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Tapestry (TPR) investor relations material
Tapestry Investor Day 2025 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Day 2025 summary10 Sep, 2025
Strategic vision and growth agenda
Amplified growth agenda focuses on scaling proven strategies: emotional consumer connections, fashion innovation, compelling experiences, and people development, with a strong emphasis on new customer acquisition, especially among Gen Z, and international expansion in Greater China and Europe.
Brand building is driven by data, consumer insights, and a direct-to-consumer model, with 85% of business through owned channels and a culture of agility and innovation.
Coach aims for $10B+ in annual sales with world-class margins, leveraging icons like Tabby and Brooklyn, expanding core categories, and integrating retail and outlet channels under a unified brand experience.
Kate Spade is repositioning to become top-of-mind for Gen Z connectors, streamlining assortment by 40%, focusing on blockbuster handbags, and increasing brand marketing by over 60% to drive relevance and profitable growth by 2027.
Sustainability and responsible choices are core ambitions, aiming to uplift communities and sustain the planet.
Financial guidance and capital allocation
Fiscal 2027–2028 targets: mid-single-digit revenue growth, operating margin above 22%, and low double-digit EPS growth annually.
$4B in cash to be returned to shareholders through 2028 via dividends and share repurchases, with continued investment in brand building and technology.
Store growth will be less than 1% of sales, focused on smaller, more productive formats, primarily outside the U.S., with disciplined productivity criteria.
Margin expansion is driven by AUR growth, supply chain efficiencies, and international mix, with tariffs fully mitigated by 2027.
Maintains a strong balance sheet with a long-term gross leverage target below 2.5x.
Brand and operational differentiation
Both Coach and Kate Spade target Gen Z but with distinct consumer segments and emotional drivers, ensuring clear brand positioning and minimal overlap.
Brand-building capabilities are institutionalized through a new brand university, always-on consumer testing, and a focus on eliminating deselection barriers.
Data and AI are central to product, pricing, and marketing decisions, with a patented data platform enabling rapid insight-to-action cycles.
Supply chain leverages automation, robotics, and a diversified supplier base to ensure quality, resilience, and cost control.
Men’s and footwear categories, especially sneakers, are growth opportunities, with all-gender products and cross-category innovation.
Quantify Gen Z penetration targets by market
Kate Spade's path to profitable growth by FY27?
Coach's icon strategy impact on sales mix?
Coach's path to $10B revenue target?
Kate Spade's path to FY27 profitable growth?
Supply chain's role in gross margin expansion?
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Next Tapestry earnings date
Q1 20266 Nov, 2025
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Frequently asked questions
Luxury Fashion
Tapestry Inc. is an American multinational luxury fashion holding company. Tapestry's portfolio includes several high-profile brands, notably Coach, Kate Spade New York, and Stuart Weitzman. These brands are focused on quality, craftsmanship, and unique designs in luxury handbags, accessories, footwear, and ready-to-wear fashion. Tapestry operates in several international markets, emphasizing a balance between heritage and innovation in fashion design. The company is headquartered in NYC, and its shares are listed on the NYSE.
From Coach to Tapestry
Tapestry was established in 1941 as a family-run workshop in Manhattan under the name Coach, and initially focused on producing quality leather goods. Coach gained a stellar reputation for its craftsmanship and style in the handbag and accessories sector, and over the years grew into a massive company. Coach acquired Stuart Weitzman in 2015 and Kate Spade & Company in 2017, and subsequently also rebranded itself as Tapestry. In 2023 the company also acquired Capri Holdings, further expanding its portfolio of brands.
High-end Products
Tapestry operates as a house of modern luxury lifestyle brands, producing a diverse range of products. The company's portfolio encompasses a variety of high-end items, primarily focusing on fashion accessories, handbags, and leather goods. Additionally, Tapestry's product lines extend to footwear, ready-to-wear apparel, jewelry, fragrances and lifestyle accessories. The company has a similar view on craftsmanship and heritage as other similar companies in the industry do, with some examples being LVMH and Kering, and is evident across its product range where it aims to blend classic aesthetics with contemporary designs. Tapestry's products are known for their high-quality materials, attention to detail, and distinctive styling.
The Brands
Tapestry, Inc. owns and operates several prominent brands in the luxury fashion sector. These include Coach, a renowned brand specializing in handbags, leather goods, and accessories. Stuart Weitzman focuses on high-end shoes, while Kate Spade offers handbags, clothing, accessories, and home goods. As previously mentioned, the company has purchased Capri Holdings and through it, Tapestry owns Versace, Michael Kors, and Jimmy Choo.
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