What is the 13F Pro Quality Score for TPR?

13F Pro ranks TAPESTRY, INC. (TPR) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View TPR's current score at https://13fpro.ai/company/TPR (free sign-up required for the full ranking).

Which hedge funds own the most TPR stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of TPR include BlackRock,, VANGUARD CAPITAL MANAGEMENT, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/company/TPR as soon as new 13F filings post.

Where does 13F Pro source TPR data?

All TAPESTRY, INC. fundamentals and ownership data come directly from SEC EDGAR. TAPESTRY, INC. files with the SEC under CIK 1116132. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is TPR in?

TAPESTRY, INC. (TPR) is classified in the Consumer Discretionary sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/consumer-discretionary.

What drives TPR's revenue?

Per TAPESTRY, INC.'s latest 10-K filed with the SEC on 2026-08-13, the biggest revenue drivers are: Coach ($6.91B, +23.5% YoY); Kate Spade ($1.07B, -10.2% YoY); Stuart Weitzman ($14.6M, -93.2% YoY). Figures are extracted from the filing text and machine-verified against the document. Full breakdown at https://13fpro.ai/company/TPR.

How often is TPR research updated on 13F Pro?

TPR's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

TAPESTRY, INC.(TPR)Stock Analysis

AI analysis on 2,800+ stocks →Deep AI analysis on 2,800+ stocks →

Consumer Discretionary →NYSElarge

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SEC EDGAR: CIK 1116132 TPR stock profile & AI dashboard →

13F Pro Quality Score

72.7/100

Rank #147 of 2,961 stocksTOP 5%

View Consumer Discretionary peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Nov 14, 2026.

Revenue Growth

58.3/100

Profitability

82.9/100

Balance Sheet

96.9/100

Earnings Quality

40.7/100

Free Cash Flow

76.1/100

Institutional Flow

83.0/100

Revenue Scale

84.1/100

Dilution Risk

49.7/100

Email me the moment this company reports earnings

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Why TPR Scores 73/100

exact factor attribution · 2026-09-11

TPR's composite is driven by scale and profitability. Bars show each factor's exact push vs. a median company, using the same weights the ranking engine applies.

Scale

+5.1 pts

84th pct

Profitability

+4.9 pts

83th pct

Capital efficiency

+4.7 pts

97th pct

Free cash flow

+3.9 pts

76th pct

Revenue growth

+1.7 pts

58th pct

Earnings growth

+1.6 pts

83th pct

Institutional flow

+1.6 pts

83th pct

Shareholder dilution

-0.0 pts

50th pct

Earnings quality

-0.9 pts

41th pct

Latest change (2026-08-17): 67 → 64 · ↓ Free cash flow 79→27; ↓ earnings_quality 78→14; despite ↑ Profit margin 50→85

Factor percentiles are cross-sectional ranks across the ~2,800-stock scored universe, computed from SEC EDGAR filings. Not investment advice.

TPR Stock Analysis & AI Quality Score

Data updated 2026-09-11

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 72.7/100 on a 32-signal composite quality model, placing it at rank #147 of 2,961 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. TAPESTRY, INC.'s 13F Pro composite quality score has ranged between 40 and 75 since 2021, currently 72.7 — an improving long-term trajectory across 68 quarterly and live scoring snapshots.

✦

Fun facts about TAPESTRY, INC.

Quirks, history, and lore behind TPR — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. luxury accessories company · mid-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Annual revenue of roughly $6 billion, spread across a portfolio of three major brands — because one handbag label apparently wasn't enough.
3
The History
The company was rebranded and restructured in 2017 to become a multi-brand luxury house, having originated decades earlier as the maker of a single iconic American leather goods brand.
4
The Secret
Its strategy is to own the accessible luxury sweet spot — premium enough to feel indulgent, affordable enough that you don't need a trust fund to buy a handbag or wallet.
5
The Lore
Its stable includes Kate Spade and Stuart Weitzman, acquired to diversify beyond its flagship brand — and in 2023 it announced a blockbuster deal to acquire Capri Holdings, though regulators had thoughts.
6
The Giveaway
The mothership brand started in a Manhattan loft in 1941, stitching leather goods by hand — you almost certainly have a relative who owns a Coach bag.

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What's Driving TPR's Business? Latest 10-K Breakdown

✓ 36/36 datapoints verified

AI-extracted from TAPESTRY, INC.'s 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.

Read the full 10-K on SEC EDGAR →Share on X

Revenue

Q2 2026

$1.9B

Net Income

Q2 2026

$347.8M

Free Cash Flow

Q2 2026

$469.0M

ROIC

Q2 2026

57.3%

D/E Ratio

Q2 2026

3.46

Period

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro

Revenue

+14.2% YoY

$8.00BFY 2026

FY23 $6.66BFY24 $6.67BFY25 $7.01BFY26 $8.00B

Net Income

+733.9% YoY

$1.53BFY 2026

FY23 $936.0MFY24 $816.0MFY25 $183.2MFY26 $1.53B

Operating Income

+361.3% YoY

$1.91BFY 2026

FY23 $1.17BFY24 $1.14BFY25 $415.0MFY26 $1.91B

EPS (Diluted)

+786.6% YoY

$7.27FY 2026

FY23 $3.88FY24 $3.50FY25 $0.82FY26 $7.27

Total Assets

+1.7% YoY

$6.69BFY 2026

FY23 $7.12BFY24 $13.40BFY25 $6.58BFY26 $6.69B

Total Debt

-0.7% YoY

$2.40BFY 2026

FY23 $1.67BFY24 $7.31BFY25 $2.41BFY26 $2.40B

Op. Cash Flow

+62.6% YoY

$1.98BFY 2026

FY23 $975.2MFY24 $1.26BFY25 $1.22BFY26 $1.98B

Free Cash Flow

+65.7% YoY

$1.81BFY 2026

FY23 $791.0MFY24 $1.15BFY25 $1.09BFY26 $1.81B

Metric	FY 2026	FY 2025	FY 2024	FY 2023	FY 2022	FY 2021
Revenue	$8.00B +14.2%	$7.01B +5.1%	$6.67B +0.2%	$6.66B -0.4%	$6.68B +16.3%	$5.75B
Net Income	$1.53B +733.9%	$183.2M -77.5%	$816.0M -12.8%	$936.0M +9.3%	$856.3M +2.6%	$834.2M
Operating Income	$1.91B +361.3%	$415.0M -63.6%	$1.14B -2.8%	$1.17B -0.3%	$1.18B +21.5%	$968.0M
EPS (Diluted)	$7.27 +786.6%	$0.82 -76.6%	$3.50 -9.8%	$3.88 +22.4%	$3.17 +7.5%	$2.95
Total Assets	$6.69B +1.7%	$6.58B -50.9%	$13.40B +88.2%	$7.12B -2.0%	$7.27B -13.3%	$8.38B
Total Debt	$2.40B -0.7%	$2.41B -67.0%	$7.31B +337.8%	$1.67B -1.8%	$1.70B +6.3%	$1.60B
Operating Cash Flow	$1.98B +62.6%	$1.22B -3.1%	$1.26B +28.8%	$975.2M +14.3%	$853.2M -35.5%	$1.32B
Free Cash Flow	$1.81B +65.7%	$1.09B -4.6%	$1.15B +45.0%	$791.0M +4.2%	$759.3M -37.1%	$1.21B

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Available Research

13F Pro tracks comprehensive data for TAPESTRY, INC. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of TPR

BlackRock, Inc.
$2.6B17,837,105 sh
VANGUARD CAPITAL MANAGEMENT LLC
$1.9B13,194,486 sh
STATE STREET CORP
$1.5B10,054,668 sh
VANGUARD PORTFOLIO MANAGEMENT LLC
$1.5B9,909,546 sh
SCHRODER INVESTMENT MANAGEMENT GROUP
$1.1B7,415,814 sh
GEODE CAPITAL MANAGEMENT, LLC
$962.6M6,591,720 sh
BANK OF AMERICA CORP /DE/
$771.3M5,269,226 sh
FMR LLC
$603.6M4,123,454 sh
SRS Investment Management, LLC
$594.7M4,062,897 sh
AQR CAPITAL MANAGEMENT LLC
$563.9M3,872,908 sh

Fund	Value	Shares
BlackRock, Inc.	$2.6B	17,837,105
VANGUARD CAPITAL MANAGEMENT LLC	$1.9B	13,194,486
STATE STREET CORP	$1.5B	10,054,668
VANGUARD PORTFOLIO MANAGEMENT LLC	$1.5B	9,909,546
SCHRODER INVESTMENT MANAGEMENT GROUP	$1.1B	7,415,814
GEODE CAPITAL MANAGEMENT, LLC	$962.6M	6,591,720
BANK OF AMERICA CORP /DE/	$771.3M	5,269,226
FMR LLC	$603.6M	4,123,454
SRS Investment Management, LLC	$594.7M	4,062,897
AQR CAPITAL MANAGEMENT LLC	$563.9M	3,872,908

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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. TPR is classified as a large company.

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.