is defensible. Revenue compounding does all the work, because the scenario holds the multiple flat at today's level rather than assuming any re-rating. Here is the operational reality the math is built on.