Back to top

Image: Bigstock

Tapestry (TPR) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

Read MoreHide Full Article

For the quarter ended December 2025, Tapestry (TPR - Free Report) reported revenue of $2.5 billion, up 14% over the same period last year. EPS came in at $2.69, compared to $2.00 in the year-ago quarter.

The reported revenue represents a surprise of +8.32% over the Zacks Consensus Estimate of $2.31 billion. With the consensus EPS estimate being $2.20, the EPS surprise was +22.27%.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Tapestry performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Number of stores - Total Coach (North America + International): 949 versus the two-analyst average estimate of 945.
  • Number of stores - Total (EOP): 1,302 compared to the 1,342 average estimate based on two analysts.
  • Number of stores - Total Kate Spade (North America + International): 353 compared to the 357 average estimate based on two analysts.
  • Geographic Net Sales- Other International: $189.8 million versus the three-analyst average estimate of $182.8 million. The reported number represents a year-over-year change of +22.6%.
  • Geographic Net Sales- Other Asia: $254.1 million versus the three-analyst average estimate of $241.51 million. The reported number represents a year-over-year change of -0.1%.
  • Geographic Net Sales- Greater China: $343.1 million versus $278.37 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +25.8% change.
  • Geographic Net Sales- North America: $1.72 billion versus $1.6 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.4% change.
  • Geographic Net Sales- North America- Kate Spade: $290 million versus the two-analyst average estimate of $295.06 million. The reported number represents a year-over-year change of -15%.
  • Geographic Net Sales- Greater China- Kate Spade: $10 million versus $9.69 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -16.7% change.
  • Geographic Net Sales- North America- Coach: $1.43 billion versus $1.31 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +26.7% change.
  • Net Sales- Kate Spade: $360 million versus the four-analyst average estimate of $368.48 million. The reported number represents a year-over-year change of -13.5%.
  • Net Sales- Coach: $2.14 billion compared to the $1.95 billion average estimate based on four analysts. The reported number represents a change of +25.3% year over year.

View all Key Company Metrics for Tapestry here>>>

Shares of Tapestry have returned -0.8% over the past month versus the Zacks S&P 500 composite's +0.5% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.

See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Tapestry, Inc. (TPR) - free report >>

Published in