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Will Tapestry (TPR) Manage to See Higher Earnings in Q2?

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Tapestry, Inc. (TPR - Free Report) , formerly known as Coach, Inc., is slated to release second-quarter fiscal 2018 results on Feb 6. In the trailing four quarters, this house of lifestyle brands as well as designer and marketer of fine accessories and gifts, has outperformed the Zacks Consensus Estimate by an average of 6.5%. Last quarter, the company delivered a positive earnings surprise of 16.7%.

Investors are counting on another estimate beat by Tapestry in the to-be-reported quarter. Let’s delve deep and take a look at the factors that will be influencing the results.

How Are Estimates Shaping Up?

Post a 6.7% decline in the bottom line, Tapestry is likely to record year-over-year growth in the second quarter of fiscal 2018. After rising by a penny in the last seven days, the Zacks Consensus Estimate for current-quarter earnings stands at 87 cents compared with 75 cents in the year-ago quarter.

Analysts polled by Zacks now project revenues of $1,768 million, up from $1,322 million in the year-ago quarter. If all goes well, this will be the second straight quarter of top-line growth for the company. We note that net sales of this New York-based company jumped 24% in the first quarter. However, the same declined 1.8% and 4% in the fourth and third quarter of fiscal 2017, respectively.

Factors at Play

Tapestry looks way more disciplined in its approach to adapt to the changing retail landscape. The company is undergoing a brand transformation and introducing modern luxury concept stores in key markets. The acquisitions of Stuart Weitzman and Kate Spade are being viewed as a significant step by the company in becoming a multi-brand company. Moreover, management has undertaken transformation initiatives revolving around product, stores and marketing, which are likely to have a favorable impact on second-quarter results.

Additionally, the company is aggressively expanding its e-commerce platform. Tapestry also plans to undertake strategic measures involving the upgrade of core technology platforms and enhancement of international supply chain. However, sluggish mall traffic, increased online competition and aggressive pricing strategy are affecting the industry, and Tapestry is not immune it. Moreover, any increase in selling, general and administrative expenses may hurt the bottom line, as it did in the first quarter.

Tapestry, Inc. Price, Consensus and EPS Surprise

 

Tapestry, Inc. Price, Consensus and EPS Surprise | Tapestry, Inc. Quote

 

What Does the Zacks Model Unveil?

Our proven model shows that Tapestry is likely to beat estimates this quarter. A stock needs to have both a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 (Hold) and a positive Earnings ESP for this to happen. You can uncover the best stocks to buy or sell before they’re reported with our Earnings ESP Filter.

Tapestry carries a Zacks Rank #3 and has an Earnings ESP of +0.53%. This makes us reasonably confident of an earnings beat.

Other Stocks With Favorable Combination

Here are some other companies you may want to consider as our model shows that these too have the right combination of elements to post an earnings beat:

Ross Stores (ROST - Free Report) has an Earnings ESP of +2.45% and a Zacks Rank #2. You can see the complete list of today’s Zacks #1 Rank stocks here.

Michael Kors has an Earnings ESP of +1.61% and a Zacks Rank #2.

Tiffany has an Earnings ESP of +0.89% and a Zacks Rank #3.

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