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Tapestry, Inc.

Q2 FY26Textiles, Apparel and Luxury Goods

Tapestry, Inc. Q2 FY26 Results — Earnings Call Analysis

Q2 FY26 earnings call: what management said on revenue, margins and capex.

Price₹145
Market cap₹29.4K Cr
P/E42.9
Updated29 May 2026
Read3 min read

What the Q2 FY26 call signalled

4 of 4 strong

RevenueGood growth
MarginMargins up
CapexCapex planned
Order bookOrder book rising

The short version

- Tapestry targets mid-single-digit revenue growth as a floor, supported by Coach's strong growth (Page 8). - FY '26 EPS guidance: approximately $6.95, reflecting over 35% growth compared to last year.

From Tapestry, Inc.'s Q2 FY26 earnings-call transcript · updated 29 May 2026.

Revenue & Sales Performance

Good growth
  • Tapestry targets mid-single-digit revenue growth as a floor, supported by Coach's strong growth (Page 8).
  • Coach expects continued growth driven by both new customer acquisition and repeat business, especially with Gen Z and future Gen Alpha cohorts (Page 12).
  • Coach growth guidance for FY '26 is low 20s percentage growth (Page 6).
  • Coach has a large total addressable market (TAM) with under 1% share, signaling significant runway for adding millions of new customers over the next decade (Page 7, 12).
  • Growth drivers include higher average unit retail (AUR), unit volume growth, and new door expansions (Page 8).
  • Innovation, marketing investments, and expanding consumer experiences are core to sustaining growth (Pages 2, 7, 11).

2 more points from Tapestry, Inc.'s call on revenue

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Profitability & Margins

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Capital Expenditure Plans

Capex planned
  • Anticipated capital expenditures (CapEx) and cloud computing costs are expected to be around $200 million.
  • Approximately 60% of this spend is allocated to store openings, renovations, and relocations.
  • The remaining 40% primarily relates to ongoing IT and digital investments.
  • Strategic investments include significant marketing spend (approaching $1 billion annually for Coach) to increase brand awareness and support growth.
  • Continued investment in new store formats, including the expressive luxury design stores and the "One Coach" initiative to enhance consumer experience.
  • Investment in product innovation pipeline to drive sustained growth.

2 more points from Tapestry, Inc.'s call on capex

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Fundraising & Capital Structure

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Order Book & Pipeline

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Frequently Asked Questions

What were Tapestry, Inc. Q2 FY26 results?

- Tapestry targets mid-single-digit revenue growth as a floor, supported by Coach's strong growth (Page 8). - FY '26 EPS guidance: approximately $6.95, reflecting over 35% growth compared to last year.

What is Tapestry, Inc. share price analysis?

Tapestry, Inc. currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 42.9 with a market cap of $29,375. Investors should review the full earnings analysis for detailed insights.

Is Tapestry, Inc. planning capital expenditure?

- Anticipated capital expenditures (CapEx) and cloud computing costs are expected to be around $200 million.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.