Tapestry, Inc. · TPR · Next earnings

Tapestry, Inc. reports Thursday, Nov 5, 2026

TPR reports before market open with consensus EPS at $1.56 and revenue at $1.85B. Last quarter: Tapestry beats FY2026 targets as Coach drives growth

Reports Before market open0 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.56 Calendar consensus
Consensus revenue $1.85B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 0 days away

Where TPR left off: FY2026 Q4

Full report

Tapestry beats FY2026 targets as Coach drives growth

EPS surprise +3.1% Reported $1.32 vs $1.28
Revenue surprise +0.2% Reported $1.88B vs $1.87B
Stock move -16.5% Event window
Subsequent drift -7.7% Up to 20 sessions

FY2027 guidance was maintained at $8.4-$8.5 billion of revenue, mid-single-digit growth, continued margin expansion, and $7.80-$7.90 EPS. The company also increased planned investment in AI, marketing, and capex.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff and duty headwinds were cited as a potential gross-margin pressure.
  • Macroeconomic uncertainty and foreign-exchange volatility could affect results.
  • Promotion and inventory timing may create quarter-to-quarter variability.
  • Higher effective taxes affected EPS versus plan.
  • The company faces intense competition in luxury accessories.

Questions analysts left open

  • Whether Coach can sustain North America growth rates and the mix of unit growth versus average unit retail growth.
  • How tariffs affect gross margin and profitability.
  • Whether the planned capex supports net door growth and how FY2027 unit and AUR assumptions develop.

Ask FN2 about TPR next report

Transcript, numbers and history already loaded
What should I watch for in TPR's next earnings report?How did TPR guide last quarter, and is consensus above or below that?Give me the bull and bear case going into TPR earnings.

Free account. Your question opens in FN2 with this report's transcript and numbers attached.

Get the TPR recap when the next report posts

One email per quarter with the scorecard, the market reaction and what changed on the call. No account needed.

Recent TPR quarters

All TPR earnings
-16.5%FY2026 Q4-12.3%FY2026 Q3+10.2%FY2026 Q2-9.6%FY2026 Q1

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q4

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.