The Luxury Stock That Quietly Beat Bitcoin, Nvidia, and the S&P 500Concord Capital Intelligence4 min read·Just nowJust now--When thinking about high returns — sometimes double or even triple-digit gains — how often do you immediately think of technology or cryptocurrency mining stocks? Most likely, names like Nvidia, Riot Platforms, or Marathon Digital come to mind. And that makes sense. When investors picture market outperformance, their thoughts often go straight to the usual suspects: tech titans, AI-dri ...

Key Takeaways Wolverine reported broad-based Q2 growth, led by Saucony's 41.5% y/y revenue jump and record sales.Merrell marked its fourth straight quarter of growth with lighter, faster trail footwear driving demand.Sweaty Betty and Wolverine delivered margin expansion through campaigns, innovation and premium launches.Wolverine World Wide, Inc. (WWW) delivered strong brand results in the second quarter of 2025, with Saucony leading the portfolio. The brand posted a 41.5% year-over-year revenue increase, a ...

Key Takeaways Tapestry closed FY25 with $7B in revenues, up 5% y/y, with adjusted EPS rising to $5.10 from $4.29.TPR projects 2026 sales of $7.2B and EPS of $5.30-$5.45, absorbing tariff-related costs.Coach drives growth, with strong momentum across regions, while Kate Spade faces a near-term decline.Tapestry, Inc. (TPR) concluded fiscal 2025 with record results, setting the stage for an improved outlook in fiscal 2026. The company reported revenues of $7 billion, up 5% from the prior year, and adjusted ear ...

The last year was a tricky one for Tapestry Inc., which dropped its $8.5 billion deal to buy Michael Kors parent Capri Holdings, sold off Stuart Weitzman and continued to work toward a Kate Spade turnaround. But chief executive officer Joanne Crevoiserat managed to navigate it well, exceeding her own personal financial targets as the Coach brand went from strength to strength. More from WWD Crevoiserat’s total compensation package grew 12.4 percent to $17.3 million in fiscal 2025, according to the compan ...

We recently published 10 Latest Stocks Jim Cramer Discussed In An Episode Examining Turnarounds. Tapestry, Inc. (NYSE:TPR) is one of the stocks Jim Cramer recently discussed. Tapestry, Inc. (NYSE:TPR) is a high-end American accessories, footwear, and jewelry company. Cramer’s previous comments about the firm have raised the point that the firm offers consumers high-value products. Value in this sense, according to the CNBC host, does not mean low price but quality at a reasonable price. Cramer has also ap ...

财务影响 - 美国关税影响预计持续至2028财年才能完全缓解 [1] - 关税将在2026财年造成约1.6亿美元损失 [1] 品牌业绩展望 - Coach品牌长期销售额目标推高至约100亿美元 [1] - Kate Spade品牌预计在2027财年恢复具盈利能力的收入增长 [1] 财务目标 - 2027财年及2028财年全年收入预计实现中单位数增幅 [1] - 调整后每股盈利预计每年实现低双位数增幅 [1] 资本回报计划 - 公司宣布直至2028财年期间将进行30亿美元股份回购计划 [1]

长期增长战略 - 公司发布名为Amplify的长期增长战略 聚焦收入增长 利润率扩张和股东回报提升 规划期至2028年[1] - 战略旨在吸引年轻消费者 加强品牌忠诚度和推动国际扩张[2] 财务目标 - 预计2027和2028财年实现中等个位数年收入增长和低双位数每股收益增长[2] - 运营利润率预计在2028财年提升至22%以上 较2025财年增长超过200个基点[3] - 重申2026财年展望 假设美国贸易政策稳定 消费者信心平稳且无重大通胀压力[5] 资本回报计划 - 承诺三年内通过股息和回购向股东返还40亿美元[2] - 宣布新的30亿美元股票回购授权 并计划在2026财年维持每股1.60美元的年度股息[4] 品牌发展展望 - Coach品牌预计实现稳健的中等个位数收入增长和利润率扩张 长期目标为达成100亿美元销售额[4] - Kate Spade品牌预计在2027财年恢复盈利性收入增长 并在2028财年加速增长[4] 市场表现 - 股价在周三盘前交易中上涨0.49%至105.70美元[6]

公司业绩表现 - Wolverine World Wide 2025年第二季度营收同比增长115%至4742亿美元 品牌组合表现强劲 尤其是Saucony和Merrell实现两位数增长和利润率扩张 [1] - Saucony季度营收创纪录 同比增长415% 毛利率提升560个基点 通过Endorphin Speed 5等新品推动跑步品类增长 生活方式分销扩展至近1300家零售门店 [2] - Merrell营收增长107% 毛利率提升近600个基点 现代化徒步鞋产品如Moab Speed 2推动市场份额增长 在法国市场取得领先地位 [3] - Sweaty Betty营收降幅收窄至61% 毛利率改善超500个基点 通过营销活动和英国新应用恢复高端定位 [4] - Wolverine品牌推出高端产品如Workshop Wedge工作靴系列 快速售罄 [5] 竞争对手比较 - Deckers Outdoor旗下HOKA和UGG品牌推动2026财年第一季度业绩 HOKA营收增长198%至6531亿美元 UGG增长189%至2651亿美元 公司总销售额创9645亿美元纪录 同比增长169% [7] - Tapestry第四财季净销售额同比增长83% Coach品牌销售额增长14%至143亿美元 Kate Spade下降13%至2526亿美元 Stuart Weitzman下滑10%至455亿美元 [8] - URBN旗下所有品牌在2026财年第一季度实现同店销售增长 Nuuly净销售额飙升595% 活跃订阅用户数同比增长529% [9] 财务数据与估值 - Wolverine股价年初至今上涨293% 同期行业指数下跌15% [11] - 公司远期市盈率为1978倍 低于行业平均3045倍 价值评分为D级 [12] - 2025财年盈利预期同比增长44% 2026财年预期增长172% 过去30天内2025和2026年盈利预测分别上调024美元和022美元 [13] - Zacks共识预期显示 当前季度(2025年9月)每股收益032美元 下一季度(2025年12月)044美元 2025全年131美元 2026全年154美元 [14]

公司业绩表现 - Tapestry第四季度调整后每股收益达1.04美元 超出分析师预期0.02美元 [1] - 当季销售额17.2亿美元 高于分析师预估的16.8亿美元 [1] - 公司预计2026财年摊薄后每股收益为5.30至5.45美元 较上年增长4%至7% [1] 市场反应 - 公司股价周四大跌超13% 创下自2020年3月以来最大跌幅 [1] - 股价收报97.94美元 此前年内累计涨幅曾达74% [1] 业绩展望 - 2026财年每股收益预期低于分析师预估的5.49美元 [1] - 业绩差异主要源于关税影响 预计将造成每股0.6美元的负面冲击 [1] 公司背景 - Tapestry旗下拥有Coach和Kate Spade等品牌 [1]

股价表现 - 周四股价大跌超13%至97.94美元 创2020年3月以来最大单日跌幅[1] - 尽管年内累计涨幅曾达74% 但市场未完全消化关税成本冲击导致重挫[1] 财务业绩 - 2025财年第四季度调整后每股收益1.04美元 超出分析师预期0.02美元[1] - 当季销售额17.2亿美元 高于分析师预估的16.8亿美元[1] 业绩展望 - 预计2026财年摊薄后每股收益5.30至5.45美元 较上年增长4%至7%[1] - 2026财年每股收益预期低于分析师预估的5.49美元[1] 成本影响 - 关税预计造成每股0.6美元的负面冲击 导致业绩展望低于市场预期[1]