Tapestry Inc

TPR: XNYS (USA)

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Coach’s Brand Strength Provides Tapestry With a Competitive Edge in Attractive Consumer Categories

David Swartz

Dec 15, 2025

Business Strategy and Outlook

We believe Tapestry has a narrow moat based on the brand strength and pricing power of Coach (80% of fiscal 2025 revenue). The firm has turned Coach around through store closures, restrictions on discounting, and increased e-commerce. The brand is a leader in the attractive handbag category and consistently generates gross margins above 75%. Further, we expect growth in complementary categories like footwear and fashion. Coach sales and profitability have risen lately as the brand has gained a strong following among younger consumers.

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Tapestry Inc

Coach’s Brand Strength Provides Tapestry With a Competitive Edge in Attractive Consumer Categories

Business Strategy and Outlook

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