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#TapestryFallsNearly15%OnEarnings Nearly 15% down after earnings? ๐ณ
This is exactly why I donโt like buying just because a company posts decent results.
Market expectations can be brutal. Would you buy this dip? ๐
#TPR
#TapestryFallsNearly15%OnEarnings Nearly 15% down after earnings? ๐ณ
This is exactly why I donโt like buying just because a company posts decent results.
Market expectations can be brutal. Would you buy this dip? ๐
#TPR
This is exactly why I donโt like buying just because a company posts decent results.
Market expectations can be brutal. Would you buy this dip? ๐
#TPR
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ยท
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Article
ๆ ้ข๏ผ ๐ ไธ็ปฉ่ถ
้ขๆๅดๆด่ท16%๏ผCoachๆฏๅ
ฌๅธTapestryๆไนไบ๏ผ#Tapestry่ดขๆฅๅ่กไปท่ท่ฟ15%
ๅฝๅฐๆถ้ด8ๆ13ๆฅ๏ผCoachใKate Spadeๆฏๅ
ฌๅธTapestry(TPR.US)ๅๅธ2026่ดขๅนด็ฌฌๅๅญฃๅบฆๅๅ
จๅนดไธ็ปฉใ่ดขๆฅๆฐๅญๆฌ่บซ็ธๅฝไบฎ็ผโโ่ฅๆถๅฉๆถฆๅๅ่ถ
้ขๆโโไฝ่กไปทๅดๆด่ท16.49%๏ผๆฒฆไธบๆ ๆฎ500ๆๆฐๅฝๆฅ่กจ็ฐๆๅทฎๆๅ่กใ
๐ ็ฌฌๅๅญฃๅบฆ่ดขๆฅ๏ผๅ
จ้ข่ถ
้ขๆ
ยท ่ฅๆถ๏ผ18.77ไบฟ็พๅ
๏ผๅๆฏๅข้ฟ9%๏ผ็ฅ้ซไบๅธๅบ้ขๆ็18.7ไบฟ็พๅ
ยท ๅๅฉๆถฆ๏ผ3.478ไบฟ็พๅ
๏ผไธๅนดๅๆไธบๅไบๆ5.171ไบฟ็พๅ
ยท ่ฐๆดๅEPS๏ผ1.32็พๅ
๏ผ้ซไบ้ขๆ็1.28็พๅ
ยท ๆฏๅฉ็๏ผ78.1%๏ผๅๆฏๆๅ180ไธชๅบ็น
ยท ่ฅไธๅฉๆถฆ็๏ผ19.3%๏ผๅๆฏๆๅ250ไธชๅบ็น
๐ 2026่ดขๅนดๅ
จๅนด๏ผๅ็บชๅฝ็ไธๅนด
ยท ๅ
จๅนด่ฅๆถ๏ผ80.04ไบฟ็พๅ
๏ผๅๆฏๅข้ฟ14%๏ผๆๅค่ๆๅฎๆฑ็่ฎก็ฎๅข้ฟ17%๏ผ
ยท ่ฅไธๅฉๆถฆ๏ผ19.14ไบฟ็พๅ
๏ผไธๅนดๅๆไป
4.15ไบฟ็พๅ
ยท ็จ้ๅEPS๏ผ7.27็พๅ
๏ผไธๅนดๅๆไป
0.82็พๅ
ยท ่ฐๆดๅEPS๏ผ7.05็พๅ
๏ผๅๆฏๅข้ฟ38%
ยท ่ฐๆดๅ่ช็ฑ็ฐ้ๆต๏ผ18.6ไบฟ็พๅ
CEOไนๅฎๅฆฎยทๅ
้ๆฒๅกๆ็น่กจ็คบ๏ผ2026่ดขๅนดๆฏโๅ็บชๅฝ็ไธๅนดโ๏ผๅ
ฌๅธๆๅไธคๅนดๅฎๆไบไธๅนดๅๆ่ต่
ๆฅไธๆฟ่ฏบ็็ฎๆ ใ
๐ ๅๅ็๏ผCoach็ฌๆๅคงๆข๏ผKate Spadeๆ็ปญไฝ่ฟท
ยท Coach๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ16.42ไบฟ็พๅ
๏ผๅๆฏๅข้ฟ15%๏ผๅ ้ๅขๆป่ฅๆถ็87.5%ใๅ
จๅนด่ฅๆถ69.15ไบฟ็พๅ
๏ผๅๆฏๅข้ฟ24%ใCEO่กจ็คบCoachโๅฎๅ
จๆๆบไผๆ้ฟไธบ่ฅๆถ่งๆจก่พพ100ไบฟ็พๅ
็ๅ็โใ
ยท Kate Spade๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ2.351ไบฟ็พๅ
๏ผๅๆฏไธๆป7%ใๅ
จๅนด่ฅๆถ10.75ไบฟ็พๅ
๏ผๅๆฏไธ้10%ใๅ็่ฝฌๅ่ฟๅฑ็ผๆ
ขใ
๐ ๅๅฐๅบ๏ผๅคงไธญๅๅบ่กจ็ฐไบฎ็ผ
ยท ๅคงไธญๅๅบ๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถๅๆฏๅข้ฟ28%๏ผๅบๅฎๆฑ็๏ผ๏ผๅ
จๅนดๅข้ฟ35%๏ผๅ
จๅนด่ฅๆถ่พพ13.97ไบฟ็พๅ
ยท ๆฌงๆดฒ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ19%๏ผๅ
จๅนดๅข้ฟ23%
ยท ๅ็พ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ7%๏ผ่พไธไธๅญฃๅบฆ็บฆ20%็ๅข้ๆๆพๆพ็ผ
๐ฅ ไธ็ปฉ่ถ
้ขๆ๏ผ่กไปทไธบไฝๆด่ท16%๏ผ
ๆ ธๅฟ็็พๅจไบ๏ผ็ฎก็ๅฑ็ปๅบ็2027่ดขๅนดๆๅผ๏ผๆช่ฝๆปก่ถณๅธๅบๅทฒ่ขซๆฌ้ซๅฐๆ่ด็ๆๅพ
ใ
1. ๆๅผโไธญ่งไธญ็ฉโ๏ผๅธๅบ่ฆ็ๆฏโ่ถ
้ขๆโ
ๅ
ฌๅธ้ข่ฎก2027่ดขๅนดๅ
จๅนด่ฅๆถ84ไบฟ่ณ85ไบฟ็พๅ
๏ผไธญไฝๆฐ84.5ไบฟ็พๅ
๏ผ็ฅไฝไบๅๆๅธ้ขๆ็84.6ไบฟ่ณ84.7ไบฟ็พๅ
๏ผๆฏ่กๆถ็้ข่ฎก7.80่ณ7.90็พๅ
๏ผๅธๅบ้ขๆไธบ7.87็พๅ
ใ
่ดขๆฅๅๅธๅ๏ผTapestry่กไปทๅนดๅ
ๅทฒ็ดฏ่ฎกไธๆถจ็บฆ20%๏ผๆฌๅจไธๆดๅไธ164.78็พๅ
็ๅๅฒๆฐ้ซใๅธๅบๆฉๅทฒๅฐไน่ง้ขๆๅ
ๅๅฎไปทโโๅฝไธไปฝโไธญ่งไธญ็ฉโ็ๆๅผๅบ็ฐๆถ๏ผ่ต้้ๆฉไบ่ทๅฉไบ็ปใ
2. ็ฎก็ๅฑไผ ้โ่ฐจๆ
โไฟกๅท
CFOๆฏ็ง็นยท็ฝๅจ็ต่ฏไผไธๅฆ่จ๏ผๆๅผๅ่ฎพCoachๅจ2027่ดขๅนดๅผๅฑ้ถๆฎตไฟๆ็ฎๅ็ๅผบๅฒๅข้ฟ๏ผไฝ โๅนถๆช้ข่ฎพๅ
จๅนด้ฝ่ฝ็ปดๆๅ็ญๆฐดๅนณ็้ซๅข้โ ใ้ข่ฎกไธๅๅนด่ฅๆถ็ปดๆ้ซไธชไฝๆฐๅข้ฟ๏ผไธๅๅนดๅฐๆพ็ผ่ณไธญไธชไฝๆฐใ่ฟ็งโไธ่ชไฟกโ็่กจ่พพ๏ผ็ดๆฅๅจๆไบๅธๅบๆ
็ปชใ
3. ็ปๆๆง้ฎ้ข๏ผ่ฟๅบฆไพ่ตๅไธๅ็
Coach่ดก็ฎไบ้ๅข่ฟไนๆ่ฅๆถใๅช่ฆCoach็จๅพฎไฝไบ้ขๆโโๅชๆๅชๆฏ0.5ไธช็พๅ็นโโๆดไธช้ๅขๅฐฑไผๆฟๅๅทจๅคงๅๅใ่Kate Spadeๆ็ปญไธๆป๏ผ็ญๆๅ
็ไธๅฐ็ฌฌไบๅข้ฟๅผๆใ
๐ ๅธๅบๅๅบๆๅคๅง็๏ผ
ยท ๅฝๆฅๆถ็128.39็พๅ
๏ผๆด่ท25.35็พๅ
ๆ16.49%
ยท ็ไธญๆไฝ่งฆๅ127.78็พๅ
ยท ่ฟๅปไธๅคฉ็ดฏ่ฎกไธ่ท็บฆ22%๏ผๅธๅผ่ธๅ็บฆ72ไบฟ็พๅ
ยท 2026ๅนด่ฟไปๆถจๅน
ไปๅจไธ็29% ้ชค้่ณไป
็บฆ2%-3%
๐ก ๆไน็๏ผ
Tapestryไบคๅบไบไธไปฝไผ็ง็ๆ็ปฉๅโโ่ฅๆถๅฉๆถฆๅ่ถ
้ขๆใๅ
จๅนดๅ็บชๅฝใไธญๅฝๅธๅบ็ๅข35%ใไฝ่กๅธไปๆฅไธๅชๆฏ็โ่ฟๅปๅๅพๅคๅฅฝโ๏ผ่ๆฏ็โๆชๆฅ่ฝๆๅคๅฅฝโใ
ๅฝไธไธชๅ็่ดก็ฎไบ้ๅข่ฟไนๆๆถๅ
ฅ๏ผ่็ฎก็ๅฑๅๆ็กฎ่กจ็คบโไธๆๆ่ฟไธชๅข้่ฝๆ็ปญไธๆดๅนดโๆถ๏ผๅธๅบ็ๆๆ
ๆฏๅฏไปฅ็่งฃ็ใTapestry็้ฎ้ขไธๆฏไธ็ปฉไธๅฅฝ๏ผ่ๆฏ้คไบCoach๏ผๅฎ่ฟๆฒกๆ่ฎฒๅบ็ฌฌไบไธช่ฎฉไบบไฟกๆ็ๅข้ฟๆ
ไบใ
ๆ่ตๆ้ฃ้ฉ๏ผๅณ็ญ้่ฐจๆ
ใๆฌๆไป
ไฝไฟกๆฏๅไบซ๏ผไธๆๆไปปไฝๆ่ตๅปบ่ฎฎใ
---
#Tapestry #TPR #Coach #KateSpade #่ดขๆฅ #็พ่ก #ๅฅขไพๅ #่กๆ
ๅๆ
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ๆ ้ข๏ผ ๐ ไธ็ปฉ่ถ ้ขๆๅดๆด่ท16%๏ผCoachๆฏๅ ฌๅธTapestryๆไนไบ๏ผ
#Tapestry่ดขๆฅๅ่กไปท่ท่ฟ15%
ๅฝๅฐๆถ้ด8ๆ13ๆฅ๏ผCoachใKate Spadeๆฏๅ ฌๅธTapestry(TPR.US)ๅๅธ2026่ดขๅนด็ฌฌๅๅญฃๅบฆๅๅ จๅนดไธ็ปฉใ่ดขๆฅๆฐๅญๆฌ่บซ็ธๅฝไบฎ็ผโโ่ฅๆถๅฉๆถฆๅๅ่ถ ้ขๆโโไฝ่กไปทๅดๆด่ท16.49%๏ผๆฒฆไธบๆ ๆฎ500ๆๆฐๅฝๆฅ่กจ็ฐๆๅทฎๆๅ่กใ
๐ ็ฌฌๅๅญฃๅบฆ่ดขๆฅ๏ผๅ จ้ข่ถ ้ขๆ
ยท ่ฅๆถ๏ผ18.77ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ9%๏ผ็ฅ้ซไบๅธๅบ้ขๆ็18.7ไบฟ็พๅ
ยท ๅๅฉๆถฆ๏ผ3.478ไบฟ็พๅ ๏ผไธๅนดๅๆไธบๅไบๆ5.171ไบฟ็พๅ
ยท ่ฐๆดๅEPS๏ผ1.32็พๅ ๏ผ้ซไบ้ขๆ็1.28็พๅ
ยท ๆฏๅฉ็๏ผ78.1%๏ผๅๆฏๆๅ180ไธชๅบ็น
ยท ่ฅไธๅฉๆถฆ็๏ผ19.3%๏ผๅๆฏๆๅ250ไธชๅบ็น
๐ 2026่ดขๅนดๅ จๅนด๏ผๅ็บชๅฝ็ไธๅนด
ยท ๅ จๅนด่ฅๆถ๏ผ80.04ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ14%๏ผๆๅค่ๆๅฎๆฑ็่ฎก็ฎๅข้ฟ17%๏ผ
ยท ่ฅไธๅฉๆถฆ๏ผ19.14ไบฟ็พๅ ๏ผไธๅนดๅๆไป 4.15ไบฟ็พๅ
ยท ็จ้ๅEPS๏ผ7.27็พๅ ๏ผไธๅนดๅๆไป 0.82็พๅ
ยท ่ฐๆดๅEPS๏ผ7.05็พๅ ๏ผๅๆฏๅข้ฟ38%
ยท ่ฐๆดๅ่ช็ฑ็ฐ้ๆต๏ผ18.6ไบฟ็พๅ
CEOไนๅฎๅฆฎยทๅ ้ๆฒๅกๆ็น่กจ็คบ๏ผ2026่ดขๅนดๆฏโๅ็บชๅฝ็ไธๅนดโ๏ผๅ ฌๅธๆๅไธคๅนดๅฎๆไบไธๅนดๅๆ่ต่ ๆฅไธๆฟ่ฏบ็็ฎๆ ใ
๐ ๅๅ็๏ผCoach็ฌๆๅคงๆข๏ผKate Spadeๆ็ปญไฝ่ฟท
ยท Coach๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ16.42ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ15%๏ผๅ ้ๅขๆป่ฅๆถ็87.5%ใๅ จๅนด่ฅๆถ69.15ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ24%ใCEO่กจ็คบCoachโๅฎๅ จๆๆบไผๆ้ฟไธบ่ฅๆถ่งๆจก่พพ100ไบฟ็พๅ ็ๅ็โใ
ยท Kate Spade๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ2.351ไบฟ็พๅ ๏ผๅๆฏไธๆป7%ใๅ จๅนด่ฅๆถ10.75ไบฟ็พๅ ๏ผๅๆฏไธ้10%ใๅ็่ฝฌๅ่ฟๅฑ็ผๆ ขใ
๐ ๅๅฐๅบ๏ผๅคงไธญๅๅบ่กจ็ฐไบฎ็ผ
ยท ๅคงไธญๅๅบ๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถๅๆฏๅข้ฟ28%๏ผๅบๅฎๆฑ็๏ผ๏ผๅ จๅนดๅข้ฟ35%๏ผๅ จๅนด่ฅๆถ่พพ13.97ไบฟ็พๅ
ยท ๆฌงๆดฒ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ19%๏ผๅ จๅนดๅข้ฟ23%
ยท ๅ็พ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ7%๏ผ่พไธไธๅญฃๅบฆ็บฆ20%็ๅข้ๆๆพๆพ็ผ
๐ฅ ไธ็ปฉ่ถ ้ขๆ๏ผ่กไปทไธบไฝๆด่ท16%๏ผ
ๆ ธๅฟ็็พๅจไบ๏ผ็ฎก็ๅฑ็ปๅบ็2027่ดขๅนดๆๅผ๏ผๆช่ฝๆปก่ถณๅธๅบๅทฒ่ขซๆฌ้ซๅฐๆ่ด็ๆๅพ ใ
1. ๆๅผโไธญ่งไธญ็ฉโ๏ผๅธๅบ่ฆ็ๆฏโ่ถ ้ขๆโ
ๅ ฌๅธ้ข่ฎก2027่ดขๅนดๅ จๅนด่ฅๆถ84ไบฟ่ณ85ไบฟ็พๅ ๏ผไธญไฝๆฐ84.5ไบฟ็พๅ ๏ผ็ฅไฝไบๅๆๅธ้ขๆ็84.6ไบฟ่ณ84.7ไบฟ็พๅ ๏ผๆฏ่กๆถ็้ข่ฎก7.80่ณ7.90็พๅ ๏ผๅธๅบ้ขๆไธบ7.87็พๅ ใ
่ดขๆฅๅๅธๅ๏ผTapestry่กไปทๅนดๅ ๅทฒ็ดฏ่ฎกไธๆถจ็บฆ20%๏ผๆฌๅจไธๆดๅไธ164.78็พๅ ็ๅๅฒๆฐ้ซใๅธๅบๆฉๅทฒๅฐไน่ง้ขๆๅ ๅๅฎไปทโโๅฝไธไปฝโไธญ่งไธญ็ฉโ็ๆๅผๅบ็ฐๆถ๏ผ่ต้้ๆฉไบ่ทๅฉไบ็ปใ
2. ็ฎก็ๅฑไผ ้โ่ฐจๆ โไฟกๅท
CFOๆฏ็ง็นยท็ฝๅจ็ต่ฏไผไธๅฆ่จ๏ผๆๅผๅ่ฎพCoachๅจ2027่ดขๅนดๅผๅฑ้ถๆฎตไฟๆ็ฎๅ็ๅผบๅฒๅข้ฟ๏ผไฝ โๅนถๆช้ข่ฎพๅ จๅนด้ฝ่ฝ็ปดๆๅ็ญๆฐดๅนณ็้ซๅข้โ ใ้ข่ฎกไธๅๅนด่ฅๆถ็ปดๆ้ซไธชไฝๆฐๅข้ฟ๏ผไธๅๅนดๅฐๆพ็ผ่ณไธญไธชไฝๆฐใ่ฟ็งโไธ่ชไฟกโ็่กจ่พพ๏ผ็ดๆฅๅจๆไบๅธๅบๆ ็ปชใ
3. ็ปๆๆง้ฎ้ข๏ผ่ฟๅบฆไพ่ตๅไธๅ็
Coach่ดก็ฎไบ้ๅข่ฟไนๆ่ฅๆถใๅช่ฆCoach็จๅพฎไฝไบ้ขๆโโๅชๆๅชๆฏ0.5ไธช็พๅ็นโโๆดไธช้ๅขๅฐฑไผๆฟๅๅทจๅคงๅๅใ่Kate Spadeๆ็ปญไธๆป๏ผ็ญๆๅ ็ไธๅฐ็ฌฌไบๅข้ฟๅผๆใ
๐ ๅธๅบๅๅบๆๅคๅง็๏ผ
ยท ๅฝๆฅๆถ็128.39็พๅ ๏ผๆด่ท25.35็พๅ ๆ16.49%
ยท ็ไธญๆไฝ่งฆๅ127.78็พๅ
ยท ่ฟๅปไธๅคฉ็ดฏ่ฎกไธ่ท็บฆ22%๏ผๅธๅผ่ธๅ็บฆ72ไบฟ็พๅ
ยท 2026ๅนด่ฟไปๆถจๅน ไปๅจไธ็29% ้ชค้่ณไป ็บฆ2%-3%
๐ก ๆไน็๏ผ
Tapestryไบคๅบไบไธไปฝไผ็ง็ๆ็ปฉๅโโ่ฅๆถๅฉๆถฆๅ่ถ ้ขๆใๅ จๅนดๅ็บชๅฝใไธญๅฝๅธๅบ็ๅข35%ใไฝ่กๅธไปๆฅไธๅชๆฏ็โ่ฟๅปๅๅพๅคๅฅฝโ๏ผ่ๆฏ็โๆชๆฅ่ฝๆๅคๅฅฝโใ
ๅฝไธไธชๅ็่ดก็ฎไบ้ๅข่ฟไนๆๆถๅ ฅ๏ผ่็ฎก็ๅฑๅๆ็กฎ่กจ็คบโไธๆๆ่ฟไธชๅข้่ฝๆ็ปญไธๆดๅนดโๆถ๏ผๅธๅบ็ๆๆ ๆฏๅฏไปฅ็่งฃ็ใTapestry็้ฎ้ขไธๆฏไธ็ปฉไธๅฅฝ๏ผ่ๆฏ้คไบCoach๏ผๅฎ่ฟๆฒกๆ่ฎฒๅบ็ฌฌไบไธช่ฎฉไบบไฟกๆ็ๅข้ฟๆ ไบใ
ๆ่ตๆ้ฃ้ฉ๏ผๅณ็ญ้่ฐจๆ ใๆฌๆไป ไฝไฟกๆฏๅไบซ๏ผไธๆๆไปปไฝๆ่ตๅปบ่ฎฎใ
---
#Tapestry #TPR #Coach #KateSpade #่ดขๆฅ #็พ่ก #ๅฅขไพๅ #่กๆ ๅๆ
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ๅฝๅฐๆถ้ด8ๆ13ๆฅ๏ผCoachใKate Spadeๆฏๅ ฌๅธTapestry(TPR.US)ๅๅธ2026่ดขๅนด็ฌฌๅๅญฃๅบฆๅๅ จๅนดไธ็ปฉใ่ดขๆฅๆฐๅญๆฌ่บซ็ธๅฝไบฎ็ผโโ่ฅๆถๅฉๆถฆๅๅ่ถ ้ขๆโโไฝ่กไปทๅดๆด่ท16.49%๏ผๆฒฆไธบๆ ๆฎ500ๆๆฐๅฝๆฅ่กจ็ฐๆๅทฎๆๅ่กใ
๐ ็ฌฌๅๅญฃๅบฆ่ดขๆฅ๏ผๅ จ้ข่ถ ้ขๆ
ยท ่ฅๆถ๏ผ18.77ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ9%๏ผ็ฅ้ซไบๅธๅบ้ขๆ็18.7ไบฟ็พๅ
ยท ๅๅฉๆถฆ๏ผ3.478ไบฟ็พๅ ๏ผไธๅนดๅๆไธบๅไบๆ5.171ไบฟ็พๅ
ยท ่ฐๆดๅEPS๏ผ1.32็พๅ ๏ผ้ซไบ้ขๆ็1.28็พๅ
ยท ๆฏๅฉ็๏ผ78.1%๏ผๅๆฏๆๅ180ไธชๅบ็น
ยท ่ฅไธๅฉๆถฆ็๏ผ19.3%๏ผๅๆฏๆๅ250ไธชๅบ็น
๐ 2026่ดขๅนดๅ จๅนด๏ผๅ็บชๅฝ็ไธๅนด
ยท ๅ จๅนด่ฅๆถ๏ผ80.04ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ14%๏ผๆๅค่ๆๅฎๆฑ็่ฎก็ฎๅข้ฟ17%๏ผ
ยท ่ฅไธๅฉๆถฆ๏ผ19.14ไบฟ็พๅ ๏ผไธๅนดๅๆไป 4.15ไบฟ็พๅ
ยท ็จ้ๅEPS๏ผ7.27็พๅ ๏ผไธๅนดๅๆไป 0.82็พๅ
ยท ่ฐๆดๅEPS๏ผ7.05็พๅ ๏ผๅๆฏๅข้ฟ38%
ยท ่ฐๆดๅ่ช็ฑ็ฐ้ๆต๏ผ18.6ไบฟ็พๅ
CEOไนๅฎๅฆฎยทๅ ้ๆฒๅกๆ็น่กจ็คบ๏ผ2026่ดขๅนดๆฏโๅ็บชๅฝ็ไธๅนดโ๏ผๅ ฌๅธๆๅไธคๅนดๅฎๆไบไธๅนดๅๆ่ต่ ๆฅไธๆฟ่ฏบ็็ฎๆ ใ
๐ ๅๅ็๏ผCoach็ฌๆๅคงๆข๏ผKate Spadeๆ็ปญไฝ่ฟท
ยท Coach๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ16.42ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ15%๏ผๅ ้ๅขๆป่ฅๆถ็87.5%ใๅ จๅนด่ฅๆถ69.15ไบฟ็พๅ ๏ผๅๆฏๅข้ฟ24%ใCEO่กจ็คบCoachโๅฎๅ จๆๆบไผๆ้ฟไธบ่ฅๆถ่งๆจก่พพ100ไบฟ็พๅ ็ๅ็โใ
ยท Kate Spade๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถ2.351ไบฟ็พๅ ๏ผๅๆฏไธๆป7%ใๅ จๅนด่ฅๆถ10.75ไบฟ็พๅ ๏ผๅๆฏไธ้10%ใๅ็่ฝฌๅ่ฟๅฑ็ผๆ ขใ
๐ ๅๅฐๅบ๏ผๅคงไธญๅๅบ่กจ็ฐไบฎ็ผ
ยท ๅคงไธญๅๅบ๏ผ็ฌฌๅๅญฃๅบฆ่ฅๆถๅๆฏๅข้ฟ28%๏ผๅบๅฎๆฑ็๏ผ๏ผๅ จๅนดๅข้ฟ35%๏ผๅ จๅนด่ฅๆถ่พพ13.97ไบฟ็พๅ
ยท ๆฌงๆดฒ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ19%๏ผๅ จๅนดๅข้ฟ23%
ยท ๅ็พ๏ผ็ฌฌๅๅญฃๅบฆๅข้ฟ7%๏ผ่พไธไธๅญฃๅบฆ็บฆ20%็ๅข้ๆๆพๆพ็ผ
๐ฅ ไธ็ปฉ่ถ ้ขๆ๏ผ่กไปทไธบไฝๆด่ท16%๏ผ
ๆ ธๅฟ็็พๅจไบ๏ผ็ฎก็ๅฑ็ปๅบ็2027่ดขๅนดๆๅผ๏ผๆช่ฝๆปก่ถณๅธๅบๅทฒ่ขซๆฌ้ซๅฐๆ่ด็ๆๅพ ใ
1. ๆๅผโไธญ่งไธญ็ฉโ๏ผๅธๅบ่ฆ็ๆฏโ่ถ ้ขๆโ
ๅ ฌๅธ้ข่ฎก2027่ดขๅนดๅ จๅนด่ฅๆถ84ไบฟ่ณ85ไบฟ็พๅ ๏ผไธญไฝๆฐ84.5ไบฟ็พๅ ๏ผ็ฅไฝไบๅๆๅธ้ขๆ็84.6ไบฟ่ณ84.7ไบฟ็พๅ ๏ผๆฏ่กๆถ็้ข่ฎก7.80่ณ7.90็พๅ ๏ผๅธๅบ้ขๆไธบ7.87็พๅ ใ
่ดขๆฅๅๅธๅ๏ผTapestry่กไปทๅนดๅ ๅทฒ็ดฏ่ฎกไธๆถจ็บฆ20%๏ผๆฌๅจไธๆดๅไธ164.78็พๅ ็ๅๅฒๆฐ้ซใๅธๅบๆฉๅทฒๅฐไน่ง้ขๆๅ ๅๅฎไปทโโๅฝไธไปฝโไธญ่งไธญ็ฉโ็ๆๅผๅบ็ฐๆถ๏ผ่ต้้ๆฉไบ่ทๅฉไบ็ปใ
2. ็ฎก็ๅฑไผ ้โ่ฐจๆ โไฟกๅท
CFOๆฏ็ง็นยท็ฝๅจ็ต่ฏไผไธๅฆ่จ๏ผๆๅผๅ่ฎพCoachๅจ2027่ดขๅนดๅผๅฑ้ถๆฎตไฟๆ็ฎๅ็ๅผบๅฒๅข้ฟ๏ผไฝ โๅนถๆช้ข่ฎพๅ จๅนด้ฝ่ฝ็ปดๆๅ็ญๆฐดๅนณ็้ซๅข้โ ใ้ข่ฎกไธๅๅนด่ฅๆถ็ปดๆ้ซไธชไฝๆฐๅข้ฟ๏ผไธๅๅนดๅฐๆพ็ผ่ณไธญไธชไฝๆฐใ่ฟ็งโไธ่ชไฟกโ็่กจ่พพ๏ผ็ดๆฅๅจๆไบๅธๅบๆ ็ปชใ
3. ็ปๆๆง้ฎ้ข๏ผ่ฟๅบฆไพ่ตๅไธๅ็
Coach่ดก็ฎไบ้ๅข่ฟไนๆ่ฅๆถใๅช่ฆCoach็จๅพฎไฝไบ้ขๆโโๅชๆๅชๆฏ0.5ไธช็พๅ็นโโๆดไธช้ๅขๅฐฑไผๆฟๅๅทจๅคงๅๅใ่Kate Spadeๆ็ปญไธๆป๏ผ็ญๆๅ ็ไธๅฐ็ฌฌไบๅข้ฟๅผๆใ
๐ ๅธๅบๅๅบๆๅคๅง็๏ผ
ยท ๅฝๆฅๆถ็128.39็พๅ ๏ผๆด่ท25.35็พๅ ๆ16.49%
ยท ็ไธญๆไฝ่งฆๅ127.78็พๅ
ยท ่ฟๅปไธๅคฉ็ดฏ่ฎกไธ่ท็บฆ22%๏ผๅธๅผ่ธๅ็บฆ72ไบฟ็พๅ
ยท 2026ๅนด่ฟไปๆถจๅน ไปๅจไธ็29% ้ชค้่ณไป ็บฆ2%-3%
๐ก ๆไน็๏ผ
Tapestryไบคๅบไบไธไปฝไผ็ง็ๆ็ปฉๅโโ่ฅๆถๅฉๆถฆๅ่ถ ้ขๆใๅ จๅนดๅ็บชๅฝใไธญๅฝๅธๅบ็ๅข35%ใไฝ่กๅธไปๆฅไธๅชๆฏ็โ่ฟๅปๅๅพๅคๅฅฝโ๏ผ่ๆฏ็โๆชๆฅ่ฝๆๅคๅฅฝโใ
ๅฝไธไธชๅ็่ดก็ฎไบ้ๅข่ฟไนๆๆถๅ ฅ๏ผ่็ฎก็ๅฑๅๆ็กฎ่กจ็คบโไธๆๆ่ฟไธชๅข้่ฝๆ็ปญไธๆดๅนดโๆถ๏ผๅธๅบ็ๆๆ ๆฏๅฏไปฅ็่งฃ็ใTapestry็้ฎ้ขไธๆฏไธ็ปฉไธๅฅฝ๏ผ่ๆฏ้คไบCoach๏ผๅฎ่ฟๆฒกๆ่ฎฒๅบ็ฌฌไบไธช่ฎฉไบบไฟกๆ็ๅข้ฟๆ ไบใ
ๆ่ตๆ้ฃ้ฉ๏ผๅณ็ญ้่ฐจๆ ใๆฌๆไป ไฝไฟกๆฏๅไบซ๏ผไธๆๆไปปไฝๆ่ตๅปบ่ฎฎใ
---
#Tapestry #TPR #Coach #KateSpade #่ดขๆฅ #็พ่ก #ๅฅขไพๅ #่กๆ ๅๆ
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228
ยท
--
#TapestryFallsNearly15%OnEarnings ๐
Tapestry ($TPR.US ) just got hammered.
Despite beating on Q4 numbers:
- Revenue $1.88B (+9%)
- Adjusted EPS $1.32 (beat estimates)
The stock plunged nearly **15-17%** after the company guided for only mid-single-digit revenue growth in FY2027 ($8.4โ8.5B).
Coach is still flying (+14-15% in Q4, +24% for the year), but Kate Spade remains a drag (sales down ~7%), and North America growth is slowing.
Wall Street wanted more. Soft guidance + ongoing Kate Spade struggles = selloff.
Classic โbeat and dropโ on cautious outlook.
#TPR #Tapestry #Earnings #Coach
#TapestryFallsNearly15%OnEarnings ๐
Tapestry ($TPR.US ) just got hammered.
Despite beating on Q4 numbers:
- Revenue $1.88B (+9%)
- Adjusted EPS $1.32 (beat estimates)
The stock plunged nearly **15-17%** after the company guided for only mid-single-digit revenue growth in FY2027 ($8.4โ8.5B).
Coach is still flying (+14-15% in Q4, +24% for the year), but Kate Spade remains a drag (sales down ~7%), and North America growth is slowing.
Wall Street wanted more. Soft guidance + ongoing Kate Spade struggles = selloff.
Classic โbeat and dropโ on cautious outlook.
#TPR #Tapestry #Earnings #Coach
Tapestry ($TPR.US ) just got hammered.
Despite beating on Q4 numbers:
- Revenue $1.88B (+9%)
- Adjusted EPS $1.32 (beat estimates)
The stock plunged nearly **15-17%** after the company guided for only mid-single-digit revenue growth in FY2027 ($8.4โ8.5B).
Coach is still flying (+14-15% in Q4, +24% for the year), but Kate Spade remains a drag (sales down ~7%), and North America growth is slowing.
Wall Street wanted more. Soft guidance + ongoing Kate Spade struggles = selloff.
Classic โbeat and dropโ on cautious outlook.
#TPR #Tapestry #Earnings #Coach
TPRUS-1.89%
118
Article
Morgan Stanley vรช oportunidade seletiva no midstream e rebaixa TRP e HESMO Morgan Stanley orientou investidores, em nota divulgada na quarta-feira, a adotar uma abordagem seletiva em relaรงรฃo ร s aรงรตes de infraestrutura midstream dos EUA, identificando pontos de entrada atrativos em empresas com crescimento diferenciado de longo prazo, ao mesmo tempo em que rebaixou aย TC Energyย e aย Hess Midstreamย por preocupaรงรตes com valuation e visibilidade. $HMSTR
O analista Robert Kad afirmou que a firma enxerga "retorno total mediano de +18,9% em um ano" em sua cobertura de infraestrutura midstream, incluindo um dividend yield de 4,7%, com os papรฉis classificados como acima da mรฉdia implicando retorno total de 29,9%.
Targa Resourcesย eย Williams Companiesย foram destacadas como as preferidas da firma, oferecendo "crescimento de EBITDA acima do setor e sustentรกvel" e o maior potencial de geraรงรฃo de alpha.
Em relaรงรฃo ร s mudanรงas de classificaรงรฃo, o Morgan Stanley rebaixou aย TC Energyย de acima da mรฉdia para na mรฉdia apรณs o forte desempenho recente das aรงรตes, que se aproximam do preรงo-justo intrรญnseco de US$ 103 estimado pelo banco.
A Hess Midstream foi rebaixada para abaixo da mรฉdia, saindo de na mรฉdia, com a firma citando "visibilidade limitada sobre o crescimento de longo prazo e a estratรฉgia do patrocinador" como fatores que devem restringir o potencial de alta. $MAGMA
Aย Western Midstreamย foi elevada de abaixo da mรฉdia para na mรฉdia, com o reposicionamento recente via fusรตes e aquisiรงรตes fortalecendo estrategicamente a empresa e oferecendo maior visibilidade para um crescimento de EBITDA de 4% a 5% ao longo de vรกrios anos.
O Morgan Stanley apontou a situaรงรฃo no Estreito de Ormuz como um importante fator direcional de curto prazo para o setor, observando que muitos investidores tรชm relutado em alocar capital diante das tensรตes geopolรญticas ainda sem resoluรงรฃo.
No entanto, a firma argumentou que preรงos de petrรณleo estruturalmente mais elevados no meio do ciclo e uma eventual desescalada devem favorecer um reengajamento mais amplo, com fluxos de investidores generalistas e uma "reclassificaรงรฃo mais expressiva" esperados para se concentrar nas grandes empresas do tipo C-corp com os perfis de crescimento de longo prazo mais sรณlidos. $STG
{spot}(STGUSDT)
{spot}(HMSTRUSDT)
{future}(MAGMAUSDT)
#news #WallStreetPreparesSpaceXIPOInfrastructure #S&P500 #MorganStanley #TPR
Morgan Stanley vรช oportunidade seletiva no midstream e rebaixa TRP e HESM
O Morgan Stanley orientou investidores, em nota divulgada na quarta-feira, a adotar uma abordagem seletiva em relaรงรฃo ร s aรงรตes de infraestrutura midstream dos EUA, identificando pontos de entrada atrativos em empresas com crescimento diferenciado de longo prazo, ao mesmo tempo em que rebaixou a TC Energy e a Hess Midstream por preocupaรงรตes com valuation e visibilidade. $HMSTR
O analista Robert Kad afirmou que a firma enxerga "retorno total mediano de +18,9% em um ano" em sua cobertura de infraestrutura midstream, incluindo um dividend yield de 4,7%, com os papรฉis classificados como acima da mรฉdia implicando retorno total de 29,9%.
Targa Resources e Williams Companies foram destacadas como as preferidas da firma, oferecendo "crescimento de EBITDA acima do setor e sustentรกvel" e o maior potencial de geraรงรฃo de alpha.
Em relaรงรฃo ร s mudanรงas de classificaรงรฃo, o Morgan Stanley rebaixou a TC Energy de acima da mรฉdia para na mรฉdia apรณs o forte desempenho recente das aรงรตes, que se aproximam do preรงo-justo intrรญnseco de US$ 103 estimado pelo banco.
A Hess Midstream foi rebaixada para abaixo da mรฉdia, saindo de na mรฉdia, com a firma citando "visibilidade limitada sobre o crescimento de longo prazo e a estratรฉgia do patrocinador" como fatores que devem restringir o potencial de alta. $MAGMA
A Western Midstream foi elevada de abaixo da mรฉdia para na mรฉdia, com o reposicionamento recente via fusรตes e aquisiรงรตes fortalecendo estrategicamente a empresa e oferecendo maior visibilidade para um crescimento de EBITDA de 4% a 5% ao longo de vรกrios anos.
O Morgan Stanley apontou a situaรงรฃo no Estreito de Ormuz como um importante fator direcional de curto prazo para o setor, observando que muitos investidores tรชm relutado em alocar capital diante das tensรตes geopolรญticas ainda sem resoluรงรฃo.
No entanto, a firma argumentou que preรงos de petrรณleo estruturalmente mais elevados no meio do ciclo e uma eventual desescalada devem favorecer um reengajamento mais amplo, com fluxos de investidores generalistas e uma "reclassificaรงรฃo mais expressiva" esperados para se concentrar nas grandes empresas do tipo C-corp com os perfis de crescimento de longo prazo mais sรณlidos. $STG
#news #WallStreetPreparesSpaceXIPOInfrastructure #S&P500 #MorganStanley #TPR
O analista Robert Kad afirmou que a firma enxerga "retorno total mediano de +18,9% em um ano" em sua cobertura de infraestrutura midstream, incluindo um dividend yield de 4,7%, com os papรฉis classificados como acima da mรฉdia implicando retorno total de 29,9%.
Targa Resources e Williams Companies foram destacadas como as preferidas da firma, oferecendo "crescimento de EBITDA acima do setor e sustentรกvel" e o maior potencial de geraรงรฃo de alpha.
Em relaรงรฃo ร s mudanรงas de classificaรงรฃo, o Morgan Stanley rebaixou a TC Energy de acima da mรฉdia para na mรฉdia apรณs o forte desempenho recente das aรงรตes, que se aproximam do preรงo-justo intrรญnseco de US$ 103 estimado pelo banco.
A Hess Midstream foi rebaixada para abaixo da mรฉdia, saindo de na mรฉdia, com a firma citando "visibilidade limitada sobre o crescimento de longo prazo e a estratรฉgia do patrocinador" como fatores que devem restringir o potencial de alta. $MAGMA
A Western Midstream foi elevada de abaixo da mรฉdia para na mรฉdia, com o reposicionamento recente via fusรตes e aquisiรงรตes fortalecendo estrategicamente a empresa e oferecendo maior visibilidade para um crescimento de EBITDA de 4% a 5% ao longo de vรกrios anos.
O Morgan Stanley apontou a situaรงรฃo no Estreito de Ormuz como um importante fator direcional de curto prazo para o setor, observando que muitos investidores tรชm relutado em alocar capital diante das tensรตes geopolรญticas ainda sem resoluรงรฃo.
No entanto, a firma argumentou que preรงos de petrรณleo estruturalmente mais elevados no meio do ciclo e uma eventual desescalada devem favorecer um reengajamento mais amplo, com fluxos de investidores generalistas e uma "reclassificaรงรฃo mais expressiva" esperados para se concentrar nas grandes empresas do tipo C-corp com os perfis de crescimento de longo prazo mais sรณlidos. $STG
#news #WallStreetPreparesSpaceXIPOInfrastructure #S&P500 #MorganStanley #TPR
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