TP

Tapestry, Inc. stock research

Jun 28, 2025

FY2025 Q4

Tapestry (TPR) Gross Margin — Quarter Ended Jun 28, 2025

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. The gross margin improved, reflecting a stronger relationship between gross profit and revenue.

Gross margin takeaway

Quarter ended Jun 28, 2025 · FY2025 Q4

Revenue and gross profit both increased compared to the prior quarter and the same quarter last year, while cost of revenue also rose. The gross margin improved, reflecting a stronger relationship between gross profit and revenue.

  • Gross profit grew at a faster pace than revenue, leading to a higher gross margin.
  • Compared to the immediately preceding quarter, the gross margin was slightly higher. Compared to the same quarter one year earlier, the gross margin was also higher.

Gross margin snapshot

The selected quarter's reported revenue, gross profit, direct costs, and margin comparisons.

Gross margin

76.3%

Gross profit

$1.3B

Revenue

$1.7B

Cost of revenue

$408.1M

Quarter-over-quarter change

+0.2 pts

Year-over-year change

+1.5 pts

Quarterly gross margin trend

A four-quarter view of the revenue and direct-cost bridge behind gross margin.

PeriodRevenueGross profitCost of revenueGross margin
Sep 28, 2024$1.5B$1.1B$372.6M75.3%
Dec 28, 2024$2.2B$1.6B$562.3M74.4%
Mar 29, 2025$1.6B$1.2B$378.8M76.1%
Jun 28, 2025$1.7B$1.3B$408.1M76.3%

Quarterly comparisons

Compare the selected margin with the preceding quarter and the same fiscal quarter one year earlier.

Previous-quarter change

Mar 29, 2025

+0.2 pts

Year-over-year change

Jun 29, 2024

+1.5 pts

What the margin says

Filing-constrained interpretation of margin direction, comparisons, and what to monitor next.

Gross profit grew at a faster pace than revenue, leading to a higher gross margin.

Compared to the immediately preceding quarter, the gross margin was slightly higher. Compared to the same quarter one year earlier, the gross margin was also higher.

The trend in cost of revenue relative to revenue should be monitored as it directly affects gross margin.