Subtext

Tapestry, Inc. TPR

SectorConsumer Discretionary
Transcripts79
Date range2005-11-25 – 2025-05-08
Calls charted78

Sentiment timeline

Net Loughran-McDonald sentiment per call (×1000), earliest → latest.

-27-14+0+14+272006 Q12008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q1 · Overall: +20.82006 Q2 · Overall: +16.22006 Q3 · Overall: +17.32006 Q4 · Overall: +12.92007 Q1 · Overall: +13.12007 Q2 · Overall: +13.82007 Q4 · Overall: +18.52008 Q1 · Overall: +11.12008 Q2 · Overall: +12.02008 Q3 · Overall: +8.92008 Q4 · Overall: +13.02009 Q1 · Overall: +9.62009 Q2 · Overall: +4.32009 Q3 · Overall: +9.02009 Q4 · Overall: +9.82010 Q1 · Overall: +12.52010 Q2 · Overall: +13.02010 Q3 · Overall: +11.12010 Q4 · Overall: +15.12011 Q1 · Overall: +20.22011 Q2 · Overall: +20.12011 Q3 · Overall: +17.12011 Q4 · Overall: +15.32012 Q1 · Overall: +11.02012 Q2 · Overall: +18.62012 Q3 · Overall: +18.92012 Q4 · Overall: +11.52013 Q1 · Overall: +14.32013 Q2 · Overall: +14.72013 Q3 · Overall: +15.32013 Q4 · Overall: +13.32014 Q1 · Overall: +9.42014 Q2 · Overall: +9.42014 Q3 · Overall: +2.02014 Q4 · Overall: +2.42015 Q1 · Overall: +6.82015 Q2 · Overall: +10.22015 Q3 · Overall: +6.32015 Q4 · Overall: +5.52016 Q1 · Overall: +10.62016 Q2 · Overall: +12.62016 Q3 · Overall: +11.92016 Q4 · Overall: +9.02017 Q1 · Overall: +11.42017 Q2 · Overall: +11.12017 Q3 · Overall: +10.52017 Q4 · Overall: +10.52018 Q1 · Overall: +12.52018 Q2 · Overall: +17.22018 Q3 · Overall: +12.82018 Q4 · Overall: +21.12019 Q1 · Overall: +21.32019 Q2 · Overall: +15.72019 Q3 · Overall: +20.62019 Q4 · Overall: +18.42020 Q1 · Overall: +8.72020 Q2 · Overall: +12.42020 Q3 · Overall: +2.52020 Q4 · Overall: +19.52021 Q1 · Overall: +21.32021 Q2 · Overall: +22.02021 Q3 · Overall: +23.62021 Q4 · Overall: +20.42022 Q1 · Overall: +21.02022 Q2 · Overall: +19.12022 Q3 · Overall: +15.12022 Q4 · Overall: +19.52023 Q1 · Overall: +15.42023 Q2 · Overall: +16.32023 Q3 · Overall: +19.22023 Q4 · Overall: +22.42024 Q1 · Overall: +19.92024 Q2 · Overall: +20.52024 Q3 · Overall: +20.82024 Q4 · Overall: +22.32025 Q1 · Overall: +17.62025 Q2 · Overall: +22.12025 Q3 · Overall: +20.7
Overall

CEO vs CFO

Average sentiment of each executive's remarks per call. Divergence is a signal.

-38-19+0+19+382006 Q12008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q1 · CEO: +33.12006 Q2 · CEO: +30.32006 Q3 · CEO: +22.92006 Q4 · CEO: +17.62007 Q1 · CEO: +20.12007 Q2 · CEO: +15.82007 Q4 · CEO: +26.82008 Q1 · CEO: +19.02008 Q2 · CEO: +18.72008 Q3 · CEO: +17.42008 Q4 · CEO: +17.82009 Q1 · CEO: +12.72009 Q2 · CEO: +5.62009 Q3 · CEO: +18.52009 Q4 · CEO: +13.12010 Q1 · CEO: +13.42010 Q2 · CEO: +11.32010 Q3 · CEO: +18.62010 Q4 · CEO: +19.12011 Q1 · CEO: +20.02011 Q2 · CEO: +19.72011 Q3 · CEO: +20.32011 Q4 · CEO: +21.42012 Q1 · CEO: +11.92012 Q2 · CEO: +21.52012 Q3 · CEO: +19.72012 Q4 · CEO: +12.72013 Q1 · CEO: +19.52013 Q2 · CEO: +13.42013 Q3 · CEO: +23.42013 Q4 · CEO: +22.22014 Q1 · CEO: +11.02014 Q2 · CEO: +12.32014 Q3 · CEO: +7.92014 Q4 · CEO: +8.32015 Q1 · CEO: +7.52015 Q2 · CEO: +13.32015 Q3 · CEO: +7.62015 Q4 · CEO: +12.82016 Q1 · CEO: +21.32016 Q2 · CEO: +19.12016 Q3 · CEO: +15.92016 Q4 · CEO: +10.72017 Q1 · CEO: +15.52017 Q2 · CEO: +15.42017 Q3 · CEO: +13.62017 Q4 · CEO: +18.12018 Q1 · CEO: +17.92018 Q2 · CEO: +25.12018 Q3 · CEO: +20.82018 Q4 · CEO: +26.82019 Q1 · CEO: +26.92019 Q2 · CEO: +20.22019 Q3 · CEO: +25.32019 Q4 · CEO: +26.02020 Q1 · CEO: +15.32020 Q2 · CEO: +16.22020 Q3 · CEO: +13.42020 Q4 · CEO: +26.12021 Q1 · CEO: +25.82021 Q2 · CEO: +28.92021 Q3 · CEO: +29.12021 Q4 · CEO: +29.12022 Q1 · CEO: +31.12022 Q2 · CEO: +28.52022 Q3 · CEO: +25.12022 Q4 · CEO: +25.92023 Q1 · CEO: +21.62023 Q2 · CEO: +22.92023 Q3 · CEO: +27.42023 Q4 · CEO: +29.72024 Q1 · CEO: +25.32024 Q2 · CEO: +27.92024 Q3 · CEO: +30.52024 Q4 · CEO: +32.82025 Q1 · CEO: +25.82025 Q2 · CEO: +29.42025 Q3 · CEO: +27.02006 Q1 · CFO: +6.62006 Q2 · CFO: +18.42006 Q3 · CFO: +21.82006 Q4 · CFO: +9.62007 Q1 · CFO: +6.72007 Q2 · CFO: +17.02007 Q4 · CFO: +9.82008 Q1 · CFO: +13.32008 Q2 · CFO: +3.22008 Q3 · CFO: +5.92008 Q4 · CFO: +11.02009 Q1 · CFO: +5.62009 Q2 · CFO: +3.72009 Q3 · CFO: +3.22009 Q4 · CFO: +3.92010 Q1 · CFO: +13.82010 Q2 · CFO: +10.62010 Q3 · CFO: +12.02010 Q4 · CFO: +8.42011 Q1 · CFO: +19.92011 Q2 · CFO: +26.42011 Q3 · CFO: +20.22011 Q4 · CFO: +14.12012 Q1 · CFO: +24.32012 Q2 · CFO: +20.12012 Q3 · CFO: +29.82012 Q4 · CFO: +19.32013 Q1 · CFO: +21.72013 Q2 · CFO: +22.62013 Q3 · CFO: +15.82013 Q4 · CFO: +12.12014 Q1 · CFO: +6.52014 Q2 · CFO: +0.02014 Q3 · CFO: -4.02014 Q4 · CFO: -1.22015 Q1 · CFO: -2.32015 Q2 · CFO: +3.32015 Q3 · CFO: +1.02015 Q4 · CFO: -8.62016 Q1 · CFO: +6.82016 Q2 · CFO: +6.02016 Q3 · CFO: +5.02016 Q4 · CFO: +7.02017 Q1 · CFO: +3.92017 Q2 · CFO: +9.22017 Q3 · CFO: +8.12017 Q4 · CFO: -0.92018 Q1 · CFO: +5.92018 Q2 · CFO: +5.22018 Q3 · CFO: -0.92018 Q4 · CFO: +9.82019 Q1 · CFO: +10.02019 Q2 · CFO: +11.12019 Q3 · CFO: +9.52019 Q4 · CFO: +17.52020 Q1 · CFO: -2.92020 Q2 · CFO: +8.82020 Q3 · CFO: -6.82020 Q4 · CFO: +9.62021 Q1 · CFO: +13.12021 Q2 · CFO: +12.62021 Q3 · CFO: +21.42021 Q4 · CFO: +15.22022 Q2 · CFO: +7.82022 Q3 · CFO: +5.02022 Q4 · CFO: +10.12023 Q1 · CFO: +7.12023 Q2 · CFO: +8.62023 Q4 · CFO: +13.12024 Q1 · CFO: +17.32024 Q2 · CFO: +15.32024 Q3 · CFO: +10.12024 Q4 · CFO: +10.22025 Q1 · CFO: +9.02025 Q2 · CFO: +15.72025 Q3 · CFO: +14.2
CEOCFO

Prepared remarks vs Q&A

Scripted tone vs unscripted answers. The gap is information.

-31-16+0+16+312006 Q12008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42006 Q1 · Prepared remarks: +20.82006 Q2 · Prepared remarks: +22.62006 Q3 · Prepared remarks: +20.82006 Q4 · Prepared remarks: +15.42007 Q1 · Prepared remarks: +16.62007 Q2 · Prepared remarks: +19.12007 Q4 · Prepared remarks: +26.42008 Q1 · Prepared remarks: +21.02008 Q2 · Prepared remarks: +16.72008 Q3 · Prepared remarks: +13.62008 Q4 · Prepared remarks: +17.02009 Q1 · Prepared remarks: +11.32009 Q2 · Prepared remarks: +5.32009 Q3 · Prepared remarks: +9.12009 Q4 · Prepared remarks: +8.62010 Q1 · Prepared remarks: +19.72010 Q2 · Prepared remarks: +16.72010 Q3 · Prepared remarks: +17.32010 Q4 · Prepared remarks: +15.52011 Q1 · Prepared remarks: +22.42011 Q2 · Prepared remarks: +21.52011 Q3 · Prepared remarks: +17.42011 Q4 · Prepared remarks: +17.92012 Q1 · Prepared remarks: +18.32012 Q2 · Prepared remarks: +23.62012 Q3 · Prepared remarks: +19.22012 Q4 · Prepared remarks: +14.32013 Q1 · Prepared remarks: +18.92013 Q2 · Prepared remarks: +15.52013 Q3 · Prepared remarks: +19.92013 Q4 · Prepared remarks: +14.72014 Q1 · Prepared remarks: +11.02014 Q2 · Prepared remarks: +10.42014 Q3 · Prepared remarks: +3.92014 Q4 · Prepared remarks: +3.52015 Q1 · Prepared remarks: +3.72015 Q2 · Prepared remarks: +8.22015 Q3 · Prepared remarks: +3.92015 Q4 · Prepared remarks: +3.22016 Q1 · Prepared remarks: +11.12016 Q2 · Prepared remarks: +9.82016 Q3 · Prepared remarks: +12.72016 Q4 · Prepared remarks: +10.02017 Q1 · Prepared remarks: +10.92017 Q2 · Prepared remarks: +11.02017 Q3 · Prepared remarks: +10.12017 Q4 · Prepared remarks: +11.12018 Q1 · Prepared remarks: +12.52018 Q2 · Prepared remarks: +18.72018 Q3 · Prepared remarks: +14.92018 Q4 · Prepared remarks: +23.12019 Q1 · Prepared remarks: +22.32019 Q2 · Prepared remarks: +20.22019 Q3 · Prepared remarks: +23.72019 Q4 · Prepared remarks: +20.32020 Q1 · Prepared remarks: +11.22020 Q2 · Prepared remarks: +21.62020 Q3 · Prepared remarks: +2.82020 Q4 · Prepared remarks: +22.52021 Q1 · Prepared remarks: +27.22021 Q2 · Prepared remarks: +23.72021 Q3 · Prepared remarks: +25.52021 Q4 · Prepared remarks: +23.82022 Q1 · Prepared remarks: +22.02022 Q2 · Prepared remarks: +20.32022 Q3 · Prepared remarks: +18.42022 Q4 · Prepared remarks: +19.72023 Q1 · Prepared remarks: +16.92023 Q2 · Prepared remarks: +18.92023 Q3 · Prepared remarks: +23.12023 Q4 · Prepared remarks: +24.62024 Q1 · Prepared remarks: +26.12024 Q2 · Prepared remarks: +23.72024 Q3 · Prepared remarks: +21.72024 Q4 · Prepared remarks: +27.02025 Q1 · Prepared remarks: +22.62025 Q2 · Prepared remarks: +26.42025 Q3 · Prepared remarks: +25.22006 Q2 · Q&A responses: +12.22006 Q3 · Q&A responses: +19.12006 Q4 · Q&A responses: +10.82007 Q1 · Q&A responses: +11.92007 Q2 · Q&A responses: +13.02007 Q4 · Q&A responses: +11.42008 Q1 · Q&A responses: +9.62008 Q2 · Q&A responses: +13.42008 Q3 · Q&A responses: +9.02008 Q4 · Q&A responses: +10.62009 Q1 · Q&A responses: +13.52009 Q2 · Q&A responses: +10.52009 Q3 · Q&A responses: +17.52009 Q4 · Q&A responses: +13.42010 Q1 · Q&A responses: +9.92010 Q2 · Q&A responses: +13.92010 Q3 · Q&A responses: +12.52010 Q4 · Q&A responses: +19.32011 Q1 · Q&A responses: +22.52011 Q2 · Q&A responses: +25.92011 Q3 · Q&A responses: +19.72011 Q4 · Q&A responses: +16.22012 Q1 · Q&A responses: +10.22012 Q2 · Q&A responses: +16.32012 Q3 · Q&A responses: +22.12012 Q4 · Q&A responses: +12.62013 Q1 · Q&A responses: +16.22013 Q2 · Q&A responses: +23.42013 Q3 · Q&A responses: +19.62013 Q4 · Q&A responses: +16.02014 Q1 · Q&A responses: +9.62014 Q2 · Q&A responses: +14.72014 Q3 · Q&A responses: +5.52014 Q4 · Q&A responses: +6.02015 Q1 · Q&A responses: +14.92015 Q2 · Q&A responses: +16.42015 Q3 · Q&A responses: +12.12015 Q4 · Q&A responses: +13.62016 Q1 · Q&A responses: +16.32016 Q2 · Q&A responses: +19.92016 Q3 · Q&A responses: +16.42016 Q4 · Q&A responses: +10.32017 Q1 · Q&A responses: +12.02017 Q2 · Q&A responses: +13.62017 Q3 · Q&A responses: +17.22017 Q4 · Q&A responses: +13.12018 Q1 · Q&A responses: +18.32018 Q2 · Q&A responses: +21.42018 Q3 · Q&A responses: +15.02018 Q4 · Q&A responses: +17.82019 Q1 · Q&A responses: +24.12019 Q2 · Q&A responses: +14.12019 Q3 · Q&A responses: +17.42019 Q4 · Q&A responses: +17.52020 Q1 · Q&A responses: +10.82020 Q2 · Q&A responses: +5.82020 Q3 · Q&A responses: +7.02020 Q4 · Q&A responses: +20.62021 Q1 · Q&A responses: +16.32021 Q2 · Q&A responses: +22.82021 Q3 · Q&A responses: +27.12021 Q4 · Q&A responses: +20.02022 Q1 · Q&A responses: +21.02022 Q2 · Q&A responses: +20.92022 Q3 · Q&A responses: +15.02022 Q4 · Q&A responses: +21.62023 Q1 · Q&A responses: +15.52023 Q2 · Q&A responses: +16.52023 Q3 · Q&A responses: +17.92023 Q4 · Q&A responses: +23.62024 Q1 · Q&A responses: +16.92024 Q2 · Q&A responses: +21.12024 Q3 · Q&A responses: +22.92024 Q4 · Q&A responses: +20.72025 Q1 · Q&A responses: +16.42025 Q2 · Q&A responses: +20.92025 Q3 · Q&A responses: +18.6
Prepared remarksQ&A responses

Tone vs forward expectations

Management tone next to Wall Street's forward-looking numbers (glopardo): the 12-month forward EPS estimate and the forward P/E per call.

Forward EPS estimate

$1.32$3.22$5.122006 Q12008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: $3.332014 Q2: $2.732014 Q3: $1.932014 Q4: $1.962015 Q1: $1.982015 Q2: $1.972015 Q3: $1.952015 Q4: $2.002016 Q1: $2.052016 Q2: $2.182016 Q3: $2.222016 Q4: $2.272017 Q1: $2.312017 Q2: $2.402017 Q3: $2.462017 Q4: $2.552018 Q1: $2.822018 Q2: $2.862018 Q3: $2.862018 Q4: $2.942019 Q1: $2.792019 Q2: $2.872019 Q3: $2.612019 Q4: $2.622020 Q1: $2.402020 Q2: $1.582020 Q3: $1.932020 Q4: $2.462021 Q1: $2.822021 Q2: $3.192021 Q3: $3.452021 Q4: $3.732022 Q1: $4.022022 Q2: $4.092022 Q3: $3.962022 Q4: $3.922023 Q1: $4.112023 Q2: $4.252023 Q3: $4.222023 Q4: $4.292024 Q1: $4.492024 Q2: $4.522024 Q3: $4.542024 Q4: $4.86

Forward P/E

4.3413.2722.192006 Q12008 Q42011 Q22013 Q42016 Q22018 Q42021 Q22023 Q42014 Q1: 15.072014 Q2: 14.362014 Q3: 19.182014 Q4: 18.242015 Q1: 20.962015 Q2: 17.932015 Q3: 15.362015 Q4: 16.672016 Q1: 19.032016 Q2: 17.582016 Q3: 16.002016 Q4: 16.632017 Q1: 17.242017 Q2: 19.292017 Q3: 17.132017 Q4: 16.582018 Q1: 18.592018 Q2: 15.902018 Q3: 17.632018 Q4: 11.552019 Q1: 12.132019 Q2: 10.622019 Q3: 9.652019 Q4: 9.882020 Q1: 5.572020 Q2: 9.002020 Q3: 9.382020 Q4: 12.092021 Q1: 16.002021 Q2: 13.562021 Q3: 11.582021 Q4: 11.212022 Q1: 9.222022 Q2: 8.002022 Q3: 8.512022 Q4: 9.722023 Q1: 9.882023 Q2: 10.272023 Q3: 7.242023 Q4: 8.052024 Q1: 10.662024 Q2: 9.072024 Q3: 9.492024 Q4: 12.79

Divergence watch ⚑

Quarters where tone and the forward EPS estimate moved opposite ways.

  • 2016 Q4 tone ↓ -2.9 fwd EPS ↑ +0.05 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q2 tone ↓ -5.6 fwd EPS ↑ +0.08 Tone cooled even as the forward EPS estimate rose.
  • 2019 Q3 tone ↑ +4.9 fwd EPS ↓ -0.26 Tone rose while the forward EPS estimate was cut.
  • 2020 Q2 tone ↑ +3.6 fwd EPS ↓ -0.82 Tone rose while the forward EPS estimate was cut.
  • 2020 Q3 tone ↓ -9.9 fwd EPS ↑ +0.35 Tone cooled even as the forward EPS estimate rose.
  • 2021 Q4 tone ↓ -3.1 fwd EPS ↑ +0.27 Tone cooled even as the forward EPS estimate rose.
  • 2022 Q4 tone ↑ +4.4 fwd EPS ↓ -0.05 Tone rose while the forward EPS estimate was cut.
  • 2023 Q1 tone ↓ -4.1 fwd EPS ↑ +0.19 Tone cooled even as the forward EPS estimate rose.
  • 2024 Q1 tone ↓ -2.5 fwd EPS ↑ +0.20 Tone cooled even as the forward EPS estimate rose.

Recent transcripts

CallDateSentiment ×1000Fwd EPSFwd P/E
2025 Q32025-05-08+20.7——View →
2025 Q22025-02-06+22.1——View →
2025 Q12024-11-07+17.6——View →
2024 Q42024-08-15+22.3$4.8612.8View →
2024 Q32024-05-09+20.8$4.549.5View →
2024 Q22024-02-08+20.5$4.529.1View →
2024 Q12023-11-09+19.9$4.4910.7View →
2023 Q42023-08-17+22.4$4.298.1View →