Tapestry
About: Coach, Kate Spade, and Stuart Weitzman are New York City-based Tapestry's fashion and accessory brands. The firm's products are sold through about 1,400 company-operated stores, wholesale channels, and e-commerce in North America (64% of fiscal 2024 sales), Europe, Asia, and elsewhere. Coach (76% of sales) is best known for affordable luxury leather products. Kate Spade (20%) is known for colorful patterns and graphics. Both Coach and Kate Spade specialize in women's handbags and accessories, 69% of Tapestry's fiscal 2024 sales. Stuart Weitzman (4%) generates virtually all its revenue from women's luxury footwear.
Employees: 20,800
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
108% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 74
78% more funds holding in top 10
Funds holding in top 10: 9 [Q3] → 16 (+7) [Q4]
49% more capital invested
Capital invested by funds: $9.6B [Q3] → $14.3B (+$4.66B) [Q4]
10% more funds holding
Funds holding: 662 [Q3] → 727 (+65) [Q4]
4.9% more ownership
Funds ownership: 88.81% [Q3] → 93.71% (+4.9%) [Q4]
3% more repeat investments, than reductions
Existing positions increased: 241 | Existing positions reduced: 234
55% less call options, than puts
Call options by funds: $414M | Put options by funds: $916M
Research analyst outlook
14 Wall Street Analysts provided 1 year price targets over the past 3 months
14 analyst ratings
Citigroup Paul Lejuez 41% 1-year accuracy 19 / 46 met price target | 27%upside $81 | Buy Maintained | 17 Apr 2025 |
Barclays Adrienne Yih 26% 1-year accuracy 25 / 97 met price target | 30%upside $83 | Overweight Maintained | 10 Apr 2025 |
Baird Mark Altschwager 38% 1-year accuracy 12 / 32 met price target | 57%upside $100 | Outperform Maintained | 20 Feb 2025 |
Redburn Atlantic Daniela Nedialkova 0% 1-year accuracy 0 / 1 met price target | 73%upside $110 | Buy Upgraded | 18 Feb 2025 |
JP Morgan Matthew Boss 41% 1-year accuracy 33 / 81 met price target | 63%upside $104 | Overweight Maintained | 12 Feb 2025 |
Financial journalist opinion
Based on 19 articles about TPR published over the past 30 days









