Tapestry, Inc. (TPR)

FairStock Score: 74/100 — STEADY

Key Financials

AI Analysis

AI-generated, general educational analysis — not personal investment advice.

I look for understandable businesses selling at a sensible price. Tapestry qualifies on the first count: it sells handbags and accessories through Coach and Kate Spade, with 12,600 employees and $8.0B of revenue in fiscal year 2026, the year ended 2026-06-27. That produced $1.5B of net income and $7.27 of diluted EPS. The latest filed quarter, fiscal Q3 2026, the quarter ended 2026-03-28, showed revenue of $1.9B, net income of $343.8M, and EPS of $1.65, up from $1.6B, $203.3M, and $0.95 in fiscal Q3 2025, the quarter ended 2025-03-29. Free cash flow is $1.8B, a FairStock-calculated FCF yield of 7.9% at the 2026-10-13 close. That kind of cash generation gives a brand company room to absorb mistakes.

In plain English: Tapestry sells Coach and Kate Spade handbags, accessories, and lifestyle products. The business looks strong on profits and cash flow, with sales of $8.0B and net income of $1.5B in fiscal year 2026, the year ended 2026-06-27, but it carries a lot of debt. At the 2026-10-13 close of $115.23, the price looks moderate beside earnings and cash flow, though expensive compared with its accounting net assets.

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Data as of 2026-10-13 close · note generated 2026-10-15 · model deepseek-flash

Sources (SEC EDGAR): fiscal Q3 2026 10-Q (period ended 2026-03-28) · fiscal Q2 2026 10-Q (period ended 2025-12-27) · fiscal Q1 2026 10-Q (period ended 2025-09-27) · fiscal Q3 2025 10-Q (period ended 2025-03-29) · FY2026 10-K (period ended 2026-06-27) · FY2025 10-K (period ended 2025-06-28) · FY2024 10-K (period ended 2024-06-29)

Fundamentals from company filings and market-data providers; prices are end-of-day, not real-time. AI-generated analysis is general and educational — not personal investment advice. Scoring methodology · Score test · Disclaimer