Company Analysis

Tapestry, Inc. (TPR)

NYSE: TPR · Leather & Leather Products · New York, NY · filing with the SEC since 2000
Grade6.7
◀ Past 5.3● Present 7.6▶ Future 6.8

The grade of Tapestry, Inc.

Nine metrics read from its own filings, by tense
Headline grade
6.7/10
◀ Past5.330% of the headline
● Present7.640% of the headline
▶ Future6.830% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.3/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
1.5/10

Has it survived what it has been through?

2 warning events since 2017; the latest 2024-11-14.

weight 33% of this tense · 15th percentile among 10 sector filers · read for itself

From the record

Tapestry, Inc.'s filings since 2017 show 2 warning events: a debt default or acceleration notice (8-K item 2.04, 2 times, the latest 2024-11-14) (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
6.5/10

What has it actually done, year after year?

+6.6% a year over 10 filed years; profitable in 9 of 10.

weight 45% of this tense · 65th percentile among 10 sector filers · read for its customers

From the record

Tapestry, Inc.'s 10 filed years say what it did: revenue went from $4.5 billion in fiscal 2017 to $8.0 billion in fiscal 2026, up 6.6% a year; it rose in 7 of 9 years; the deepest fall was 18% from fiscal 2019 to fiscal 2020; net income was positive in 9 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span6.6%top 45% of its family
  • the share of years revenue rosetop 30% of its family
  • the share of filed years with a profittop 40% of its family
  • the deepest fall from a revenue peak17.7%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
8.5/10

How has it treated the people who own it?

Share count shrank 4.5% a year. 95% of cash flow returned. Insiders: 47 sales, 0 purchases.

weight 22% of this tense · 85th percentile among 10 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-06-27, Tapestry, Inc.'s diluted share count shrank about 4.5% a year, and dividends and buybacks returned about 95% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 47 sales (9 under scheduled 10b5-1 plans) and 0 purchases of their own stock on the open market in the year to 2026-11-12 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 5% of its family
  • cash returned against operating cash flowtop 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

7.6/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
7.5/10

Is it financially healthy right now?

ROE 221%: 221¢ of profit per shareholder dollar. Leverage 90%: owes 90¢ per asset dollar.

weight 45% of this tense · 75th percentile among 10 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-06-27, Tapestry, Inc. earned about 221 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 93 cents per dollar of everything the company owns. Leverage: it owed about 90 cents per dollar of assets, and net share issuance: its share count shrank 5.5% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 25% of its family
  • return on equitytop 5% of its family
  • gross profit against assetstop 5% of its family
  • the share count against the year beforetop 15% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
8.8/10

How strong is its position in its industry?

top 12% of 10 in its family; net margin 19.1%.

weight 33% of this tense · 88th percentile among 10 sector filers · read for its customers

From the record

Tapestry, Inc.'s standing among 10 graded names in its industry family: revenue of $8.0 billion in fiscal 2026 ranks in the top 6% by size; a net margin of 19.1% ranks in the top 5%; revenue growth of 6.3% a year over the last 3 filed years ranks in the top 25% (its annual reports).

What it rests on

  • revenue against the family$8.00Btop 6% of its family
  • net margin19.1%top 5% of its family
  • three-year revenue growth6.3%top 25% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
6.0/10

What are the people in charge doing?

top 40% of 8 in its family for leadership; chief executive since 2020.

weight 22% of this tense · 60th percentile among 8 sector filers · read for its shareholders

From the record

Tapestry, Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Crevoiserat, Joanne C. (Chief Executive Officer, as filed), filing under that title since 2020-08-07, 6.3 years (top 44% of its family); the 15 officers and directors filing in the last fifteen months have been on the record a median of 5.9 years (bottom 44%); 6 officer or director changes were reported on Form 8-K since 2023-11-13, against the 15 people in charge now (top 19%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge6 in three years among 15 peopletop 19% of its family
  • the median years the people in charge have filed5.9 yearsbottom 44% of its family
  • the chief executive's years on the record6.3 yearstop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

6.8/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
7.2/10

How much room does it have to grow?

top 28% of 10 in its family for room to expand.

weight 45% of this tense · 72nd percentile among 10 sector filers · read for itself

From the record

Tapestry, Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $975 million against debt of $2.4 billion leaves -21.2% of its assets as net cash, bottom 25% of its family; cash from operations less capital spending is 22.6% of revenue (top 5%); a gross margin of 77.8% (top 5%) (its annual report).

What it rests on

  • cash less debt against assets-21.2%bottom 25% of its family
  • cash from operations less capital spending against revenue22.6%top 5% of its family
  • gross margin77.8%top 5% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.2/10

What could actually drive growth from here?

top 38% of 10 in its family for growth drivers.

weight 33% of this tense · 62nd percentile among 10 sector filers · read for its customers

From the record

Tapestry, Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew 6.3% a year over the last three filed years against 6.6% over all 10, slowing (top 25% of its family); the newest year grew 14.2% (top 25%); capital spending grew -3.4% a year (bottom 35%) (its annual reports). Tapestry, Inc. reported 4 lines of business in fiscal 2026: Coach at $6.9 billion (86%), Kate Spade Company at $1.1 billion (13%), Stuart Weitzman at $15 million (0%), and 1 more; 1 of 4 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-0.3 points a yeartop 25% of its family
  • the newest year's revenue growth14.2%top 25% of its family
  • three-year growth of capital spending-3.4%bottom 35% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
6.8/10

Did its newest year beat what its own record pointed to?

top 31% of 9 in its family for expectations against reality.

weight 22% of this tense · 69th percentile among 9 sector filers · read for its shareholders

From the record

Tapestry, Inc.'s newest year against its own record: revenue of $8.0 billion in fiscal 2026 came in 11.3% above the $7.2 billion its prior three years' pace pointed to (top 39% of its family); net income of $1.5 billion against a prior three-year average of $645 million (top 39%); a net margin of 19.1% against 9.6% before (top 17%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace11.3%top 39% of its family
  • net income against the prior three years' average+137%top 39% of its family
  • net margin against its prior average+9.5 pointstop 17% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton TPR · research, not advice