
Tapestry (TPR) Stock Forecast & Price Target
Tapestry (TPR) Analyst Ratings
Bulls say
Tapestry is strategically positioning itself for future success by investing in its strong brands like Coach and Kate Spade, while also maintaining a disciplined spending approach and focusing on potential buybacks and strategic mergers. The company's strong financial position, solid earnings growth, and potential for market share growth in international markets make it a sound investment choice with potential for continued success and shareholder returns.
Bears say
Tapestry is facing headwinds from U.S. tariffs, which are creating a ~200 bps gross margin headwind this fiscal year. The company continues to work on absorbing and offsetting these tariffs through pricing actions, product re-sourcing, and vendor negotiations, but it is expected to still face ~80 bps gross margin contraction in Q3 and a total of ~190 bps improvement in FY26. However, the strong top-line growth and cost discipline are expected to drive a 90 bps margin expansion in FY27. Despite challenging market conditions, Tapestry is performing well and has improved its gross margin by 110 bps YoY in H2. Additionally, its operating margin has expanded by 380 bps YoY to 28.8%, driven by greater SG&A leverage and improvements at Coach (320 bps margin expansion YoY) and Kate Spade (1,170 bps margin contraction YoY). Promotional messaging has also been reduced YoY and the company is investing in marketing to support its growth.
This aggregate rating is based on analysts' research of Tapestry and is not a guaranteed prediction by Public.com or investment advice.
Tapestry (TPR) Analyst Forecast & Price Prediction
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