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    How Tapestry’s Q1 FY26 Earnings Beat And Amplify Strategy At Tapestry (TPR) Has Changed Its Investment Story

    Simply Wall St·12/19/2025 05:16:05
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    • Earlier this year, Tapestry reported first-quarter fiscal 2026 results showing a 13% year-over-year increase in net sales, with both EPS and adjusted EPS exceeding analyst expectations under its "Amplify" growth strategy.
    • This stronger-than-anticipated performance, combined with continued analyst optimism, has reinforced confidence in Tapestry’s ability to execute its long-term brand and operational plans.
    • We’ll now explore how this earnings beat and improving profitability shape Tapestry’s broader investment narrative and outlook.

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    Tapestry Investment Narrative Recap

    To own Tapestry, you need to believe its Coach-led brands can keep attracting younger consumers globally while improving margins despite tariffs, high debt and brick-and-mortar exposure. The latest earnings beat strengthens the near term profitability catalyst but does not materially reduce the key risk that tariff and duty headwinds could continue to weigh on margins if mitigation lags.

    The newly announced US$3,000,000,000 share buyback program is especially relevant here, as it sits alongside rising earnings and a growing Coach franchise. While it may support per share metrics and signal confidence, its long run impact still depends on Tapestry converting current operational gains into durable, cash generative growth.

    Yet even with strong recent results, investors should be aware of how escalating tariff and duty pressures could...

    Read the full narrative on Tapestry (it's free!)

    Tapestry's narrative projects $7.8 billion revenue and $1.4 billion earnings by 2028. This requires 3.6% yearly revenue growth and roughly a $1.2 billion earnings increase from $183.2 million today.

    Uncover how Tapestry's forecasts yield a $121.44 fair value, a 3% downside to its current price.

    Exploring Other Perspectives

    TPR 1-Year Stock Price Chart
    TPR 1-Year Stock Price Chart

    Simply Wall St Community members see Tapestry’s fair value between US$113.63 and US$138.04, across 3 separate views, underlining how far opinions can spread. Against that backdrop, the tariff and duty headwinds highlighted earlier may help explain why some investors are more cautious on the company’s future resilience than others.

    Explore 3 other fair value estimates on Tapestry - why the stock might be worth 9% less than the current price!

    Build Your Own Tapestry Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.