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Side-by-side financial comparison of Tapestry, Inc. (TPR) and Williams-Sonoma, Inc. (WSM). Click either name above to swap in a different company.
Tapestry, Inc. is the larger business by last-quarter revenue ($2.5B vs $1.9B, roughly 1.3× Williams-Sonoma, Inc.). Tapestry, Inc. runs the higher net margin — 22.4% vs 12.8%, a 9.6% gap on every dollar of revenue. On growth, Tapestry, Inc. posted the faster year-over-year revenue change (14.0% vs 4.6%). Tapestry, Inc. produced more free cash flow last quarter ($1.0B vs $248.1M). Over the past eight quarters, Tapestry, Inc.'s revenue compounded faster (29.9% CAGR vs -9.1%).
Tapestry, Inc. is a leading American multinational luxury fashion holding company. It owns three iconic lifestyle brands: Coach, Kate Spade New York, and Stuart Weitzman, offering premium handbags, apparel, footwear, accessories, and fragrances to global consumers via physical retail stores and e-commerce platforms.
Williams Sonoma is an American retailer of cookware, appliances, and home furnishings. It is owned by Williams-Sonoma, Inc., and was founded by Charles E. (Chuck) Williams in 1956.
TPR vs WSM — Head-to-Head
Income Statement — Q2 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $2.5B | $1.9B |
| Net Profit | $561.3M | $241.6M |
| Gross Margin | 75.5% | 46.1% |
| Operating Margin | 28.6% | 17.0% |
| Net Margin | 22.4% | 12.8% |
| Revenue YoY | 14.0% | 4.6% |
| Net Profit YoY | 80.8% | -3.0% |
| EPS (diluted) | $2.68 | $1.96 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $2.5B | $1.9B | ||
| Q3 25 | $1.7B | $1.8B | ||
| Q2 25 | $1.7B | $1.7B | ||
| Q1 25 | $1.6B | $2.5B | ||
| Q4 24 | $2.2B | $1.8B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.6B | $1.7B | ||
| Q1 24 | $1.5B | $2.3B |
| Q4 25 | $561.3M | $241.6M | ||
| Q3 25 | $274.8M | $247.6M | ||
| Q2 25 | $-517.1M | $231.3M | ||
| Q1 25 | $203.3M | $384.9M | ||
| Q4 24 | $310.4M | $249.0M | ||
| Q3 24 | $186.6M | $225.7M | ||
| Q2 24 | $159.3M | $265.7M | ||
| Q1 24 | $139.4M | $354.4M |
| Q4 25 | 75.5% | 46.1% | ||
| Q3 25 | 76.3% | 47.1% | ||
| Q2 25 | 76.3% | 44.3% | ||
| Q1 25 | 76.1% | 45.2% | ||
| Q4 24 | 74.4% | 46.7% | ||
| Q3 24 | 75.3% | 46.2% | ||
| Q2 24 | 74.9% | 48.3% | ||
| Q1 24 | 74.7% | 46.0% |
| Q4 25 | 28.6% | 17.0% | ||
| Q3 25 | 19.3% | 17.9% | ||
| Q2 25 | -33.9% | 16.8% | ||
| Q1 25 | 16.0% | 20.1% | ||
| Q4 24 | 22.4% | 17.8% | ||
| Q3 24 | 16.7% | 16.2% | ||
| Q2 24 | 14.8% | 19.5% | ||
| Q1 24 | 13.8% | 20.1% |
| Q4 25 | 22.4% | 12.8% | ||
| Q3 25 | 16.1% | 13.5% | ||
| Q2 25 | -30.0% | 13.4% | ||
| Q1 25 | 12.8% | 15.6% | ||
| Q4 24 | 14.1% | 13.8% | ||
| Q3 24 | 12.4% | 12.6% | ||
| Q2 24 | 10.0% | 16.0% | ||
| Q1 24 | 9.4% | 15.6% |
| Q4 25 | $2.68 | $1.96 | ||
| Q3 25 | $1.28 | $2.00 | ||
| Q2 25 | $-2.30 | $1.85 | ||
| Q1 25 | $0.95 | $1.02 | ||
| Q4 24 | $1.38 | $1.96 | ||
| Q3 24 | $0.79 | $1.74 | ||
| Q2 24 | $0.67 | $4.07 | ||
| Q1 24 | $0.60 | $5.42 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.1B | $884.7M |
| Total DebtLower is stronger | $2.4B | — |
| Stockholders' EquityBook value | $551.2M | $2.1B |
| Total Assets | $6.5B | $5.3B |
| Debt / EquityLower = less leverage | 4.32× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $884.7M | ||
| Q3 25 | $743.2M | $985.8M | ||
| Q2 25 | $1.1B | $1.0B | ||
| Q1 25 | $1.1B | $1.2B | ||
| Q4 24 | $1.0B | $826.8M | ||
| Q3 24 | $7.3B | $1.3B | ||
| Q2 24 | $7.2B | $1.3B | ||
| Q1 24 | $7.4B | $1.3B |
| Q4 25 | $2.4B | — | ||
| Q3 25 | $2.4B | — | ||
| Q2 25 | $2.4B | — | ||
| Q1 25 | $2.4B | — | ||
| Q4 24 | $2.4B | — | ||
| Q3 24 | $7.0B | — | ||
| Q2 24 | $6.9B | — | ||
| Q1 24 | $7.7B | — |
| Q4 25 | $551.2M | $2.1B | ||
| Q3 25 | $399.5M | $2.1B | ||
| Q2 25 | $857.8M | $2.2B | ||
| Q1 25 | $1.5B | $2.1B | ||
| Q4 24 | $1.3B | $1.9B | ||
| Q3 24 | $3.0B | $2.3B | ||
| Q2 24 | $2.9B | $2.2B | ||
| Q1 24 | $2.8B | $2.1B |
| Q4 25 | $6.5B | $5.3B | ||
| Q3 25 | $6.4B | $5.2B | ||
| Q2 25 | $6.6B | $5.2B | ||
| Q1 25 | $7.3B | $5.3B | ||
| Q4 24 | $7.3B | $5.0B | ||
| Q3 24 | $13.7B | $5.2B | ||
| Q2 24 | $13.4B | $5.2B | ||
| Q1 24 | $13.7B | $5.3B |
| Q4 25 | 4.32× | — | ||
| Q3 25 | 5.95× | — | ||
| Q2 25 | 2.77× | — | ||
| Q1 25 | 1.59× | — | ||
| Q4 24 | 1.78× | — | ||
| Q3 24 | 2.35× | — | ||
| Q2 24 | 2.39× | — | ||
| Q1 24 | 2.77× | — |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.1B | $316.3M |
| Free Cash FlowOCF − Capex | $1.0B | $248.1M |
| FCF MarginFCF / Revenue | 41.5% | 13.2% |
| Capex IntensityCapex / Revenue | 1.7% | 3.6% |
| Cash ConversionOCF / Net Profit | 1.93× | 1.31× |
| TTM Free Cash FlowTrailing 4 quarters | $1.6B | $1.1B |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.1B | $316.3M | ||
| Q3 25 | $112.6M | $282.7M | ||
| Q2 25 | $446.8M | $118.9M | ||
| Q1 25 | $144.3M | $633.5M | ||
| Q4 24 | $506.0M | $253.5M | ||
| Q3 24 | $119.5M | $246.5M | ||
| Q2 24 | $256.0M | $226.8M | ||
| Q1 24 | $97.8M | $674.9M |
| Q4 25 | $1.0B | $248.1M | ||
| Q3 25 | $80.2M | $230.7M | ||
| Q2 25 | $411.5M | $60.7M | ||
| Q1 25 | $113.4M | $566.3M | ||
| Q4 24 | $475.1M | $170.1M | ||
| Q3 24 | $93.9M | $215.1M | ||
| Q2 24 | $209.8M | $187.3M | ||
| Q1 24 | $78.8M | $621.2M |
| Q4 25 | 41.5% | 13.2% | ||
| Q3 25 | 4.7% | 12.6% | ||
| Q2 25 | 23.9% | 3.5% | ||
| Q1 25 | 7.2% | 23.0% | ||
| Q4 24 | 21.6% | 9.4% | ||
| Q3 24 | 6.2% | 12.0% | ||
| Q2 24 | 13.2% | 11.3% | ||
| Q1 24 | 5.3% | 27.3% |
| Q4 25 | 1.7% | 3.6% | ||
| Q3 25 | 1.9% | 2.8% | ||
| Q2 25 | 2.0% | 3.4% | ||
| Q1 25 | 2.0% | 2.7% | ||
| Q4 24 | 1.4% | 4.6% | ||
| Q3 24 | 1.7% | 1.8% | ||
| Q2 24 | 2.9% | 2.4% | ||
| Q1 24 | 1.3% | 2.4% |
| Q4 25 | 1.93× | 1.31× | ||
| Q3 25 | 0.41× | 1.14× | ||
| Q2 25 | — | 0.51× | ||
| Q1 25 | 0.71× | 1.65× | ||
| Q4 24 | 1.63× | 1.02× | ||
| Q3 24 | 0.64× | 1.09× | ||
| Q2 24 | 1.61× | 0.85× | ||
| Q1 24 | 0.70× | 1.90× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
TPR
| Coach | $1.4B | 57% |
| Other | $787.0M | 31% |
| Kate Spade Company | $290.0M | 12% |
WSM
Segment breakdown not available.
