TPR · News · 20260804N

Revenue Performance and Mix

TAPESTRY, INC. · 2026-08-04 · Importance 53 · Surprise 48

Tapestry reported quarterly revenue of $1.92 billion, up 21.2% year over year. Quarterly EPS was $1.66 versus the $1.30 analyst estimate, a $0.36 beat. Coach was identified as the growth driver, delivering double-digit growth as Tapestry benefited from a simplified portfolio following the Stuart Weitzman sale.

Key facts

• Sale of Stuart Weitzman simplified Tapestry's business (post-Stuart Weitzman sale). source
• Tapestry's aggressive buybacks underpin a strong EPS growth outlook. source
• The Select Consumer Discretionary Portfolio's Tapestry holding has an estimated gain of $10.30 million, reflecting a 42.33% gain to date. source
• TPR's valuation at 17x EV/EBITDA and 22x FY2026 EPS. source
• As of May 31, 2026, the Select Consumer Discretionary Portfolio held 48,682 shares of Tapestry valued at $7.08 million, representing 0.77% of its stock portfolio. source