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All stocks · Consumer Cyclical · Apparel, Accessories & Luxury Goods

Tapestry, Inc. TPR

Tapestry, Inc. scores good on business quality (7.2 of 10). Here is why, in plain words, and what our sealed record shows.

Last price$116.24Oct 10, 2026
Business qualityGood
Next earningsNov 5, 2026
Insiders, 90 daysSelling

Why it matters

  1. What Tapestry, Inc. does

    Tapestry designs and sells luxury accessories and branded apparel, generating $8.0B in revenue primarily through iconic handbag labels like Coach paid for by fashion-conscious consumers worldwide. The company is leaning heavily into direct-to-consumer digital channels and localized marketing to drive customer engagement and expand margins.

  2. What it does best

    Tapestry converts raw materials into luxury goods at an elite gross margin of 77.8%, comfortably outpacing peers like Ralph Lauren at 70.3%. This pricing power stems from decades of brand equity and strict control over global distribution channels.

  3. The main risk

    Carrying $2.4B in total debt against $1.2B in cash leaves the balance sheet vulnerable to sudden consumer spending pullbacks or macro shocks. Debt obligations limit aggressive capital allocation if retail demand softens.

Quality, check by check

Scored against its own industry, from company filings.

ProfitabilityStrong

Operating margin hits 24.1% and free cash flow margin lands in the 94th sector percentile, driven by high-margin direct sales that scale efficiently.

MoatStrong

The brand intangible asset moat locks in global consumers through pricing power, reflected in a gross margin sitting in the top decile of its sector at the 97th percentile.

GrowthSteady

Revenue growth accelerated to 14.2% over the latest period, jumping from $7.0B to $8.0B and outpacing its historical multi-year flat trend.

Financial healthFair

Debt-to-equity sits at 3.4x while interest coverage is a manageable 16.2x, supported by $1.8B in free cash flow that signals improving cash generation.

Insiders

Executives and directors, from SEC Form 4 filings we read ourselves. Open market trades only; grants, option exercises and pre-planned sales left out.

1 sold $670K outside pre-planned sales.

Our sealed record on TPR

Verdicts appear here 30 days after we publish them; members see today's. Each one is in the nightly ledger, fingerprinted the night it was made.

The first sealed verdicts appear here on Oct 11, 2026.

Questions

Is TPR a good business?

Tapestry, Inc. scores good on the Cluenex quality check (7.2 of 10), measured against its own industry. Profitability is strong, moat strong, growth steady and financial health fair.

Are insiders buying TPR?

In the last 90 days of SEC Form 4 filings: 1 sold $670K outside pre-planned sales.

When does TPR report earnings?

Nov 5, 2026.

For members

See TPR today

  • Today's verdict on TPR, and why
  • Fair value with cautious, base and optimistic cases
  • The exact price that would change the verdict
  • Which stocks each signal names, the night it fires
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Cite this page: Cluenex, “Tapestry, Inc. (TPR)”, https://cluenex.com/stocks/tpr/, data as of Oct 10, 2026.