Coach, a marquee brand under Tapestry, recently revealed its Fall 2025 collection at a high-profile New York City event, focusing on modern American classics and sustainability—key themes that resonate well with current consumer preferences. Coupled with product innovations, these factors may have supported Tapestry's share price increase of 20% over the last quarter. Additionally, the company declared a dividend of $0.35 per share and unveiled optimistic corporate guidance, reflecting operational gains and an active share repurchase program. Despite a slight decline in net income, sales were up year-over-year, suggesting resilience amid a mixed market environment where major indices like the S&P 500 posted a three-week decline. Broader economic stability, as indicated by recent comments from Federal Reserve Chair Jerome Powell reassuring that the economy remains strong, further buoyed investor confidence in equities, including Tapestry’s stock.

Get an in-depth perspective on Tapestry's performance by reading our analysis here.

The last 5 years have witnessed a very large total return of 416.53% for Tapestry, Inc., driven by strategic initiatives and consistent market engagement. This performance stands out particularly given the broader market challenges. Despite facing a tough year and achieving lower earnings growth compared to the US market, Tapestry managed to significantly exceed the US luxury industry, which declined 12.1% over the past year.

Key events contributing to Tapestry’s long-term performance include a robust share buyback program, with recent repurchases amounting to US$2 billion. Additionally, the company's innovative product launches and strategic earnings growth, illustrated by their 30.9% annual profit increase over the period, played vital roles. While facing challenges such as legal issues surrounding a planned acquisition and adjustments to earnings forecasts, Tapestry’s continued commitment to shareholder returns, including dividends, underscores its strong market position.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Companies discussed in this article include NYSE:TPR.

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