TPR — Tapestry Inc
Thesis
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$TPR Thesis – Mule
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27 Oct 2024
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$TPR Thesis – Mule
Business Model
- Now that the CPRI deal has broken, one of my favorite trend stocks is finally a pure play. I believe Coach is in the middle of a significant
- The core trend is that Coach recently has launched a new bag line called the "New York Family" and they have had not one but two smash hits
- Their recent bag (tabby) is being trounced. (= punished / decisively defeated)
Key Metrics
| Metric | Current | Prior | Trend |
|---|---|---|---|
| Revenue | |||
| Gross Margin | |||
| FCF |
Catalysts
Risks
Valuation
Research Sources
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