NYSE:TPR

Tapestry Inc. (TPR)

147.43
+4.83 (3.39%)
as of Jul 27, 2026, 8:00:00 pm Market Open.
35 watching
0
Investor Insights
star iconJul 26, 2026, 12:00 am

This summary was created by AI, based on 2 opinions in the last 12 months.

Tapestry Inc. (TPR-N) stands out in the retail space as one of the few companies that has demonstrated stable performance, although its luxury positioning is debated due to its mid-priced offerings. The company faced challenges when the FTC blocked its merger with Capri Holdings, which would have integrated several luxury brands such as Kate Spade, Versace, and Jimmy Choo. Despite this setback, Tapestry has seen significant growth, with its stock soaring 148% since the merger news. Key drivers of this success include improved sales figures from its Coach brand, which has been gaining market share. Analysts suggest considering an investment during market pullbacks or even taking a position now due to the favorable outlook for Tapestry, including consistent top and bottom line performance and strategic share buybacks.

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Consensus
Positive
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Valuation
Undervalued
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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.
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