Coach 母公司 Tapestry 料美国关税冲击要到 2028 财年才可完全缓解

According to foreign media reports, Coach's parent company Tapestry (TPR.US) stated at its investor day that it expects to fully mitigate the impact of U.S. tariffs by fiscal year 2028. Tapestry warned last month that tariffs would result in a loss of approximately $160 million for the company in fiscal year 2026, with the impact on the Kate Spade brand being the most severe. Chief Financial Officer Scott Roe recently stated that as the company increases gross margin and operating margin in fiscal year 2027 and beyond, it expects to fully alleviate the impact of tariffs within three years.

Tapestry expects that, in the long term, Coach's sales will rise to approximately $10 billion, while Kate Spade is expected to return to profitable revenue growth in fiscal year 2027. The company estimates that total revenue will have a mid-single-digit percentage increase in fiscal years 2027 and 2028, with adjusted earnings per share expected to grow at a low double-digit percentage annually.

Additionally, Tapestry announced plans to conduct a $3 billion share repurchase program until fiscal year 2028