Coach's New Coffee Shops: Coach has launched coffee shops that serve unique items like Tabby purse-shaped sweets and seasonal drinks, aiming to enhance customer experience and attract younger shoppers, particularly Gen Z.
Expansion Plans: The company plans to open 12 to 15 coffee shops annually worldwide, with recent openings in New Jersey and Texas, and future locations in Massachusetts, California, and more, all designed to drive foot traffic and increase overall sales.
Targeting Gen Z: Coach has successfully attracted 4.6 million new customers in North America, with a significant portion being Gen Z and millennials, by offering more accessible price points through coffee shop visits.
Merchandise Strategy: The coffee shops not only serve drinks but also sell exclusive merchandise, contributing to about 30% of their revenue, and are strategically placed to encourage additional purchases from the Coach store.
TPR
$124.74+Infinity%1D
Analyst Views on TPR
Wall Street analysts forecast TPR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPR is 126.50 USD with a low forecast of 105.00 USD and a high forecast of 148.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
16 Analyst Rating
Wall Street analysts forecast TPR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for TPR is 126.50 USD with a low forecast of 105.00 USD and a high forecast of 148.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
14 Buy
2 Hold
0 Sell
Strong Buy
Current: 123.210
Low
105.00
Averages
126.50
High
148.00
Current: 123.210
Low
105.00
Averages
126.50
High
148.00
Jefferies
Ashley Helgans
maintain
$135 -> $142
2025-12-12
New
Reason
Jefferies
Ashley Helgans
Price Target
$135 -> $142
2025-12-12
New
maintain
Reason
Jefferies analyst Ashley Helgans raised the firm's price target on Tapestry to $142 from $135 and keeps a Buy rating on the shares. The firm, which adjusted targets among its fashion brands coverage, would prioritize momentum-led upside to estimates versus turnarounds at this point. The firm, which believes across the fashion space that the market is expecting a more resilient consumer and constructive tariff backdrop at least for the near-term, has a 2026 base case that assumes stable consumer spend, although still pressured at the low-end, the analyst tells investors.
Guggenheim
Simeon Siegel
Neutral
initiated
2025-12-09
Reason
Guggenheim
Simeon Siegel
Price Target
2025-12-09
initiated
Neutral
Reason
Guggenheim analyst Simeon Siegel initiated coverage of Tapestry with a Neutral rating and no price target. The retail sector still seems to be perceived as "structurally sick," but the firm says "holiday brought the cheer," tariffs have been manageable so far and "most importantly and likely going unnoticed" is the fact that the majority of the firm's coverage actually operates at, or close to, their gross margin peaks.
JPMorgan
NULL -> Overweight
maintain
$147 -> $148
2025-11-17
Reason
JPMorgan
Price Target
$147 -> $148
2025-11-17
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Tapestry to $148 from $147 and keeps an Overweight rating on the shares. The firm adjusted retail estimates following its Global Luxury and Brands Conference in Paris.
JPMorgan
NULL -> Overweight
maintain
$142 -> $147
2025-11-07
Reason
JPMorgan
Price Target
$142 -> $147
2025-11-07
maintain
NULL -> Overweight
Reason
JPMorgan raised the firm's price target on Tapestry to $147 from $142 and keeps an Overweight rating on the shares. JPMorgan also added the shares to its Analyst Focus List as growth idea. The firm sees an attractive risk/reward profile given the company's margin expansion and Coach revenue growth.
About TPR
Tapestry, Inc. is a house of accessories and lifestyle brands. The Company's global house of brands include Coach and kate spade new york. Coach brand is a global fashion house of accessories and lifestyle collections. Kate Spade New York is a global lifestyle brand that designs things for the everyday, delivering seasonal collections of handbags, ready-to-wear, jewelry, footwear, gifts, home decor and more. Its products include women's handbags, women's accessories, men's and other products. Women's accessories include small leather goods which include mini and micro handbags, money pieces, wristlets, pouches and cosmetic cases. Men's includes bag collections, small leather goods, footwear, watches, sunglasses, and ready-to-wear items. Its products are sold to customers through its direct-to-consumer (DTC), wholesale and licensing businesses. Its DTC business includes retail and outlet stores, branded e-commerce sites as well as concession shop-in-shops.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
