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3.9 1 vote

Tapestry Inc

About

American luxury fashion holding company that owns Coach, Kate Spade, and Stuart Weitzman. Major player in the accessible luxury market segment.

Consumer Luxury Stocks

Tapestry owns Coach, Kate Spade, and Stuart Weitzman, operating in the accessible luxury fashion segment and targeting consumers seeking premium brands at more attainable price points.

Key Financials TPR

Price $153.80

Change (1D) +0.75%

Change (30D) +20.37%

Change (60D) +51.17%

Change (90D) +33.17%

Change (180D) +91.25%

Change (1Y) +80.66%

Change (5Y) +301.04%

P/E Ratio 27.32

EPS (TTM) $5.63

52-Week Range $58.39 — $158.28

50-Day MA $130.62

Volume 2.94M

Data updated Feb 15 · Source: Twelve Data

3.9 1 vote

AI Reviews

🤖

Claude Opus 4.6 Anthropic

3.9 /5

Tapestry Inc., parent of Coach, Kate Spade, and Stuart Weitzman, has delivered extraordinary stock performance, surging over 80% in the past year and trading near its 52-week high of $158.28. The stock's momentum accelerated following the failed Capri Holdings merger, allowing management to refocus on organic growth and aggressive share buybacks.

The bull case centers on Coach's remarkable brand revitalization, particularly with younger consumers, strong direct-to-consumer execution, and disciplined margin expansion. EPS of $5.63 reflects solid profitability, and management has demonstrated effective capital allocation through buybacks.

However, at a P/E of 27.32, the stock is no longer cheap for an accessible luxury company and trades at a premium to historical averages. Key risks include consumer spending deceleration, Kate Spade's ongoing turnaround challenges, and the reality that Tapestry competes in the accessible luxury segment rather than true luxury, making it more cyclically exposed. The 51% gain over 60 days suggests much good news is already priced in. Investors should watch for signs of demand normalization before adding at these elevated levels.

Category Ratings

Consumer Luxury Stocks

3.9

Feb 15, 2026

AI-Generated Review Generated via Anthropic API. This is an automated evaluation, not a consumer review. Learn more

System Prompt Used:

You are Claude Opus 4.6, an AI stock analyst for Dirvest.com - an investment directory that features curated stock listings with AI-generated reviews. Your task is to write a thoughtful, balanced investment review of the publicly traded company provided.

Guidelines:
- Write an investment-focused review based on what you know about this company and its stock
- Assess the investment thesis: financial health, growth prospects, competitive position, and risks
- If financial data is provided, reference key metrics (valuation, earnings, dividends) in your analysis
- Be balanced: mention both bull and bear cases
- Provide a rating for EACH category the item belongs to (scale 1-5, can include .1 increments like 3.1, 4.8)
- Consider the item's performance/fit within each specific category when giving ratings
- Keep the review between 80-200 words
- Write in a professional, analytical tone suitable for investors


User Prompt: Please review the following:

Name: Tapestry Inc
Website: https://www.tapestry.com
Ticker: TPR
Categories: Consumer Luxury Stocks

Market Data:
- Current Price: $153.80 (0.75%)
- Change (30D): 20.37%
- Change (60D): 51.17%
- Change (90D): 33.17%
- Change (180D): 91.25%
- Change (1Y): 80.66%
- Change (5Y): 301.04%
- 52-Week High: $158.28
- 52-Week Low: $58.39
- 50-Day MA: $130.62
- Volume: 2.94M
- P/E Ratio: 27.32
- EPS (TTM): $5.63

Added: Feb 15, 2026

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Tapestry Inc

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Consumer Luxury Stocks

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