Tapestry, Inc.

NYSE:TPR 주식 리포트

시가총액: US$27.0b

Tapestry 향후 성장

Future 기준 점검 3/6

Tapestry (는) 각각 연간 18.4% 및 4.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 21.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 134% 로 예상됩니다.

핵심 정보

19.3%

이익 성장률

21.53%

EPS 성장률

Luxury 이익 성장18.0%
매출 성장률5.0%
향후 자기자본이익률130.76%
애널리스트 커버리지

Good

마지막 업데이트08 May 2026

최근 향후 성장 업데이트

분석 기사 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...

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
Seeking Alpha Mar 30

Tapestry: Coach Skyrockets In A Tough Consumer Economy (Upgrade)

Summary Tapestry has defied a tough retail landscape, delivering accelerating sales growth and robust margins, especially in its flagship Coach brand. TPR’s FY26 revenue guidance was raised to 14% growth and pro forma EPS to $6.40–$6.45, well above prior expectations. Gross margins remain exceptional at 75.5%, reflecting premium brand strength and scale, even amid tariff headwinds and higher marketing spend. I'm upgrading TPR to 'Neutral,' as recent outperformance appears priced in and risks remain around Kate Spade and a more promotional retail environment. Read the full article on Seeking Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 May 29

Tapestry (NYSE:TPR) Is Paying Out A Dividend Of $0.35

Tapestry, Inc.'s ( NYSE:TPR ) investors are due to receive a payment of $0.35 per share on 23rd of June. Based on this...
분석 기사 May 12

Tapestry, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Tapestry, Inc. ( NYSE:TPR ) just released its latest third-quarter results and things are looking bullish. The company...
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

이익 및 매출 성장 예측

NYSE:TPR - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)
날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수
6/30/20288,8991,6801,7852,20310
6/30/20278,4081,5291,5771,93219
6/30/20267,9781,4311,5471,75916
3/28/20267,8516631,7551,903N/A
12/27/20257,5155221,6431,785N/A
9/27/20257,2082711,0801,210N/A
6/28/20257,0111831,0941,217N/A
3/29/20256,8798608921,026N/A
12/28/20246,776796858979N/A
9/28/20246,6668081,1861,300N/A
6/29/20246,6718161,1471,256N/A
3/30/20246,7008811,3031,400N/A
12/30/20236,7279281,2961,415N/A
9/30/20236,6689361,0431,221N/A
7/1/20236,661936791975N/A
4/1/20236,666901643812N/A
12/31/20226,594837517648N/A
10/1/20226,710825573661N/A
7/2/20226,685856759853N/A
4/2/20226,675867873996N/A
1/1/20226,5118361,1081,246N/A
10/2/20216,0558291,1321,256N/A
7/3/20215,7468341,2081,324N/A
3/27/20214,846341804906N/A
12/26/20204,645-428459592N/A
9/26/20204,776-440332491N/A
6/27/20204,961-652202407N/A
3/28/20205,760-209373636N/A
12/28/20196,019585N/A755N/A
9/28/20196,004541N/A817N/A
6/29/20196,027643N/A792N/A
3/30/20195,997706N/A1,013N/A
12/29/20185,988729N/A1,165N/A
9/29/20185,972538N/A1,081N/A
6/30/20185,880398N/A998N/A
3/31/20185,530338N/A910N/A
12/30/20175,203319N/A957N/A
9/30/20174,740456N/A788N/A
7/1/20174,488591N/A854N/A
4/1/20174,509521N/A779N/A
12/31/20164,547511N/A777N/A
10/1/20164,499482N/A713N/A
7/2/20164,492461N/A759N/A
3/26/20164,341391N/A696N/A
12/26/20154,238366N/A664N/A
9/26/20154,183380N/A807N/A
6/27/20154,192402N/A937N/A

애널리스트 향후 성장 전망

수입 대 저축률: TPR 의 연간 예상 수익 증가율(18.4%)이 saving rate(3.5%)보다 높습니다.

수익 vs 시장: TPR 의 연간 수익(18.4%)이 US 시장(16.6%)보다 빠르게 성장할 것으로 예상됩니다.

고성장 수익: TPR 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: TPR 의 수익(연간 4.6%)이 US 시장(연간 11.5%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: TPR 의 수익(연간 4.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.


주당순이익 성장 예측


향후 자기자본이익률

미래 ROE: TPR의 자본 수익률은 3년 후 134%로 매우 높을 것으로 예상됩니다.


성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/11 05:12
종가2026/05/08 00:00
수익2026/03/28
연간 수익2025/06/28

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분석가 소스

Tapestry, Inc.는 46명의 분석가가 다루고 있습니다. 이 중 19명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
null nullArgus Research Company
Mark AltschwagerBaird
Adrienne Yih-TennantBarclays