Tapestry, Inc.

Report azionario NYSE:TPR

Capitalizzazione di mercato: US$29.4b

Tapestry Gestione

Criteri Gestione verificati 4/4

Tapestry Il CEO è Joanne Crevoiserat, nominato in Jul2020, e ha un mandato di 5.83 anni. la retribuzione annua totale è $ 17.34M, composta da 8.1% di stipendio e 91.9% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.21% delle azioni della società, per un valore di $ 62.65M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 4.9 anni e 5.4 anni.

Informazioni chiave

Joanne Crevoiserat

Amministratore delegato

US$17.3m

Compenso totale

Percentuale dello stipendio del CEO8.07%
Mandato del CEO5.8yrs
Proprietà del CEO0.2%
Durata media del management4.9yrs
Durata media del Consiglio di amministrazione5.4yrs

Aggiornamenti recenti sulla gestione

Recent updates

Seeking Alpha May 20

Tapestry: Exceptional Growth, Improved Outlook, But I Cannot Forget About The Macro Headwinds

Summary Tapestry's (TPR) geographic revenue breakdown and capital allocation strategy are key strengths supporting its investment case. Recent P&L performance and management's outlook highlight operational momentum for Tapestry. Valuation concerns persist, as well as macroeconomic headwinds, tempering the otherwise positive thesis. I weigh both the favorable business fundamentals and current valuation in my investment assessment. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 17

TPR: Buybacks And UBS Upgrade Will Support Richer Future P/E Multiple

Analysts have increased the implied fair value for Tapestry stock from $190 to $200, citing adjustments in discount rate assumptions, a slightly higher profit margin outlook, and updated long-term P/E expectations that are consistent with a recent series of price target raises from major firms. Analyst Commentary Recent Street research has leaned constructive on Tapestry, with several bullish analysts adjusting price targets higher and, in one case, moving to a more positive rating.
Articolo di analisi May 11

Results: Tapestry, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

A week ago, Tapestry, Inc. ( NYSE:TPR ) came out with a strong set of quarterly numbers that could potentially lead to...
Aggiornamento della narrazione Apr 30

TPR: Share Repurchases And Rising Street Confidence Will Support Richer Future P E Multiple

Narrative Update on Tapestry The analyst price target on Tapestry has moved higher by a few dollars across multiple firms, with analysts broadly pointing to their updated assumptions on revenue growth, margins and P/E multiples to support the new price levels. Analyst Commentary Recent Street research on Tapestry has been consistently constructive, with a series of firms adjusting their price targets higher and introducing fresh coverage with a positive tone.
Aggiornamento della narrazione Apr 16

TPR: Richer P/E Will Face Earnings Delivery And Margin Execution Risk

The analyst price target for Tapestry has been raised by $10 to $180, as analysts incorporate updated assumptions for revenue growth, profit margins, and P/E multiples, reflecting a recent series of upward target revisions across major firms. Analyst Commentary Recent research updates on Tapestry have largely centered on revisions to price targets, with several firms adjusting their models for revenue, margins, and P/E assumptions.
Aggiornamento della narrazione Apr 01

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

Analyst price targets for Tapestry have moved higher into the $150 to $180 range, with firms pointing to updated views on revenue growth, profit margins and sector positioning as key drivers of their revised valuations. Analyst Commentary Recent Street research on Tapestry has skewed clearly bullish, with a cluster of firms lifting price targets into the mid to high $100s and highlighting updated assumptions on revenue, margins and sector positioning.
Aggiornamento della narrazione Mar 18

TPR: Higher Handbag Demand And Buybacks Will Support Richer Future P E Multiple

The analyst fair value estimate for Tapestry has been updated from $155.00 to $190.00, reflecting a series of recent price target increases and supportive research from multiple firms that highlight adjusted expectations for growth, margins, and valuation. Analyst Commentary Recent research shows a cluster of bullish analysts lifting price targets on Tapestry, with some major firms also reaffirming positive ratings.
Aggiornamento della narrazione Mar 04

TPR: Higher Street Views And Buybacks Will Shape Balanced Long Term Outlook

Tapestry's analyst price target has been raised from $131.50 to $160.21 as analysts factor in updated assumptions for revenue growth, profit margins and future P/E, alongside a broad series of recent target hikes across the Street. Analyst Commentary Recent research updates on Tapestry have clustered around higher price targets and supportive ratings, pointing to a constructive stance from many firms.
Aggiornamento della narrazione Feb 18

TPR: Richer P/E Expectations Will Confront Ongoing Demand And Margin Execution Risk

Our updated Tapestry narrative reflects a higher analyst price target, moving our fair value estimate from $88.18 to $111.50. Analysts point to a richer future P/E, a modestly stronger margin outlook, and a series of recent target hikes across major firms as key supports for the change.
Articolo di analisi Feb 08

Tapestry, Inc. Just Beat EPS By 21%: Here's What Analysts Think Will Happen Next

Tapestry, Inc. ( NYSE:TPR ) defied analyst predictions to release its quarterly results, which were ahead of market...
Aggiornamento della narrazione Feb 03

TPR: Higher Handbag Sales Trends Will Support Richer Future P E Multiple

Analysts have raised their fair value estimate for Tapestry to $155 from $139, citing higher assumed revenue growth, a slightly stronger profit margin profile, and a richer future P/E multiple that is in line with recent Street price target increases across several firms. Analyst Commentary Recent research updates on Tapestry have leaned positive, with several bullish analysts lifting their price targets and pointing to specific drivers that they believe support a higher valuation.
Aggiornamento della narrazione Jan 20

TPR: Higher Price Views And Buybacks Will Support Balanced Long Term Outlook

Analysts have lifted their Tapestry fair value estimate by about US$6 to roughly US$131.50. This reflects slightly higher modeled revenue growth, a modestly lower discount rate, and a higher assumed future P/E multiple supported by recent price target increases across major research firms.
Aggiornamento della narrazione Jan 06

TPR: Elevated Expectations Will Face Demand Uncertainty And Execution Risk

Analysts have lifted their Tapestry price targets into a roughly $135 to $154 range, citing expectations for improving consumer sentiment, inventory discipline, and sector tailwinds from lower rates and gas prices, along with constructive views from recent luxury and retail conferences. Analyst Commentary Recent research has clustered Tapestry price targets in the mid $130s to mid $150s, with several firms pointing to consumer resilience in discretionary categories, inventory discipline, and potential benefits from lower interest rates and gas prices.
Articolo di analisi Jan 04

What Is Tapestry, Inc.'s (NYSE:TPR) Share Price Doing?

Let's talk about the popular Tapestry, Inc. ( NYSE:TPR ). The company's shares saw a significant share price rise of...
Aggiornamento della narrazione Dec 21

TPR: Rising Price Views And Buybacks Will Support Measured Long Term Upside

Analysts have modestly raised their price target on Tapestry, reflecting an improved fair value estimate of approximately $125 per share as they factor in stronger revenue growth, slightly higher profit margins, and updated retail insights from recent luxury sector conferences. Analyst Commentary Bullish analysts highlight that the latest round of price target increases, including a move to $148 per share from JPMorgan, signals growing confidence in Tapestry's ability to compound earnings through both revenue growth and disciplined margin management.
Aggiornamento della narrazione Dec 07

TPR: Extended Buybacks And Fiscal 2028 Plan Will Support Measured Upside

Tapestry's analyst price target has been nudged higher, with our fair value estimate moving modestly to about $121. Analysts cite strengthened long term earnings visibility and brand momentum following recent investor events and upward revisions to Street targets across major firms.
Aggiornamento della narrazione Nov 22

TPR: Multi-Year Buybacks And Fiscal 2028 Plans Will Drive Long-Term Upside

The analyst consensus price target for Tapestry was modestly reduced by approximately $0.79 to $121.68. Analysts cited more conservative growth and discount rate assumptions as the reason, despite recent upward revisions across the sector following positive industry conferences and updated long-term guidance.
Articolo di analisi Nov 13

Some May Be Optimistic About Tapestry's (NYSE:TPR) Earnings

The market for Tapestry, Inc.'s ( NYSE:TPR ) shares didn't move much after it posted weak earnings recently. Our...
Aggiornamento della narrazione Nov 03

TPR: Upcoming Share Buybacks And Dividend Hike Will Drive Long-Term Upside

The consensus analyst price target for Tapestry has increased by approximately $3 to $122.47. This reflects growing confidence in the company’s near-term growth and sustained brand momentum despite tariff challenges.
Aggiornamento della narrazione Oct 20

Global Markets And Digital Capabilities Will Shape Future Upside

Tapestry's analyst price target increased by approximately $1.16 to $119.16. Analysts cite ongoing brand momentum, strong long-term guidance, and tariff resilience as supporting factors for the upward revision.
Aggiornamento della narrazione Oct 05

Global Markets And Digital Capabilities Will Shape Future Upside

Tapestry's analyst price target has increased from $116.44 to $118.00. This change reflects analysts' ongoing confidence in brand momentum, resilient earnings prospects, and upwardly revised long-term estimates, despite tariff-related headwinds.
Aggiornamento della narrazione Sep 12

Global Markets And Digital Capabilities Will Shape Future Upside

Analysts have raised Tapestry’s price target to $116.44, citing ongoing growth momentum for Coach, upwardly revised EPS estimates from enhanced financial targets and buybacks, and confidence in multi-year guidance, despite near-term tariff headwinds and cautious sentiment following a strong share rally. Analyst Commentary Bullish analysts highlight continued strong momentum and secular tailwinds for the Coach brand, expecting ongoing outsized growth and significant gross margin upside driven by robust brand execution and steady full-price selling.
Articolo di analisi Aug 17

Tapestry (NYSE:TPR) Will Pay A Larger Dividend Than Last Year At $0.40

The board of Tapestry, Inc. ( NYSE:TPR ) has announced that it will be increasing its dividend by 14% on the 22nd of...
Aggiornamento della narrazione Aug 07

Brand Investments Will Fortify Customer Engagement In Europe And Greater China

With both the analyst price target and revenue growth forecasts for Tapestry remaining unchanged, consensus fair value remains steady at $106.39. What's in the News Tapestry, Inc.
Articolo di analisi Jul 14

Is There An Opportunity With Tapestry, Inc.'s (NYSE:TPR) 24% Undervaluation?

Key Insights The projected fair value for Tapestry is US$129 based on 2 Stage Free Cash Flow to Equity Tapestry is...
Articolo di analisi Jun 29

At US$87.11, Is Tapestry, Inc. (NYSE:TPR) Worth Looking At Closely?

Today we're going to take a look at the well-established Tapestry, Inc. ( NYSE:TPR ). The company's stock saw a...
Articolo di analisi Jun 13

Tapestry, Inc.'s (NYSE:TPR) Subdued P/E Might Signal An Opportunity

It's not a stretch to say that Tapestry, Inc.'s ( NYSE:TPR ) price-to-earnings (or "P/E") ratio of 19.9x right now...
Seeking Alpha Mar 17

Tapestry: Unleashed Thanks To The Failed Capri Deal

Summary Tapestry, Inc.'s shares doubled after the Capri deal fell through, but recent market turmoil has halved those gains, making me cautious despite reasonable valuations. The company's strategy to acquire luxury brands, including Stuart Weitzman and Kate Spade, aimed to create a luxury powerhouse but did not really come to fruition. The company posted strong fiscal results and hiked guidance, but recent market performance and potential tariffs pose risks to sustaining current operating performance. Despite the failed Capri deal boosting TPR shares, I remain cautious and seek a bigger setback before considering buying Tapestry shares. Read the full article on Seeking Alpha
Seeking Alpha Feb 10

Tapestry: Why You Should Tap Into This GARP Stock

Summary Tapestry has shown strong financial performance as of late, led by its flagship Coach brand. The company focuses on digital expansion, Gen-Z engagement, and growth in China, enhancing its long-term prospects and market positioning. TPR's material share buybacks and well-covered dividend support robust total return potential for investors. Despite recent share price gains, TPR remains attractively valued considering its growth potential, making it a compelling GARP stock. Read the full article on Seeking Alpha

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Joanne Crevoiserat rispetto agli utili di Tapestry?
DataCompenso totaleStipendioUtili della società
Mar 28 2026n/an/a

US$663m

Dec 27 2025n/an/a

US$522m

Sep 27 2025n/an/a

US$271m

Jun 28 2025US$17mUS$1m

US$183m

Mar 29 2025n/an/a

US$860m

Dec 28 2024n/an/a

US$796m

Sep 28 2024n/an/a

US$808m

Jun 29 2024US$15mUS$1m

US$816m

Mar 30 2024n/an/a

US$881m

Dec 30 2023n/an/a

US$928m

Sep 30 2023n/an/a

US$936m

Jul 01 2023US$14mUS$1m

US$936m

Apr 01 2023n/an/a

US$901m

Dec 31 2022n/an/a

US$837m

Oct 01 2022n/an/a

US$825m

Jul 02 2022US$14mUS$1m

US$856m

Apr 02 2022n/an/a

US$867m

Jan 01 2022n/an/a

US$836m

Oct 02 2021n/an/a

US$829m

Jul 03 2021US$13mUS$1m

US$834m

Mar 27 2021n/an/a

US$341m

Dec 26 2020n/an/a

-US$428m

Sep 26 2020n/an/a

-US$440m

Jun 27 2020US$5mUS$786k

-US$652m

Compensazione vs Mercato: La retribuzione totale di Joanne ($USD 17.34M ) è circa la media per le aziende di dimensioni simili nel mercato US ($USD 14.78M ).

Compensazione vs guadagni: La retribuzione di Joanne è stata coerente con le performance aziendali dell'ultimo anno.


AMMINISTRATORE DELEGATO

Joanne Crevoiserat (61 yo)

5.8yrs
Mandato
US$17,340,349
Compensazione

Ms. Joanne C. Crevoiserat serves as Independent Director at General Motors Company from August 15, 2022. She serves as a Director at The Partnership for New York City, Inc. She has been Chief Executive Off...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Joanne Crevoiserat
President5.8yrsUS$17.34m0.21%
$ 62.6m
Scott Roe
CFO & COO4.9yrsUS$7.31m0.012%
$ 3.7m
David Howard
General Counsel & Secretary5.9yrsUS$3.26m0.015%
$ 4.4m
Denise Kulikowsky
Chief People Officer2.6yrsUS$2.46m0.0024%
$ 690.3k
Todd Kahn
CEO & Brand President of Coach5.1yrsUS$7.19m0.042%
$ 12.4m
Manesh Dadlani
VP, Principal Accounting Officer & Controller5.9yrsNessun dato0.0087%
$ 2.5m
Yang Lu
Chief Information Officer2.3yrsNessun datoNessun dato
Christina Colone
Global Head of Investor Relations4.9yrsNessun datoNessun dato
Peter Charles
Chief Supply Chain Officerno dataNessun datoNessun dato
Yann Bozec
President of Tapestry Asia Pacific and President & CEO of Coach Asia Pacificno dataNessun datoNessun dato
David Casey
Chief Inclusion & Social Impact Officer4yrsNessun datoNessun dato
Sandeep Seth
Chief Growth Officer & President of Tapestry International1.9yrsNessun datoNessun dato
4.9yrs
Durata media
58yo
Età media

Gestione esperta: Il team dirigenziale di TPR è considerato esperto (durata media dell'incarico 4.9 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Joanne Crevoiserat
President5.5yrsUS$17.34m0.21%
$ 62.6m
William Nuti
Director Emeritus7.5yrsUS$54.54kNessun dato
Darrell Cavens
Independent Outside Director7.8yrsUS$300.00k0.012%
$ 3.6m
Thomas Greco
Independent Director5.4yrsUS$335.00k0.0096%
$ 2.8m
David Elkins
Independent Outside Director2.3yrsUS$300.00k0.00094%
$ 276.1k
Anne Gates
Independent Chairman8.4yrsUS$534.96k0.010%
$ 3.0m
Pamela Lifford
Independent Director5.4yrsUS$300.00k0.0050%
$ 1.5m
Yu Long
Independent Director10.3yrsUS$300.00kNessun dato
Johanna Faber
Independent Director4.8yrsUS$310.00k0.0042%
$ 1.2m
Matthew Madrigal
Directorless than a yearNessun datoNessun dato
Kevin Hourican
Independent Outside Director2.3yrsUS$300.00k0.00094%
$ 276.1k
Ka Ming Lau
Independent Director3.1yrsUS$300.00k0.0039%
$ 1.1m
5.4yrs
Durata media
56.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di TPR sono considerati esperti (durata media dell'incarico 5.4 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/05/29 19:29
Prezzo dell'azione a fine giornata2026/05/29 00:00
Utili2026/03/28
Utili annuali2025/06/28

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Tapestry, Inc. è coperta da 46 analisti. 19 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays