Tapestry(US:TPR) ZACKSยท2025-08-14 14:30Core Insights - Tapestry reported revenue of $1.72 billion for the quarter ended June 2025, reflecting an 8.3% increase year-over-year and a 2.3% surprise over the Zacks Consensus Estimate of $1.68 billion [1] - Earnings per share (EPS) for the quarter was $1.04, up from $0.92 in the same quarter last year, surpassing the consensus EPS estimate of $1.01 by 2.97% [1] Financial Performance - Tapestry's stock has returned +12.8% over the past month, outperforming the Zacks S&P 500 composite's +3.5% change [3] - The company holds a Zacks Rank 3 (Hold), indicating expected performance in line with the broader market in the near term [3] Store Metrics - Total number of Coach stores: 931, exceeding the average estimate of 921 [4] - Total number of Stuart Weitzman stores: 80, below the average estimate of 86 [4] - Total number of Kate Spade stores: 360, slightly below the average estimate of 368 [4] - Total number of stores (EOP): 1,371, slightly below the average estimate of 1,375 [4] Geographic Sales Performance - Greater China net sales reached $273.9 million, surpassing the average estimate of $244.83 million, with a year-over-year increase of 17.9% [4] - North America net sales were $1.1 billion, slightly above the estimated $1.09 billion, representing an 8.1% year-over-year increase [4] Segment Sales Performance - Coach net sales amounted to $1.43 billion, exceeding the average estimate of $1.39 billion, with a year-over-year increase of 14% [4] - Stuart Weitzman net sales were $45.5 million, above the average estimate of $43.3 million, but reflecting a year-over-year decline of 10.1% [4] - Kate Spade net sales were $252.6 million, slightly below the average estimate of $254.71 million, with a year-over-year decline of 12.9% [4] Operating Income - Coach's operating income was $447.7 million, surpassing the average estimate of $431.52 million [4] - Stuart Weitzman reported an operating loss of $1.4 million, significantly better than the estimated loss of $9.9 million [4]