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Tapestry10-K: Market share loss

Kate Spade brand sales declined for the third consecutive year to $1.07B in FY2026

What happened

Kate Spade's net sales have fallen from $1.33B in FY2024 to $1.07B in FY2026, indicating significant competitive pressure and challenges in customer acquisition.

Source

SEC EDGARAug 13, 2026

Annual report (Form 10-K)

Tapestry 10-K for FY2026

Filing excerpt

Total Kate Spade $1,074.9 [million in fiscal 2026] 100.0 % $1,197.1 [million in fiscal 2025] 100.0 % $1,334.4 [million in fiscal 2024] 100.0 %

sec.gov/Archives/edgar/data/1116132/000111613226000018/tpr-20260627.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Market share loss

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
06/27
Filed
Aug 13, 2026

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

Dollar figure
$1.1B (Kate Spade total net sales in fiscal 2026)

Details

CIK
1116132
Accession number
0001116132-26-000018
Timeframe
Current year
Filing year
2026
Why it matters
Urgency to improve

Topics and mentions

Technologies

  • artificial intelligence
  • machine learning
  • cloud-based technologies
  • Enterprise Resource Planning
  • Order Management Systems
  • Point of Sale systems

Vendors

  • Luxottica
  • Movado
  • Interparfums
  • Case-Mate
  • Komar
  • Live Comfortably
  • Lifeguard Press
  • Safilo

Regions named

  • North America
  • International
  • Greater China
  • Europe

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Aug 18, 2026
signal_type
sec-10k
signal_subtype
marketShareLoss

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This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/319ad5d2-b987-4197-8689-cec3c35e2780 returns this record as JSON. POST /v1/companies/enrich returns every signal for tapestry.com.

{
  "signal_id": "319ad5d2-b987-4197-8689-cec3c35e2780",
  "signal_type": "sec-10k",
  "signal_subtype": "marketShareLoss",
  "detected_at": "2026-08-18T07:04:38.868+00:00",
  "company": {
    "name": "Tapestry",
    "domain": "tapestry.com"
  },
  "data": {
    "detail": "Kate Spade's net sales have fallen from $1.33B in FY2024 to $1.07B in FY2026, indicating significant competitive pressure and challenges in customer acquisition. This creates an urgent need for solutions in marketing, analytics, and brand strategy to reverse the negative trend.",
    "metrics": {
      "timeframe": "current_year",
      "dollar_context": "Kate Spade total net sales in fiscal 2026",
      "dollar_millions": 1074.9
    },
    "summary": "Kate Spade brand sales declined for the third consecutive year to $1.07B in FY2026",
    "excerpts": "Total Kate Spade $1,074.9 [million in fiscal 2026] 100.0 % $1,197.1 [million in fiscal 2025] 100.0 % $1,334.4 [million in fiscal 2024] 100.0 %",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/1116132/000111613226000018/tpr-20260627.htm",
    "filing_date": "2026-08-13",
    "filing_year": 2026,
    "fiscal_year_end": "06/27",
    "sales_relevance": "Urgency to improve",
    "signal_category": "market",
    "regions_mentioned": [
      "North America",
      "International",
      "Greater China",
      "Europe"
    ],
    "vendors_mentioned": [
      "Luxottica",
      "Movado",
      "Interparfums",
      "Case-Mate",
      "Komar",
      "Live Comfortably",
      "Lifeguard Press",
      "Safilo"
    ],
    "technologies_mentioned": [
      "artificial intelligence",
      "machine learning",
      "cloud-based technologies",
      "Enterprise Resource Planning",
      "Order Management Systems",
      "Point of Sale systems"
    ]
  }
}

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