What Tapestry's latest 10-Q says: 12 signals
Tapestry filed its latest 10-Q with the SEC on May 7, 2026. It discusses platform strategy, restructuring and capex increase.
Public (TPR)Retail Apparel and Fashiontapestry.comLinkedIn
- Filed
- May 7, 2026
- Filings
- 2
- Signals
- 24
10-Q · latest 10
What Tapestry's 10-Q filings say
- SEC EDGAR
10-Q
Filed · 12 signals
Tapestry records $855M impairment charge for Kate Spade, signaling brand performance issues.
A massive $854.8M write-down on the Kate Spade brand ($244.1M goodwill + $610.7M intangible) indicates severe underperformance and puts management under pressure to execute a turnaround.
$854.8M
Total impairment charges for the Kate Spade reporting unit and brand intangible
Tapestry finalizes $109.1M divestiture of Stuart Weitzman brand
Tapestry completed the sale of its Stuart Weitzman business for $109.1M to focus on its core brands.
$109.1M
Final aggregate purchase price for the Stuart Weitzman Business
Tapestry earmarks ~$200M for FY2026 CapEx and cloud computing costs
The company has budgeted approximately $200 million for fiscal 2026 capital expenditures and cloud computing implementation costs, signaling significant investment in technology infrastructure and modernization.
$200M
Total expected fiscal 2026 capital expenditures and cloud computing costs
cloud computing
Tapestry is actively engaged in streamlining the organization and optimizing processes, incurring non-recurring costs for one-time technology and severance.
Tapestry experienced a significant swing in cash flow related to inventory, moving from a large build-up in the prior year to a net reduction.
$149M
Net change in cash flow from inventory year-over-year
Tapestry's growth strategy hinges on performance in Greater China and Asia
The company's financial reporting explicitly breaks out performance for North America, Greater China, and Other Asia, and discusses the impact of foreign currency fluctuations.
- SEC EDGAR
10-Q
Filed · 12 signals
Tapestry earmarks ~$200M for FY2026 capital expenditures and cloud computing costs.
$200M
Total expected fiscal 2026 capital expenditures and cloud computing costs
cloud
Tapestry completed the divestiture of its Stuart Weitzman brand for $105M.
The sale of the Stuart Weitzman business, completed on August 4, 2025, is a significant restructuring event.
$105M
Total cash consideration for Stuart Weitzman Business divestiture
Tapestry records $855M in impairment charges for its underperforming Kate Spade brand.
The company wrote down the value of its Kate Spade brand by $854.8 million ($244.1M goodwill + $610.7M intangible), signaling significant underperformance and profitability challenges.
$854.8M
Total impairment charges for the Kate Spade brand (goodwill and intangible asset)
Tapestry repaid $6.86B in debt related to a potential acquisition of competitor Capri Holdings.
In the prior fiscal year, Tapestry repaid $6.86 billion in debt, which primarily consisted of senior notes raised for the acquisition of competitor Capri Holdings.
$6.9B
Repayment of debt, including Capri Acquisition Senior Notes
Capri Holdings Limited
Showing 10 of 24 filing signals. The Signal API returns all of them.
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Tapestry earnings headlines
From earnings call transcripts (Signal API type earnings-transcripts).
| Call date | What the company said |
|---|---|
| Raised full-year revenue and EPS guidance after strong Q1 beat.The company surpassed expectations and raised its FY26 outlook, now projecting $7.3B in revenue and EPS of $5.45-$5.60. This financial outperformance and confidence signals available budget and a receptive environment for growth-oriented solutions. | |
| Announced $200M FY26 budget for CapEx, IT, and cloud investments.Leadership has allocated a $200 million budget for CapEx and cloud computing, with 40% (approx. $80M) specifically for IT and digital investments. This creates a significant, defined spending pool for vendors in cloud infrastructure, digital transformation, and other technology services. | |
| Planning to open nearly 100 new international stores in next 3 years.International markets are the primary growth engine, expected to drive 70% of future growth, with a plan to launch ~100 new stores in China alone. This rapid physical expansion creates needs for real estate services, store construction, in-store technology, and global logistics solutions. | |
| Increasing marketing spend to over 11% of revenue to drive customer acquisition.Marketing investment is a key priority, with a 43% YoY dollar increase in Q1 and a plan to exceed 11% of sales for the full year. This budget is focused on acquiring new, younger customers, creating needs for martech, analytics, and digital campaign platforms. | |
| Investing in immersive experiential retail like coffee shopsThe company is launching new store concepts like Coach coffee shops to increase customer dwell time, drive sales, and deepen brand connection with younger audiences. This signals budget for innovative store build-outs, new retail technologies, and food & beverage partnerships. | |
| Coach brand revenue accelerated to 21% growth, outpacing the industry.The flagship Coach brand is firing on all cylinders with 21% revenue growth, including 26% in North America and 39% in Europe. This strong momentum and market share gain indicates the brand has the resources and willingness to invest to sustain its winning streak. |
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Source. Quarterly reports (Form 10-Q) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .