Based in New York City, Tapestry is the parent company of accessories and fashion brand Coach, which accounted for 86% of its revenue and all its operating profit in fiscal 2026. Coach was founded as a leathergoods company in 1941, and handbags represented 58% of its fiscal 2026 revenue.
It is a $23.2B consumer company. Revenue grew 14.2% over the last year, and it keeps 19¢ of every dollar of sales as profit. It trades at 15.2× earnings.
- Website
- tapestry.com
- Location
- New York, NY
- Employees
- 20 600
- Sector
- Consumer Cyclical
Skills
Six independent scores, 0–100, built from reported numbers and valuation history. Click a row to see how it was scored.
Strong quality and moat; Health lags behind.
Valuation60
- P/E vs own history81th pct · 0/25
- FCF yield7.8% · 20/25
- P/S2.9x · 20/25
- EV/EBITDA11.9x · 20/25
Growth58
- Revenue CAGR4.6% · 6/25
- Net income CAGR15.6% · 20/25
- EPS CAGR ~5Y19.8% · 20/25
- Fwd implied growth10.6% · 12/25
Profitability65
- ROICn/a · 0/25
- ROE262.8% · 25/25
- Net margin19.1% · 20/25
- Operating margin23.9% · 20/25
Health43
- Altman Zn/a · 0/25
- Current ratio1.75 · 18/25
- Interest coverage34.7x · 25/25
- Net cash / debtn/a · 0/25
Quality95
- Piotroski F8/9 · 25/25
- Beneish M-7.28 · 25/25
- FCF conversion265% · 25/25
- Margin stabilityσ 7.1% · 20/25
Moat75
- ROIC >12% years9/10 yrs · 25/25
- Median gross margin69.6% · 25/25
- FCF-positive years11/11 yrs · 25/25
- Worst-year net marginworst -13.1% · 0/25
Experience
The company's career so far — founding, the IPO, landmark products and acquisitions, plus revenue milestones and insider buying.
- FY2026FinancialBest year on record$1.53B net income
- 2024AcquisitionFederal Trade Commission sued to block the acquisition in April 2024 citing reduced competition between their…
- 2023AcquisitionTapestry announced it would acquire Capri Holdings in August 2023 for $8.5 billion
- FY2021FinancialBecame debt-freecash now exceeds total debt
- Oct 31, 2017MilestoneThe company officially changed its name and ticker symbol on the New York Stock Exchange from COH to TPR on October…
- 2017AcquisitionThe company was purchased by Coach in 2017 in a $2.4 billion deal
- FY2016FinancialFirst recorded profitable year$461M net income
- FY2016FinancialRevenue already above $1B$4.49B in first reported year
- FY2016FinancialPositive free cash flow every year since11-year streak
- 2015AcquisitionThe brand was purchased by Coach in 2015 for $574 million
- 1971AcquisitionIt was taken over by a Spanish company in 1971, and was bought by Stuart Weitzman in 1994
Achievements
Verifiable track record, straight from the reported numbers.
Strengths & watch-outs
What a bull and a bear would each point to. Both lists come from the reported numbers, not opinions.
Strengths
- High gross margin (77.8%)
- Revenue growing 14.2% year over year
- Strong cash conversion — FCF is 22.6% of revenue
- Interest covered 34.7× by operating earnings
- Piotroski F-Score 8/9 — fundamentally strong checklist
Watch-outs
- Loss-making in 1 of the recent years
Qualifications
The basics a company should meet before you research it further. Each check uses the reported numbers.
- Revenue growing — the company sells more than a year ago+14.2% YoY
- Profitable — makes more than it spends$1.53B TTM
- Profit growing — earnings are higher than last year+23.3% YoY
- Generates cash — cash left after running and investing$1.81B TTM
- Debt under control — could handle its obligationscurrent ratio 1.75
- Established company — not a micro-cap — lower blow-up risk$23.2B market cap
- Not printing shares — share count not ballooning — you keep your slice-25.7% shares over ~5y
- Proven track record — years of profitability behind it10/11 profitable years
- Financially stable — balance sheet not near distresshealth score 43/100
- Pays a dividend — returns cash to shareholdersyield 1.40%
- Valuation not extreme — price not wildly above earningsP/E 15.2
Peer comparisonTapestry, Inc. vs 6 largest consumer cyclical peers — cap, P/E, growth and margin side by sideOpen ▾Close ▴
| Company | Market cap | P/E | Revenue growth | Net margin | Profile |
|---|---|---|---|---|---|
| TPR this company | $23.2B | 15.2 | +14.2% | 19.1% | Mixed |
| AMZN Amazon.Com Inc | $2.8T | 20.9 | +15.8% | 17.4% | Mixed |
| TSLA Tesla, Inc. | $1.5T | 397.1 | +11.8% | 3.7% | Strong |
| NFLX NetFlix Inc | $292.8B | 21.4 | +16.0% | 28.2% | Solid |
| HD Home Depot, Inc. | $290.4B | 20.4 | -16.0% | 8.7% | Solid |
| DIS The Walt Disney Company | $186.5B | 21.7 | +4.6% | 8.7% | Solid |
| MCD McDonald's Corporation | $166.9B | 18.9 | +6.3% | 31.7% | Strained |
Head-to-head: TPR vs AMZN · TPR vs TSLA · TPR vs NFLX
References
What covering analysts publish about the company — information only, not a recommendation.
Appendix · Financial records
The full statements behind this CV, FY2016–FY2026. For readers who want to check the numbers.
Live data and quarterly detail: stockcv.com/TPR
Want the live picture — intraday moves, valuation history and full analysis?
Deeper analysis of TPR on PreMarketPriceFigures are derived from company filings (quarterly values normalised from as-filed year-to-date data where applicable) and may be delayed, restated or incomplete. This page is information, not investment advice. Latest price $116.24 · market cap $23.2B.