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Capri Holdings

CPRI Consumer Cyclical Unknown Updated July 31, 2026
$15.93
52W $15.20 – $28.27
46/100
$1.83B
14.4
1.39
AI Committee Verdict
Watch
Conviction: Contested · 57% agreement · 7 analysts
+22.0%
-25.6%
0.86:1
Contested

Is CPRI Bullish or Bearish?

Mixed. Innellis AI committee rates Capri Holdings (CPRI) Watch with a composite score of 46/100 , based on 7 analysts with 57% agreement. Last updated July 31, 2026.

What Would Change This View

Upgrade to Buy
Requires a committee score of 60.0 — +13.78 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Reduce
Requires the score to fall below 40.0 — -6.22 from today. The band boundary is 45.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. News Analyst sees a compelling case. Growth Analyst remains cautious — revenue declining -21.8% yoy -- this is not a growth story right now. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 13.3 is inexpensive for the broad market — Value
  • ROE of 121.1% shows genuine earnings power backing the valuation — Value
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
  • Beta of 1.43 means this name should amplify a favorable market regime — Macro
Bear Case
  • Price-to-book of 25.0x prices in significant intangible value — Value
  • Debt-to-equity of 4.46 adds balance-sheet risk to the value case — Value
  • Revenue declining -21.8% YoY -- this is not a growth story right now — Growth
  • Growth rate is decelerating quarter over quarter -- the trend line matters more than the level — Growth
  • Price structure making lower highs and lower lows — Technical
  • MACD histogram negative -- bearish momentum — Technical
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of July 31, 2026
Overall Committee Score
46/100
Agreement
57%
Analysts
7
Conviction
Contested
Sector Rank
Top 96%
of 124 Consumer Cyclical peers
Value Analyst neutral
55 / 100 · High confidence
Fair value -- neither a bargain nor obviously overpriced
+ P/E of 13.3 is inexpensive for the broad market
− Price-to-book of 25.0x prices in significant intangible value
Growth Analyst bearish
25 / 100 · Moderate confidence
Growth story is weak, decelerating, or inconsistent
− Revenue declining -21.8% YoY -- this is not a growth story right now
Technical Analyst neutral
47 / 100 · High confidence
Mixed or range-bound price action
+ Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement
− Price structure making lower highs and lower lows
Risk Analyst bearish
32 / 100 · Moderate confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− High leverage (debt-to-equity 4.46) amplifies downside in a stress scenario
Macro Analyst neutral
58 / 100 · Moderate confidence
Macro backdrop is mixed or neutral -- not a strong tailwind or headwind either way
+ Market regime is bullish (Bull market -- normal position sizing)
News Analyst bullish
62 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
45 / 100 · High confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− Sector concentration is already high (HHI 2744.14)
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Investment Thesis Evolution

Committee score moved marginally from 47.2 to 46.2.

Analyst-level changes:
  • Macro Analyst: stance bullish->neutral; score 65->58 (-8); +2 bullish signal(s).
  • Portfolio Manager: +2 bearish signal(s).
  • Risk Analyst: +1 bearish signal(s).
  • Value Analyst: +1 bullish signal(s).

Comparing 2026-07-30 to 2026-07-31 (1 day apart).

Technical Analysis

RSI (14)
40.4
Neutral
MACD Histogram
0.009
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Hh Hl
Support
$11.86
Resistance
$19.44
Bollinger %B
0.32
Inside Bands
Price vs Moving Averages
EMA 9
$16.06 Below
EMA 21
$16.75 Below
EMA 50
$17.76 Below
EMA 200
$19.79 Below

Fundamental Analysis

Valuation
67
Growth
51
Profitability
2
Financial Health
17
Cash Flow
35
Valuation
P/E Ratio 14.4×
P/B Ratio 23.66×
PEG Ratio 0.06
Dividend Yield 0.00%
52W High $28.27
52W Low $15.20
Quality & Growth
ROE 115.0%
ROA 2.8%
Gross Margin 59.7%
Operating Margin 1.8%
Revenue Growth YoY
Debt / Equity 17.75
AI Fundamental Assessment
P/E ratio of 14.4 (inexpensive relative to a 15-40x range); Price-to-book of 23.7x; PEG ratio of 0.1 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 1.1%; Return on assets of 0.0%; Net margin of 0.0%; Gross margin of 0.6%; Current ratio of 1.21 (tight short-term liquidity); Debt-to-equity of 17.75; Free cash flow margin of 0.2% (thin cash generation); Free cash flow per share is positive (0.12); Most recent quarter beat estimates by 93.2%; 2 consecutive earnings beats; EPS growth decelerating (+2800.0% -> -72.8% QoQ); Analyst estimates falling over recent quarters
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Explore CPRI Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
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