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CF Industries Holdings, Inc. (CF) Q3 2026 Earnings Call Transcript
The luxury goods maker said higher Coach sales and gross margin gains helped offset a decline at Kate Spade.
- Tapestry, Inc. reported pro forma revenue of $1.9 billion, a 12% increase, which drove the company to raise its full-year 2027 revenue guidance to a range between $8.5 billion and $8.6 billion.
- CEO Joanne Crevoiserat credited the company's Amplify strategy for the results, noting the Coach brand’s revenue grew 16% at constant currency, driven by strong demand for core leather goods and new customer acquisitions.
- During the quarter, the company added 2.6 million new customers, with Gen Z representing 35% of the total, while revenue in Greater China surged 39% at constant currency to $385 million.
- Increasing its commitment to shareholders, Tapestry raised its full-year buyback target by $350 million to a total of $1.7 billion, while lifting its 2027 EPS guidance to a range of $8.25 to $8.35.
- Amid shifting market conditions, the company remains focused on its combination of creativity and value, positioning the Tapestry portfolio to capture significant long-term market opportunities in the luxury leather goods sector.
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40% Right
L 40%
C 20%
R 40%
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