TPR at a glance
Tapestry, Inc. (TPR, SEC CIK 1116132) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 13, 2026 and Form 4 insider filings as recently as September 10, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended June 27, 2026 (FY2026), Tapestry, Inc. (TPR) reported revenue of $8.0 billion (up 14.2% from FY2025) and net income of $1.5 billion. Diluted EPS was $7.27.
- As of June 30, 2026, 45 institutional investment managers tracked by SignalX reported holding Tapestry, Inc. (TPR) shares worth $14.0 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Kulikowsky Denise on September 9, 2026 of 3,619 shares at $115.36 per share.
- In the last 90 days, TPR insiders reported 0 open-market purchases ($0) and 4 open-market sales ($4.3M) on Form 4, a net sale of $4.3M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $8.0B
- +14.2% vs prior year
- Insiders · 90 days
- 0 buys · 4 sells
- Net −$4.3M
- 13F holders
- 45 funds
- $14.0B · −1 vs prior quarter
- Latest 8-K
- Aug 13, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jun 27, 2026
Business Overview
- Core business model: Global house of iconic lifestyle brands Coach and kate spade new york focused on accessories and fashion through DTC, wholesale, licensing
- Divestiture: Sold Stuart Weitzman business on Aug 4, 2025, eliminating third reportable segment; Stuart Weitzman sales $14.6M in FY26, 0.2% of total
- Strategic shift: Launched 2028 growth strategy "Amplify" targeting Gen Z customers, fashion innovation in handbags, footwear expansion, and global growth emphasis on Greater China and Europe
- Quantitative highlight: Employee count ~20,600 globally, with 16,800 in retail including 8,000 part-time; marketing spend rose to $962.5M or 12% of net sales in FY26 vs $744.5M (11%) prior year
- Noteworthy fact: Transitioning Ohio fulfillment center to third-party Pennsylvania facility in early FY27 as part of distribution network optimization
Risk Factors
- Regulatory risk: U.S. Supreme Court invalidated IEEPA tariffs, with $117M paid and $114.7M probable refund receivable, but timing depends on CBP and Treasury process
- Geopolitical threat: Supply chain exposure in Vietnam, Cambodia, Philippines, India, Bangladesh with new 10-12.5% Section 301 tariffs effective post-July 24, 2026
- Operational risk: Fulfillment center transition from Ohio to third-party Pennsylvania facility risks disruptions, increased costs, dependence on new operator
- Competitive risk: Growing AI shopping assistant tools risk transforming commerce and affecting Tapestry’s ability to attract and retain customers online
- Financial risk: Consolidated debt $2.38B with leverage ratio covenant max 4.00:1.00 under Amended Revolving Credit Facility through 2030
Management Discussion & Analysis
- Revenue $8.00B, up 14.2% YoY (+$993.5M); Coach best performer: $6.91B (+23.5%), Kate Spade declined 10.2% to $1.07B
- Operating margin 23.9% vs 5.9%; Coach margin 36.8% vs 33.5%, Kate Spade loss (0.9%) vs loss (64.3%)
- Gross margin 77.8% vs 75.4%, Coach 79.7% vs 78.1%, Kate Spade 66.0% vs 66.7%
- Net income $1.53B vs $183.2M; EPS $7.27 vs $0.82
- Operating cash flow $1.98B, Capex $217M, stock repurchases $1.55B, dividends not detailed
- Management highlights 2028 Amplify growth strategy focused on Gen Z, fashion innovation, and geographic expansion
- Key risks: macroeconomic volatility, tariff impacts (~130bps margin hit), geopolitical uncertainty, foreign currency fluctuations
AI summary of the TPR 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Mar 28, 2026
Management Discussion & Analysis
- Operating cash flow $1.46B vs $769.8M YoY, up $686.5M
- Cash $1.05B vs $1.10B at fiscal year-end, down $53.5M
- Investing cash use $10.4M vs $948.2M source YoY, including $112.8M capital expenditures
- Financing cash use $1.49B, including $1.25B stock repurchases
- Fiscal 2026 capital expenditures and cloud costs expected near $200M; Kate Spade impairment risk tied to profitability trends
Risk Factors
- No material risk-factor changes disclosed; filing refers to June 28, 2025 Form 10-K risk factors
- Share-repurchase execution risk; 1,050,767 shares repurchased during the quarter
- Capital-allocation risk; $2.1886 billion remained authorized under the $3.00 billion program at quarter-end
AI summary of the TPR 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q4 and full-year results reported for period ended June 27, 2026
- Press release furnished as Exhibit 99.1, containing the financial results and management commentary
Item EX-99.1: Item EX-99.1
- Q4 revenue $1.88B, up 9%; FY26 revenue $8.00B, up 14%, with Coach driving growth at 15% and 24%, respectively
- FY26 non-GAAP operating margin 23.4%, up 340 bps; non-GAAP EPS $7.05, up 38%, exceeding prior commitments two years early
Item 2.02: Results of Operations and Financial Condition
- Fiscal Q3 results ended March 28, 2026, released May 7, 2026
- Press release furnished as Exhibit 99.1, containing the financial results investors should review
Item EX-99.1: Item EX-99.1
- Matt Madrigal appointed immediately to Tapestry’s Board, expanding membership to 11 directors
- Board now includes 10 independent directors, supporting continued governance independence
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 10 to 11 directors with Matthew Madrigal’s election effective April 6, 2026
- Annual director compensation: $100,000 cash retainer plus $200,000 restricted-stock-unit grant
AI summaries of TPR 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for TPR
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- Fund moves. Which tracked funds opened, added or cut TPR, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Kulikowsky Denise | F | Sep 9, 2026 | 4,719 | $115.40 |
| Kulikowsky Denise | M | Sep 9, 2026 | 6,910 | $40.58 |
| Kulikowsky Denise | Sell | Sep 9, 2026 | 3,619 | $115.36 |
| Kulikowsky Denise | M | Sep 9, 2026 | 6,910 | - |
| Kulikowsky Denise | Sell | Sep 9, 2026 | 2,191 | $115.40 |
| Roe Scott A. | F | Aug 21, 2026 | 2,817 | $130.17 |
| Roe Scott A. | F | Aug 21, 2026 | 3,296 | $130.17 |
| Howard David E | A | Aug 21, 2026 | 27,619 | $33.81 |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $7.0B | $8.0B |
| Gross Profit | - | $5.3B | $6.2B |
| Operating Income | - | $415.0M | $1.9B |
| Net Income | - | $183.2M | $1.5B |
| Gross Margin | - | 75.4% | 77.8% |
| Op. Margin | - | 5.9% | 23.9% |
| Net Margin | - | 2.6% | 19.1% |
| Balance Sheet | |||
| Total Assets | $13.4B | $6.6B | $6.7B |
| Equity | - | $857.8M | $692.1M |
| ROE | - | 21.4% | 220.7% |
| Per Share | |||
| EPS | - | $0.82 | $7.27 |
| Cash Flow | |||
| Operating CF | - | $1.2B | $2.0B |
| CapEx | $108.9M | $122.7M | $166.0M |
Source: XBRL data in Tapestry, Inc. (TPR)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate TPR share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 45 | $13.97B |
| Q1 2026 | 46 | $13.15B |
| Q4 2025 | 42 | $12.12B |
| Q3 2025 | 42 | $11.65B |
| Q2 2025 | 37 | $8.92B |
| Q1 2025 | 34 | $6.54B |
| Q4 2024 | 30 | $5.24B |
| Q3 2024 | 27 | $1.86B |
- Millennium Management+1.07M (+300%)
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- State Street Corp+657.1K (+7%)
- Citigroup+605.8K (+256%)
- Two Sigma Investments+420.4K (+72%)
- FMR LLC (Fidelity)−975.1K (-19%)
- D.E. Shaw & Co−549.7K (-63%)
- BlackRock−510.3K (-3%)
- Vanguard Portfolio Management LLC−204.2K (-2%)
- Ameriprise Financial−151.0K (-4%)
- Blackstone Group+4.0K
Source: 13F-HR filings on SEC EDGAR (aggregated from 303 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
TPR filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Sep 10, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Sep 3, 2026 | - | - | - |
| 4 | Aug 28, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 25, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 10-K | Aug 13, 2026 | Jun 27, 2026 | Analysis |
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TPR SEC filings: frequently asked questions
Are TPR insiders buying or selling?
In the last 90 days, Tapestry, Inc. (TPR) officers, directors and 10% owners reported no open-market purchases and 4 open-market sales worth $4.3 million by 2 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold TPR stock?
As of June 30, 2026, the largest Tapestry, Inc. (TPR) holders among the 13F filers tracked by SignalX were BlackRock ($2.6 billion), Vanguard Capital Management LLC ($1.9 billion), State Street Corp ($1.5 billion), Vanguard Portfolio Management LLC ($1.5 billion), Bank of America Corp ($771.3 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was TPR's revenue in fiscal year 2026?
For the fiscal year ended June 27, 2026 (FY2026), Tapestry, Inc. (TPR) reported revenue of $8.0 billion (up 14.2% from FY2025) and net income of $1.5 billion. Diluted EPS was $7.27. The figures come from the XBRL data in the 10-K.
What are the main risks in TPR's latest 10-K?
In the 10-K filed August 13, 2026, Tapestry, Inc. (TPR) flagged: Regulatory risk: U.S. Supreme Court invalidated IEEPA tariffs, with $117M paid and $114.7M probable refund receivable, but timing depends on CBP and Treasury process. Geopolitical threat: Supply chain exposure in Vietnam, Cambodia, Philippines, India, Bangladesh with new 10-12.5% Section 301 tariffs effective post-July 24, 2026. (AI summary of the Risk Factors section.)
What did TPR report in its latest 8-K?
Tapestry, Inc. (TPR) filed an 8-K on August 13, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal Q4 and full-year results reported for period ended June 27, 2026.
What are the latest TPR SEC filings?
Tapestry, Inc. (TPR) filed its latest 10-K annual report on August 13, 2026, a 10-Q quarterly report on May 7, 2026, an 8-K current report on August 13, 2026 and a Form 4 insider filing on September 10, 2026.
What is TPR's SEC CIK number?
Tapestry, Inc. (TPR)'s SEC Central Index Key (CIK) is 1116132. EDGAR lists every TPR filing under that number.
Ask anything about TPR
The research agent reads TPR's filings, financials, insider trades and 13F holders, then answers with sources.