Are there any guidance revisions or updates to the FY 2025 guidance that could affect future expectations?

Guidance Update:

The release from Tapestry, Inc. (NYSE TPR) simply presents the FY 2025 fourth‑quarter and full‑year results and includes the CEO’s upbeat commentary on the “breakout” performance. There is no explicit mention of a revision or update to the FY 2025 guidance—neither a earnings‑per‑share (EPS) target nor a revenue outlook was altered or restated in the filing.

Implications for the market:

Because the company has not changed its guidance, the market will continue to price the stock based on the original FY 2025 expectations. However, the strong Q4 results and the “outperformance” narrative act as a de‑‑facto upgrade to the forward‑looking narrative, reinforcing the view that TPR’s growth trajectory is intact and possibly even stronger than previously projected. Traders can therefore:

• Maintain a bullish stance on TPR in the short term, as the solid results validate the prior outlook and may prompt incremental upside on the next earnings‑date rally.
  
• Watch for any subsequent guidance calls—if management follows the “breakout” theme with a formal upward revision (e.g., higher EPS or comparable‑sales targets), the stock could see a sharp price lift. Until such a revision is announced, the current price reflects the unchanged FY 2025 guidance, so any price moves will be driven more by the momentum from the recent results than by a new guidance framework.