Tapestry Revenue Jumps 8 Percent in Q4
(NYSE:TPR), the parent company behind luxury brands such as Coach, Kate Spade, and Stuart Weitzman, reported fourth-quarter results on August 14, 2025, covering the period. The company delivered GAAP revenue of $1.72 billion, exceeding the consensus GAAP estimate of $1.68 billion, and posted non-GAAP earnings per share of $1.04, beating the $1.02 non-GAAP forecast. The quarter's results were marked by continued strength at Coach and gross margin expansion, though accompanied by an impairment charge related to Kate Spade (GAAP) and the divestment of Stuart Weitzman. Overall, the results outperformed expectations, with non-GAAP EPS and GAAP revenue both exceeding analyst estimates, reflecting momentum in the core Coach brand, ongoing customer acquisition, and tactical execution across channels, while also highlighting brand and portfolio challenges for the business going forward.
Source: Analyst estimates provided by FactSet. Management expectations based on management's guidance, as provided in Q3 2025 earnings report.
Tapestry is a luxury fashion holding company with a portfolio that includes the Coach (handbags, accessories, and footwear), Kate Spade (handbags, accessories, and lifestyle products), and until recently, Stuart Weitzman (footwear) brands. Each label operates independently but benefits from shared sourcing, supply chain, and data analytics platforms. Coach is the clear growth driver, accounting for most of the company’s sales.
Source Fool.com
