TPR
Semafor: Tapestrys Tariff Mitigation Strategy? The Coach Brooklyn Bag.
Article Summary
HOLD- Tapestry Inc. (NYSE: TPR) CEO Joanne Crevoiserat said at Semafor conference that Tapestry grew double digits around the world in the last quarter, with double-digit growth in North America, double digit growth in China, and double-figure growth in Europe.
- Despite tariff-driven economic upheaval of past year, Tapestry is still staking forward-looking strategy on young shoppers, with the company emphasizing its focus on Gen Z consumers.
- The company has incurred over $200 million in added costs from IEEPA tariffs and other reciprocal duties, but has fully mitigated them this fiscal year, with cost pressure not knee-jerk price hikes.
- Crevoisersat said focusing on young consumers who doubt future home ownership prospects and financial milestones is strategic choice, authentic to who the company is.
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Growth Stock Scoring Breakdown
| METRIC | VALUE | WEIGHT | ANALYSIS |
|---|---|---|---|
| Sales Growth TTM ? | 10.9% | 25% | 50.0 ptsMeets Minimum (10.9%) - Passes screener |
| EPS Growth Next 5Y ? | 16.7% | 25% | 50.0 ptsMeets Minimum (16.7%) - Passes screener |
| Target Price Upside ? | 9.3% | 20% | 35.0 ptsBelow Screener (9.3%) - Target: $164.88 vs Current: $150.88 |
| Gross Margin % ? | 72.3% | 15% | 100.0 ptsExceptional (72.3%) - Strong pricing power |
| Drawdown from 52-Wk High ? | -6.9% | 15% | 20.0 ptsBarely a Dip (-6.9%) - Near recent highs |
Disclaimer: This rating is for informational purposes only and is not financial advice.
All data sourced from Finviz.
Always conduct your own research and consult with a financial advisor before making investment decisions.
Past performance does not guarantee future results.
About TPR
- Tapestry, Inc. provides accessories and lifestyle brand products in North America, Greater China, rest of Asia, and internationally.
- The company operates in three segments: Coach, Kate Spade, and Stuart Weitzman.
- It offers women's handbags, fashion designs, business cases, computer bags, messenger style bags, backpacks, travel bags, and totes; and accessories, such as small leather goods which includes mini and micro handbags, money pieces, wristlets, pouches, and cosmetic cases, as well as novelty accessories, including address books, time management and travel accessories, sketchbooks, and portfolios; and belts, key rings, technology accessories, gifting, straps, and charms.
- The company also provides women's and men's footwear, which casual and dress shoes, boots, sneakers, and sandals; and other products which includes outerwear, ready-to-wear, jewelry, watches, eyewear, fragrance, scarves, hats, gloves, and other products.
- It offers its products through retail and outlet stores, brand e-commerce sites, and concession shop-in-shops under the Coach, Kate Spade, and Stuart Weitzman brand names.
- The company was formerly known as Coach, Inc. and changed its name to Tapestry, Inc. in October 2017.
- Tapestry, Inc. was founded in 1941 and is headquartered in New York, New York.