{"slug":"tapestry","name":"태피스트리","name_en":"Tapestry, Inc.","ticker":"TPR","updated_at":"2026-09-24T10:30:21.851345+00:00","canonical":"https://valuechain.wiki/tapestry","citable":"밸류체인 그래프 기준 태피스트리의 직접 연결 기업은 2곳(관계 기준 공급 2·매출 0)이고, 사슬을 2차까지 넓히면 3곳에 닿는다. 링크의 근거 출처는 8건이며 그중 1차공시가 2건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Tapestry, Inc. is directly linked to 2 companies (2 supply, 0 revenue relationships) and reaches 3 companies within two hops; the links are backed by 8 dated sources, 2 of them primary filings (as of 2026-09-24).","kicker":"코치 중심 패션그룹","kicker_en":"Coach-led fashion group","lead":"태피스트리는 Coach와 Kate Spade의 핸드백·액세서리를 직접 판매하고, 향수·시계 파트너에게서 브랜드 사용료를 받는다. 제품 설계와 판매 운영에는 클라우드·생성형 디자인 도구를 쓰며, 재생가죽 공급망에는 지분 투자도 병행한다.","lead_en":"Tapestry sells Coach and Kate Spade handbags and accessories directly while collecting brand royalties from fragrance and watch licensees. It uses cloud and generative-design tools across product and retail operations and also invests in its recycled-leather supply chain.","categories":[{"key":"apparel-luxury-beauty","ko":"패션·럭셔리·뷰티","en":"Apparel, Luxury & Beauty","theme":"consumer-commerce","theme_ko":"소비 브랜드·유통","theme_en":"Consumer Brands & Commerce","theme_kind":"sector","primary":true}],"segments":{"parts":[{"name":"Coach","note":"FY2026 순매출 $6.9147B"},{"name":"Kate Spade","note":"FY2026 순매출 $1.0749B"},{"name":"Stuart Weitzman","note":"2025년 8월 매각 전 FY2026 순매출 $14.6M"}],"total":"FY2026 총매출 $8.0042B","track":"C"},"segments_en":{"parts":[{"name":"Coach","note":"FY2026 net sales: $6.9147B"},{"name":"Kate Spade","note":"FY2026 net sales: $1.0749B"},{"name":"Stuart Weitzman","note":"FY2026 net sales before the August 2025 sale: $14.6M"}],"total":"FY2026 total revenue: 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-3.9%다. 본주(-3.9%)와 공급단(평균 -5.9%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 아마존(+12%), 가장 처진 곳은 어도비(-23.9%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Tapestry, Inc. operates across Coach-led fashion group. It is -3.9% in 2026. The stock (-3.9%) and its supply side (avg -5.9%) are moving in step. Among connected nodes the furthest ahead is Amazon (+12%) and the furthest behind is Adobe Inc. (-23.9%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. It uses cloud and generative-design tools across product and retail operations and also invests in its recycled-leather supply chain.","analysis_asof":"2026-09-04"},"edges":[{"direction":"investment","counterparty":"젠 피닉스","counterparty_slug":null,"confidence":"high","metric":{"type":"share","unit":"percent","as_of":"2025-07-15","basis":"태피스트리의 Gen Phoenix 지분율","value":9.9,"period":"2025","basis_en":"Tapestry equity stake in Gen Phoenix","qualifier":null},"note":"태피스트리는 재생가죽 소재업체 Gen Phoenix 지분을 9.9%로 늘리고 3년 공급계약을 체결했다. 이 투자는 소재 조달과 지분 참여가 결합된 공급망 투자다.","note_en":"Tapestry increased its stake in recycled-leather materials company Gen Phoenix to 9.9% and signed a three-year supply agreement. The deal combines material sourcing with an equity investment.","sources":[{"stance":"confirms","publisher":"태피스트리","publisher_en":"Tapestry","kind":"ir","lang":"en","published_at":"2025-07-15","url":"https://www.tapestry.com/sustainability/tapestry-expands-strategic-partnership-with-gen-phoenix/","title":"Tapestry Expands Strategic Partnership with Gen Phoenix","title_en":"Tapestry Expands Strategic Partnership with Gen Phoenix","excerpt":"태피스트리는 투자 확대와 새 3년 계약으로 Gen Phoenix 지분을 9.9%까지 높였다고 밝혔다.","excerpt_en":"The partnership includes a new three-year contract and investment ... increasing our equity stake in Gen Phoenix to 9.9%."},{"stance":"confirms","publisher":"로이터","publisher_en":"Reuters","kind":"news","lang":"en","published_at":"2025-07-15","url":"https://www.investing.com/news/stock-market-news/tapestry-to-invest-15-million-in-recycled-leather-brand-gen-phoenix-4134819","title":"Tapestry boosts stake in recycled leather brand Gen Phoenix to nearly 10%","title_en":"Tapestry Boosts Stake in Recycled Leather Brand Gen Phoenix to Nearly 10%","excerpt":"로이터는 태피스트리가 Gen Phoenix 지분을 9.9%로 늘린다고 보도했다.","excerpt_en":"Tapestry will increase its stake in eco-leather producer Gen Phoenix to 9.9%."}]},{"direction":"revenue","counterparty":"인터퍼퓸","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-08-13","basis":"인터퍼퓸이 지급한 Coach·Kate Spade 라이선스 로열티","value":null,"period":"FY2026","basis_en":"Coach and Kate Spade license royalties paid by Interparfums","qualifier":"confirmed_no_disclosed_value"},"note":"인터퍼퓸은 Coach와 Kate Spade 향수를 제조·유통하는 핵심 라이선스 파트너이며 순매출에 연동한 로열티를 태피스트리에 지급한다. 상대별 로열티 금액은 공개되지 않았다.","note_en":"Interparfums manufactures and distributes Coach and Kate Spade fragrances and pays Tapestry sales-based royalties. Partner-specific royalty payments are not disclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-13","url":"https://www.sec.gov/Archives/edgar/data/1116132/000111613226000018/tpr-20260627.htm","title":"TAPESTRY, INC. 10-K (2026-08-13)","title_en":"TAPESTRY, INC. 10-K (2026-08-13)","excerpt":"공시는 Interparfums를 Coach 향수의 2031년, Kate Spade 향수의 2030년 만기 라이선스 파트너로 명시한다.","excerpt_en":"Coach | Fragrance | Interparfums | 2031; Kate Spade | Fragrance | Interparfums | 2030."},{"stance":"confirms","publisher":"인터퍼퓸","publisher_en":"Interparfums","kind":"ir","lang":"en","published_at":"2025-03-14","url":"https://live.euronext.com/sites/default/files/company_press_releases/attachments/2025/03/14/cpr03_lesechos_16165_1320827_Prolongation_licence_Coachan.pdf","title":"Coach and Interparfums extend their partnership in the universe of fragrances until June 2031","title_en":"Coach and Interparfums Extend Their Fragrance Partnership Until June 2031","excerpt":"Coach와 Interparfums는 향수 라이선스를 5년 연장해 2031년 6월까지 유지하기로 했다.","excerpt_en":"The two companies have decided to renew their partnership for an additional five-year period."}]},{"direction":"revenue","counterparty":"모바도 그룹","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-08-13","basis":"모바도가 지급한 Coach 시계 라이선스 로열티","value":null,"period":"FY2026","basis_en":"Coach watch license royalties paid by Movado","qualifier":"confirmed_no_disclosed_value"},"note":"모바도는 Coach 시계를 전 세계에서 제조·유통하는 독점 라이선스 파트너이며 태피스트리에 로열티를 지급한다. 현재 계약은 2028년 6월까지이며 상대별 로열티 금액은 공개되지 않았다.","note_en":"Movado is the exclusive worldwide manufacturer and distributor of Coach watches and pays royalties to Tapestry. The current agreement runs through June 2028; partner-specific royalties are undisclosed.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-08-13","url":"https://www.sec.gov/Archives/edgar/data/1116132/000111613226000018/tpr-20260627.htm","title":"TAPESTRY, INC. 10-K (2026-08-13)","title_en":"TAPESTRY, INC. 10-K (2026-08-13)","excerpt":"태피스트리는 Movado를 2028 회계연도 만기의 Coach 시계 라이선스 파트너로 기재했다.","excerpt_en":"Coach | Watches | Movado | 2028."},{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-03-19","url":"https://www.sec.gov/Archives/edgar/data/72573/000119312526115298/mov-20260131.htm","title":"MOVADO GROUP, INC. 10-K (2026-03-19)","title_en":"MOVADO GROUP, INC. 10-K (2026-03-19)","excerpt":"모바도는 Coach 상표의 시계 제조·유통 독점권이 2028년 6월 30일까지라고 공시했다.","excerpt_en":"The Company licenses the trademark COACH® ... with a term through June 30, 2028."}]},{"direction":"cost","counterparty":"어도비","counterparty_slug":"adobe","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-01-21","basis":"Adobe Firefly 제품 설계·콘텐츠 도구 사용액","value":null,"period":"2025","basis_en":"Adobe Firefly product-design and content-tool spend","qualifier":"confirmed_no_disclosed_value"},"note":"태피스트리는 Adobe Firefly 맞춤 모델과 서비스를 Coach 제품 설계, 디지털 트윈, 머천다이징 콘텐츠 제작에 사용한다. 사용료나 계약 금액은 공개되지 않았다.","note_en":"Tapestry uses Adobe Firefly custom models and services for Coach product design, digital twins, and merchandising content. Fees and contract value are undisclosed.","sources":[{"stance":"confirms","publisher":"AI매터스","publisher_en":"AI Matters","kind":"news","lang":"ko","published_at":"2025-01-21","url":"https://aimatters.co.kr/news-report/ai-news/12764/","title":"코치, 브랜드 DNA 담은 ‘AI 디자인 핸드백’ 제작… “디지털 트윈으로 제품 개발 시간 획기적 단축”","title_en":"Coach Creates AI-Designed Handbags with Brand DNA and Digital Twins","excerpt":"태피스트리가 어도비 파이어플라이 생성형 AI를 도입해 제품 디자인 프로세스를 변화시켰다.","excerpt_en":"Tapestry adopted Adobe Firefly generative AI to reshape its product-design process."},{"stance":"confirms","publisher":"어도비","publisher_en":"Adobe","kind":"news","lang":"en","published_at":"2025-01-15","url":"https://business.adobe.com/uk/blog/coach-reimagines-handbag-design-process-with-adobe-firefly-generative-ai","title":"Coach reimagines handbag design process with Adobe Firefly generative AI","title_en":"Coach Reimagines Handbag Design Process with Adobe Firefly Generative AI","excerpt":"태피스트리 팀은 기존 Coach 핸드백 이미지로 Adobe Firefly 맞춤 모델을 학습했다.","excerpt_en":"The Tapestry team gathered a set of images of existing Coach handbags and used them for training."}]},{"direction":"cost","counterparty":"아마존","counterparty_slug":"amazon","confidence":"mid","metric":{"type":"amount","unit":"USD","as_of":"2025-01-31","basis":"AWS 클라우드·AI 인프라 사용액","value":null,"period":"2025","basis_en":"AWS cloud and AI infrastructure spend","qualifier":"confirmed_no_disclosed_value"},"note":"태피스트리는 AWS의 Bedrock·S3·Transcribe 등 약 20개 서비스를 이용해 매장 피드백과 내부 분석용 생성형 AI 엔진을 운영한다. 계약 금액은 공개되지 않았다.","note_en":"Tapestry uses roughly 20 AWS services, including Bedrock, S3, and Transcribe, to operate a generative-AI engine for store feedback and internal analytics. Contract value is undisclosed.","sources":[{"stance":"confirms","publisher":"아마존 웹 서비스","publisher_en":"Amazon Web Services","kind":"analysis","lang":"en","published_at":"2025-01-31","url":"https://aws.amazon.com/blogs/industries/harnessing-generative-ai-on-aws-to-transform-retail-insights/","title":"Harnessing Generative AI on AWS to Transform Retail Insights","title_en":"Harnessing Generative AI on AWS to Transform Retail Insights","excerpt":"태피스트리 내부 엔지니어링팀은 AWS를 사용해 생성형 AI 엔진을 구축했다.","excerpt_en":"The in-house engineering team at Tapestry saw an opportunity to use Amazon Web Services to create a generative AI engine."}]}]}