Loading
Sentiment · FY2026 Q3
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“We welcome huge names like Estee Lauder Companies, Starbucks, Coach, Michael Kors, Burton snowboards, e.l.f. Cosmetics”
Coach (Tapestry) is named among major brands that joined Shopify in 2025, a customer win read-through for Tapestry's DTC platform choice.
“Tapestry, for example, has implemented a new and highly productive digital twin workflow using Custom Models and Firefly.”
Tapestry implemented a digital-twin content workflow using Adobe's Custom Models and Firefly, cited as a productivity-driving example of enterprise Firefly Services adoption.
“Just this week alone, we signed up to expand more Tapestry brands on to utilize this component as well. Now they started with just coachoutlet.com, but because it worked so well, they are now rolling it out to online shops for Coach, Kate Spade, and for the Kate Spade outlet.”
Tapestry expanded its use of Shopify's Shop Pay component beyond Coach Outlet to Coach, Kate Spade, and Kate Spade Outlet's online shops.
“we were really pleased with the success of our limited-time design partnership with Kate Spade. Target has long been famous for these programs and sales results from the Kate Spade partnership were the strongest we've seen in a decade.”
Target's limited-time Kate Spade (Tapestry) design collaboration was its best-performing designer partnership in over a decade.
“A couple we talked about on the call include Tapestry. They're using it for scaled content production.”
Tapestry is using Adobe Firefly Services for scaled content production, an enterprise adoption signal for Adobe's generative-AI content APIs.
“we launched a collaboration with Clot, a leading Chinese streetwear and lifestyle brand.”
Tapestry's Coach launched a collaboration with Chinese streetwear brand Clot to support brand relevance and growth in China.
“As previously announced, we completed the sale of the brand to Caleres on August 4.”
Tapestry divested its Stuart Weitzman brand to Caleres, which now adds the footwear brand to its portfolio.
| Analyst | Firm | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Matt Boss | JPMorgan | 8 (0%) |
| Mike Binetti | Evercore ISI | 8 (0%) |
| Ike Boruchow | Wells Fargo | 7 (0%) |
| Adrienne Yih | Barclays | 6 (0%) |
| Brooke Roach | Goldman Sachs | 5 (0%) |
| Rob Drbul | BTIG | 5 (0%) |
| Lorraine Hutchinson | Bank of America | 4 (0%) |
| Mark Altschwager | Robert W. Baird | 4 (0%) |
| Rick Patel | Raymond James | 3 (0%) |
| Dana Telsey | Telsey Advisory Group | 2 (0%) |
| Firm | Analysts | Questions (Challenge)Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|
| Evercore ISI | 1 | 8 (0%) |
| JPMorgan | 1 | 8 (0%) |
| Wells Fargo | 1 | 7 (0%) |
| Barclays | 1 |
“we entered into a definitive agreement to sell the brand to Caleres, and we continue to expect the transaction to close this summer, subject to customary closing conditions.”
Tapestry is divesting its Stuart Weitzman brand to Caleres, framing Caleres as an ideal owner to guide the brand's next chapter of growth.
“As previously announced, following determination of the merger agreement with Capri in November, we took swift action to utilize our significant cash flow to execute a $2 billion accelerated share repurchase program underscoring our outlook for growth and unwavering commitment to deliver shareholder value.”
Tapestry references the termination of its merger agreement with Capri Holdings in November 2024, redirecting freed-up capital toward a $2 billion accelerated share buyback.
“in October, we launched a trial on Amazon with a range of products including an emphasis on gifting”
Kate Spade began selling a trial product range on Amazon, following a similar approach Tapestry has used with Coach, to extend omnichannel reach to younger cohorts.
“We connected with younger consumers in the world of gaming with a collaboration with Roblox and ZEPETO. Since the launch, more than 12 million unique users interacted with our content and we've seen an increase in brand consideration and purchase intent from consumers on the platform.”
Coach also ran a companion branded collaboration on ZEPETO, contributing to the more than 12 million unique user interactions Tapestry cited from its gaming-platform push.
“We connected with younger consumers in the world of gaming with a collaboration with Roblox and ZEPETO. Since the launch, more than 12 million unique users interacted with our content and we've seen an increase in brand consideration and purchase intent from consumers on the platform.”
Coach ran a branded content collaboration on Roblox that drove over 12 million unique user interactions, part of Tapestry's push into gaming platforms to reach younger consumers.
“Two weeks ago, the US District Court granted the FTC's preliminary injunction, which we believe is incorrect on the law and facts. We appealed the decision consistent with our obligations under the merger agreement.”
Tapestry's pending acquisition of Capri Holdings was blocked by an FTC preliminary injunction, which Tapestry is appealing; the deal's fate remains uncertain pending the appeal.
| 6 (0%) |
| Goldman Sachs | 1 | 5 (0%) |
| BTIG | 1 | 5 (0%) |
| Bank of America | 1 | 4 (0%) |
| Robert W. Baird | 1 | 4 (0%) |
Coach delivered extraordinary 25% growth with mid-teens gains in both AUR and units, propelling Tapestry to a record holiday quarter with pro forma revenue up 18% and EPS of $2.69, up 34%. China accelerated to 34% growth with digital leadership and share gains while operating margin expanded 390 basis points. Management raised FY2026 EPS guidance dramatically to $6.40-$6.45 from $5.45-$5.60, with tariff impacts fully mitigated at the gross margin level, though Kate Spade continued declining at 14%.
Demand | Revenue Growth | Pricing | Margin | Competitive Dynamics | Geographic Expansion | Trade Tariffs | Product Launch | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 3 | 2 | 2 | 3 | 2 | 1 | 1 |
| 2025Q2 | 3 | 3 | 2 | 2 | 2 | 2 | 2 | |
| 2025Q3 | 6 | 2 | 3 | 2 | 4 | 1 | 1 | |
| 2025Q4 | 2 | 2 | 3 | 4 | 2 | 4 | ||
| 2026Q1 | 7 | 3 | 3 | 3 | 2 | 3 | 1 | 1 |
| 2026Q2 | 5 | 2 | 3 | 3 | 3 | 1 | 1 | 3 |
| 2026Q3 | 5 | 3 | 2 | 1 | 3 | 1 | 1 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | '26Q3 | |
|---|---|---|---|---|---|---|---|
| Demand | 5 | 3 | 6 | 2 | 7 | 5 | 5 |
| Revenue Growth | 3 | 3 | 2 | 2 | 3 | 2 | 3 |
| Pricing | 2 | 2 | 3 | 3 | 3 | 3 | 2 |
| Margin | 2 | 2 | 2 | 4 | 3 | 3 | 1 |
| Competitive Dynamics | 3 | 2 | 4 | 2 | 3 | 3 | |
| Geographic Expansion | 2 | 2 | 1 | 2 | 3 | 1 | 1 |
| Trade Tariffs | 1 | 1 | 4 | 1 | 1 | ||
| Product Launch | 1 | 2 | 1 | 3 | 1 |