TAPESTRY, INC.(TPR)— Stock Profile, AI Score & Financials
Consumer Discretionary · NYSE · AI-powered stock analysis, 32-signal quality score, SEC EDGAR financials, and institutional holdings. Updated .
TAPESTRY, INC. (TPR) stock profile, AI quality score, and SEC EDGAR financial data, a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TPR at 72.7/100 on a 32-signal composite quality model, placing it at rank #147 of 2,960 stocks — the top 5% of the AI-ranked universe. TPR scores in the top quartile across balance sheet strength (96.9), revenue scale (84.1), institutional flow (83.0). Shareholder dilution risk is elevated at 49.7/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q2 2026), TAPESTRY, INC. reports quarterly revenue of $1.9B, net income of $347.8M, free cash flow of $469.0M. Top institutional holders of TPR by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. TPR trades on the NYSE exchange and files with the SEC under CIK 1116132. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate TPR daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for TAPESTRY, INC. directly from SEC EDGAR.
AI Quality Score
72.7/100
AI Rank
#147
Revenue
$1.9B
Net Income
$347.8M
Free Cash Flow
$469.0M
TPR key financials by period
TAPESTRY, INC. reported revenue, net income and margins by fiscal period, from SEC filings.
Period
Form
Revenue
Net income
Operating margin
FY 2026
10-K
$8.0B
$1.5B
23.9%
FY 2025
10-K
$7.0B
$183.2M
5.9%
FY 2024
10-K
$6.7B
$816.0M
17.1%
FY 2023
10-K
$6.7B
$936.0M
17.6%
FY 2022
10-K
$6.7B
$856.3M
17.6%
FY 2021
10-K
$5.7B
$834.2M
16.9%
Institutions holding TPR
Institutional investors reporting a position in TAPESTRY, INC. on SEC Form 13F.
AI-extracted from the 10-K filed 2026-08-13 — FY2026 (fiscal year ended June 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Tapestry net sales rose 14.2% to $8.00 billion as Coach grew 23.5% to $6.91 billion, lifting operating income to $1.91 billion from $415.0 million.
Biggest Revenue Drivers
Coach$6.91B+23.5% YoY
Primarily due to an increase of $1.09 billion in DTC sales, mainly driven by North America, Greater China, and Europe
Kate Spade$1.07B-10.2% YoY
Primarily due to a decrease of $120.3 million in DTC sales
Biggest Revenue Drivers
Total revenue: $8.00B+14.2% YoY
Coach$6.91B+23.5% YoY
Primarily due to an increase of $1.09 billion in DTC sales, mainly driven by North America, Greater China, and Europe
Within Coach
Handbags$4.02B58.1% of Coach segment net sales
Accessories$1.99B28.8% of Coach segment net sales
Kate Spade$1.07B-10.2% YoY
Primarily due to a decrease of $120.3 million in DTC sales
Stuart Weitzman$14.6M-93.2% YoY
Net sales were for the period prior to the sale of the business on August 4, 2025
Largest Expense Items
Selling, general and administrative expenses$4.31B-11.5% YoY
53.9% of net sales versus 69.5%; prior year included $854.8 million of Kate Spade impairment charges
Marketing-related activities$962.5Mvs $744.5M in fiscal 2025
12% of net sales, reflecting continued brand-building and consumer engagement investment
Unallocated corporate expenses$615.8M-8.9% YoY
Excluding items affecting comparability, corporate expenses rose $30.4 million primarily due to higher compensation costs
Provision for income taxes$332.9M+$300.0M YoY
Effective rate 17.9% vs 15.2%, increase primarily driven by the impact of Pillar Two
Margins: Gross margin rose 240 basis points to 77.8%; excluding items, up 120 bps on net pricing improvements and favorable brand mix, partly offset by higher tariffs. Operating margin reached 23.9%.
Watch Items from the Filing
Kate Spade net sales fell 10.2% to $1.07 billion with segment gross margin down 370 bps to 63.0% on higher tariffs and unfavorable channel mix; adjusted operating margin fell to (2.5)%.
Kate Spade reporting unit and brand intangible fair values exceed carrying values by only ~30%, following $244.1 million goodwill and $610.7 million brand impairments in fiscal 2025.
Company paid ~$117 million in IEEPA tariffs; $114.7 million probable refund recorded as a receivable, with timing dependent on CBP and Treasury execution.
Tariffs cut fiscal 2026 gross margin by ~130 basis points on an adjusted basis; new Section 301 rates of 10%–12.5% announced July 23, 2026 on most imports from certain countries.
Consolidated debt was ~$2.38 billion against a 4.00:1.00 maximum net leverage covenant; $1.89 billion remains under the $3.00 billion 2026 Share Repurchase Program.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
