TPR stock forecast, quote, news & analysis

Key Takeaways

• Tapestry shares declined roughly 17.6% over the past 30 days, falling from $152.37 on July 31, 2026, to $125.49 on August 28, 2026.
• The move was concentrated in a 16.5% single-session drop on August 13 after fiscal 2027 revenue guidance disappointed investors despite a fourth-quarter earnings beat.
• Coach remains the company's growth engine, while the Kate Spade brand continues to weigh on results and guidance.
• Management raised the dividend 16% and authorized a $1.35 billion buyback, but cautious forward guidance overshadowed strong full-year results.
• Wall Street remains broadly constructive, with a consensus "Moderate Buy" rating and an average price target above the current share price.

Tapestry (TPR) Company Overview and Market Position

Tapestry, Inc. is a New York-based house of accessible luxury brands, anchored by Coach and Kate Spade. Following the August 2025 divestiture of Stuart Weitzman, the company operates as a focused two-brand portfolio, designing and selling handbags, small leather goods, footwear, apparel, and accessories across women's, men's, and children's categories. Coach generates the vast majority of revenue and is the primary driver of profitability.

Investors follow TPR closely because of its pricing power, strong gross margins, direct-to-consumer distribution, and exposure to key growth markets such as Greater China. The company competes in the accessible-to-premium luxury segment, positioning Coach's momentum against an ongoing turnaround effort at Kate Spade.

Tapestry (TPR) Stock Price Performance: Last 30 Days vs. Quarter

Over the last 30 days, Tapestry shares fell from a close of $152.37 on July 31, 2026, to $125.49 on August 28, 2026, a decline of approximately 17.6%. The selloff was abrupt rather than gradual: shares rallied to a 52-week intraday high of $164.80 in early August before reversing sharply on August 13, when the stock dropped 16.5% in a single session to close at $128.39.

The quarterly picture reflects a similar pattern. Tapestry spent much of the quarter climbing on Coach-led momentum, ultimately reaching its 52-week high before the post-earnings correction erased those gains. Even after the pullback, the stock remained up roughly 35% over the trailing 12 months, underscoring that the recent decline is a sharp correction within a longer-term uptrend rather than a multi-year breakdown.

What Drove TPR Stock Price in the Last 30 Days

The primary catalyst was the fiscal fourth-quarter 2026 earnings report released on August 13. Tapestry beat expectations on both top and bottom lines, posting revenue of $1.88 billion (up 9% year over year) and adjusted earnings per share of $1.32 versus a consensus near $1.25–$1.28. Full-year revenue reached $8.0 billion, up 14%, while adjusted EPS grew 38% to $7.05.

Despite the beat, investors focused on forward guidance. Tapestry projected fiscal 2027 revenue of $8.4 billion to $8.5 billion, a mid-single-digit growth rate that came in below the roughly $8.47 billion consensus and marked a sharp deceleration from the 14% growth just delivered. Management signaled that growth would moderate in the back half of the fiscal year, and that Kate Spade is expected to post another high-single-digit revenue decline. The stock fell 16.5% on the day and was down roughly 22% over three sessions.

Capital-return announcements, including a 16% dividend increase to $0.4625 per quarter and a $1.35 billion buyback authorization, were not enough to offset the cautious outlook. Analyst reactions were mixed: UBS raised its price target to $232, while Bernstein, Barclays, BTIG, Wells Fargo, and Morgan Stanley maintained targets between roughly $159 and $185. Several firms trimmed targets or downgraded ratings to a neutral stance, and a routine CEO share sale for tax-withholding purposes added near-term noise.

What Drove TPR Stock Performance Over the Last Quarter

Over the broader quarter, Tapestry's stock was propelled by sustained Coach momentum. The brand's popular products, including the Brooklyn Bag, resonated with younger Gen Z shoppers, and the company added millions of new customers during fiscal 2026. Coach's fourth-quarter revenue rose 15% on a reported basis, with Greater China up 28% and North America up 10% at constant currency. Handbag average unit retail increased at a mid-teens rate, supporting pricing power and margin expansion.

That enthusiasm pushed shares to a 52-week high before the earnings reset. The correction reflected a repricing of growth expectations: with much of the near-term growth concentrated in Coach and international markets, investors reassessed whether the premium valuation was justified against decelerating top-line guidance, persistent Kate Spade weakness, and tariff-related uncertainty.

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TPR Stock Forecast Drivers: What Investors Should Watch Next

Investors should monitor Tapestry's upcoming quarterly results for evidence on whether Coach's growth can hold up as comparisons normalize. Key factors include the pace of Kate Spade's turnaround, the durability of new-customer acquisition, and the trajectory of Greater China demand. Macroeconomic considerations, including consumer spending trends and the company's assumption of a mid-20% tariff rate on U.S. inventory receipts, remain important swing factors. Analyst expectations, dividend and buyback execution, and peer performance from names such as Capri Holdings (CPRI) and Levi Strauss (LEVI) will also help frame sentiment. These are informational considerations, not financial advice or forecasts of future performance.

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