TAPESTRY, INC.(TPR)Stock Analysis
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Rank #104 of 2,879 stocksTOP 5%
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Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
TPR Stock Analysis & AI Quality Score
AI stock analysis and institutional research for TAPESTRY, INC. (TPR), a Consumer Discretionary sector company. 13F Pro's AI-powered ranking engine scores TPR at 76.4/100 on a 32-signal composite quality model, placing it at rank #104 of 2,879 stocks — the top 5% of the AI-ranked universe. TPR scores in the top quartile across balance sheet strength (97.3), profitability (85.6), revenue scale (83.9). Based on the latest XBRL financial filings (Q3 2026), TAPESTRY, INC. reports quarterly revenue of $1.9B, net income of $343.8M, free cash flow of $225.8M. Top institutional holders of TPR by reported 13-F value include BlackRock,, VANGUARD CAPITAL MANAGEMENT, VANGUARD PORTFOLIO MANAGEMENT, 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. TAPESTRY, INC.'s 13F Pro composite quality score has ranged between 8 and 79 since 2021, currently 76.4 — an improving long-term trajectory across 56 quarterly and live scoring snapshots.
What's Driving TPR's Business? Latest 10-Q Breakdown
AI-extracted from TAPESTRY, INC.'s 10-Q filed 2026-05-07 — Q3 FY2026 (quarter ended March 28, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Coach surges 31.5% YoY to $1.7B; Kate Spade declines 10.3% as tariffs bite; total revenue reaches $1.92B with 21.2% growth.
Biggest Revenue Drivers
Total revenue: $1,920.6M+21.2% YoY
Increase primarily due to DTC sales growth, mainly driven by North America, Greater China and Europe
Decrease primarily due to lower DTC sales
Largest Expense Items
Higher tariffs negatively impacted gross margin by approximately 180 basis points
Margins: Gross margin expanded 80 bps to 76.9%, benefiting from Stuart Weitzman divestiture (70 bps) and net pricing improvements, partially offset by higher tariff impact. Operating margin improved to 22.3% from 16.0% YoY, driven by SG&A deleveraging and higher gross profit.
Watch Items from the Filing
- Tariffs negatively impacted Q3 gross margin by ~180 basis points; new 10% global tariff effective February 24, 2026 creates ongoing uncertainty.
- Kate Spade operating loss of $20.7M in Q3 FY2026 vs. breakeven in prior year; brand recorded $244.1M goodwill impairment and $610.7M brand intangible impairment in FY2025.
- Two shareholder class action lawsuits filed December 2024 and January 2025 against Tapestry and Capri officers alleging misrepresentations regarding Capri acquisition prospects; complaint dismissed without prejudice March 31, 2026.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q3 2026
$1.9B
Net Income
Q3 2026
$343.8M
Free Cash Flow
Q3 2026
$225.8M
ROIC
Q3 2026
14.0%
D/E Ratio
Q3 2026
3.51
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Available Research
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Top Institutional Holders of TPR
BlackRock, Inc.
$2.6B18,347,453 shVANGUARD CAPITAL MANAGEMENT LLC
$1.9B13,155,814 shVANGUARD PORTFOLIO MANAGEMENT LLC
$1.4B10,113,766 shSTATE STREET CORP
$1.3B9,397,609 shGEODE CAPITAL MANAGEMENT, LLC
$1.1B8,096,493 shSCHRODER INVESTMENT MANAGEMENT GROUP
$998.0M7,072,496 shFMR LLC
$719.5M5,098,567 shSRS Investment Management, LLC
$712.9M5,051,844 shBANK OF AMERICA CORP /DE/
$711.5M5,041,935 shAMERIPRISE FINANCIAL INC
$549.8M3,896,122 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $2.6B | 18,347,453 |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.9B | 13,155,814 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $1.4B | 10,113,766 |
| STATE STREET CORP | $1.3B | 9,397,609 |
| GEODE CAPITAL MANAGEMENT, LLC | $1.1B | 8,096,493 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $998.0M | 7,072,496 |
| FMR LLC | $719.5M | 5,098,567 |
| SRS Investment Management, LLC | $712.9M | 5,051,844 |
| BANK OF AMERICA CORP /DE/ | $711.5M | 5,041,935 |
| AMERIPRISE FINANCIAL INC | $549.8M | 3,896,122 |
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Popular Research
Is TPR a good stock to buy?
13F Pro's AI-powered analysis of TAPESTRY, INC. (TPR) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Discretionary sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for TPR are available on the TPR stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own TPR?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling TPR. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of TAPESTRY, INC.'s investment landscape.