NYSE:TPR

Tapestry Inc. (TPR)

150.53
+1.33 (0.89%)
as of Jun 23, 2026, 8:00:00 pm Market Open.
25 watching
0
HOLD
One of the hottest stocks 5 years ago. Has been hit hard by the downturn in retail. You don't know when luxury shopping will resume. A play on the economy getting stronger.
WAIT
Mispriced. The growth of the balance sheet is like a 45° plus angle, but consumer discretionary is being whacked. His model price is $$35.83, a 31% positive differential. The next level down is $22.20. There is a lot of value here but would wait for $22.20.
WAIT
Stock has come off. They sell high-end luxury goods but the US is going into a recession and people are trading down. There is no rush in buying.
DON'T BUY
Retailer of the high-end leather goods. The free cash flow yield premium is negative. Not generating enough free cash flow to make the risk premium worthwhile. Trading at almost 32 X current earnings which is expensive.
BUY
Has been a great stock and a great company. He continues to hold this because of the quality of the brand. Gross margin is about 80%. Continuing to increase their store penetration.
TOP PICK
Not a fan of retail, but thinks this has a pretty good story. Great product line. Improving their margins.
TOP PICK
Focused on companies that are not dependent on price increases for their growth, but dependent on volume and unit growth. Selling at about 25 X next 12 months' estimated earnings.
BUY ON WEAKNESS
A great organization. Have done a very good job of determining their market. Very strong niche. Well run. Would buy 10/15% lower.
TOP PICK
Has a good product line and it is in the upscale side of the market. Will continue to see very strong earnings growth.
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