Gen Z's Influence on Luxury Spending: Gen Z, projected to account for 25% of global luxury spending by 2030, is challenging traditional luxury brands with their preference for originality and sustainability, often mixing established brands with trendier labels.
Shifts in Brand Strategies: Brands like Coach and Ralph Lauren are successfully attracting Gen Z by leveraging influencers and focusing on personalization and sustainability, while luxury giants like Gucci are struggling, facing significant sales declines and losing relevance among younger consumers.
Emergence of New Players: Smaller and newer brands, such as Collina Strada and Miu Miu, are gaining traction with Gen Z by offering affordable luxury items that resonate with their values, including sustainability and community engagement.
Market Dynamics and Future Trends: The luxury market is witnessing a divide between successful brands that adapt to Gen Z's preferences and those that fail to innovate, with potential new leaders emerging from the Chinese market due to their digital fluency and cultural relevance.
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 136.57 USD with a low forecast of 120.00 USD and a high forecast of 155.00 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.
15 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 136.57 USD with a low forecast of 120.00 USD and a high forecast of 155.00 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.
13 Buy
2 Hold
0 Sell
Strong Buy
Current: 129.520
Low
120.00
Averages
136.57
High
155.00
Current: 129.520
Low
120.00
Averages
136.57
High
155.00
Citi
Paul Lejuez
Buy
maintain
$124 -> $152
2026-01-20
New
Reason
Citi
Paul Lejuez
Price Target
$124 -> $152
AI Analysis
2026-01-20
New
maintain
Buy
Reason
Citi analyst Paul Lejuez raised the firm's price target on Tapestry to $152 from $124 and keeps a Buy rating on the shares. The firm sees the company's fiscal Q2 earnings and sales beating consensus estimates on a strong holiday performance. It sees the report and guidance moving Tapestry shares higher.
UBS
Jay Sole
Neutral
maintain
$105 -> $123
2026-01-08
Reason
UBS
Jay Sole
Price Target
$105 -> $123
2026-01-08
maintain
Neutral
Reason
UBS analyst Jay Sole raised the firm's price target on Tapestry to $123 from $105 and keeps a Neutral rating on the shares. CY26 EPS upside for Softline stocks is expected to be driven by a stronger-than-expected U.S. consumer and an underappreciated "Health & Wellness 2.0" trend, with estimates at least 4% above consensus for 16 names, the analyst tells investors in a research note. Earnings momentum is projected to extend into CY27, with EPS forecasts averaging about 5% above consensus, the firm adds.
Unlock Full Analyst Thesis， Get the complete breakdown of rating reason for TPR
Unlock Now
Bernstein
Outperform
maintain
$115 -> $150
2026-01-06
Reason
Bernstein
Price Target
$115 -> $150
2026-01-06
maintain
Outperform
Reason
Bernstein raised the firm's price target on Tapestry to $150 from $115 and keeps an Outperform rating on the shares. Despite weak macro and consumer sentiment, Discretionary Goods spend held up in 2025, although the sector overall underperformed the market. The firm sees two specific pockets of opportunity into 2026, namely higher-income exposed names, which outperformed in 2025 and should continue to benefit from stronger consumer sentiment and fiscal stimulus; and clearly dislocated Sportswear brands that have derated despite positive revisions and guidance raises, and should benefit from a continued secular behavioral shift towards Sports Footwear in 2026.
Barclays
Adrienne Yih
Overweight
maintain
$127 -> $154
2026-01-06
Reason
Barclays
Adrienne Yih
Price Target
$127 -> $154
2026-01-06
maintain
Overweight
Reason
Barclays analyst Adrienne Yih raised the firm's price target on Tapestry to $154 from $127 and keeps an Overweight rating on the shares. The firm is "constructive" on the specialty retail sector into 2026, citing inventory discipline and macro tailwinds from lower interest rates and gas prices. However, stock selection "is critical as demand uncertainty persists," the analyst tells investors in a research note. Barclays adjusted price targets as part of its 2026 outlook.
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.
