TAPESTRY, INC. — Form 8-K
Filed August 13, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 52/100
What the filing says
Tapestry reported FY2026 revenue of $8.0B (+14% reported, +17% pro forma constant currency), non-GAAP EPS of $7.05 (+38% YoY), and non-GAAP operating margin of 23.4% (+340 bps), achieving investor day targets 2 years early. The company returned $1.7B through dividends ($326M) and share repurchases ($1.35B at ~$118/share for ~11.5M shares), and increased its dividend 16% to $0.4625/quarter. FY2027 guidance: revenue $8.4-8.5B (mid-single digit growth), EPS $7.80-7.90 (low-double digit growth), ~203M diluted shares outstanding.
Why this rating
Strong execution and ahead-of-plan achievement is positive; however, relative to $13.6B market cap, guidance calls for only mid-single digit revenue growth and capital returns are inline with historical practice. Meaningful but not trajectory-changing.
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