Tapestry, Inc. · TPR · Next earnings

Tapestry, Inc. reports Thursday, Nov 5, 2026

TPR reports before market open with consensus EPS at $1.55 and revenue at $1.85B. Last quarter: Tapestry Q3: Record Revenue and Raised Guidance Met With Sharp Sell-Off

Reports Before market open46 days awayDate estimated Consumer Cyclical

What the street expects

Consensus for the coming report
Consensus EPS $1.55 Calendar consensus
Consensus revenue $1.85B Calendar consensus
Report date Nov 5, 2026 Thursday, date estimated
Session Before market open 46 days away

Where TPR left off: FY2026 Q3

Full report

Tapestry Q3: Record Revenue and Raised Guidance Met With Sharp Sell-Off

EPS surprise +27.7% Reported $1.66 vs $1.30
Revenue surprise +7.5% Reported $1.92B vs $1.79B
Stock move -12.3% Event window
Subsequent drift +7.3% Up to 20 sessions

FY26 revenue guidance raised from above $7.75 billion to $7.95 billion. FY26 EPS guidance raised from $6.40-$6.45 to $6.95. Dividend and share repurchase program increased. Guidance sentiment: raised, marking the second consecutive quarter of upward revisions.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Tariff and duty headwinds pressuring gross margin
  • Geopolitical uncertainty in the Middle East
  • Input cost inflation for leather and petrochemical-based materials
  • Reliance on sustained Gen Z acquisition and retention
  • Weakness in the Japan market

Questions analysts left open

  • Long-term growth trajectory for Coach and FY27 outlook
  • Sustainability of high double-digit growth rates
  • Impact of tariffs and inflation on gross margins
  • China growth momentum post-Lunar New Year
  • Transition of Gen Z customers into the existing customer base

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Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

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.