Tapestry (TPR) reported $1.7 billion in revenue for the quarter ended September 2025, representing a year-over-year increase of 13.1%. EPS of $1.38 for the same period compares to $1.02 a year ago.
The reported revenue represents a surprise of +3.92% over the Zacks Consensus Estimate of $1.64 billion. With the consensus EPS estimate being $1.25, the EPS surprise was +10.4%.
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.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
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): 934 versus the two-analyst average estimate of 937.
- Number of stores - Total (EOP): 1,292 compared to the 1,337 average estimate based on two analysts.
- Number of stores - Total Kate Spade (North America + International): 358 compared to the 360 average estimate based on two analysts.
- Geographic Net Sales- Other International: $156.2 million versus the three-analyst average estimate of $146.23 million. The reported number represents a year-over-year change of +28.8%.
- Geographic Net Sales- Other Asia: $199 million versus $200.04 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -2.4% change.
- Geographic Net Sales- Greater China: $271.2 million versus $271.35 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +15.9% change.
- Geographic Net Sales- North America: $1.08 billion compared to the $1.02 billion average estimate based on three analysts. The reported number represents a change of +13.7% year over year.
- Geographic Net Sales- North America- Kate Spade: $199.7 million compared to the $186.73 million average estimate based on two analysts. The reported number represents a change of -9.1% year over year.
- Geographic Net Sales- Greater China- Kate Spade: $9.4 million versus the two-analyst average estimate of $9.64 million. The reported number represents a year-over-year change of -10.5%.
- Net Sales- Coach: $1.43 billion versus $1.38 billion estimated by four analysts on average. Compared to the year-ago quarter, this number represents a +22.1% change.
- Net Sales- Kate Spade: $260.2 million compared to the $251.75 million average estimate based on four analysts. The reported number represents a change of -8.1% year over year.
- Net Sales- Stuart Weitzman: $14.6 million versus $29.48 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -72.8% change.
View all Key Company Metrics for Tapestry here>>>
Shares of Tapestry have returned -6.4% over the past month versus the Zacks S&P 500 composite's +1.3% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform 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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