Tapestry, Inc. (TPR) Q4 2025 10-Q Quarterly Report
Filed: Feb 5, 2026Period ending Dec 27, 2025
Consumer Discretionary
Leather & Leather ProductsSEC EDGAR Tapestry, Inc. (TPR) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Feb 5, 2026 for the fiscal period ending Dec 27, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Tapestry, Inc. Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue $2.50B Q2 FY26, up 14.0% YoY from $2.20B; Coach up 25.3% to $2.14B, Kate Spade down 13.6% to $360M
- • Operating margin 28.6% Q2 FY26 vs 22.4% Q2 FY25; Coach margin 39.5% vs 36.4%, Kate Spade 4.5% vs 16.4% YoY
- • Best segment Coach: Net sales +$433.1M (+25.3%), operating income +$225.6M (+36.3% margin expansion)
- • Worst segment Kate Spade: Net sales down $56.4M (-13.6%), operating income down $51.7M (margin 4.5% vs 16.4%)
- • Cash from operations $1.19B H1 FY26, up $568M YoY; CapEx $92.2M H1 FY26; stock repurchases $900M H1 FY26 with $2.34B remaining
- • Management targets Gen Z growth, fashion innovation, focus on NA, Greater China, Europe; notes tariffs lowered gross margin by ~140-190bps; sustained macro volatility and tax impacts expected
Risk Factors
- • No material changes in risk factors reported from the fiscal 2025 10-K filing
Tapestry, Inc. Q4 2025 Quarterly FinancialsXBRL
Revenue
$2.5B
▲ +14.0% YoY▲ +46.8% QoQ
Net Income
$561M
▲ +80.8% YoY▲ +104.3% QoQ
Net Margin
22.4%
▲ +829bp YoY▲ +631bp QoQ
Source: XBRL data from Tapestry, Inc. Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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