For the quarter ended June 2025, Tapestry (TPR) reported revenue of $1.72 billion, up 8.3% over the same period last year. EPS came in at $1.04, compared to $0.92 in the year-ago quarter.
The reported revenue represents a surprise of +2.3% over the Zacks Consensus Estimate of $1.68 billion. With the consensus EPS estimate being $1.01, the EPS surprise was +2.97%.
While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.
As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.
Here is how Tapestry performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
- Number of stores - Total Coach (North America + International): 931 versus the two-analyst average estimate of 921.
- Number of stores - Total Stuart Weitzman (North America + International): 80 versus 86 estimated by two analysts on average.
- Number of stores - Total (EOP): 1,371 versus the two-analyst average estimate of 1,375.
- Number of stores - Total Kate Spade (North America + International): 360 compared to the 368 average estimate based on two analysts.
- Geographic Net Sales- Greater China: $273.9 million versus the two-analyst average estimate of $244.83 million. The reported number represents a year-over-year change of +17.9%.
- Geographic Net Sales- North America: $1.1 billion versus $1.09 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +8.1% change.
- Net Sales- Coach: $1.43 billion compared to the $1.39 billion average estimate based on four analysts. The reported number represents a change of +14% year over year.
- Net Sales- Stuart Weitzman: $45.5 million versus the four-analyst average estimate of $43.3 million. The reported number represents a year-over-year change of -10.1%.
- Net Sales- Kate Spade: $252.6 million versus $254.71 million estimated by four analysts on average. Compared to the year-ago quarter, this number represents a -12.9% change.
- Operating income (loss)- Stuart Weitzman: $-1.4 million versus $-9.9 million estimated by three analysts on average.
- Operating income (loss)- Coach: $447.7 million versus $431.52 million estimated by three analysts on average.
View all Key Company Metrics for Tapestry here>>>
Shares of Tapestry have returned +12.8% over the past month versus the Zacks S&P 500 composite's +3.5% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.
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Tapestry, Inc. (TPR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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