Tapestry : Q3 2026 Tapestry, Inc. Investor Presentation (05/07/26)
TPR
Published on 05/07/2026 at 06:55 am EDT
"Financial
Outlook," statements regarding long-term performance, statements regarding the Company's capital deployment plans, including anticipated annual dividend rates and share repurchase plans, and statements that
This presentation contains certain "forward-looking statements" based on management's current expectations. Forward-looking statements include, but are not limited to, the statements under
can be identified by the use of forward-looking terminology such as "may," "can," "could," "if," "continue," "should," "expect," "confidence," "goals," "trends," "anticipate," "intend," "on track," "future," "plan," "potential," "position," "create," "build," "fuel," "deliver," "believe," "see," "will," "would," "uncertain," "achieve," "strategic," "grow," "growth," "forecast," "outlook," "commitment," "innovation," "drive," "leverage," "effort," "long-term," "Amplify strategy," "stretch what's possible," similar expressions, and variations or negatives of these words. They include, without limitation, statements regarding future anticipated capital expenditures. Statements herein regarding our business and growth strategies; our plans, objectives, goals, beliefs, future events, business conditions, results of operations and financial position; and our business outlook and
business trends are forward-looking statements.
Forward-looking statements are neither historical facts nor assurances of future performance. Instead, they are based only on our current beliefs, expectations and assumptions regarding the future of our
business, future plans and strategies, projections, anticipated events and trends, and other future conditions. Because forward-looking statements relate to the future, they are subject to inherent uncertainties,
risks and changes in circumstances that are difficult to predict and many of which are outside of our control.
Our actual results and financial condition may differ materially from those indicated in the forward-
looking statements due to a number of important factors. Therefore, you should not rely on any of these forward-looking statements. Important factors that could cause our actual results and financial condition to
differ materially from those indicated in the forward-looking statements include, among others, the following:
The impact of international trade disputes and the risks associated with potential changes to
international trade agreements, including the imposition or threat of imposition of new or
increased tariffs or retaliatory tariffs implemented by countries where our manufacturers are
located as well as the imposition of additional duties on the products we import;
The impact of economic conditions, recession and inflationary measures;
Our exposure to international risks, including currency fluctuations and changes in economic or
political conditions in the markets where we sell or source our products;
Our ability to retain the value of our brands and to respond to changing fashion and retail trends in a timely manner, including our ability to execute on our e-commerce and digital strategies;
The impact of tax and other legislation;
The ability to successfully implement the initiatives under our 2028 Amplify growth strategy;
▪
The effect of existing and new competition in the marketplace;
Our ability to successfully identify and implement any sales, acquisitions or strategic transactions
on attractive terms or at all, including our sale of the Stuart Weitzman Business;
Our ability to achieve intended benefits, cost savings and synergies from acquisitions;
Our ability to control costs;
The effect of seasonal and quarterly fluctuations on our sales or operating results;
The risk of cybersecurity threats and privacy or data security breaches;
Our ability to satisfy outstanding debt obligations or incur additional indebtedness;
The risks associated with climate change and other corporate responsibility issues;
The ability to protect against infringement of our trademarks and other proprietary rights; and
The impact of pending and potential future legal proceedings.
In addition, purchases of shares of the Company's common stock will be made subject to market conditions and at prevailing market prices. Please refer to the Company's latest Annual Report on Form 10-K and
its other filings with the Securities and Exchange Commission for a complete list of risks and important factors. We assume no obligation to revise or update any such forward-looking statements for any reason,
Our Competitive Advantages
Global, Flexible DTCModel
Channel
Rest of
World
▪ ▪ ▪
▪ ▪
▪
▪ ▪
capa es
SHARE REPURCHASES
On track to return
$1.6 billion or -100%o of expected adjusted free cash flow
in Fiscal 2026
Expect to buy back approximately $1.3 billion in common stock in Fiscal 2026, an increase from prior outlook of $1.2 billion
Spent $150 million in the third quarter to repurchase over 1 million shares of common stock, for a total of $1.05 billion or approximately 9.3 million shares repurchased at an average stock price of $112 year-to-date
DIVIDEND PAYMENTS
Annual dividend of $1.60, or approximately $300 million returned to
shareholders in Fiscal 2026
Goal over time to increase the dividend at least in line with earnings
tapestry 26
S I N C E 1 9 9 3 , W E ' V E B E L I E V E D T H AT S T Y L E I S A L A N G U A G E O F
O P T I M I S M , A N D O U R P U R P O S E I S T O S PA R K J O Y T H AT S P R E A D S .
T O D AY, T H AT P U R P O S E I S S H A P E D B Y A C O N S U M E R S E E K I N G
C O N N E C T I O N , B E L O N G I N G A N D L I G H T N E S S I N E V E R Y D AY L I F E . F O R H E R , W E C R E AT E A W O R L D T H AT F E E L S P O S I T I V E A N D U P L I F T I N G , W H E R E L U X U R Y A N D W A R M T H C O - E X I S T.
O U R D E S I G N S A R E F E M I N I N E C L A S S I C S W I T H A T W I S T: B A L A N C I N G C R A F T W I T H A P L AY F U L S P I R I T, B L E N D I N G T H O U G H T F U L F U N C T I O N ,
I N T E N T I O N A L C O L O R , A N D U N E P E C T E D D E TA I L S T H AT F E E L G O O D T O
L I V E W I T H A N D E A S Y T O L O V E .
B E C A U S E I N E V E R Y T H I N G W E C R E AT E , W E I G N I T E A S PA R K T H AT C A N T U R N E V E R Y D AY I N T O S O M E T H I N G M O R E B E A U T I F U L .
Disclaimer
Tapestry Inc. published this content on May 07, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on May 07, 2026 at 10:54 UTC.