Tapestry, Inc.
TPR · Consumer Cyclical
$122.14
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ANF vs. TPR: Which Stock Is the Better Value Option?
In a comparison of two retail apparel stocks, Abercrombie & Fitch (ANF) emerges as the more attractive value investment option compared to Tapestry (TPR). ANF holds a Zacks Rank of #1 (Strong Buy) versus TPR's #3 (Hold), with ANF demonstrating stronger earnings estimate revisions and more favorable valuation metrics including a lower forward P/E ratio (12.92 vs 15.45) and significantly lower P/B ratio (4.66 vs 35.79).
TPR's Fiscal 2027 Outlook Pits Margin Expansion Against Tariff Risk
Tapestry (TPR) projects fiscal 2027 revenues of $8.4-$8.5 billion with mid-single-digit growth, down from 17% prior year growth. The company targets 50 basis points of operating margin expansion despite tariff headwinds, expecting tariffs to be neutral year-over-year. Coach brand remains strong at 86% of revenues with ~36% operating margins, while Kate Spade continues to post operating losses. TPR expects adjusted EPS of $7.80-$7.90, representing low-double-digit growth.
Is TPR Worth Buying as Coach Growth Meets Kate Spade Execution Risk?
Tapestry Inc. (TPR) presents a mixed investment case with Coach brand driving strong 24% revenue growth and high-single-digit growth expected in fiscal 2027, while Kate Spade continues to struggle with a 10% revenue decline and $27.2 million operating loss. The company expects $7.80-$7.90 EPS in fiscal 2027 with $1.7 billion in capital returns, but trades at a premium valuation that leaves little room for execution errors.
TPR Drops 13.2% in the Past Month. Is This Selloff an Opportunity?
Tapestry (TPR) shares declined 13.2% over the past month despite stronger operating results and rising earnings expectations. Coach brand drove momentum with 15% revenue growth and 2 million new customers, while margins and free cash flow improved significantly. However, Kate Spade's continued losses, tariff uncertainty, and TPR's premium valuation relative to peers limit upside potential. The stock carries a Zacks Rank #3 (Hold) rating, suggesting a wait-and-see approach.
Here's What to Know About Coach CEO Todd Kahn's Latest Insider Transaction
Coach CEO Todd Kahn sold 1,955 shares of Tapestry Inc. worth approximately $258,000 on August 19 to cover tax withholding obligations from restricted stock unit vesting. The transaction is non-discretionary and does not signal concerns about the company. Kahn retains a $12.4 million equity stake and remains bullish on Coach's growth trajectory, projecting it can become a $10 billion brand.