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Exhibit 99.1 CONTACTS: Tapestry, Inc. Media: Andrea Shaw Resnick Chief Communications Officer 212/629-2618 aresnick@tapestry.com Analysts and Investors: Christina Colone Global Head of Investor Relations 212/946-7252 ccolone@tapestry.com Kelsey Mueller 212/946-8183 Investor Relations kmueller@tapestry.com TAPESTRY, INC. DELIVERS Q3 EARNINGS AHEAD OF EXPECTATIONS • Drove Fiscal Third Quarter Operating Income and EPS Outperformance Versus Expectations Fueled by 190 Basis Points of Gross Margin Expansion • Gen ...

Tapestry Inc. (NYSE:TPR) Q2 2024 Earnings Conference Call February 8, 2024 8:00 AM ET Company Participants Christina Colone - Global Head of Investor Relations Joanne Crevoiserat - Chief Executive Officer Scott Roe - Chief Financial Officer and Chief Operating Officer Todd Kahn - Chief Executive Officer and Brand President, Coach Conference Call Participants Robert Drbul - Guggenheim Ike Boruchow - Wells Fargo Matthew Boss - JPMorgan Lorraine Hutchinson - Bank of America Brooke Roach - Goldman Sachs Michael ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-16153 Tapestry, Inc. (Exact name of registrant as specified in its charter) Maryland 52-2242751 (State or other jurisdiction of incorporation or organization) (I.R.S. Empl ...

财务数据和关键指标变化 - 公司在第一季度实现了创纪录的每股收益,同比增长高达18% [38][40][41] - 公司毛利率同比大幅提升250个基点,达到创10年来的最高水平,主要得益于运营出色和运费费用下降 [40][41] - 公司营业利润和营业利润率也同比大幅提升 [40][41] 各条业务线数据和关键指标变化 - Coach品牌实现5%的常汇率收入增长,并扩大了180个基点的营业利润率 [13][14][15][16][20] - Kate Spade品牌收入有所改善,毛利率和营业利润率也实现了提升 [21][22][23][24][25][26][27][28] - Stuart Weitzman品牌受到外部环境的持续压力,收入有所下滑,但毛利率有所扩大 [30][31][32][33] 各个市场数据和关键指标变化 - 国际市场实现7%的常汇率收入增长,其中大中华区增长9%,超过了2021财年的峰值水平 [9] - 日本市场收入增长12% [9] - 北美市场收入基本持平,但毛利率和营业利润率实现了大幅提升 [10][11][113][114][118][119] 公司战略和发展方向及行业竞争 - 公司持续专注于品牌建设、客户中心化和执行纪律,推动创新并与消费者建立持久关系 [8][34][35] - 公司计划收购Capri Holdings,将建立一个更强大的奢侈品和时尚品牌集团,扩大在不同消费群体、地区和产品类别的覆盖 [34][35][54][57] - 公司看好行业前景,认为在一个充满噪音和竞争的市场中,拥有强大品牌力量的公司将脱颖而出 [96][97][98] 管理层对经营环境和未来前景的评论 - 尽管消费环境波动,但公司有信心通过持续的品牌建设和执行力,实现可持续的盈利增长 [8][34][58] - 公司对大中华区市场保持谨慎乐观,将继续投资以实现长期增长 [9] - 公司对北美市场保持谨慎,但有信心通过创新产品、提升体验和维持定价纪律来实现健康的业务增长 [113][114][118][119] 其他重要信息 - 公司将通过股息等方式回报股东,并计划在达到目标负债水平后恢复股票回购 [52][53] - 公司正在积极推进Capri Holdings收购交易,预计将在2024日历年完成交易 [54][55][56][131] 问答环节重要的提问和回答 问题1 **Bob Drbul 提问** 询问公司对Coach品牌的信心和持续增长动力 [61][62] **Joanne Crevoiserat 回答** 公司对Coach品牌的长期前景充满信心,品牌正在持续推动创新和提升客户参与度,有望实现可持续增长 [62][63][64] 问题2 **Ike Boruchow 提问** 询问公司对北美市场的预期,尤其是Coach品牌在该地区的表现 [69][70][71] **Joanne Crevoiserat 和 Scott Roe 回答** 公司对北美市场保持谨慎,但有信心通过创新产品、提升体验和维持定价纪律来实现健康的业务增长 [113][114][118][119][70][71] 问题3 **Oliver Chen 提问** 询问公司在Amazon平台上的战略考虑,以及数字渠道销售下滑的原因,以及收购交易审查的进展 [122][123][124] **Todd Kahn、Joanne Crevoiserat 回答** 公司认为在Amazon上开设品牌店铺有助于接触年轻消费者,目前尚未看到明显的自我侵蚀,数字渠道销售下滑主要是由于营销环境变化,收购交易正在积极推进,预计2024年完成 [128][129][130][131]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended September 30, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-16153 Tapestry, Inc. (Exact name of registrant as specified in its charter) Maryland 52-2242751 (State or other jurisdiction of incorporation or organization) (I.R.S. Emp ...

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UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-K ☑ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended July 1, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-16153 Tapestry, Inc. (Exact name of registrant as specified in its charter) Maryland 52-2242751 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer Identifi ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended April 1, 2023 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-16153 Tapestry, Inc. (Exact name of registrant as specified in its charter) Maryland 52-2242751 (State or other jurisdiction of incorporation or organization) (I.R.S. Employer ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☑ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Quarterly Period Ended December 31, 2022 or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 1-16153 Tapestry, Inc. (Exact name of registrant as specified in its charter) Maryland 52-2242751 (State or other jurisdiction of incorporation or organization) (I.R.S. Empl ...