Tapestry Inc
tapestry.comWhat Do They Do?
Sells handbags, small leather goods and footwear under Coach and kate spade new york to consumers worldwide.
10-K for FY2026, filed Aug 13, 2026
How Do They Make Money?
Shoppers pay for products at purchase; wholesale customers generally pay 30 to 90 days after shipment. Licensees pay quarterly royalties based on sales of branded products.
10-K for FY2026, filed Aug 13, 2026The Company recognizes revenue in its retail stores, including concession shop-in-shops, at the point-of-sale when the customer obtains…View ↗
The Company recognizes revenue within the wholesale channel at the time title passes and risk of loss is transferred to customers, which is…View ↗
The Company recognizes licensing revenue over time during the contract period in which licensees are granted access to the Company's…View ↗
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10-K for FY2026, filed Aug 13, 2026
FY2026 revenue by product or service ↗
$8B
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10-K for FY2026, filed Aug 13, 2026
$8B ↗
| Segment | Share | Revenue | How money arrives |
|---|---|---|---|
|
Handbags
Sold outright
10-K for FY2026, filed Aug 13, 2026 |
58%
FY2023: 54%
|
Handbags, FY2026
$4.6B Sources
|
Sold outright |
|
Accessories
Sold outright
10-K for FY2026, filed Aug 13, 2026 |
28%
FY2023: 25%
|
Accessories, FY2026
$2.2B Sources
|
Sold outright |
|
Footwear
Sold outright
|
5.9%
FY2023: 9.8%
|
Footwear, FY2026
$471.2M Sources
|
Sold outright |
|
Other
|
8.6%
FY2023: 11%
|
Other, FY2026
$688.9M Sources
|
Who Are Their Customers?
Shoppers buy directly through Tapestry's stores, outlets and brand websites; department stores, specialty stores and third-party digital partners buy through wholesale arrangements.
10-K for FY2026, filed Aug 13, 2026Our DTC business consists of channels that provide us with immediate, controlled access to consumers. This includes retail and outlet…View ↗
Digital - We view our digital platform as a core channel for delivering our products directly to customers, enhancing accessibility beyond…View ↗
Our wholesale business primarily includes major department stores, specialty stores, and third-party digital partners. We work closely with…View ↗
Do Revenues Turn Into Profits?
Yes. It kept 19 cents of every revenue dollar as net income in FY2026 and turned 23 cents into free cash flow.
10-K for FY2026, filed Aug 13, 2026
$1.9BView ↗
10-K for FY2026, filed Aug 13, 2026
$1.5BView ↗
10-K for FY2026, filed Aug 13, 2026
$1.8BView ↗
How Are They Changing?
Growing. Revenue grew 20% in 4 years, from $6.7B in FY2022 to $8B in FY2026, about 5% a year.
Stuart Weitzman sale The earlier report includes Stuart Weitzman as a footwear brand; the latest report describes its sale and names Coach and Kate Spade as its reportable segments.
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