Tapestry, Inc.

• TPR Stock Price 24h change: -2.64%. From 130.04 USD to 126.61 USD (Real-time price as of Jan 26, 2026). The decline follows a broader luxury sector cool-off despite recent positive earnings surprises and strong Coach brand momentum.
• From a technical perspective, TPR is showing "Neutral to Bullish" signals: the 14-day RSI is at 48.36 (Neutral), while the stock maintains a long-term uptrend above its 50-day ($130.14) and 200-day ($122.16) moving averages. Recent price action suggests a pullback within an ascending channel after hitting an all-time high of $134.38 earlier this month.
• Tapestry (TPR) reported a strong fiscal Q2 earnings surprise with EPS of $1.38 vs. $1.25 expected, driven by a 13.1% revenue jump; the company also confirmed its FY2026 guidance and a $1 billion share buyback program.
• Mitsubishi UFJ Trust & Banking Corp significantly increased its stake in Tapestry by 344.9% during the recent quarter, reflecting institutional confidence in the luxury retailer's growth trajectory.
• Analysts at Forbes noted that while Tapestry remains a top pick for growth, it is currently being outpaced by Ralph Lauren in 2026 due to the latter's superior brand momentum and more attractive valuation on a price-to-operating-income basis.
• LVMH reported Q4 sales that exceeded analyst expectations on Jan 27, 2026, driven by a recovery in the Chinese market; however, high gold prices and currency shifts continue to pressure margins across the global luxury sector.
• HSBC estimates that luxury sales growth to American shoppers will climb to 8% in 2026, a significant jump from 2% last year, signaling a potential turnaround for high-end retail brands despite persistent inflation concerns.

• TPR Stock Price 24h change: +0.40%. From 129.52 USD to 130.04 USD. The slight gain reflects resilience following a recent pullback from all-time highs, supported by positive long-term growth sentiment and strong institutional ownership despite broader luxury sector volatility.
• Technically, TPR is in a "consolidated bullish" phase, trading above its 50-day ($121.16) and 200-day ($112.33) moving averages. While the 14-day RSI of 48.36 suggests neutral momentum, the stock remains within a long-term ascending channel, currently digesting gains near its 52-week high of $136.04.
• Tapestry is maintaining its FY2026 earnings guidance between $5.45 and $5.60 per share, with analysts noting that Coach's brand momentum continues to offset weakness in the Kate Spade segment.
• Forbes reported that Ralph Lauren is currently outpacing Tapestry in 2026 due to a more attractive valuation on a price-to-operating-income basis and stronger revenue growth execution.
• Institutional activity remains high, with major firms like Universal Beteiligungs und Servicegesellschaft mbH recently purchasing shares, although some insiders have sold approximately $12 million in stock over the past 90 days.
• HSBC estimates that luxury sales growth for American shoppers will climb to 8% in 2026, up from 2% in the previous year, as the sector anticipates a turnaround in discretionary spending.
• Major luxury retailers, including the Brown Thomas Arnotts group, recently pleaded guilty to breaking sales pricing laws related to misleading discount advertisements during the 2024 holiday period.