Added to YB: 2025-02-18
Pitch date: 2024-12-31
TPR [bullish]
Tapestry, Inc.
+87.17%
current return
Author Info
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Company Info
Tapestry, Inc. provides luxury accessories and branded lifestyle products in the United States, Japan, Greater China, and internationally.
Market Cap
$10.2B
Pitch Price
$63.98
Price Target
120.00 (+0%)
Dividend
3.16%
EV/EBITDA
6.06
P/E
11.75
EV/Sales
1.80
Sector
Textiles, Apparel and Luxury Goods
Category
growth
Tapestry, Inc. - $TPR
TPR: Coach brand popularity surging, esp. w/ Gen Z. FY25 guidance modest; 1-2% rev growth beatable. Capri deal termination enables buybacks. 14x P/E on FY25E. Upside from Coach's 5-10% growth vs 3% est., margin improvement, buybacks. Risks: trend reversal, recession, China. $80 PT (20%+ upside) in 6mo; bull case $120 (85% upside).
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