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Tapestry Stock: Strong Fundamentals, But Stretched Valuation (Rating Downgrade) (NYSE:TPR)
Seeking Alpha· 2026-02-07 08:37
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]
Tapestry: Strong Fundamentals, But Stretched Valuation (Rating Downgrade)
Seeking Alpha· 2026-02-07 08:37
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]
Tapestry Rises 10% on Strong Q2 Earnings & Higher FY26 Outlook
ZACKS· 2026-02-06 19:26
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 ...
Tapestry: Coach's Momentum Is Unsustainable (Rating Downgrade)
Seeking Alpha· 2026-02-06 13:00
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].
Tapestry (TPR) Hits All-Time High on Strong Earnings, Outlook
Yahoo Finance· 2026-02-06 08:08
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 ...
Tapestry Raises Full-Year Outlook After Coach Delivers Record Quarter
Financial Modeling Prep· 2026-02-05 23:05
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]
Jobless Claims Pop Up a Bit, Major Morning for Earnings
ZACKS· 2026-02-05 16:36
Key Takeaways Initial Jobless Claims Rise to Highest Level of 2026Continuing Claims Off Lowest Print in 2 YearsBMY, COP, RL & More Report Earnings This MorningThursday, February 5th, 2026Ahead of today’s open, we see fresh Weekly Jobless Claims data. It turns out to be the last employment data of what we had anticipated to be a complete “Jobs Week,” but non-farm payrolls from the U.S. government have once again been delayed until Wednesday of next week (Feb. 11th).Initial Jobless Claims reached their highes ...
Tapestry Stock Hits Record Highs as Coach Sales Surge
Schaeffers Investment Research· 2026-02-05 16:02
Tapestry Inc (NYSE:TPR) stock was last seen up 3.7% at $134.68, and earlier surged to a record high of $142.22, after the company announced better-than-expected fiscal second-quarter results. Coach's quarterly revenue jumped 25% with help from Tabby handbags, which have become popular amongst Gen-Z customers, leading the global fashion conglomerate to lift its full-year forecast. Year over year, TPR is up 84% after tacking on 36% in just the last three months. Prior to today's bull gap, the stock found unde ...
Tapestry shares jump on strong Q2 beat as Coach drives growth
Proactiveinvestors NA· 2026-02-05 15:57
About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...
泰佩思琦集团2026财年第二季度销售额同比增长14%,中国市场销售额同比增长34%
Cai Jing Wang· 2026-02-05 15:37
2月5日,泰佩思琦集团发布截至2025年12月27日的2026财年第二季度业绩,该季度销售额、营业利润及 每股摊薄收益均创新高且增速超预期,集团同步上调全年业绩预期。 数据显示,第二季度销售额达25亿美元,同比增长14%,剔除Stuart Weitzman业务影响后的备考销售额 增长18%,主要由COACH品牌25%的业绩增长带动;按公认会计准则计算,营业利润率提升620个基 点,每股摊薄收益达2.68美元,同比增长94%,按非公认会计准则计算,营业利润率提升390个基点, 每股摊薄收益达2.69美元,同比增长34%。 本季度集团全球新增客户超370万名,Z世代占新增客户约三分之一,核心皮具品类增长提速,COACH 手袋平均单价与销量均实现中双位数增长;核心市场全面增长,按备考恒定汇率计算,北美增长17%、 欧洲增长22%、亚太地区增长18%,其中中国市场增长高达34%,直销渠道总销售额增长17%,数字业 务销售额增长约20%。 股东回报方面,集团预计2026财年通过股息派发与股份回购向股东回报15亿美元,较此前13亿美元的预 期上调,其中年度股息预计维持每股1.60美元,计划回购约12亿美元普通股。 财务展 ...