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Tapestry (TPR) Reports Q4 Earnings: What Key Metrics Have to Say

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For the quarter ended June 2026, Tapestry (TPR - Free Report) reported revenue of $1.88 billion, up 8.9% over the same period last year. EPS came in at $1.32, compared to $1.04 in the year-ago quarter.

The reported revenue represents a surprise of -0.04% over the Zacks Consensus Estimate of $1.88 billion. With the consensus EPS estimate being $1.26, the EPS surprise was +4.76%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.

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): 973 versus 966 estimated by two analysts on average.
  • Number of stores - Total (EOP): 1,299 versus 1,340 estimated by two analysts on average.
  • Number of stores - Total Kate Spade (North America + International): 326 compared to the 334 average estimate based on two analysts.
  • Geographic Net Sales- Other International: $162.2 million versus $163.71 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.7% change.
  • Geographic Net Sales- Other Asia: $214 million versus the three-analyst average estimate of $203.22 million. The reported number represents a year-over-year change of +4.5%.
  • Geographic Net Sales- Greater China: $352.2 million versus $333.59 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +28.6% change.
  • Geographic Net Sales- North America: $1.15 billion compared to the $1.17 billion average estimate based on three analysts. The reported number represents a change of +4.1% year over year.
  • Geographic Net Sales- North America- Kate Spade: $177.8 million versus the two-analyst average estimate of $176.23 million. The reported number represents a year-over-year change of -7.7%.
  • Geographic Net Sales- Greater China- Kate Spade: $8.6 million compared to the $8.86 million average estimate based on two analysts. The reported number represents a change of -16.5% year over year.
  • Geographic Net Sales- North America- Coach: $970.4 million versus the two-analyst average estimate of $996.19 million. The reported number represents a year-over-year change of +10.6%.
  • Net Sales- Kate Spade: $235.1 million versus the four-analyst average estimate of $232.11 million. The reported number represents a year-over-year change of -6.9%.
  • Net Sales- Coach: $1.64 billion compared to the $1.64 billion average estimate based on four analysts. The reported number represents a change of +15.2% year over year.

View all Key Company Metrics for Tapestry here>>>

Shares of Tapestry have returned +9.6% over the past month versus the Zacks S&P 500 composite's +2.4% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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