Nov 6, 2025 6:45 AM Eastern Standard Time Tapestry, Inc. Reports Fiscal 2026 First Quarter Results and Raises Full Year Outlook Share Achieved Record First Quarter Revenue and EPS with Growth Exceeding Expectations Link to Download Tapestry's Q1 Earnings Presentation, Including Brand Highlights NEW YORK--(BUSINESS WIRE)--Tapestry, Inc. (NYSE: TPR), a house of iconic accessories and lifestyle brands, today reported results for the fiscal first quarter ended September 27, 2025. Joanne Crevoiserat, Chief Execu ...

Core Insights - The article highlights the strong performance of certain stocks during the last two months of the year, particularly in November and December, which are historically the best months for the S&P 500 [1][2][3]. Performance Analysis - Twelve stocks, including Broadcom, Tapestry, and Howmet Aerospace, have consistently outperformed the S&P 500 in the November-December period over the last five years, with an average gain of 11.4% or higher, compared to the S&P 500's average gain of 6.7% [1][2]. - The S&P 500 has recorded an average price increase of 3.1% in November and a 1.4% increase in December since 1945, with a frequency of advance (FoA) of 76% [2][4]. Notable Stocks - Broadcom has been identified as the top performer, with an average gain of 27.7% in the final two months of the year since 2020, including a nearly 37% increase last year when the S&P 500 fell [5][10]. - Tapestry has shown an average gain of 27% during the same period, with a notable 20% increase in 2022 [7][10]. - Howmet Aerospace has averaged a gain of 23.2% in the last two months of the year, with analysts projecting a 36% rise in EPS this year [8][10]. Analyst Outlook - Analysts are optimistic about Broadcom, forecasting a 39% EPS growth in 2025, despite the stock being extended from its 200-day moving average [6]. - Tapestry is expected to see an 8% EPS growth this year, while Howmet Aerospace is projected to have a stable growth trajectory [7][8].

Core Viewpoint - Tapestry, Inc. is experiencing positive sentiment from analysts, with Evercore ISI maintaining an "Outperform" rating and raising the price target, indicating confidence in the company's future performance [2][5]. Company Performance - Tapestry's stock price is currently $105.98, reflecting a decrease of $3.84 or -3.50% [3][5]. - The stock has shown significant volatility over the past year, with a high of $118.56 and a low of $47.22 [3]. - The company's market capitalization is approximately $22.06 billion, indicating a substantial presence in the luxury market [4][5]. - Today's trading volume for TPR is 1,063,241 shares, demonstrating active investor interest [4][5]. Analyst Ratings - Evercore ISI has raised Tapestry's price target from $125 to $129, reflecting improved confidence in the company's earnings prospects [2][5]. - Tapestry has received an upgrade to a Zacks Rank 2 (Buy), suggesting an optimistic outlook on its financial performance [2][5].

Investors might want to bet on Tapestry (TPR) , as it has been recently upgraded to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the system.The power of a c ...

STOCKHOLM, Oct. 30, 2025 (GLOBE NEWSWIRE) -- From November 7th to 15th, 2025, the "Tea for Harmony · A Jiangsu Cultural Gathering" Tourism Promotion Event and "Glowing Grand Canal: The Rebirth of Traditional Crafts" - An Exquisite Intangible Cultural Heritage Exhibition will be held in Stockholm, Sweden. Bearing the profound friendship of Jiangsu, China, these events will take place at China Cultural Center in Stockholm, using culture as a bridge to showcase the unique charm of Jiangsu to friends in Norther ...

Core Insights - Renaissance Investment Management's Q3 2025 "Large Cap Growth Strategy" investor letter indicates that stock prices rallied, with the S&P 500 reaching all-time highs in September, while the strategy underperformed its benchmarks [1] - Tapestry, Inc. (NYSE:TPR) was highlighted as a key investment, showing a one-month return of 1.55% and a significant 134.49% increase over the past 52 weeks, with a market capitalization of $23.799 billion [2][3] Company Performance - Tapestry, Inc. has made strategic changes in its portfolio, including a new position in the Consumer Discretionary sector, focusing on luxury brands like Coach and Kate Spade [3] - The management's efforts to revitalize the Coach brand have been noted, particularly in appealing to Gen Z and Millennials, which is expected to drive future growth [3] - The planned sale of Stuart Weitzman is anticipated to allow Tapestry to concentrate on its core brand, Coach, and rejuvenate the Kate Spade brand [3] Market Position - Tapestry, Inc. is not among the top 30 most popular stocks among hedge funds, with 67 hedge fund portfolios holding the stock at the end of Q2 2025, a decrease from 73 in the previous quarter [4] - Despite its potential, Tapestry, Inc. is viewed as having less upside compared to certain AI stocks, which are considered to carry greater potential and lower risk [4]

Core Insights - Zacks Premium offers various tools for investors to enhance their stock market engagement and confidence [1] - The Zacks Style Scores provide a unique rating system for stocks based on value, growth, and momentum, aiding investors in selecting securities with high potential for market outperformance [2] Zacks Style Scores Overview - Stocks are rated from A to F based on their value, growth, and momentum characteristics, with A being the highest score indicating better chances of outperforming the market [3] - The Style Scores are categorized into four types: Value Score, Growth Score, Momentum Score, and VGM Score, each focusing on different investment strategies [3][4][5][6] Value Score - The Value Score targets value investors by identifying stocks trading below their intrinsic value using various financial ratios [3] Growth Score - The Growth Score focuses on a company's financial health and future growth potential, analyzing historical and projected earnings, sales, and cash flow [4] Momentum Score - The Momentum Score assists momentum traders in capitalizing on price trends, utilizing recent price changes and earnings estimate adjustments [5] VGM Score - The VGM Score combines all three Style Scores, providing a comprehensive rating that highlights stocks with attractive value, strong growth forecasts, and positive momentum [6] Zacks Rank Integration - The Zacks Rank, based on earnings estimate revisions, is a proprietary model that has historically delivered a +23.81% average annual return since 1988, significantly outperforming the S&P 500 [7] - Investors are encouraged to select stocks with a Zacks Rank of 1 or 2 and Style Scores of A or B for optimal returns [9] Company Spotlight: Tapestry, Inc. - Tapestry, Inc., formerly known as Coach, Inc., is a designer and marketer of lifestyle products, operating under three segments: Coach (79.9% of fiscal 2025 sales), Kate Spade (17.1%), and Stuart Weitzman (3.1%) [11] - Tapestry holds a Zacks Rank of 3 (Hold) with a VGM Score of B, and a Momentum Style Score of B, reflecting a 6.6% increase in shares over the past four weeks [12] - The company has seen a positive revision in earnings estimates, with the Zacks Consensus Estimate for fiscal 2026 increasing to $5.46 per share, alongside an average earnings surprise of +10.3% [12][13]

Core Insights - Hilton has launched its lifestyle brand Tapestry Collection by Hilton in Sub-Saharan Africa with the signing of a new property, Zaria Court Kigali, in Rwanda, marking its first entry into the Rwandan market [1][2] - The company plans to expand its footprint in Africa significantly, with over 100 new hotels expected to open in the coming years, aiming to nearly triple its presence to more than 160 trading hotels [1][5] Company Expansion - Zaria Court Kigali will feature 80 guest rooms, a rooftop lounge, a pool, a fitness center, an all-day dining restaurant, a sports bar, and a co-working space, and is set to open later this year [2] - The hotel is strategically located near Kigali's BK Arena and Amahoro Stadium, surrounded by restaurants, bars, and retail stores, and is only 15 minutes from Kigali International Airport [3] Brand Overview - Tapestry Collection by Hilton consists of over 170 independent hotels, each with a unique personality, designed to offer guests off-the-beaten-path experiences [4] - Each property in the Tapestry Collection benefits from the Hilton Honors program, enhancing guest experience through loyalty rewards [4]

Core Viewpoint - Raymond James has raised the target price for Tapestry from $115 to $130 while maintaining an "Outperform" rating [1] Summary by Category - **Target Price Adjustment** - The target price for Tapestry has been increased from $115 to $130 [1] - **Rating Status** - The company continues to hold an "Outperform" rating, indicating a positive outlook on Tapestry's performance relative to the market [1]

Core Insights - Former Coach CEO Lew Frankfort expresses skepticism about the effectiveness of new tariffs in bringing luxury handbag production back to the U.S. [1][3] - He emphasizes the importance of manufacturing products outside the U.S. to provide consumers with the best value [2][4]. Industry Challenges - The U.S. faces a shortage of skilled workers, particularly in craftsmanship, which is crucial for luxury goods production [3][4]. - Frankfort highlights that many jobs in the U.S. remain unfilled, affecting various industries, including automotive [3][4]. Company Performance - Tapestry, the parent company of Coach, reported a fiscal fourth-quarter revenue of $1.7 billion, an 8% increase year-over-year, surpassing consensus estimates [6]. - Adjusted earnings per share for Tapestry rose 13% to $1.04, exceeding expectations [6]. Strategic Recommendations - Retailers are advised to be cautious in passing costs to consumers and to avoid jeopardizing their suppliers' viability [5]. - Frankfort suggests developing entry-level products to cater to discerning consumers seeking more affordable options [5]. Future Outlook - Evercore ISI analyst Michael Binetti projects Tapestry's annual earnings could grow to between $6.40 and $6.85 per share by FY28, with a bullish scenario reaching $7.50 [7].