NYSE:TPR

Tapestry Inc. (TPR)

140.10
-0.37 (0.26%)
as of Jun 5, 2026, 8:00:00 pm Market Open.
35 watching
0
Investor Insights
star iconJun 6, 2026, 12:00 am

This summary was created by AI, based on 3 opinions in the last 12 months.

Tapestry Inc. has demonstrated a solid performance in the luxury fashion sector, particularly with its Coach brand, which seems to be gaining market share. The company faced challenges last year when the FTC blocked its merger with Capri Holdings; however, this setback appears to have spurred a significant rise in TPR's stock, which has surged by 148%. Additionally, Tapestry has implemented an aggressive share buyback program and consistently exceeded earnings forecasts for three consecutive quarters, indicating strong operational resilience. While the luxury market is exhibiting mixed results, with some high-end brands underperforming, TPR has successfully positioned itself within the mid-high luxury segment, benefitting from a possible trend of affluent consumers 'downshifting' to its brands. Despite its growth and a valued forward PE of 15.5x, analysts advise caution in light of potential economic downturns affecting consumer spending.

consensus icon
Consensus
Buy
valuation icon
Valuation
Fair Value
review icon
Similar
RalphLauren,RL
BUY
Merchandise that focuses on middle to upper class clients. At done a great job and have great products. Same-store sales at done incredibly well. Have had good margin growth.
BUY ON WEAKNESS
They are a luxury brand but they cater to upper middle class. That is their niche. There are some costs they have to deal with but they are do it. They excited well. Same store sales are very, very good. Buy on a pull back.
BUY
Fancy bags, purses, etc. Consumer market today has a real dispersion. You have very cheap retail discounters doing very well and very expensive stores doing very well. This is a truly emerging-market play. Earnings growth is very strong right now. Becoming a growing brand, especially in Asia.
TOP PICK
Purses and accessories. Sees good growth in the luxury end of the market. Should have some very good growth prospects in North America. The real kicker is the Chinese growth where they have about 55 stores and want to add another 25. 1.5% dividend.
HOLD
One of the hottest stocks 5 years ago. Has been hit hard by the downturn in retail. You don't know when luxury shopping will resume. A play on the economy getting stronger.
WAIT
Mispriced. The growth of the balance sheet is like a 45° plus angle, but consumer discretionary is being whacked. His model price is $$35.83, a 31% positive differential. The next level down is $22.20. There is a lot of value here but would wait for $22.20.
WAIT
Stock has come off. They sell high-end luxury goods but the US is going into a recession and people are trading down. There is no rush in buying.
DON'T BUY
Retailer of the high-end leather goods. The free cash flow yield premium is negative. Not generating enough free cash flow to make the risk premium worthwhile. Trading at almost 32 X current earnings which is expensive.
BUY
Has been a great stock and a great company. He continues to hold this because of the quality of the brand. Gross margin is about 80%. Continuing to increase their store penetration.
TOP PICK
Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins.
TOP PICK
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 25 X next 12 months' estimated earnings.
BUY ON WEAKNESS
A great organization. Have done a very good job of determining their market. Very strong niche. Well run. Would buy 10/15% lower.
TOP PICK
Has a good product line and it is in the upscale side of the market. Will continue to see very strong earnings growth.
Showing 46 to 58 of 58 entries