Is TPR's revenue growth in 2025 sustainable long-term?

**Tapestry's (TPR) revenue growth in 2025 is not currently supported by sustainable long-term trends.** Here's why:

1. **Short-Term Forecast vs. Long-Term Sustainability**: The available data and forecasts for TPR's revenue growth in 2025 are based on short-term predictions and current economic indicators. For instance, TPR's projected revenue growth for 2025 is approximately 3.1% year-over-year. While this might indicate a positive short-term outlook, it does not necessarily translate to long-term sustainability.

|code|Ticker|Name|Date|Total Revenue YoY|Total Revenue|market_code|
|---|---|---|---|---|---|---|
|TPR|TPR.N|Tapestry|2025 Q1|-0.3766851704996035|1.5075E9|169|
|TPR|TPR.N|Tapestry|2025 Q2|5.320220676421204|2.1954E9|169|

2. **Lack of Long-Term Growth Metrics**: When analyzing TPR's long-term growth potential, there is a lack of data on revenue growth rates for 2026 and beyond. This makes it difficult to assess whether the projected 2025 growth will be sustained over the longer term.
3. **Analyst Opinions and Institutional Actions**: Analysts have set a target price that suggests an 18.95% upside potential from TPR's current price. However, institutional investors' actions, such as Comerica Bank's and Price T Rowe Associates Inc. MD's increased stakes in TPR, do not necessarily indicate long-term confidence in the company's revenue growth sustainability.
4. **Market Conditions and Competition**: The luxury goods industry is highly competitive, and TPR faces market conditions that can impact its growth trajectory. For example, the National Retail Federation projects a modest growth rate for US retail sales in 2025, which might limit the overall growth space for TPR and its peers.
5. **Financial Ratios and Valuation**: TPR's forward P/E ratio of 13.33 suggests a reasonable valuation compared to its earnings growth potential. However, the absence of other key valuation metrics and the fact that the company's revenue growth is projected to be modest indicate a need for caution regarding long-term growth assumptions.

In conclusion, while TPR's current projections and analyst opinions are positive, the lack of long-term growth data, institutional actions, and market conditions suggest that the sustainability of TPR's revenue growth in 2025 to long-term investors is uncertain.