The Zacks Analyst Blog Tapestry, Signet Jewelers and Host Hotels & Resorts

For Immediate ReleasesChicago, IL – December 18, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog includeTapestry, Inc. TPR, Signet Jewelers Ltd. SIG and  Host Hotels & Resorts, Inc. HST,Here are highlights from Thursday’s Analyst Blog:Luxury Market Boom: 3 High-End Retail Stocks to Buy for 2026The global luxury market is entering a renewed phase of strength after navigating a period of cyclical softness. High-end retail stocks are once again attracting investor interest as spending by affluent consumers proves more durable than expected. A combination of resilient consumer demand, rising household wealth in key markets, continued appetite for premium goods and sustained brand desirability creates a supportive backdrop for luxury companies with global scale and strong execution.As wealth creation accelerates across developed economies and select emerging markets, high-income consumers are regaining confidence in discretionary spending. Purchases of luxury handbags, fine jewelry and high-end travel experiences have remained resilient, reflecting both financial capacity and emotional attachment to iconic brands. This environment favors luxury companies that can pair pricing power with expanded global reach.Understanding the Factors Driving the Luxury BoomTwo structural advantages are underpinning the luxury market’s momentum — pricing power and global appeal. Unlike mass-market retailers, luxury brands operate on scarcity, heritage and craftsmanship, allowing them to raise prices gradually without undermining customer demand, even in periods of economic uncertainty. Affluent consumers are typically less price-sensitive, especially for iconic handbags, fine jewelry and premium experiences that retain long-term value. Strong brand equity, limited supply and healthy resale reinforce customer loyalty, supporting consistent price increases and margin protection.Global appeal adds another layer of strength. Luxury demand is geographically diversified, reducing the reliance on any single market. As international travel continues to normalize, tourist spending in major luxury hubs, such as Paris, Milan and New York, has accelerated. Meanwhile, rising disposable incomes in emerging markets continue to expand the pool of high-end consumers worldwide.Together, pricing power and worldwide demand create a resilient growth model that helps luxury brands outperform broader retail and sustain momentum despite inflation and economic uncertainty. For investors, this combination supports a favorable outlook for well-positioned luxury stocks as the sector moves toward 2026 and beyond.Our PicksInvestors seeking to benefit from the ongoing luxury upswing should focus on companies that pair powerful brand equity with disciplined expansion and a growing digital footprint, positioning them for sustainable growth in 2026 and beyond.Below, we highlight three premium stocks, spanning fashion, jewelry and travel, which demonstrate how pricing power and global appeal can translate into meaningful upside in 2026.Tapestry, Inc.: The company is firmly positioned within the global luxury retail market, anchored by its flagship brand Coach and supported by Kate Spade, providing broad exposure to premium handbags, accessories and lifestyle categories. Management cited a strong start to fiscal 2026, driven by accelerating demand, robust customer acquisition, particularly among Gen Z, and growth across North America, Europe and China.Coach remains the key growth engine, benefiting from product innovation, disciplined promotions and rising average unit retail, highlighting improving pricing power. Tapestry’s direct-to-consumer and digital-first strategy enhances engagement and margin resilience. With accessible luxury positioning and global brand appeal, Tapestry is well-positioned to sustain growth into 2026.The Zacks Consensus Estimate for TPR’s fiscal 2026 revenues and EPS indicates increases of 5.1% and 9.6%, respectively, from the year-ago period’s reported levels. The company delivered an earnings surprise of 11%, on average, in the trailing four quarters. The company currently has a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.Signet Jewelers Ltd.: The company is a dominant force in the luxury jewelry market, anchored by leading brands such as Kay, Zales and Jared, with strong exposure to bridal and fashion jewelry. Management noted resilient demand from higher-income consumers, supported by steady same-store sales growth and continued strength in bridal categories.Under its Grow Brand Love strategy, Signet is emphasizing brand-led assortments, disciplined promotions and pricing actions to offset higher input costs, reinforcing pricing power. Expanding lab-grown diamond offerings and experiential retail enhance customer engagement. With broad geographic reach and strong brand equity, Signet is well-positioned to capture sustained luxury demand and growth into 2026.The Zacks Consensus Estimate for SIG’s fiscal 2026 revenues and EPS suggests increases of 1.4% and 3.1%, respectively, from the year-ago period’s reported levels. The company delivered an earnings surprise of 86.8%, on average, in the trailing four quarters. SIG currently has a Zacks Rank #2.Host Hotels & Resorts, Inc.: The company is a leading owner of luxury and upper-upscale hotels, with a globally diversified portfolio spanning marquee urban and resort destinations. Its scale, premium asset mix and asset-light REIT model provide strong exposure to resilient luxury travel demand. Management highlighted sustained strength in affluent leisure travel, robust resort performance and improving group bookings, with 2026 group revenues pacing ahead across key markets.Strategic reinvestments through transformational renovations enhance pricing power, guest experiences and long-term returns. Supported by global appeal, disciplined capital allocation and strong balance sheet flexibility, HST is well-positioned to capitalize on premium travel trends and drive attractive growth into 2026.The Zacks Consensus Estimate for HST’s 2026 revenues suggests an increase of 1.2% from the year-ago period’s actual. The company delivered an earnings surprise of 11%, on average, in the trailing four quarters. HST currently has a Zacks Rank #2.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                  Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Zacks Naming Top 10 Stocks for 2026Want to be tipped off early to our 10 top picks for the entirety of 2026? History suggests their performance could be sensational.From 2012 (when our Director of Research Sheraz Mian assumed responsibility for the portfolio) through November, 2025, the Zacks Top 10 Stocks gained +2,530.8%, more than QUADRUPLING the S&P 500’s +570.3%.Now Sheraz is combing through 4,400 companies to handpick the best 10 tickers to buy and hold in 2026. Don’t miss your chance to get in on these stocks when they’re released on January 5. Be First to New Top 10 Stocks >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Host Hotels & Resorts, Inc. (HST): Free Stock Analysis Report Signet Jewelers Limited (SIG): Free Stock Analysis Report Tapestry, Inc. (TPR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks Weiter zum vollständigen Artikel bei Zacks