Tapestry Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
13.5%projected annual EPS growth
Analyst Coverage
20analysts covering
FY Revenue (est.)
$8.5Bnext fiscal year
FY EPS (est.)
$7.91next fiscal year
Monitoring Framework
Key Performance Indicators
Coach Net Sales Growth (Constant Currency) Quarterly20.0%Target: Low-teens growth in Q4 FY26
Tapestry Consolidated Gross Margin Quarterly76.9%Target: Continued expansion driven by operational improvements and Stuart Weitzman divestiture
New Customer Acquisition (Global) Quarterly2.4MTarget: Sustained growth with Gen Z representing over 35% of new customers
Watch Items
- Kate Spade Turnaround ProgressTrigger: High-single-digit sales decline or continued negative growthAction: Re-evaluate marketing spend, product assortment, and leadership under newly appointed Executive Creative Director Jonathan Saunders
- Coach Brand Growth DecelerationTrigger: Revenue growth slowing down from 31% in Q3 to low-teens in Q4Action: Monitor promotional activity levels and direct-to-consumer (DTC) channel mix to protect premium pricing power
- Tariff and Duty HeadwindsTrigger: Negative impact exceeding 180 basis points on gross marginAction: Optimize supply chain sourcing and adjust regional pricing strategies to mitigate margin pressure
Research as of 2 Sep 2026