Coach-led fashion group
Tapestry, Inc.
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.
Business categories Apparel, Luxury & Beauty · Consumer Brands & Commerce · primary
TPR Updated Sep 24, 2026 4 AI consumers· 2 recurring
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).
Financials & Segments
- Total revenue · FY2026 total revenue: $8.0042B
- Segments · Coach · Kate Spade · Stuart Weitzman
Revenue from
- Interparfums SA High confidence
Interparfums manufactures and distributes Coach and Kate Spade fragrances and pays Tapestry sales-based royalties. Partner-specific royalty payments are not disclosed.Confirms EN Interparfums Published Mar 14, 2025: Coach and Interparfums Extend Their Fragrance Partnership Until June 2031 - Movado Group, Inc. High confidence
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.
Pays to
- Adobe Inc. Medium confidence
Tapestry uses Adobe Firefly custom models and services for Coach product design, digital twins, and merchandising content. Fees and contract value are undisclosed.Confirms KO AI Matters Published Jan 21, 2025: Coach Creates AI-Designed Handbags with Brand DNA and Digital TwinsConfirms EN Adobe Published Jan 15, 2025: Coach Reimagines Handbag Design Process with Adobe Firefly Generative AI - Amazon Medium confidence
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.Confirms EN Amazon Web Services Published Jan 31, 2025: Harnessing Generative AI on AWS to Transform Retail Insights
Investments
- Gen Phoenix High confidence· Market share 9.9 percent · 2025 · Tapestry equity stake in Gen Phoenix
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.
Value-chain ripple (2 tiers)
Following node-to-node links up to 2 tiers; each firm is shown once, at its nearest tier.
| Company | Chain | '21 | '22 | '23 | '24 | '25 | YTD |
|---|---|---|---|---|---|---|---|
| Tapestry, Inc. | node | +32.3 | -3.3 | +0.2 | +82.8 | +98.7 | -8.2 |
| Adobe Inc. | benef1 | +13.4 | -40.7 | +77.3 | -25.5 | -21.3 | -23.9 |
| Amazon | benef2 | +2.4 | -49.6 | +80.9 | +44.4 | +5.2 | +12 |
| Microsoft | benef2 | +52.5 | -28 | +58.2 | +12.9 | +15.6 | +4 |
YTD as of 2026-10-09 · source: Yahoo Finance
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 generated from returns as of 2026-09-04← All companiesMarkdown · JSON · Customers · Suppliers · Ripple