Every material Form 8-K Tapestry filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Tapestry, Inc. reported its fiscal first quarter results ended September 26, 2026, delivering $1.9 billion in revenue and increasing GAAP diluted EPS by 38% to $1.76. Driven by strong brand performance, particularly at Coach, the company raised its full-year fiscal 2027 revenue and earnings outlook while increasing its capital return program to $2.0 billion.
Delivered net sales of $1.89 billion in the first quarter of fiscal 2027, an increase of 11% reported and 12% pro forma versus the prior year.
Achieved GAAP diluted EPS of $1.76 and non-GAAP diluted EPS of $1.82 for the quarter ended September 26, 2026.
Raised fiscal year 2027 guidance to revenue of $8.5 billion to $8.6 billion and diluted EPS of $8.25 to $8.35.
Returned approximately $700 million to shareholders in the quarter through dividends and share repurchases, and updated full-year capital return outlook to $2.0 billion.
Tapestry reported fiscal 2026 fourth-quarter revenue of $1.88 billion, up 9% reported, and non-GAAP diluted EPS of $1.32, up 28%. The company also raised its quarterly dividend 16% to $0.4625 per share and issued a fiscal 2027 outlook calling for revenue of $8.4 billion to $8.5 billion and EPS of $7.80 to $7.90.
Q4 GAAP diluted EPS was $1.68, versus a loss of $(2.49) a year earlier; certain items added $0.36 to Q4 EPS, including IEEPA tariff refunds.
Full-year fiscal 2026 net sales were $8.00 billion, up 14%, and non-GAAP diluted EPS was $7.05, up 38%.
The Board approved a quarterly dividend of $0.4625 per share, payable September 21, 2026, to holders of record on September 4, 2026.
Tapestry expects to repurchase $1.35 billion of common stock in fiscal 2027 and first-quarter fiscal 2027 EPS of approximately $1.55.
Tapestry reported fiscal third-quarter 2026 net sales of $1.92 billion, up 21% from a year earlier, and GAAP diluted EPS of $1.65, up 74%. The company raised its fiscal 2026 revenue, operating margin, EPS and cash flow outlook, and lifted its planned shareholder returns to $1.6 billion, which matters for shareholders because it signals stronger expected earnings and more capital returned.
Q3 net sales $1.92 billion, up 21% (19% constant currency); Coach brand up 31%
GAAP diluted EPS $1.65 versus $0.95 a year earlier; GAAP operating margin 22.3% versus 16.0%
Fiscal 2026 EPS outlook raised to about $6.95 from $6.40 to $6.45 (non-GAAP)
Planned fiscal 2026 buybacks raised to about $1.3 billion from $1.2 billion; quarterly dividend $0.40 payable June 22, 2026
Tapestry's board increased its size from ten to eleven and elected Matt Madrigal, Chief Technology Officer of Pinterest, as a director effective April 6, 2026. The filing describes his compensation as a director, which includes restricted stock units, but does not indicate any change to Tapestry's operations or financial results.
Board expanded from ten to eleven members; Matt Madrigal elected effective April 6, 2026
Annual cash retainer of $100,000 plus an annual equity grant with a grant date fair value of $200,000, paid in restricted stock units at the annual meeting
Initial equity award with a grant date fair value of $200,000 on April 6, 2026, in restricted stock units vesting on the one-year anniversary
Tapestry reported fiscal second-quarter 2026 revenue of $2.5 billion, up 14% from a year earlier, with GAAP diluted EPS of $2.68 versus $1.38. The company raised its fiscal 2026 revenue, operating margin, EPS, and free cash flow outlook and now plans to return $1.5 billion to shareholders, up from $1.3 billion.
Q2 net sales were $2.5 billion, up 14%; pro forma growth excluding Stuart Weitzman was 18%, led by Coach up 25%
GAAP diluted EPS was $2.68 versus $1.38 a year ago; non-GAAP diluted EPS was $2.69 versus $2.00
Fiscal 2026 EPS guidance raised to $6.40 to $6.45 from $5.45 to $5.60; revenue now expected above $7.75 billion versus prior $7.3 billion
Share repurchases for fiscal 2026 now expected at $1.2 billion, up from $1.0 billion
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Tapestry filing is on SEC EDGAR ↗. 8-K briefs of other companies →