Capri Holdings Förvaltning
Förvaltning kriterier kontrolleras 3/4
Capri Holdings VD är John Idol, utsedd i Dec 2003, har en mandatperiod på 22.42 år. totala årliga ersättningen är $ 9.06M, bestående av 14.9% lön 85.1% bonusar, inklusive företagsaktier och optioner. äger direkt 2.15% av företagets aktier, värda $ 47.25M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 6.6 år respektive 12.3 år.
Viktig information
John Idol
Verkställande direktör
US$9.1m
Total ersättning
| VD-lön i procent | 14.90% |
| Anställning som VD | 22.4yrs |
| Ägande av VD | 2.1% |
| Ledningens genomsnittliga anställningstid | 6.6yrs |
| Styrelsens genomsnittliga mandatperiod | 12.3yrs |
Senaste uppdateringar av ledningen
Recent updates
Uppdatering av berättelse • May 13
CPRI: Margin Improvement And New CFO Appointment Will Support Future Upside
Analysts now see Capri Holdings' fair value at $20.00, down $1.00 from $21.00. This reflects adjusted price targets after mixed research updates that factor in slightly softer revenue expectations, alongside a modestly higher profit margin and a lower assumed future P/E multiple.Seeking Alpha • Apr 28
Capri Holdings: Early Signs Of A Turnaround In A Still-Uncertain Rebuild
Summary Capri Holdings is rated a 'buy' as its turnaround gains traction, with the Versace sale stabilizing the balance sheet and debt now manageable. Jimmy Choo demonstrates sustained growth and margin strength, while Michael Kors remains challenged by entrenched brand perception and structural decline. Management's strategy focuses on store renovations, disciplined pricing, and targeting younger consumers, aiming for margin recovery from 6.6% to 10% EBITDA. At 8.5x EV/EBITDA, CPRI offers attractive optionality for patient investors, with downside risk largely priced in and a rerating possible if momentum continues. Read the full article on Seeking AlphaUppdatering av berättelse • Apr 21
CPRI: Mixed Rating Revisions And New CFO Appointment Will Shape Outlook
Capri Holdings' updated analyst price target remains at $21.00, as analysts weigh softer assumed revenue trends and margin expectations against slightly lower discount rates and a higher future P/E assumption, following recent mixed target moves and upgrades across the Street. Analyst Commentary Recent research on Capri Holdings reflects a mixed backdrop, with several firms adjusting targets and ratings as they reassess risk and reward.
Uppdatering av berättelse • Apr 05
CPRI: Trend Right Styles And 2026 Guidance Will Support Re Rating
Analysts have trimmed their overall price expectations for Capri Holdings, with several firms cutting targets by $3 to $6 and a few raising them by $1. This has led to a modest reset in the consensus view as assumptions for risk, growth, margins and future P/E multiples are fine tuned.Uppdatering av berättelse • Mar 21
CPRI: Trend Right Styles And 2026 Guidance Will Support Multiple Repricing
Capri Holdings' updated analyst price target reflects a modest reset in expectations, as analysts balance softer revenue and margin assumptions with a slightly higher future P/E outlook and a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Capri Holdings reflects a mixed setup, with several firms adjusting ratings and price targets around the same time.Uppdatering av berättelse • Mar 06
CPRI: Brand Momentum And New CFO Appointment Will Shape Bullish Outlook
Analysts have trimmed their average price targets on Capri Holdings by a few dollars per share, reflecting slightly softer revenue growth assumptions. This is offset in part by steadier profit margin expectations and updated P/E and discount rate inputs.Uppdatering av berättelse • Feb 20
CPRI: Mixed Research Views And Margin Reset Will Shape A Balanced Outlook
The analyst price target for Capri Holdings has been cut by $2, with analysts citing updated views on revenue trends, margin expectations, and a higher assumed future P/E multiple following a mix of recent target cuts and upgrades across the Street. Analyst Commentary Recent Street research on Capri Holdings reflects a mixed backdrop, with several bearish analysts trimming price targets while a smaller group has adjusted targets higher or upgraded the stock.Uppdatering av berättelse • Feb 05
CPRI: Trend Right Styles And 2026 Earnings Guidance Will Support Repricing
Analysts have nudged their fair value estimate for Capri Holdings higher to about $27.13, reflecting a slightly lower implied discount rate and modestly less severe revenue contraction expectations, even as Street price targets have been mixed with several cuts and a few upgrades. Analyst Commentary Street research on Capri Holdings has been mixed, with several firms trimming price targets while others have upgraded their ratings or nudged targets higher.Uppdatering av berättelse • Jan 21
CPRI: Margin Resilience And Buybacks Will Support A Balanced Risk Profile
Narrative Update Overview Analysts have inched their price expectations higher for Capri Holdings, with a Street target move to $24 from $23. This reflects updated views on margin resilience, a slightly lower discount rate, and support from recent rating changes and higher targets across the fashion and sportswear peer group.Uppdatering av berättelse • Jan 06
CPRI: Margin Recovery And Buybacks Will Frame A Balanced Risk Profile
Analysts have raised their average price target on Capri Holdings to $24 from $23, reflecting updated views on profit margin potential, modestly adjusted growth assumptions, and differing opinions on how the Michael Kors brand and higher income consumers might support shareholder value over time. Analyst Commentary Recent research on Capri Holdings presents a mixed picture, with some firms pointing to potential upside drivers while others highlight execution and valuation risks.Uppdatering av berättelse • Dec 20
CPRI: Margin Recovery And Buybacks Will Define A Cautious Path Forward
Analysts have lifted their fair value estimate for Capri Holdings to $23 from $17 per share, citing incremental target hikes and new Buy-rated coverage that highlight improved margin prospects and multiple avenues for shareholder value creation, despite tempered revenue growth expectations. Analyst Commentary Recent Street research reflects a mixed but generally cautious stance on Capri Holdings, with modest price target increases underscoring lingering concerns around execution risk and the durability of margin improvement.Uppdatering av berättelse • Dec 06
CPRI: Profit Focus And Buybacks Will Support Balanced Risk Reward Outlook
Capri Holdings' analyst price target has been raised modestly from approximately $26.17 to about $26.54 per share, as analysts factor in updated Fashion Brands group estimates and potential shareholder value creation from initiatives such as the Michael Kors profitability recovery. Analyst Commentary Analysts remain divided on Capri Holdings, with some highlighting upside from execution on strategic initiatives and others signaling that valuation already reflects a fair degree of uncertainty.Analysartikel • Dec 04
Capri Holdings Limited's (NYSE:CPRI) Shares Climb 32% But Its Business Is Yet to Catch Up
The Capri Holdings Limited ( NYSE:CPRI ) share price has done very well over the last month, posting an excellent gain...Uppdatering av berättelse • Nov 22
CPRI: Profitability Focus And Buy Ratings Will Support Fair Valuation
Analysts have revised their price targets for Capri Holdings upward, with targets now ranging from $21 to $30 per share. They cite multiple paths for shareholder value creation and a focus on profitability improvements.Uppdatering av berättelse • Nov 07
CPRI: Improved Profitability And Margin Recovery Will Drive Renewed Uptrend
Capri Holdings' analyst price target has been raised modestly from $25.85 to $26.17. Analysts cite improved profitability and expectations for a recovery at key brands, along with gradual stabilization in revenue trends.Uppdatering av berättelse • Oct 23
Brand Recovery Efforts Will Drive Revenue Stability And Renewed Market Confidence
Capri Holdings' analyst price target has increased modestly, rising from $25.25 to $25.85. Analysts note incremental improvements in revenue outlook and ongoing brand recovery efforts, despite remaining near-term challenges.Uppdatering av berättelse • Aug 08
Data-Driven Marketing And Renovations Will Boost Brand Appeal
Capri Holdings saw marginal, essentially unchanged movements in both its future P/E ratio and discount rate, resulting in a negligible increase in the analyst price target from $24.33 to $24.58. What's in the News Capri Holdings provided FY2026 guidance with expected revenue of $3.375–$3.45 billion, operating income around $100 million, and diluted EPS of $1.20–$1.40.Ny berättelse • May 27
Omnichannel Efforts And Asian Demand Will Revitalize Luxury
Enhanced digital and direct-to-consumer investments, alongside modernized marketing, position the brands for broader engagement, better margins, and improved profitability.Seeking Alpha • Apr 10
Capri Holdings Stock Outlook Bolstered By Likely Versace Sale - Strong Buy Reiterated
Summary Capri Holdings, the owner of Michael Kors, Versace and Jimmy Choo, has seen its stock price in the dumps. Revenue declines, and poor profitability for Versace and Jimmy Choo, suggest that Capri's North American management have been unable to successfully fold these international brands into the main Kors business. CPRI stock recently tumbled as much as -40% on U.S. import tariff fears, and indeed the Michael Kors segment is highly exposed to tariffs. However, the likely divestiture of Versace for a much higher value than its recent results merit, should give a boost to CPRI's fair equity value even against further expected revenue declines. I reiterate my Strong Buy rating of CPRI, and issue a conservative new price target of $26.50. Read the full article on Seeking AlphaSeeking Alpha • Mar 04
Capri: Prada Doing A Heat Check With A Potential Versace Takeover
Summary Prada is nearing a deal to acquire Versace for €1.5 billion, about 30% less than what Capri paid in 2018. Capri Holdings stock jumped on the news, as investors have reignited hopes in potential suitors for Capri's assets following the termination of the Tapestry deal. PRDSY is also up, supposedly because of the reportedly low valuation (2x sales), with investors believing the company's momentum, led by Miu Miu, will carry on. CPRI's future remains uncertain, but if the deal gets done, the implied remaining market cap would put Michael Kors at a shockingly low valuation. Read the full article on Seeking AlphaNy berättelse • Feb 25
The story is complicated
It has become more apparent that Capri’s turnaround story has to be done with no moat and rather tiny margins moving forward as it tries to move back to profitability. It can’t currently do buybacSeeking Alpha • Jan 30
Capri Holdings: A Perfect Storm Ahead - This Is A Sell
Summary Burberry's strong Q3 results boost the fashion sector, but Capri Holdings faces challenges with potential exits of Versace and Jimmy Choo, impacting its luxury conglomerate ambitions. Michael Kors shows limited sales growth potential, with store closures and promotional activities to reduce inventories. This contributes to a negative company outlook. CPRI's restructuring and P&L challenges have led to a 'Sell' rating. With a 10x P/E multiple, we reached a target price of $16.9 per share. Read the full article on Seeking AlphaSeeking Alpha • Jan 14
Capri Holdings Remains Fundamentally Strong, SOTP Shows Potential Big Upside
Summary Capri Holdings stock dropped ~50% after a failed merger, now trading at a cheap 5-6x free cash flow, presenting a buying opportunity. CPRI's conglomerate structure creates operational inefficiencies; spin-offs could unlock significant shareholder value by allowing each brand to pursue tailored growth strategies. Despite operational hurdles, Capri remains fundamentally strong with gross margins consistently exceeding 60% and a robust free cash flow profile. A sum-of-the-parts analysis reveals a substantial valuation disconnect, suggesting intrinsic brand value more than doubles the current market cap, offering up to 100% upside. Read the full article on Seeking AlphaSeeking Alpha • Dec 17
If Capri Can Sell Versace And Jimmy Choo, It Should - Here's Why
Summary Capri Holdings Limited has seen significant selling pressure in Q4, largely due to a failed acquisition deal and underwhelming Q2-25 results. Unofficial reports now suggest that Capri would be open to selling two of its brands - Versace and Jimmy Choo, which account for a third of the total business. We explore how damaging the acquisition of these two brands has been to the overall profile, and why CPRI may be better off holding on to Michael Kors alone. Yet, a stake sale may not be as easy to facilitate, given a subdued M&A market and regulatory hurdles. The weakness of the Chinese luxury goods market will weigh on overall sentiment, and the daily charts of CPRI reiterate bearish conditions, but the stock looks attractive from an FCF yield basis. Read the full article on Seeking AlphaSeeking Alpha • Dec 10
From Mergers To Margins: Capri's Struggle For A Turnaround
Summary Capri Holdings is navigating a complex turnaround after the failed merger with Tapestry, focusing on its brands Versace, Jimmy Choo, and Michael Kors. Capri plans to improve product development, revamp distribution, and target brand loyalists to drive growth. Financially, CPRI faces declining sales and profits, but positive operating cash flow and a manageable debt position offer some stability. Despite a seemingly cheap valuation, execution risks and a market slowdown in accessible luxury pose significant challenges. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
A Refocused Capri Holdings Looks Like A Steal Under $25
Summary Capri Holdings' stock has plummeted nearly 50% in post-market trading after Tapestry's proposed acquisition with Tapestry was blocked. Capri has struggled for the past 2 years, largely due to management's inability to integrate brands like Versace and Jimmy Choo, in my belief. Despite operational struggles, Capri's high gross margins suggest that the brands are not damaged, and that improved management could lift shareholder value substantially. I rate Capri Holdings a Strong Buy for patient investors, with a target price of $45.60 per share, assuming improved management and execution. Read the full article on Seeking AlphaAnalysartikel • Sep 11
Is Capri Holdings (NYSE:CPRI) A Risky Investment?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Sep 09
Capri Holdings: Up To 64% Merger Arbitrage Upside As Flimsy FTC Trial Begins
Summary Capri Holdings offers a 64% potential return, with the current stock price under $35 and a deal price of $57. The FTC's trial to block the merger starts today in Manhattan. I believe the FTC's arguments against the merger are unusually weak. This trial is not 50/50. Tapestry should win the case 80% or more of the time. My back-of-the envelope expected value calculations suggest Capri stock is undervalued at $35, making it an attractive buy even including renegotiation risks. Read the full article on Seeking AlphaSeeking Alpha • Jul 09
Capri Holdings Is An Attractive Investment
Summary Capri Holdings represents a great investment at $33.55 per share. Tapestry offered to acquire Capri for $57 per share, a 70% premium. The FTC's case against the merger is weak, in my view, and Capri's brands could be sold for billions even if the deal falls through. Read the full article on Seeking AlphaAnalysartikel • Apr 25
Getting In Cheap On Capri Holdings Limited (NYSE:CPRI) Might Be Difficult
With a price-to-earnings (or "P/E") ratio of 19.7x Capri Holdings Limited ( NYSE:CPRI ) may be sending bearish signals...Seeking Alpha • Apr 25
What Next For Investors As Tapestry's Acquisition Of Capri Goes To Court
Summary Tapestry's acquisition of Capri Holdings is facing potential legal challenges from the Federal Trade Commission (FTC). The FTC argues that, among other things, the acquisition would create a dominant player in the "accessible luxury" handbag market and could negatively impact employees. I estimate trial proceedings may conclude between July and December 2024, with a 60% chance that the deal will proceed. Creating an estimated +22% expected return after discounting. Read the full article on Seeking AlphaSeeking Alpha • Apr 16
Capri Holdings: A Risky Way To Capture Significant Upside As The FTC Looms
Summary Capri Holdings Limited is a potential acquisition target with a 45% upside if the deal with Tapestry, Inc. goes through. The market is currently forecasting a high chance of the deal falling through, creating a short-term investment opportunity. Capri Holdings has been experiencing declining revenue and profits, which could pose a risk if the deal does not go through. But it's likely that the two companies will prevail, even as the FTC looks set to continue with a lawsuit. Read the full article on Seeking AlphaAnalysartikel • Apr 08
Is Capri Holdings Limited (NYSE:CPRI) Trading At A 37% Discount?
Key Insights Using the 2 Stage Free Cash Flow to Equity, Capri Holdings fair value estimate is US$69.70 Capri Holdings...Seeking Alpha • Apr 01
Capri Holdings Still A Buy While Navigating EU Merger Control
Summary We don't see a significant impediment to effective competition in the European market, so we rank Capri as a Buy. With a firm $57 per share offer on the table, we see an attractive upside due to antitrust reviews and low risk. We see a higher probability of approval in Europe by mid-April, but August an option due to competition between Michael Kors, Coach, and Kate Spade. No concerns in luxury women's footwear (Jimmy Choo and Stuart Weitzman), but the affordable luxury market is more relevant to the European Commission. Read the full article on Seeking AlphaAnalysartikel • Mar 23
We Think Capri Holdings (NYSE:CPRI) Is Taking Some Risk With Its Debt
Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Seeking Alpha • Mar 12
Capri Holdings: Market (Mistakenly?) Shows Little Confidence In This Luxury Deal
Summary Tapestry, Inc. is buying Capri Holdings Limited for $57 per share, but the deal is facing scrutiny and is trading at a wide spread. The merger between the two companies would create the fourth-largest luxury goods company with a combined market share of around 5%. Analysts see a 70% chance that the Tapestry deal will close, but there are concerns about the relevant market size and Capri Holdings Limited's earnings profile. Read the full article on Seeking AlphaAnalysartikel • Feb 21
We Think You Can Look Beyond Capri Holdings' (NYSE:CPRI) Lackluster Earnings
The market for Capri Holdings Limited's ( NYSE:CPRI ) shares didn't move much after it posted weak earnings recently...Analysartikel • Feb 14
Capri Holdings (NYSE:CPRI) Will Want To Turn Around Its Return Trends
If you're looking for a multi-bagger, there's a few things to keep an eye out for. Firstly, we'd want to identify a...Analys av ersättningar till VD
| Datum | Total ersättning | Lön | Företagets resultat |
|---|---|---|---|
| Dec 27 2025 | n/a | n/a | -US$1b |
| Sep 27 2025 | n/a | n/a | -US$1b |
| Jun 28 2025 | n/a | n/a | -US$1b |
| Mar 29 2025 | US$9m | US$1m | -US$1b |
| Dec 28 2024 | n/a | n/a | -US$421m |
| Sep 28 2024 | n/a | n/a | -US$321m |
| Jun 29 2024 | n/a | n/a | -US$274m |
| Mar 30 2024 | US$11m | US$1m | -US$229m |
| Dec 30 2023 | n/a | n/a | US$209m |
| Sep 30 2023 | n/a | n/a | US$329m |
| Jul 01 2023 | n/a | n/a | US$463m |
| Apr 01 2023 | US$14m | US$1m | US$616m |
| Dec 31 2022 | n/a | n/a | US$731m |
| Oct 01 2022 | n/a | n/a | US$828m |
| Jul 02 2022 | n/a | n/a | US$804m |
| Apr 02 2022 | US$15m | US$1m | US$822m |
| Dec 25 2021 | n/a | n/a | US$558m |
| Sep 25 2021 | n/a | n/a | US$415m |
| Jun 26 2021 | n/a | n/a | US$337m |
| Mar 27 2021 | US$8m | US$25k | -US$62m |
| Dec 26 2020 | n/a | n/a | -US$430m |
| Sep 26 2020 | n/a | n/a | -US$399m |
| Jun 27 2020 | n/a | n/a | -US$448m |
| Mar 28 2020 | US$12m | US$1m | -US$223m |
Ersättning vs marknad: John s total kompensation ($USD 9.06M ) är över genomsnittet för företag av liknande storlek på US marknaden ($USD 5.47M ).
Ersättning vs inkomst: Ersättningen från John har varit i linje med företagets resultat under det senaste året.
VD OCH KONCERNCHEF
John Idol (66 yo)
22.4yrs
Anställning
US$9,058,699
Kompensation
Mr. John D. Idol is Chief Executive Officer of Michael Kors (USA), Inc. from December 2, 2024. He has been the Chairman of Capri Holdings Limited since September 2011 and has been its Chief Executive Offic...
Ledningsgrupp
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 22.4yrs | US$9.06m | 2.15% $ 47.3m | |
| Chief Legal & Sustainability Officer | 9.6yrs | US$2.33m | 0.077% $ 1.7m | |
| Chief People Officer | 4.9yrs | US$1.76m | 0.064% $ 1.4m | |
| CFO & COO | less than a year | inga uppgifter | inga uppgifter | |
| Vice President of Investor Relations | no data | inga uppgifter | inga uppgifter | |
| Senior Vice President of Brand Communications | no data | inga uppgifter | inga uppgifter | |
| Chief Brand & Product Officer | 1.3yrs | inga uppgifter | inga uppgifter | |
| Chief Brand Officer & Senior VP | 8.3yrs | inga uppgifter | inga uppgifter | |
| Chief Brand Ambassador | no data | inga uppgifter | inga uppgifter | |
| Chief Brand Officer - Versace | no data | inga uppgifter | inga uppgifter | |
| Chief Client Officer - Jimmy Choo | no data | inga uppgifter | inga uppgifter | |
| Senior VP & Chief Supply Chain Officer | no data | inga uppgifter | inga uppgifter |
6.6yrs
Genomsnittlig anställningstid
50yo
Genomsnittlig ålder
Erfaren ledning: CPRI s ledningsgrupp är erfaren och erfaren ( 6.6 års genomsnittlig anställning).
Styrelseledamöter
| Namn | Position | Anställning | Kompensation | Ägarskap |
|---|---|---|---|---|
| Chairman & CEO | 22.4yrs | US$9.06m | 2.15% $ 47.3m | |
| Independent Director | 14.4yrs | US$311.99k | 0.015% $ 332.3k | |
| Independent Director | 13.5yrs | US$332.99k | 0.026% $ 579.8k | |
| Independent Lead Director | 9.5yrs | US$352.99k | 0.018% $ 395.3k | |
| Independent Director | 11.3yrs | US$299.99k | 0.022% $ 488.2k | |
| Independent Director | 4.9yrs | US$343.99k | 0.013% $ 291.8k | |
| Independent Director | 13.2yrs | US$332.99k | 0.023% $ 506.7k | |
| Director | 3.2yrs | US$311.99k | 0.0090% $ 199.1k |
12.3yrs
Genomsnittlig anställningstid
66.5yo
Genomsnittlig ålder
Erfaren styrelse: CPRI s styrelse är rutinerade och erfaren ( 12.3 års genomsnittlig mandatperiod).
Företagsanalys och finansiella data Status
| Uppgifter | Senast uppdaterad (UTC-tid) |
|---|---|
| Analys av företag | 2026/05/25 17:40 |
| Aktiekurs vid dagens slut | 2026/05/22 00:00 |
| Intäkter | 2025/12/27 |
| Årlig intjäning | 2025/03/29 |
Datakällor
Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.
| Paket | Uppgifter | Tidsram | Exempel US-källa |
|---|---|---|---|
| Företagets finansiella ställning | 10 år |
| |
| Analytikernas konsensusuppskattningar | +3 år |
|
|
| Marknadspriser | 30 år |
| |
| Ägarskap | 10 år |
| |
| Förvaltning | 10 år |
| |
| Viktiga utvecklingstendenser | 10 år |
|
* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.
Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.
Analysmodell och snöflinga
Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.
Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.
Industri- och sektormått
Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.
Källor för analytiker
Capri Holdings Limited bevakas av 42 analytiker. 15 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.
| Analytiker | Institution |
|---|---|
| null null | Argus Research Company |
| Mark Altschwager | Baird |
| Robert Drbul | Barclays |