With a market cap of $22.5 billion, Tapestry, Inc. (TPR) is a New York - based luxury fashion company. It designs and markets premium accessories, footwear, apparel, and lifestyle products globally under its three brands: Coach, Kate Spade, and Stuart Weitzman.

Shares of Tapestry have significantly outperformed the broader market over the past 52 weeks. TPR stock has climbed 188.4% over this time frame, while the broader S&P 500 Index ($SPX) has increased 19.9%. In addition, shares of the company are up 67.4% on a YTD basis, compared to SPX’s 8.5% rise.

Focusing more closely, TPR stock has also outpaced the Consumer Discretionary Select Sector SPDR Fund’s (XLY) 29.2% return over the past 52 weeks. 

Shares of Tapestry rose 3.7% on May 8 after the company posted strong fiscal Q3 2025 results, with adjusted EPS of $1.03 beating the consensus estimate and rising 27.2% year over year, and net sales of $1.6 billion topping expectations with 6.9% growth. The upside was driven primarily by double-digit sales growth at the Coach brand, robust direct-to-consumer and digital performance, and strong regional gains in North America, Europe, and China.

For the fiscal year that ended in June 2025, analysts expect TPR’s adjusted EPS to grow 18.2% year-over-year to $5.07. The company's earnings surprise history is promising. It beat the consensus estimates in the last four quarters.

Among the 20 analysts covering the stock, the consensus rating is a “Moderate Buy.” That’s based on 13 “Strong Buy” ratings, two “Moderate Buys,” and five “Holds.” 

On Aug. 7, TD Cowen raised its price target for Tapestry to $130, maintaining a “Buy” rating.

As of writing, the stock is trading above the mean price target of $105.95. The Street-high price target of $145 implies a potential upside of 32.6% from the current price levels.