Tapestry Inc (TPR)

Sep 25, 2026

Tapestry, Inc. (TPR), a large-cap luxury goods company, has significantly underperformed the Nasdaq Composite (NASX) and a peer over the past three months and year, despite beating Q4 2026 EPS estimates. The underperformance is largely attributed to a disappointing fiscal 2027 revenue forecast. Despite this, Wall Street analysts maintain a "Strong Buy" consensus rating for TPR, with a substantial upside potential in its price target.

Sep 25, 2026

Tapestry, Inc. (NYSE:TPR) has a "Moderate Buy" consensus rating from 21 firms, with an average 12-month price target of $175.12, significantly higher than its opening price of $111.97. The company's recent quarterly results exceeded expectations, with adjusted EPS of $1.32 and revenue of $1.88 billion, an 8.9% year-over-year increase. Tapestry also increased its quarterly dividend to $0.4625, indicating strong shareholder returns, while institutional investors hold a substantial 90.77% of the stock.

Sep 25, 2026

PVH Corp. (PVH) presents a complex investment case, characterized by flat multi-year revenue growth but robust operating and free cash flow generation. The company's recent second-quarter results showed a GAAP net loss due to a noncash goodwill impairment, but an adjusted profit of $3.70 per share, significantly boosted by a one-time tariff refund. Institutional investors are divided, with some seeing a value bargain due to low valuation multiples, while others view it as a value trap, citing concerns over earnings quality, persistent revenue declines in key segments, and high short interest.

Sep 25, 2026

Tapestry Inc. (TPR) has significantly underperformed the Nasdaq Composite over the past three months and the past 52 weeks, with its stock down 25.1% and 1.2% respectively, while the Nasdaq has seen substantial gains. This underperformance is largely attributed to a disappointing fiscal 2027 revenue forecast despite beating Q4 2026 earnings estimates. Despite bearish momentum and lagging behind peers, analysts maintain a "Strong Buy" rating with a significant upside potential.

Sep 24, 2026

Tanger Outlets Columbus is expanding its offerings with the addition of a new Build-A-Bear Workshop and a Sbarro restaurant, both scheduled to open later this year. These new establishments, along with other recent store openings, are part of Tanger's strategy to enhance shopping, dining, and family-friendly experiences at the outlet center. The marketing director stated that these additions will bring more energy and variety, allowing guests to create special memories and enjoy new experiences.

Sep 22, 2026

Fossil Group (NASDAQ:FOSL) shares recently crossed above their 200-day moving average, reaching $5.87 with a last trade at $5.86, compared to the long-term average of $4.63. Despite mixed analyst ratings, with a "Moderate Buy" consensus but also a "sell" rating from Weiss Ratings, the company reported better-than-expected quarterly revenue and EPS. However, Fossil Group faces ongoing financial challenges including a negative net margin, negative return on equity, and a high debt-to-equity ratio of 2.74.

Sep 22, 2026

Capri Holdings, parent company of Michael Kors and Jimmy Choo, is reportedly engaging with potential buyers, with some having already reviewed its financial records. Despite the company's recent efforts to turn around its Michael Kors brand and its sale of Versace to Prada to improve its balance sheet, a significant derivative liability presents a potential financial hurdle for any acquisition. The article explores the complexities of such a deal, including market sentiment and the ongoing debate about the ideal corporate structure for luxury fashion brands.

Sep 22, 2026

Capri Holdings, parent company of Michael Kors and Jimmy Choo, is reportedly attracting informal interest from potential buyers, even though a deal is not expected in the near term. The company previously sold Versace and has been working on a turnaround for Michael Kors. A significant hurdle for any potential acquisition is an $809 million derivative liability that would become due upon a change of control.

Sep 22, 2026

Tapestry (NYSE: TPR) has significantly outperformed the market over the last five years, with an average annual return of 23.43%. An initial investment of $100 in TPR stock five years ago would now be valued at $280.22. This demonstrates the substantial impact of compounded returns on investment growth over time.

Sep 21, 2026

Shares of Tapestry Inc. (TPR) fell by 1.68% on Monday, closing at $113.07. Despite this drop, the stock still outperformed the broader market, as the S&P 500 Index rose by 1.49% and the Dow Jones Industrial Average gained 0.71%. This marks the third consecutive day of losses for Tapestry Inc. stock.

Sep 21, 2026

Tapestry (TPR) shows resilient revenue, largely due to strong double-digit growth from its Coach brand, while Kate Spade continues to underperform. Despite an attractive valuation and solid shareholder returns, concerns about insider activity persist. The author maintains a "hold" rating, citing the positive impact of Coach but the drag from Kate Spade.

Sep 21, 2026

Nykredit A/S recently acquired 82,027 shares of Tapestry, Inc. (NYSE:TPR) valued at approximately $12 million during the second quarter. This move is part of broader institutional interest, with hedge funds and institutional investors collectively owning 90.77% of the company. Tapestry, known for brands like Coach and Kate Spade, reported strong quarterly earnings and revenue growth, leading analysts to maintain a "Moderate Buy" consensus rating with an average price target of $175.12.

Sep 17, 2026

Tapestry (TPR) has integrated in-app shopping for its Coach and Kate Spade brands directly into Google's Gemini app and Google Search. This move leverages Google's AI shopping tools and Universal Commerce Protocol for direct checkouts, aligning with Tapestry's strategy to focus on AI-led commerce, digital infrastructure, and engaging younger consumers. The company aims to boost direct-to-consumer engagement and potentially improve performance for Kate Spade, while navigating competition from other luxury brands also investing in AI.

Sep 16, 2026

Movado Group (MOV) has experienced a significant turnaround, driven by two consecutive quarters of strong earnings, a debt-free balance sheet, and a raised dividend. Analysts have given the stock a "Strong Buy" rating with a price target implying a 22% upside. While the company's recent performance includes some temporary benefits like tariff refunds, a genuine consumer shift back to traditional watches and strategic partnerships suggest continued momentum, though investors should be mindful of the stock's recent sharp run-up and competitive risks.

Sep 16, 2026

WINTON GROUP Ltd significantly reduced its stake in Tapestry, Inc. (NYSE:TPR) by selling 19,516 shares, leaving them with 3,200 shares valued at approximately $468,000. Despite this, institutional investors collectively own 90.77% of the company. Tapestry reported strong quarterly earnings, exceeding expectations with $1.32 EPS and $1.88 billion in revenue, and subsequently raised its quarterly dividend.

Sep 16, 2026

Bank of America Corp DE has acquired a new position in Tapestry, Inc. (NYSE:TPR) during the second quarter, purchasing over 5.2 million shares valued at approximately $771.3 million, representing 2.61% ownership. Other institutional investors have also adjusted their holdings, with 90.77% of Tapestry stock owned by hedge funds and institutions. The luxury accessories retailer recently reported strong earnings, beating analyst estimates, and increased its quarterly dividend.

Sep 13, 2026

Engineers Gate Manager LP recently acquired 204,843 shares of Capri Holdings Limited, valued at approximately $3.8 million, making up 0.18% of the company's stock. Capri Holdings reported better-than-expected quarterly EPS of $0.67 on revenue of $769 million, though revenue was down 3.5% year-over-year. Analyst sentiment for CPRI is currently mixed, with an average "Hold" rating and a consensus price target of $21.93.

Sep 12, 2026

Tidal Investments LLC increased its stake in Tapestry, Inc. (NYSE:TPR) by 14.7% in the second quarter, bringing its total holdings to 67,741 shares valued at approximately $9.9 million. This luxury accessories retailer has seen significant institutional interest, with 90.77% of its stock owned by institutional investors. Tapestry also reported strong financial results, beating earnings and revenue expectations, raising its quarterly dividend, and maintaining a "Moderate Buy" consensus rating from analysts, despite some insider share sales.

Sep 12, 2026

NewEdge Advisors LLC increased its stake in Tapestry, Inc. (NYSE:TPR) by 15.8% in the second quarter, bringing its total holdings to 80,827 shares valued at $11.8 million. Institutional investors now own 90.77% of the company. Analysts maintain a "Moderate Buy" rating with an average price target of $175.12, following strong quarterly earnings where Tapestry exceeded expectations and raised its dividend.

Sep 12, 2026

Jim Cramer expressed a desire to stay invested in Tapestry (TPR) despite a significant stock drop, which he described as difficult to reconcile with the company's strong fiscal 2026 results. While Coach showed robust growth, Kate Spade's performance was weaker, contributing to market skepticism. Cramer believes the stock's decline may be overdone given the fundamental strengths and future EPS growth projections.