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Top analysts & firms

All analyzed callsNot limited to the selected quarter · analysts and firms with 2 or more questions

What does “challenging” mean?

Percentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.

Most active analysts

Analyst	Firm	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Matt Boss	JPMorgan	9 questions · 0% challenging
Michael Binetti	Evercore ISI	9 questions · 11% challenging
Ike Boruchow	Wells Fargo	8 questions · 0% challenging
Adrienne Yih	Barclays	7 questions · 0% challenging
Bob Drbul	BTIG	6 questions · 0% challenging
Mark Altschwager	Robert W. Baird	5 questions · 0% challenging
Brooke Roach	Goldman Sachs	5 questions · 0% challenging
Lorraine Hutchinson	Bank of America	4 questions · 0% challenging
Rick Patel	Raymond James	3 questions · 0% challenging
Alex Straton	Morgan Stanley	2 questions · 0% challenging

Most active firms

Firm	Analysts	Questions · challengingPercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions.
Evercore ISI	1 analyst	9 questions · 11% challenging
JPMorgan	1 analyst	9 questions · 0% challenging
Wells Fargo	1 analyst	8 questions · 0% challenging
Barclays	1 analyst	7 questions · 0% challenging
BTIG	1 analyst	6 questions · 0% challenging
Goldman Sachs	1 analyst	5 questions · 0% challenging
Robert W. Baird	1 analyst	5 questions · 0% challenging
Bank of America	1 analyst	4 questions · 0% challenging

Tapestry, Inc. TPR

Sector: Consumer Cyclical Industry: Luxury Goods

Low valuation · FY26 Q3

FY26 Q3, sector-relative: P/E 20x (38th), EV/Sales 16.1x (73rd).

CompanyFiscal year ends JunMost recent earnings call: Aug 13, 2026 (FY2026 Q4)Est. next earnings call: Nov 5, 2026

9/ 10

FY2026 Q3Positive±0.0 vs FY2026 Q2

Calendar quarter Q1 2026Earnings call May 7, 2026

FY2026 Q3 in brief

Coach brand growth reached an exceptional 29% on a constant currency basis with Greater China surging 55% on market share gains and Gen Z customer acquisition compounding.

PositiveCoach Brand Delivers Exceptional 29% CC Revenue Growth
PositiveGen Z Customer Acquisition Flywheel Compounding
PositiveGreater China Revenue Surges 55% With Market Share Gains

Full narrative and all 7 themes ↓

ScoringBase 8 · revenue +21.2%Transcript 0EPS +1Guidance +2Cap 9Final 9

Newest quarter FY2026 Q4 is part of Pro · see what Pro adds →

Score details · FY2026 Q3

calendar Q1 2026 · call May 7, 2026

Year over year · FY26 Q3 vs FY25 Q3: +1.0 ptsFY26 Q3 9 vs FY25 Q3 8
Analyst challenge ratePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. · all analyzed quarters: 1%

Share price · trailing year

daily closes, last 12 months — not scoped to the selected quarter · dots mark earnings calls, colored by that quarter’s score

TPR $115.031Y -1.4%YTD -10.0%● earnings calls (score)

Sources. Tellvest earnings-call sentiment score for Tapestry, Inc. (TPR), FY2026 Q3: 9/10. Scores: Tapestry, Inc.’s public earnings-call transcripts and SEC-reported results — the base band is anchored to reported GAAP revenue growth; transcript, EPS and guidance adjustments are applied separately (documented exceptions apply to a few issuers). Price: TPR daily closing prices for the trailing year; dots mark earnings calls, colored by that quarter’s score; the newest quarter’s score is part of Tellvest Pro. How to read a company earnings-call score.

Q&A Topicsfrequency by quarter

	Demand	Revenue Growth	Pricing	Competitive Dynamics	Margin	Geographic Expansion	Product Launch	Trade Tariffs
2025Q1	5	3	2	3	2	2	1	1
2025Q2	3	3	2	2	2	2	2
2025Q3	6	2	3	4	2	1		1
2025Q4	2	2	3		4	2		4
2026Q1	7	3	3	2	3	3	1	1
2026Q2	5	2	3	3	3	1	3	1
2026Q3	5	3	2	3	1	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
Competitive Dynamics	3	2	4		2	3	3
Margin	2	2	2	4	3	3	1
Geographic Expansion	2	2	1	2	3	1	1
Product Launch	1	2			1	3	1
Trade Tariffs	1		1	4	1	1

Key financials

FY2026 Q3 selectedReported GAAP figures from SEC filings

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Quarter	Revenue	Rev YoY	EPS	EPS YoY	Gross margin	Op margin	Net margin	FCF
FY2025 Q1	$1.51B	-0.4%	$0.79	-6.0%	75.3%	16.7%	12.4%	$94M
FY2025 Q2	$2.20B	+5.3%	$1.38	-0.7%	74.4%	22.4%	14.1%	$475M
FY2025 Q3	$1.58B	+6.9%	$0.95	+58.3%	76.1%	16.0%	12.8%	$113M
FY2025 Q4	$1.72B	+8.3%	$-2.49	-466.2%	76.3%	-33.9%	-30.0%	$412M
FY2026 Q1	$1.70B	+13.1%	$1.28	+62.0%	76.3%	19.3%	16.1%	$80M
FY2026 Q2	$2.50B	+14.0%	$2.68	+94.2%	75.5%	28.6%	22.4%	$1.08B
FY2026 Q3Selected	$1.92B	+21.2%	$1.65	+73.7%	76.9%	22.3%	17.9%	$187M
FY2026 Q4	$1.88B	+8.9%	$1.68	+167.5%	83.3%	23.6%	18.5%	$469M

As stated by management

Management’s own words, often on a non-GAAP, constant-currency, or adjusted basis — so these can differ from the GAAP figures above (e.g. constant-currency revenue growth excludes currency swings).

EPS: “third quarter EPS of $1.66 grew 62% over the prior year”
Revenue: “pro forma revenue growing 23% at constant currency”
Guidance: “we now expect EPS to be in the area of $6.95 representing growth over 35% compared to last year and ahead of our prior outlook of $6.40 to $6.45”
Key metric: “gross margin of 76.9%, 80 basis points above our prior year”

Sector Peersas of Q1 2026

Consumer Cyclical

Company	Score	Rev YoY	Headline
TPR Tapestry, Inc.	9	+21.2%	Coach brand delivers exceptional 29% CC revenue growth
ABNB Airbnb	9	+17.9%	Strong Revenue Growth Exceeding Guidance
AMCR Amcor	6	+77.4%	First anniversary of Berry combination with synergies exceeding initial target
AMZN Amazon.com, Inc.	9	+16.6%	AWS Growth Accelerates to 28% on $150B Run Rate
APTV Aptiv	6	+5.4%	Versigent spin-off completed successfully on April 1
AZO AutoZone	6	+8.2%	Commercial Sales Decelerate to 9.8% on Severe Weather
BABA Alibaba Group Holding Limited	6	+2.9%	Alibaba closed fiscal 2026 with reported group revenue of RMB 243.4 billion, held to low single-digit GAAP growth by the divestitures of Sun Art and Intime; excluding those units, management said revenue grew 11% year-over-year
BALL Ball Corporation	7	+16.1%	Comparable Operating Earnings Grow 10% Exceeding 2x Leverage
BBY Best Buy	5	-1.0%	Better-than-expected profitability despite softer holiday demand
BKNG Booking Holdings	7	+16.2%	Booking Holdings posted Q1 FY2026 revenue up 16.2% with strong growth despite a 2pp room night headwind from the Middle East conflict
CASY Casey's General Stores, Inc.	8	+0.3%	CASY delivered a standout Q3 with EPS up 50% to $3.49 and EBITDA surging 27.5% to $309 million, aided by favorable prior-year comparisons (which included $13 million in integration costs and a tax benefit)
CAVA CAVA Group, Inc.	8	+20.9%	CAVA closed a record fiscal 2025 with fourth-quarter revenue up 21.2% to $272.8 million, capping a 22.5% full-year gain and its first year above $1 billion in revenue
CCL Carnival	5	+6.1%	Record first quarter results despite macro headwinds
CMG Chipotle Mexican Grill	5	+7.4%	Revenue growth of 7.4% with positive transaction growth
CPRT Copart	3	-3.6%	Revenue Declines as Insurance Volume Headwinds Persist
CVNA Carvana Co.	8	+52.0%	Record retail unit growth of 40% YoY to 187,393
DECK Deckers Brands	7	+9.6%	Deckers closed fiscal 2026 with Q4 revenue up 9.6% to $1.12 billion, driven by HOKA's largest-ever quarter at $671 million (+15%) and UGG at $409 million (+9%)
DHI D. R. Horton	2	-2.3%	Net sales orders surged 11% year over year
DKNG DraftKings Inc.	9	+16.8%	DraftKings opened 2026 with first-quarter revenue up 17% year-over-year to more than $1.6 billion and adjusted EBITDA up 64% to $168 million, its second consecutive quarter of positive GAAP net income
DPZ Domino's	5	+3.5%	US SSS Decelerated to 0.9% Amid Macro and Competitive Pressure
DRI Darden Restaurants	5	+5.9%	Strong Q3 with same-restaurant sales of 4.2% exceeding industry by 540 basis points
EBAY eBay	8	+19.5%	Broad-Based GMV Acceleration to 14% on Strategic Priorities
EXPE Expedia Group	7	+14.7%	B2B Bookings Grew 22% Led by API and New Partnerships
F Ford Motor Company	9	+6.4%	Ford opened fiscal 2026 with $43.3 billion in revenue, up over 6% year-over-year even as volume fell nearly 4%, and adjusted EBIT of $3.5 billion ($2.2 billion excluding a one-time $1.3 billion IEEPA tariff benefit)
GM General Motors	7	-0.9%	EV Restructuring Charges Continue
GME GameStop Corp.	4	-13.9%	GameStop's fiscal 2025 fourth quarter (the 13 weeks ended January 31, 2026) paired a double-digit revenue decline with markedly stronger operating profitability
GPC Genuine Parts Company	6	+6.8%	Results Ahead of Expectations with Sequential Improvement Across All Segments
HAS Hasbro	8	+12.8%	Hasbro delivered a strong Q1 2026 with revenue up 13% to $1 billion, driven by Wizards of the Coast where segment revenue surged 26% to $582 million on record Magic: The Gathering Premier set sales and a quarterly backlist record
HD The Home Depot, Inc.	6	-3.8%	Home Depot closed fiscal 2025 with fourth quarter total sales of $38.2 billion, a decrease of $1.5 billion or approximately 3.8% from last year, against a prior-year quarter that carried a 53rd week worth approximately $2.5 billion in sales; on a comparable 52-week basis total company comps were positive 0.4%, improving from negative 0.2% in November to positive 1.3% in January
HLT Hilton Worldwide	9	+9.0%	RevPAR acceleration broadens across all segments
HOG Harley-Davidson, Inc.	3	-11.8%	Harley-Davidson's first quarter separated a recovering retail business from a shrinking reported P&L
IP International Paper	4	+13.4%	International Paper cut FY2026 enterprise EBITDA guidance to $3.2-3.5B from $3.5-3.7B, the company's second consecutive year of guidance reductions, driven by a $53 million Q1 winter storm hit and Middle East energy pressures across both regions
LCID Lucid Group, Inc.	5	+20.2%	Lucid's first quarter of 2026, the last under interim CEO Marc Winterhoff before Silvio Napoli's arrival, paired balance-sheet progress with an operational setback
LEN Lennar	2	-13.1%	Gross margin hits 15.2% cycle low on continued affordability pricing
LOW Lowe's	7	+10.9%	Q4 comps up 1.3% with 50bps winter storm benefit
LULU Lululemon Athletica	6	+0.8%	Co-CEO Transition Underway With Board Refresh
LVS Las Vegas Sands	9	+25.3%	Marina Bay Sands EBITDA grows 30%+ to $788M under new CEO
MAR Marriott International	8	+6.2%	Gross fee revenue surged 12% to $1.43 billion with Q1 RevPAR of 4.2% outperforming expectations, and adjusted EPS rose 17% to $2.72
MCD McDonald's Corporation	7	+9.4%	Global comps grew 3.8% with system-wide sales up 6% in constant currency as the McValue platform continued driving U.S
MELI MercadoLibre	7	+49.0%	Brazil commerce acceleration from free shipping
MGM MGM Resorts	5	+4.2%	MGM's Q1 2026 marked a turning point as Las Vegas revenue grew for the first time in six quarters, powered by strong convention performance with record Q1 ADRs and the return of CON/AGG
NCLH Norwegian Cruise Line Holdings	6	+9.6%	Norwegian Cruise Line delivered a first quarter that beat its own guidance, with net yield down 1%, Adjusted Net Cruise Cost Ex Fuel of $168 declining 1%, and Adjusted EBITDA of $533 million all ahead of plan, yet the story was the sharply lowered full-year outlook: net yields now expected to decline 3%-5% and adjusted EPS cut to $1.45-$1.79 from roughly $2.38
NKE NIKE, Inc.	5	+0.1%	Reported revenue flat, NA continues to grow
ORLY O'Reilly Automotive	8	+10.2%	Exceptional Comparable Store Sales Growth of 8.1%
PDD PDD Holdings	6	+10.4%	PDD Holdings reported first quarter 2026 (ended March 31, 2026) total revenue of RMB 106.2 billion, up 11% year over year, as transaction services revenue grew 20% to RMB 56.3 billion while online marketing services and other revenue was roughly flat at RMB 49.9 billion
PHM PulteGroup	2	-12.4%	PulteGroup reported Q1 home sale revenues of $3.3 billion, down 12%, with EPS of $1.79 versus $2.57 a year earlier
PKG Packaging Corporation of America	6	+10.6%	Record per-day corrugated shipments with broad-based demand strength
RCL Royal Caribbean Group	6	+11.3%	Royal Caribbean reported adjusted EPS of $3.60, $0.37 above guidance midpoint and up 33% year-over-year, with revenue growing 11% and EBITDA margin reaching 38%
RIVN Rivian Automotive, Inc.	7	+11.4%	In the first quarter of 2026 Rivian began saleable R2 production in Normal, a landmark milestone, and grew consolidated revenue about 11% to approximately $1.4 billion with $119 million of gross profit at a 9% margin
RL Ralph Lauren Corporation	8	+16.6%	Ralph Lauren delivered a strong fiscal Q4 with GAAP revenue surging 16.6% year-over-year as constant currency growth of 12% significantly exceeded the mid single digit outlook, driven by Asia up 28% with China accelerating to over 50% growth, North America up 8%, and Europe up 6%
ROL Rollins, Inc.	6	+10.2%	Sequential Acceleration to 8%+ Organic Growth in March
ROST Ross Stores	8	+12.2%	Q4 comp surged +9% driven by transactions despite weather headwind
SBUX Starbucks	9	+8.8%	U.S. Comp Acceleration to +7.1% on Transaction Strength
SW Smurfit WestRock	3	-12.5%	Weather and Downtime Severely Impacted Q1 Performance
TJX TJX Companies	9	+8.5%	Outstanding Q4 with 5% Comp Well Above Plan
TSCO Tractor Supply	5	+3.6%	Companion Animal Category Dragging Comps By 100 Basis Points
TSLA Tesla, Inc.	9	+15.8%	Vehicle Revenue Growth Recovery
ULTA Ulta Beauty	7	+11.8%	Record Holiday Performance Caps Strong Fiscal Year
WSM Williams-Sonoma	5	-4.3%	Comp Positive 3.2% in Q4 With Five Consecutive Quarters of Growth
WYNN Wynn Resorts	7	+9.2%	Las Vegas Delivers Best March Ever with RevPAR Up 10%
YUM Yum! Brands	9	+15.2%	Taco Bell U.S. outperformance with 8% same-store sales growth

Shared themes this quarter

TPABAMAMAPAZBABABBBKCACACCCMCPCVDEDHDKDPDREBEXFGMGMGPHAHD

Macro signal alignment

Consumer spending

↑ TPR↑ ABNB AMCR↓ APTV AZO BALL BBY BKNG CASY CAVA↑ CCL CMG↓ CPRT CVNA DECK DHI↑ DKNG↓ DPZ