Tapestry Inc.

TPR-N

NYSE:TPR

12.62
0.28 (2.27%)
Tapestry, Inc. is an American multinational luxury fashion company based in New York City. The company is known for accessories and gifts for women and men, including handbags, men's bags, women's and ...
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Analysis and Opinions about TPR-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 2, 2012
(A Top Pick June 3/11. Up 21.88%.)
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(A Top Pick June 3/11. Up 21.88%.)
TOP PICK
TOP PICK
November 24, 2011
Affordable luxury segment of the market is doing quite well. Very strong management. Strong earnings growth profile. Long term growth rate is well over 15%.
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Tapestry Inc. (TPR-N)
November 24, 2011
Affordable luxury segment of the market is doing quite well. Very strong management. Strong earnings growth profile. Long term growth rate is well over 15%.
BUY
BUY
October 6, 2011
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.
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Tapestry Inc. (TPR-N)
October 6, 2011
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 WEAKNESS
BUY WEAKNESS
June 23, 2011
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.
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Tapestry Inc. (TPR-N)
June 23, 2011
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
BUY
June 22, 2011
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.
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Tapestry Inc. (TPR-N)
June 22, 2011
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
TOP PICK
June 3, 2011
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.
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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
HOLD
January 21, 2009
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.
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Tapestry Inc. (TPR-N)
January 21, 2009
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
WAIT
January 17, 2008
Mispriced. The growth of the balance sheet is like a 45° plus angle, but consumer discretionary is being whacked. His model price is $$35.83, a 31% positive differential. The next level down is $22.20. There is a lot of value here but would wait for $22.20.
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Tapestry Inc. (TPR-N)
January 17, 2008
Mispriced. The growth of the balance sheet is like a 45° plus angle, but consumer discretionary is being whacked. His model price is $$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
WAIT
December 3, 2007
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.
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Tapestry Inc. (TPR-N)
December 3, 2007
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
DON'T BUY
February 15, 2007
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.
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Tapestry Inc. (TPR-N)
February 15, 2007
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
BUY
January 3, 2007
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.
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Tapestry Inc. (TPR-N)
January 3, 2007
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
TOP PICK
December 17, 2004
Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins.
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Tapestry Inc. (TPR-N)
December 17, 2004
Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins.
TOP PICK
TOP PICK
September 17, 2004
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.
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Tapestry Inc. (TPR-N)
September 17, 2004
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 WEAKNESS
BUY WEAKNESS
September 17, 2004
A great organization. Have done a very good job of determining their market. Very strong niche. Well run. Would buy 10/15% lower.
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Tapestry Inc. (TPR-N)
September 17, 2004
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
TOP PICK
April 23, 2004
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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Tapestry Inc. (TPR-N)
April 23, 2004
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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