Tapestry - Coach and Kate Spade

16,000 Total Employees

Tapestry - Coach and Kate Spade Company Growth, Stability & Outlook

What People Are Saying About Tapestry - Coach and Kate Spade

  • Strong Revenue Growth: Company-level sales reached record highs and accelerated into FY2026, with management raising the full‑year outlook. Growth is led by Coach across key regions on strong full‑price handbag demand.
  • Profitability: Gross and operating margins expanded to record levels, with EPS also improving meaningfully. Management indicates tariff and duty pressure is expected to be more than offset by further margin expansion and cost leverage.
  • Healthy Cash Flow: Guidance points to robust adjusted free cash flow and significant planned returns to shareholders via dividends and buybacks. Leverage was described as low relative to earnings capacity, supporting ongoing capital deployment.