Beyond Europe · United States
Tapestry
TPR · NYSE. Prices to 23 Oct 2026. Updated 25 Oct 2026.
Owner of Coach and Kate Spade. Stuart Weitzman has been sold, so growth is shown on a reported basis with pro forma figures in the notes.
Company tag
Stable
- Sales. Reported, Q4 FY26 (Apr to Jun 2026): +9% (+11% pro forma cc)recovering
- Shares. −13.6% YTD vs S&P 500 +11.4%: −25 ptsweakening
Same thresholds as the European Luxury Health Check, but against the local market: growth above 3% scores +1, below 0% scores −1; shares more than 5 points ahead of the S&P 500 year to date score +1, more than 5 points behind score −1. Total 0. This tag is separate and does not feed the European health score.
Key numbers
| Period | Revenue | Growth | Released |
|---|---|---|---|
| Q4 FY26 (Apr to Jun 2026) | $1,880m | +9% (+11% pro forma cc) | 13 Aug 2026 |
| Earlier periods | not yet verified |
Growth basis: reported, as the company reports it. Download CSV
| Margin and valuation | Value | Source |
|---|---|---|
| Non GAAP gross margin, Q4 FY26 | 78.1% | source |
| Non GAAP operating margin, Q4 FY26 | 19.3% | source |
| Valuation (P/E, yield) | not yet verified |
Reporting lines
Q4 FY26 revenue by brand and region, $ million
| Q4 FY26 | Reported | Constant currency | |
|---|---|---|---|
| Coach | 1,641.5 | +15% | +14% |
| Kate Spade | 235.1 | −7% | −7% |
| North America | 1,148.2 | +7% | +7% |
| Greater China | 352.2 | +33% | +28% |
| Europe | 122.6 | +22% | +19% |
| Japan | 105.0 | −11% | −4% |
From the brand and region table in the release. Source. Download CSV
What management said
Q4 FY26 (Apr to Jun 2026) Tone: confident
Released 13 Aug 2026. Hit Investor Day targets two years early and guided to further growth. Release.
- Coach revenue up 15% (+14% constant currency); Kate Spade down 7%. source
- Greater China up 33% reported; Europe up 22%. source
- Non GAAP operating margin 19.3%, up 250 basis points. source
- Fiscal 2027 outlook: mid single digit revenue growth. source
“Our fourth quarter outperformance capped a year of strong growth, as we meaningfully exceeded expectations and achieved key financial commitments we established at our Investor Day two years ahead of plan.”
Joanne Crevoiserat, Chief Executive Officer, source
Call: No public call transcript checked for this release. Not yet verified.
Annual report. Quarterly results. Form 10-K not yet reviewed for this page.
Not yet verified: Q1 FY27 (due early November 2026). Q1 to Q3 FY26 quarters for the four quarter table.
Sources
- Q4 FY26 (Apr to Jun 2026) release
- Share prices: Yahoo Finance daily closes
Last updated 25 Oct 2026. Quotes are copied verbatim from the linked releases.