[Table_yemei1] 热点速评 Flash Analysis [Table_Title] 研究报告 Research Report 10 Feb 2026 全球服装、鞋类及配饰设计 Global Apparel, Footwear & Acc Design 4Q25 Lyst 榜单前三名环比不变，消费者转向稳定、经典与实用 4Q25 Lyst Top3 Unchanged QoQ, Consumers Shift Toward Stability, Classics and Practicality 寇媛媛 Yuanyuan Kou 陈芳园 Ashley Chen yy.kou@htisec.com ashley.fy.chen@htisec.com [Table_summary] (Please see APPENDIX 1 for English summary) 2025 年 Q4 Lyst 榜单前三名环比稳定，中腰部品牌排名变动显著。4Q25 LYST 品牌热度榜显示，Saint Laurent、Miu Miu、COS 继续稳居前三且环比排名不变；中腰部品牌热度改善更突出，Ralph Laur ...

Tapestry, Inc. (NYSE:TPR) is included among 12 Unstoppable Dividend Stocks to Buy According to Analysts. Tapestry, Inc. (TPR) Gets Price Target Boost as Baird Updates Model On February 6, Baird raised its price recommendation on Tapestry, Inc. (NYSE:TPR) to $160 from $140. The firm also kept an Outperform rating on the shares. The update came after the firm refreshed its model following Tapestry’s Q2 results. Tapestry raised its full-year targets for the second time, helped by strong demand for its Tabb ...

Tapestry, Inc. (NYSE:TPR) receives a "Buy" rating from BTIG with a new price target of $175.Thrivent Financial for Lutherans sells 43.3% of its Tapestry shares, while Keybank National Association OH increases its stake by 14.8%.The National Pension Service invests approximately $608,000 in Tapestry, indicating growing interest from institutional investors.Tapestry, Inc. (NYSE:TPR), a renowned luxury accessories retailer known for brands like Coach, Kate Spade, and Stuart Weitzman, has been the subject of va ...

We recently published 12 Stocks on Jim Cramer’s Radar.  Tapestry, Inc. (NYSE:TPR) is one of the stocks on Jim Cramer's radar. Tapestry, Inc. (NYSE:TPR) is a luxury goods company. Its shares are up by 89% over the past year and by 17.8% year-to-date. UBS discussed the firm in late January as it raised the share price target to $125 from $123 and kept a Neutral rating on the shares. The bank outlined that Tapestry, Inc. (NYSE:TPR)’s upcoming second-quarter results would see the firm beat analyst forecasts f ...

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]

Core Insights - The article emphasizes the importance of understanding that past performance does not guarantee future results, highlighting the need for careful analysis before making investment decisions [2][3] Group 1 - The article discusses the lack of any current stock or derivative positions held by the author in the companies mentioned, indicating a neutral stance [1] - It clarifies that the information provided is not a specific offer for products or services, nor does it constitute financial advice [2] - The content is presented as factual and up-to-date, but it does not guarantee accuracy or completeness in the analysis of the subjects discussed [2][3]

Key Takeaways TPR posted Q2 revenue and earnings beats, lifted guidance and shares jumped about 10% on the stronger outlook.Tapestry's Coach drove growth, with Gen Z engagement and double-digit gains across Europe and China.TPR expanded margins and cash flow as DTC sales rose, costs leveraged and fiscal 2026 EPS guidance was raised.Tapestry, Inc. (TPR) reported impressive second-quarter fiscal 2026 results that exceeded the Zacks Consensus Estimate for revenues and earnings.  The company delivered year-over ...

Core Viewpoint - The article emphasizes the investment philosophy focused on identifying mispriced securities through understanding the financial drivers of companies, often revealed by a DCF model valuation [1]. Group 1: Investment Philosophy - The investment approach is centered on small cap companies across US, Canadian, and European markets [1]. - The methodology allows for flexibility beyond traditional investment categories such as value, dividend, or growth investing, considering all prospects of a stock to assess risk-to-reward [1].

We recently published 10 Stocks Withstanding Market Turbulence. Tapestry Inc. (NYSE:TPR) was one of the best performers on Thursday. Tapestry soared to a new all-time high on Thursday, as investors digested the company’s strong earnings performance in the second quarter of fiscal year 2026, alongside a higher growth outlook for the full year. At intra-day trading, the stock climbed to its highest price of $145.42 before trimming gains to finish the session just up by 10.21 percent at $143.19 apiece. In ...

Core Insights - Tapestry, Inc. reported record fiscal second-quarter results, significantly exceeding analyst expectations, primarily driven by the strong performance of its Coach brand [1][2] Financial Performance - Adjusted earnings per share reached $2.69, surpassing the consensus estimate of $2.19 [2] - Revenue increased by 14% year over year to $2.5 billion, exceeding expectations of $2.29 billion; on a pro forma basis, revenue rose 18% when excluding the divested Stuart Weitzman business [2] Brand Performance - Coach sales surged by 25% to $2.14 billion, driven by strong handbag demand and mid-teens growth in both unit volumes and average selling prices [3] - Kate Spade experienced a 14% revenue decline, generating $360 million in sales [3] Profitability Metrics - Non-GAAP operating margin expanded by 390 basis points to 28.8% [3] - Gross margin increased by 110 basis points to 75.5%, supported by operating leverage and an improved product mix [3] Regional Performance - Revenue growth was notable across regions: 17% in North America, 35% in Greater China, and 27% in Europe on a pro forma basis [4] Outlook - Following the strong results, Tapestry raised its full-year revenue outlook to exceed $7.75 billion, up from the previous guidance of $7.3 billion [4] - The earnings forecast was also lifted to a range of $6.40 to $6.45 per share, significantly above the prior range of $5.45 to $5.60 [4]