Signed in · PRO

Guidance history, every release

Tapestry (TPR) · 8 releases, Nov 7, 2024 to Aug 13, 2026 · rows are metrics, columns are releases

Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing

Metric	Nov 7, 2024 FY25 Q1	Feb 6, 2025 FY25 Q2	May 8, 2025 FY25 Q3	Aug 14, 2025 FY25 Q4	Nov 6, 2025 FY26 Q1	Feb 5, 2026 FY26 Q2	May 7, 2026 FY26 Q3	Aug 13, 2026 FY26 Q4
For FY2027
53rd week impact on annual revenue growth	—	—	—	—	—	—	—	New“an additional percentage point”
Foreign currency benefit to revenue growth	—	—	—	—	—	—	—	New“40 basis point benefit”
Foreign currency benefit to revenue growth	—	—	—	—	—	—	—	New“30 basis point benefit”
Revenue	—	—	—	—	—	—	—	New“$8.4 billion to $8.5 billion”
Revenue growth	—	—	—	—	—	—	—	New“high-single-digits on a nominal and constant currency basis versus prior year pro forma revenue”
Revenue growth (nominal and constant currency versus prior year pro forma revenue)	—	—	—	—	—	—	—	New“high-single-digits”
53rd week impact on operating margin	—	—	—	—	—	—	—	New“neutral impact”
Earnings per diluted share	—	—	—	—	—	—	—	New“$7.80 to $7.90”
Earnings per diluted share	—	—	—	—	—	—	—	New“approximately $1.55, representing low-teens growth versus prior year”
Operating margin expansion versus prior year	—	—	—	—	—	—	—	New“approximately 50 basis points”
Adjusted free cash flow	—	—	—	—	—	—	—	New“approaching $1.7 billion”
Annual dividend rate	—	—	—	—	—	—	—	New“$1.85 per share”
CapEx and Cloud Computing costs	—	—	—	—	—	—	—	New“$300 million”
Capital return (dividends + buybacks)	—	—	—	—	—	—	—	New“approximately $1.7 billion”
Net interest expense	—	—	—	—	—	—	—	New“approximately $55 million”
Quarterly cash dividend	—	—	—	—	—	—	—	New“$0.4625 per common share”
Return to shareholders	—	—	—	—	—	—	—	New“approximately $1.7 billion”
Share repurchases	—	—	—	—	—	—	—	New“$1.35 billion”
Tariff rate embedded on U.S. inventory receipts	—	—	—	—	—	—	—	New“a mid-20% tariff rate”
Tax rate	—	—	—	—	—	—	—	New“approximately 18.5%”
Weighted average diluted share count	—	—	—	—	—	—	—	New“approximately 203 million”
For FY2026
Pro forma revenue growth (constant currency)	—	—	—	—	—	New“14%”	Raised“16%”	—
Pro forma revenue growth (nominal basis, excluding Stuart Weitzman)	—	—	—	—	New“7% to 8%”	—	—	—
Pro forma revenue growth (nominal basis)	—	—	—	—	—	New“approximately 15%”	—	—
Pro forma revenue growth (nominal)	—	—	—	—	—	—	New“approximately 17%”	—
Pro-forma revenue growth excluding Stuart Weitzman	—	—	—	New“mid-single-digit rate on a nominal and constant currency basis”	—	—	—	—
Revenue	—	—	—	New“approaching $7.2 billion, representing low-single-digit growth versus prior year on a reported basis; excluding Stuart Weitzman, pro-forma revenue is expected to grow at a mid-single-digit rate on a nominal and constant currency basis. Foreign currency is expected to be an 80-basis point tailwind to topline results in the fiscal year”	Raised“in the area of $7.3 billion, representing 4% to 5% growth versus prior year on a reported basis; excluding Stuart Weitzman, pro forma revenue is expected to grow 7% to 8% on a nominal basis. Foreign currency is expected to be a 70-basis point tailwind to topline results in the fiscal year”	Raised“over $7.75 billion, representing approximately 11% growth versus prior year on a reported basis”	—	—
Revenue growth (reported basis)	—	—	—	New“low-single-digit growth versus prior year”	—	—	—	—
Revenue growth versus prior year (reported basis)	—	—	—	—	New“4% to 5%”	Raised“approximately 11%”	—	—
Revenue growth versus prior year (reported, constant currency)	—	—	—	—	—	—	New“13%”	—
Revenue growth versus prior year (reported, nominal)	—	—	—	—	—	—	New“approximately 14%”	—
Earnings per diluted share	—	—	—	New“$5.30 to $5.45, representing 4% to 7% growth compared to the prior year. This includes the negative impact of incremental tariffs and duties of over $0.60”	Raised“$5.45 to $5.60, representing 7% to 10% growth compared to the prior year”	Raised“$6.40 to $6.45”	Raised“in the area of $6.95”	—
EPS growth compared to prior year	—	—	—	—	New“7% to 10%”	—	—	—
EPS growth over prior year	—	—	—	—	—	New“over 25%”	—	—
EPS growth versus prior year	—	—	—	—	—	—	New“over 35%”	—
Negative impact of incremental tariffs and duties on EPS	—	—	—	New“over $0.60”	—	—	—	—
Negative tariff and duty impact on operating margin	—	—	—	New“approximately 230 basis points”	—	—	—	—
Operating margin	—	—	—	—	—	—	New“approximately 23%”	—
Operating margin expansion versus prior year	—	—	—	—	New“in the area of 50 basis points”	Raised“approximately 180 basis points”	Raised“approximately 300 basis points”	—
Tariff and duty headwind on margin	—	—	—	—	—	—	New“approximately 120 basis points”	—
Tariff and duty impact on margin	—	—	—	—	New“approximately 230 basis points”	—	—	—
Underlying margin expansion	—	—	—	—	New“roughly 280 basis points”	—	—	—
Underlying operating margin expansion	—	—	—	New“more than 250 basis points”	—	—	—	—
Adjusted free cash flow	—	—	—	New“approaching $1.3 billion”	Reiterated“$1.3 billion”	—	Raised“approaching $1.6 billion”	—
Annual dividend	—	—	—	—	New“$1.60 per share”	Reiterated“$1.60 per share”	—	—
Annual dividend per share	—	—	—	—	—	—	New“$1.60 per share”	—
Anticipated annual dividend rate	—	—	—	New“$1.60 per share”	—	—	—	—
Foreign currency impact on topline	—	—	—	New“80-basis point tailwind”	—	—	Reiterated“80-basis point benefit”	—
Foreign currency impact to topline	—	—	—	—	—	New“70-basis point tailwind”	—	—
Foreign currency impact to topline results	—	—	—	—	New“70-basis point tailwind”	—	—	—
Net interest expense	—	—	—	New“approximately $65 million”	Reiterated“approximately $65 million”	Reiterated“approximately $65 million”	Lowered“approximately $60 million”	—
Quarterly cash dividend	—	—	—	—	—	—	New“$0.40 per common share”	—
Quarterly cash dividend	—	—	—	New“$0.40 per common share”	—	—	—	—
Return to shareholders	—	—	—	—	New“$1.3 billion”	—	Raised“$1.6 billion”	—
Return to shareholders through dividends and share repurchases	—	—	—	—	New“$1.3 billion”	—	—	—
Share repurchases	—	—	—	New“$800 million in common stock”	Raised“approximately $1.0 billion”	Raised“approximately $1.2 billion”	Raised“approximately $1.3 billion”	—
Shareholder returns (dividends + share repurchases)	—	—	—	—	—	New“$1.5 billion”	—	—
Tariff and duty headwind (dollar amount)	—	—	—	New“approximately 230 basis points or $160 million”	—	—	—	—
Tariff and duty headwind offset	—	—	—	—	—	New“nearly 200 basis points”	—	—
Tax rate	—	—	—	New“approximately 18%”	Reiterated“approximately 18%”	Lowered“approximately 17%”	Raised“approximately 17.5%”	—
Total return to shareholders (dividends and share repurchases)	—	—	—	—	—	—	New“$1.6 billion”	—
Weighted average diluted share count	—	—	—	New“approximately 213 million shares”	Lowered“approximately 212 million shares”	Lowered“approximately 211 million shares”	Lowered“approximately 210 million”	—
For FY2025
Revenue	New“over $6.75 billion, representing growth of approximately 1% to 2% versus prior year on a reported and constant currency basis”	Raised“over $6.85 billion, representing growth of approximately 3% versus prior year on a reported basis, including an expected currency headwind of over 50 basis points”	Raised“approximately $6.95 billion, representing growth of 4% versus prior year on a reported basis, including an expected currency headwind of nearly 50 basis points”	—	—	—	—	—
Earnings per diluted share	New“$4.50 to $4.55”	Raised“$4.85 to $4.90, representing 13% to 14% growth compared to the prior year”	Raised“in the area of $5.00”	—	—	—	—	—
Operating margin expansion	New“over 50 basis points”	Raised“approximately 100 basis points”	Reiterated“approximately 100 basis points”	—	—	—	—	—
Adjusted free cash flow	—	New“approximately $1.2 billion”	Raised“approximately $1.3 billion”	—	—	—	—	—
Annual dividend rate	—	New“$1.40 per common share”	Reiterated“$1.40 per common share”	Raised“$1.60 per share”	—	—	—	—
Anticipated annual dividend rate	New“$1.40 per share”	—	—	—	—	—	—	—
April 2025 bonds repayment	—	New“$303 million”	—	—	—	—	—	—
Free cash flow	New“approximately $1.1 billion”	—	—	—	—	—	—	—
Net interest expense	—	New“approximately $35 million”	Lowered“approximately $25 million”	—	—	—	—	—
Net interest income	New“approximately $20 million”	—	—	—	—	—	—	—
Quarterly cash dividend	New“$0.35 per common share”	—	—	—	—	—	—	—
Return to shareholders through dividend payments	New“approximately $325 million”	—	—	—	—	—	—	—
Return to shareholders through dividends and share repurchases	—	New“more than $2 billion”	Reiterated“more than $2 billion”	—	—	—	—	—
Shareholder returns (dividends and share repurchases)	—	New“more than $2 billion or over 100 percent of its free cash flow”	Reiterated“more than $2 billion or over 100 percent of its adjusted free cash flow”	—	—	—	—	—
Shareholder returns via dividend payments	New“approximately $325 million”	—	—	—	—	—	—	—
Tax rate	New“approximately 19%”	Lowered“approximately 17% to 18%”	Narrowed“approximately 17.5%”	—	—	—	—	—
Weighted average diluted share count	New“approximately 238 million shares”	Lowered“approximately 223 million shares”	Reiterated“approximately 223 million shares”	—	—	—	—	—
No period stated
Long-term revenue growth commitment	—	—	—	—	—	—	—	New“mid-single-digit revenue growth”
Dividend	—	—	—	New“14% increase”	—	—	—	—
Dividend increase	—	—	—	—	—	—	—	New“16%”
Quarterly cash dividend	—	New“$0.35 per common share”	Reiterated“$0.35 per common share”	—	Raised“$0.40 per common share”	Reiterated“$0.40 per common share”	—	—

Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.