Tapestry, Inc.

TPR Consumer Cyclical Luxury Goods

Tapestry, Inc.’s revenue for fiscal 2026 (year ended June 2026) was $8.0 billion, up 14.2% from fiscal 2025.

Revenue
+11.1%
EPS
+37.1%
Free cash flow
+3.79%
Total debt
−2.97%

Quarter to September 2026, against a year earlier

134.56 9.25 +7.38%
Market cap
$26.6B
P/E
16.8×
Fwd P/E
14.7×
Dividend yield
1.24%
F-score
7/9
Altman Z
4.68
Beneish M
−2.79
Dividend safety
78/100

Tapestry, Inc. (TPR) revenue by segment, product and region

Where the money comes from and where it goes

Fiscal 2026: revenue by segment, and margins
Coach 6,915 86.39%
Kate Spade 1,075 13.43%
Stuart Weitzman 15 0.18%
Stuart Weitzman 15 0.18%
Gross margin 77.82%
Operating margin 23.92%
Pre-tax margin 23.25%

Revenue by product or service $m

Line FY2026 FY2025 FY2024 FY2023 FY2017 FY2016 FY2015 FY2014 FY2013 FY2012
Handbags 4,611 3,846 3,611 3,627 — — — — — —
Accessories 2,233 1,809 1,715 1,651 — — — — — —
Other 689 742 721 733 — — — — — —
Footwear 471 613 625 651 — — — — — —
Women's Handbags — — — — 2,308 2,393 2,390 2,826 3,177 2,886
Men's — — — — 808 726 680 692 600 424
Women's Accessories — — — — 721 722 709 860 954 1,170
Other Products — — — — 278 307 369 428 345 284
Other, not broken out — — — — 374 345 43 — — —
Revenue 8,004 7,011 6,671 6,661 4,488 4,492 4,192 4,806 5,075 4,763

Revenue by segment $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016 FY2013 FY2012 FY2011 FY2010 FY2009
Coach 6,915 5,599 5,095 4,960 4,921 4,253 3,526 4,271 4,222 4,115 4,147 — — — — —
Kate Spade 1,075 1,197 1,334 1,419 1,446 1,210 1,150 1,367 1,285 0 0 — — — — —
Stuart Weitzman 15 215 242 — 318 283 286 389 374 374 345 — — — — —
Stuart Weitzman 15 215 242 282 — — — — — — — — — — — —
North America — — — — — — — — — — — 3,478 3,317 2,975 — —
International — — — — — — — — — — — 1,558 1,413 1,147 — —
Other Segments — — — — — — — — — — — 39 33 36 — —
Intersegment Eliminations — — — — — — — — — — — — 0 — — —
Direct To Consumer — — — — — — — — — — — — — — 3,179 2,727
Indirect — — — — — — — — — — — — — — 429 504
Eliminations — (215) (241) — — — — — — — — — — — — —
Revenue 8,004 7,011 6,671 6,661 6,685 5,746 4,961 6,027 5,880 4,488 4,492 5,075 4,763 4,159 3,608 3,230

Operating income by segment $m, and margin

Revenue by region $m

Line FY2026 FY2025 FY2024 FY2023 FY2022 FY2021 FY2020 FY2019 FY2018 FY2017 FY2016 FY2015 FY2014 FY2013
United States 4,697 4,208 3,950 4,040 4,174 3,366 2,840 3,395 3,457 2,433 2,477 2,373 2,969 3,335
Other 1,442 1,228 1,155 1,036 905 687 789 1,007 890 787 803 637 599 527
China 1,399 1,060 1,013 1,016 1,027 1,094 730 913 837 696 652 636 584 453
Japan 466 515 554 569 579 599 603 712 696 573 560 546 655 761
Also reported: a second breakdown of the same revenue
North America 5,044 4,517 4,314 4,360 4,449 3,542 3,051 3,685 3,685 2,623 — — — —
Greater China 1,399 1,060 1,013 1,016 1,027 1,094 730 913 837 696 — — — —
Other Asia 907 895 903 895 831 805 851 1,017 947 863 — — — —
Other 655 539 442 390 378 305 329 412 411 306 — — — —
Revenue 8,004 7,011 6,671 6,661 6,685 5,746 4,961 6,027 5,880 4,488 4,492 4,192 4,806 5,075

Operating figures as reported in each quarter’s results release or filing

Figure Quarter Latest A year before Change
Coach International directly-operated store count Q1 FY2027 644.00 608.00 +5.92%
Coach North America directly-operated store count Q1 FY2027 339.00 326.00 +3.99%
Gen Z consumers as a share of new customers Q1 FY2027 35.0% — —
Kate Spade International directly-operated store count Q1 FY2027 140.00 170.00 −17.65%
Kate Spade North America directly-operated store count Q1 FY2027 178.00 188.00 −5.32%
New customers acquired globally Q1 FY2027 2.6M 2.2M +18.18%

As each company reports them in its 10-K and 10-Q filings, in US dollars. Where a later filing recast a year's segments, the year is shown as recast; a period whose breakdown does not add up to the company's revenue is left out.