Tapestry, Inc.
Based in New York City, Tapestry is the parent company of accessories and fashion brand Coach, which accounted for 80% of its revenue and well over 90% of its operating profit in fiscal 2025. Handbags accounted for 58% of the brand's fiscal 2025 revenue. Coach products are sold through more than 900 company-owned stores, e-commerce, and third-party stores in North America, Asia, and Europe. Tapestry also owns Kate Spade (17% of fiscal 2025 revenue), which operates about 170 stores and generated 52% of its sales from handbags in fiscal 2025. Kate Spade is known for its colorful patterns and graphics. Tapestry sold its smallest brand, luxury footwear maker Stuart Weitzman, to Caleres in August 2025.www.tapestry.com
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Search complete. 20 mentions across 5 episodes found for "Tapestry, Inc.".
Sep 22, 2026
Melissa LeeHOST
Shares of Capri Holdings jumping more than 6% today after Women's Wear Daily reported that Michael Kors parent has been in contact with potential buyers.
Melissa LeeHOST
Capri shares have struggled over the past two years since its merger agreement with Coach parent Tapestry fell apart.
Melissa LeeHOST
Uh, Karen, does this make sense to you?
Karen FinermanPANELIST
Yes.
Karen FinermanPANELIST
This wouldn't surprise me at all if that's what they wanted to happen.
Karen FinermanPANELIST
The question is, who would buy them and for how much? But I do think they really wanted to exit.
Karen FinermanPANELIST
They, they really thought they had, and seem to have had, a deal completely locked up with Tapestry and then you had that very unusual outcome where they said antitrust.
Melissa LeeHOST
Yeah.
Tash LearedHOST
Mm-hmm
Sarah GlanvilleHOST
... uh, which is called Tapestry.
Sarah GlanvilleHOST
So Tapestry owns Coach.
Sarah GlanvilleHOST
They also have acquired brands like Kate Spade and Stuart Weitzman.
Tash LearedHOST
Really? That's interesting, 'cause-
Sarah GlanvilleHOST
They're all interlinked, yeah.
Tash LearedHOST
Interlinked.
Sarah GlanvilleHOST
So Tapestry's actually the one that saw the 500% growth in stock price since October 2023.
Julie MorganHOST
On our catalyst watch, New York Fashion Week begins today.
Julie MorganHOST
Brands showing off their designs at runway or media events include Ralph Lauren, Tapestry's Coach, PVH's Calvin Klein and Tommy Hilfiger, Tory Burch, Capri Holdings' Michael Kors, and Gap with a much bigger presence than usual for the Gap, Banana Republic, Athleta, and Old Navy brands.
Julie MorganHOST
On Wall Street, stock index futures are in mixed territory.
Julie MorganHOST
Crude oil is up 1.2% at $97 a barrel.
Frank CurzioHOST
Dick's is down 40%, Casey down 30%, they have 3,000 convenience stores.
Frank CurzioHOST
You have Tapestry owns Kate Spade and Coach down 30%, Yeti down 23%, Lulu, which has just been a disaster, down 24%, but it seems like it's down every single month for the past four years.
Frank CurzioHOST
But you know what surprised me? TJX and Burlington.
Frank CurzioHOST
TJX is down 20%, Burlington down 33%.
Jim CramerHOST
I'm finding out the state of affairs from the CEO.
Jim CramerHOST
And as retail stocks are getting crushed under rising oil prices, could a K-shaped economy help the parent of Coach and Kate Spade buck the curve? I'm getting the latest with Tapestry's top brass, so stay with Cramer.
Jim CramerHOST
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23 MINS LATER
Jim CramerHOST
Absolutely.
Jim CramerHOST
Meet everybody back after the break.
speaker_6ADVERTISER
Coming up, Cramer's talking to the CEO of Tapestry to figure out how the fashion brand can begin to bounce back.
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Next.