10 Best Performing S&P 500 Stocks So Far in 2025

5. Tapestry Inc. (NYSE:TPR)

Number of Hedge Fund Holders: 38

Year-to-Date Performance as of February 17: 34.24%

Tapestry Inc. (NYSE:TPR) offers luxury accessories and lifestyle products globally through its Coach, Kate Spade, and Stuart Weitzman brands. Its offerings span women’s and men’s bags, small leather goods, footwear, apparel, accessories, and home goods. These are sold through retail and outlet stores, e-commerce, and wholesale channels.

Coach’s success is the engine driving this company’s growth. It has captured the Gen Z demographic, who now represent nearly 60% of new Coach customers in North America. Strong sales of handbags, particularly iconic families like the Tabby (which saw sales double year-over-year) and the New York collection, alongside successful new designs such as the $295 Brooklyn bag (a top customer acquisition driver), are core to its performance. Global expansion is a vital component of Coach’s strategy, with the brand achieving 10% constant currency revenue growth in FQ2 2025. It experienced 4% growth in North America, 42% in Europe, and even saw a return to 2% growth in Greater China.

FQ2 revenue reached $2.2 billion, with earnings per share of $2 exceeding analyst expectations. Full-year revenue guidance has been raised to $6.85 billion from $6.75 billion. This strong performance positions Tapestry Inc. (NYSE:TPR) as a compelling stock. Coach’s combination of brand heritage, deep consumer understanding, and operational excellence is the key to its continued success.