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TPR TAPESTRY, INC.

Trailing twelve months to 2026-06-27 · as filed 2026-08-13, not restated
Consumer Disc

Scale

Market cap
$24.9bn
Revenue TTM
$8.0bn
Net income TTM
$1.5bn
Free cash flow
$1.8bn
Composite score
66.9
Sector rank
#387

Valuation

P / E
16.3
EV / EBITDA
12.6
EV / sales
3.3
FCF yield
7.28%
Earnings yield vs 10-yr
1.40pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
19.1%
EBITDA margin
25.9%
ROE
220.7%
ROIC
98.8%
Revenue growth
14.2%

Insider activity, last 90 days

Net open-market
$-3.68m
Buyers
0
Sellers
1

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

As a result of these changes in the tariff landscape, for the three and nine months ended March 28, 2026, the Company's gross margin was negatively impacted by approximately 180 basis points and 150 basis points, respectively. The Company does not have directly operated stores in the Middle East and has a minimal distributor business which was less than 1% of the Company’s total Net sales for fiscal 2025. This trend has resulted in impacts to our business including, but not limited to, for the three months ended March 28, 2026, increased Net sales of $35.1 million and a negative impact of approximately 10 basis points to both gross margin and operating margin. …TAPESTRY, INC., 10-Q, period ended 2026-03-28, filed 2026-05-07

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