Why This Retail Expert Likes Tapestry, Ralph Lauren, Off-Price Stores
A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey, founder of Telsey Advisory Group, shares her favorite names.

Tapestry, Inc. is a prominent global fashion house specializing in premium accessories and distinct lifestyle brands. It operates internationally, serving customers across ...
Plutux no es un asesor de inversiones. Los datos de mercado y el análisis generado por IA son solo informativos y educativos, no asesoramiento de inversión. Aviso legal
$1.60 por acción
$1.60 por acción
BPA est. $1.56 · Ingresos $1.85B · 11 analistas
BPA est. $3.04 · Ingresos $2.65B · 11 analistas
| Métrica | Último | InteranualYoY significa Year-over-Year (interanual). Compara el último valor anual con el valor anual anterior para mostrar la fortaleza de la tendencia a largo plazo. | TrimestralQoQ significa Quarter-over-Quarter (intertrimestral). Compara el último trimestre con el trimestre inmediatamente anterior para mostrar cambios de impulso a corto plazo. |
|---|---|---|---|
| IngresosEl dinero total que entró por la puerta principal al vender cosas, antes de pagar una sola factura. Piensa en esto como el gran total de cada compra con tarjeta de los clientes. (YoY compara el rendimiento de este año con el del año pasado, mientras que QoQ compara los tres meses actuales con los tres anteriores). | $8.0B | +14.2% | -2.3% |
| Beneficio netoEl resultado final absoluto. Si la empresa pagara a cada proveedor, empleado, banquero y recaudador de impuestos, este es el dinero real que queda en su bolsillo al final del día. | $1.5B | +733.9% | +1.2% |
| Margen brutoEl margen básico. Si venden unas zapatillas de 100 dólares, este porcentaje indica cuánto de ese precio es ganancia justo después de pagar el caucho y los cordones, pero antes de pagar el alquiler de la tienda o los anuncios de televisión. | +77.8% | +3.2% | +8.4% |
| Margen operativoLa puntuación de eficiencia del 'trabajo diario'. De cada dólar que gasta un cliente, esto muestra cuántos centavos mantiene la empresa después de fabricar el producto Y pagar todos los gastos generales corporativos (como salarios, marketing y mantener las luces encendidas). | +23.9% | +304.0% | +5.9% |
| Margen netoEl porcentaje final que se lleva a casa. Cuando se eliminan todos los costos concebibles, impuestos y pagos de intereses, este es el número exacto de centavos que la empresa realmente se queda de cada dólar en ventas. | +19.1% | +630.4% | +3.5% |
| Flujo de caja libreEl santo grial del efectivo corporativo. Es el dinero físico gastable que queda después de que el negocio paga sus operaciones diarias Y compra las actualizaciones grandes y costosas (como nuevas fábricas o servidores) que necesita para sobrevivir. Este es el dinero 'libre' que pueden usar para pagar dividendos o recomprar acciones. | $1.8B | +65.7% | +151.3% |
| Margen FCFLa tasa definitiva de conversión de efectivo. Muestra qué tan buena es la empresa para convertir ventas regulares directamente en efectivo frío, duro y gastable. Un porcentaje alto significa que el negocio es una auténtica máquina de imprimir dinero. | +22.6% | +45.1% | +157.2% |
| Deuda/PatrimonioEl indicador de riesgo financiero. Compara cuánto del imperio de la empresa se construyó con dinero prestado (préstamos) frente al dinero propio de los propietarios (accionistas). Un número alto significa que están muy apalancados y juegan un juego más arriesgado; un número bajo significa que juegan a lo seguro. | 571.2% | +25.7% | -0.7% |
| Ratio corrienteLa verificación de supervivencia de 12 meses. Simplemente compara el efectivo que tienen ahora mismo (más cosas que pueden convertirse rápidamente en efectivo) con las facturas inmediatas que absolutamente deben pagar este año. Una puntuación superior a 1 significa que tienen suficiente en la billetera para cubrir las próximas facturas sin entrar en pánico. | 1.75x | -6.1% | -4.8% |
| Activos totalesEl tamaño absoluto del imperio de la empresa. Agrupa absolutamente todo lo valioso que poseen, desde el efectivo en la caja registradora y el inventario en el almacén, hasta las patentes de software en la bóveda y las fábricas en el suelo. | $6.7B | +1.7% | +3.5% |
| Métrica | Anual (real vs estimado) | Sorpresa anual | Trimestral (real vs estimado) | Sorpresa trimestral |
|---|---|---|---|---|
| EPS Surprise | 7.27 vs 7.00 | +3.9% | 1.66 vs 1.28 | +30.0% |
| Revenue Surprise | $8.0B vs $8.0B | +0.1% | $1.9B vs $1.9B | +0.2% |
| Fecha | Ejecutivo | Cargo | Valor | Lado | Acciones | Precio |
|---|---|---|---|---|---|---|
| Aug 21, 2026 | Roe Scott A. | officer: CFO and COO | Common Stock | A | 82,854 | $33.81 |
| Aug 21, 2026 | Roe Scott A. | officer: CFO and COO | Common Stock | D | 2,817 | $130.17 |
| Aug 21, 2026 | Roe Scott A. | officer: CFO and COO | Common Stock | D | 3,296 | $130.17 |
| Aug 21, 2026 | Roe Scott A. | officer: CFO and COO | Common Stock | D | 45,819 | $130.17 |
| Aug 21, 2026 | Kahn Todd | officer: CEO and Brand President, Coach | Common Stock | A | 66,282 | $33.81 |
Operator: Good day, and welcome to this Tapestry conference call. Today's call is being recorded. [Operator Instructions] At this time, for opening remarks and introductions, I would like to turn the call over to the Global Head of Investor Relations, Christina Colone. Christina Colone: Good morning. Thank you for joining us. With me today to discuss our fourth quarter and full year results, our strategies and our outlook are Joanne Crevoiserat, Tapestry's Chief Executive Officer; and Scott Roe, Tapestry's Chief Financial Officer and Chief Operating Officer. Before we begin, we must point out that this conference call will involve certain forward-looking statements within the meaning of the Private Securities Litigation Reform Act. This includes projections for our business in the current or future quarters or fiscal years. Forward-looking statements are not guarantees, and our actual results may differ materially from those expressed or implied in the forward-looking statements. Please refer to our annual report on Form 10-K, the press release we issued this morning and our other filings with the Securities and Exchange Commission for a complete list of risks and other important factors that could impact our future results and performance. Non-GAAP financial measures are included in our comments today and in our presentation slides. For a full reconciliation to corresponding GAAP financial information, please visit our website, www.tapestry.com/investors, and then view the earnings release and the presentation posted today. Now let me outline the speakers and topics for this conference call. Joanne will begin with highlights for Tapestry and our brands. Scott will continue with our financial results, capital allocation priorities and our outlook going forward. Following that, we will hold a question-and-answer session where we will be joined by Todd Kahn, CEO and Brand President of Coach. After Q&A, Joanne will conclude with brief closing remarks. I'd now like to turn it over to Joanne Crevoiserat, Tapestry's CEO. Joanne Crevoiserat: Good morning. Thank you, Christina, and welcome, everyone. Fiscal 2026 was a defining year for Tapestry. We meaningfully exceeded expectations, achieving the 3-year revenue, operating margin and earnings per share commitments we established at our Investor Day 2 years ahead of plan. We delivered strong growth and record results while continuing to invest in our brands, our people and the capabilities that will shape our future. More important than what we accomplished is what we've built. Through intentional choices, disciplined execution and a deep understanding of the consumer, we have built a stronger, more focused organization who every day bring our Amplify strategy to life, delivering creativity, value and relevance at scale, strengthening our connections with consumers. These efforts continue to compound, extending our competitive advantage while driving durable growth and long-term shareholder value. In a …
| Nombre | Cargo | Remuneración | Género | Año de nacimiento | Estado |
|---|---|---|---|---|---|
Joanne C. Crevoiserat | President, Chief Executive Officer & Director | USD 6,766,671 | Female | 1964 | Active |
Todd Kahn | Chief Executive Officer & Brand President of Coach | USD 4,022,611 | Male | 1964 | Active |
Scott A. Roe | Chief Financial Officer & Chief Operating Officer | USD 3,344,624 | Male | 1965 | Active |
David E. Howard | General Counsel & Secretary | USD 1,436,216 | Male | 1976 | Active |
Denise Kulikowsky | Chief People Officer | USD 1,410,391 | Female | 1969 | Active |
Sandeep Seth | Chief Growth Officer & President of Tapestry International | — | — | — | Active |
Yang Lu | Chief Information & Digital Officer | — | — | — | Active |
Yann Bozec | President of Tapestry Asia Pacific and President & Chief Executive Officer of Coach Asia Pacific | — | Male | — | Active |
Christina Colone | Global Head of Investor Relations | — | Female | — | Active |
Manesh Dadlani | Vice President, Principal Accounting Officer & Controller | — | Male | 1983 | Active |
Peter Charles | Chief Supply Chain Officer | — | Male | — | Active |
A resilient consumer and product “newness” are driving up retail stocks. Dana Telsey, founder of Telsey Advisory Group, shares her favorite names.

Tapestry is upgraded to Buy as Coach drives double-digit growth and the luxury sector stabilizes. TPR's valuation at 17x EV/EBITDA and 22x FY2026 EPS is justified by superior growth and margin expansion versus peers. Coach's outperformance, simplified business post-Stuart Weitzman sale, and aggressive buybacks underpin a strong EPS growth outlook.

Investors interested in stocks from the Retail - Apparel and Shoes sector have probably already heard of Boot Barn (BOOT) and Tapestry (TPR). But which of these two stocks offers value investors a better bang for their buck right now?

NEW YORK--(BUSINESS WIRE)--On Thursday, August 13, 2026 at 8:00 a.m. (ET), Tapestry, Inc. (NYSE: TPR) will hold a conference call to discuss the Company's fiscal 2026 fourth quarter and year-end results which will be reported via press release earlier that morning. To listen to this Tapestry conference call, please dial 1-866-847-4217 or 1-203-518-9845 and provide the Conference ID 2814927. To listen to the audio webcast, please visit www.tapestry.com/investors. A telephone replay will be avail.

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