Tapestry Inc reaches 52-week high amid luxury market resilience
Tapestry Inc's stock price increased by 3.02% as it reached a 52-week high, reflecting strong performance in the luxury market.
This surge is attributed to the renewed strength in the global luxury market, driven by resilient consumer demand and a strong appetite for premium goods, which supports Tapestry's growth prospects. The company is benefiting from strong demand for its Coach brand and a focus on product innovation, leading to expected revenue and earnings growth in fiscal 2026.
The implications of this movement suggest that Tapestry is well-positioned to capitalize on the ongoing trends in the luxury sector, indicating a positive outlook for the company as it continues to innovate and expand its market presence.
Trade with 70% Backtested Accuracy
Analyst Views on TPR
About TPR
About the author

- Investment Strategy Shift: David Einhorn invested tens of millions in Q4 2025 to increase stakes in Graphic Packaging and Capri Holdings by over 70%, reflecting his concerns about AI-driven market overvaluation and indicating a strategic pivot away from big tech.
- Stock Performance Volatility: Despite Graphic Packaging's shares dropping about 23% in Q4 2025 and over 44% for the year, Wall Street analysts remain optimistic, with an average price target suggesting more than 35% upside, indicating expectations for a rebound in the stock.
- Healthcare Investments: Einhorn more than doubled his position in Acadia Healthcare to over $58 million, despite a 43% plunge in Q4; however, analysts maintain a buy rating with a price target suggesting over 16% upside in the next 12 months, reflecting confidence in its recovery.
- Cautious on Tech Stocks: While expressing concerns about tech valuations, Einhorn established a $35 million stake in Global Payments, which fell 31% in 2025 but rebounded nearly 5% in 2026, with analysts' price targets implying over 25% upside, suggesting market optimism for its future performance.

Stock Sale Announcement: Officer Crevoiserat of Joann C. intends to sell 66,062 shares of its common stock on February 18, with a total market value of approximately $10.07 million.
Reduction in Shareholding: Crevoiserat has reduced their shareholding in Tapestry (TPR.U.S) by 81,000 shares since November 21, 2025, with a total value of approximately $8.53 million.
- Partnership Agreement: Tapestry has signed a 10-year partnership with Climeworks, marking its first purchase of carbon removal services, which is expected to significantly advance its climate responsibility practices and emission reduction goals.
- Diverse Carbon Removal Portfolio: This collaboration allows Tapestry to access Climeworks' most diversified carbon removal portfolio, combining five high-quality carbon removal pathways, reflecting a shared commitment to innovation and long-term climate impact.
- Industry Leadership Role: As Climeworks' first North American customer in the fashion and consumer goods sector, Tapestry's involvement highlights the increasing interest in carbon removal and decarbonization within the industry, likely inspiring more brands to adopt similar measures.
- Sustainability Goals: Tapestry plans to utilize Climeworks' solutions to address its Scope 1 emissions, advancing its long-term climate goals while supporting the development of emerging climate solution markets.
- Earnings Reports: Walmart and Wayfair are scheduled to report their earnings on Thursday.
- Retail Challenges: The current retail environment highlights the importance of brand power and operational efficiency as key strategies to navigate volatility.
- Market Divergence: The highest-earning 10% of U.S. households now account for nearly 50% of consumer spending, a significant increase from just over one-third 30 years ago, highlighting a deepening K-shaped recovery that pressures lower-income households.
- Corporate Strategies: Airlines like Delta and United are shifting their profit focus towards high-end markets by leveraging corporate travel and loyalty programs, reflecting a reliance on affluent consumers for revenue generation.
- Price Adjustments: PepsiCo has cut prices on snacks by up to 15% in response to consumer backlash against previous price hikes, indicating a decline in purchasing power among lower-income consumers and forcing companies to adapt their strategies to maintain market share.
- Wage Growth Disparity: Bank of America reports that wage growth for lower- and middle-income households is lagging at 0.9% and 1.6%, respectively, compared to 3.7% for higher-income households, exacerbating the divergence in consumer spending capabilities.

Share Sale Announcement: Kulikowsky Denise intends to sell 21,056 shares of Tapesty (TPR.US) on February 10, with a total market value of approximately $3.28 million.
Reduction in Holdings: Kulikowsky Denise has reduced their shareholding in Tapesty by 4,565 shares since November 26, 2025, with a total value of around $514.34K.







