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Magnitude of Tapestry pullback is surprising, says Bernstein's Aneesha Sherman
CNBC Televisionยท2025-08-15 21:22

But joining us now is Anisha Sherman of Bernstein. She has a buy rating on the stock. Anisha, it's great to have you here and let's start right there.Do you buy Tapestry here. And if so, why. >> Yeah.So, I was surprised at the magnitude of the reaction. Um, you know, look, the the stock was priced for perfection. It had been up 74% year-to date up to that point and the guidance was a little bit low.So, I did expect a bit of a pullback, but the magnitude of pullback was surprising because the reason the guid ...