Tapestry sells premium handbags and accessories under Coach, Kate Spade, and Stuart Weitzman—think of it as the accessible-luxury wardrobe staple for shoppers who want a designer label without the Hermès price tag.
Money comes from selling leather goods and accessories across its three brands, with gross margins around 78% TTM. The business is mostly recurring retail sales, though licensing deals add a small stream; recent annual net income dipped to USD 0.18B in 2025 fr
Brand heritage and retail footprint (1,443 stores) give pricing power, but fast-fashion players like Zara and H&M copy trends quickly, and the Coach label's mass-market reach dilutes exclusivity—eroding the premium image.
Strong Buy (sector percentile 86) — value B, growth B+, profitability A+, momentum B, revisions C. Updated daily, sector-relative, identical for every user.
