Carter's Incorporated (CRI)

The past six months have seen several events impacting Carter's, Inc.'s stock price. As of October 27, 2025, the company's shares had lost 1.5% over the preceding six months, contrasting with an 18% growth in its industry, however, the stock was up 31.18% in the last three months as of the same date. Key events include mixed third-quarter results, an organizational restructuring plan to optimize its cost structure and enhance future profitability, the adoption of a limited duration stockholder rights agreement in response to the rapid accumulation of a significant amount of the company's common stock by RWWM, Inc., and disappointing second-quarter earnings.

Demand for Carter's, Inc. products exhibits seasonality, with notable peaks around key retail periods. The company has experienced a strong back-to-school selling season. Additionally, there is an expectation of favorable November-December seasonality, often associated with holiday shopping, which can lead to increased consumer spending on discretionary items like apparel. The performance of new seasonal products is also crucial, indicating that consumers respond well to fresh inventory aligned with changing seasons. The company's inventory management strategies aim to reduce the carryover of prior season goods to ensure new seasonal products perform well.

Carter's, Inc. (CRI) is a leading North American marketer of apparel exclusively for babies and young children, operating within the Consumer Discretionary sector and the Apparel Retail industry. The company manages a diverse portfolio of well-recognized brands and their extensive product offerings encompass a wide range of children's wear and related items.

Carter's, Inc. maintains a significant global presence through a multi-channel business model. In North America, the company operates over 1,000 company-operated stores across the United States, Canada, and Mexico. Internationally, its products are sold in approximately 50 countries through wholesale customers and licensees. The company also leverages e-commerce platforms to reach a broad consumer base.

Carter's, Inc. maintains a strong brand reputation, with its core brands, Carter's and OshKosh B'gosh, being recognized and trusted in the marketplace. The company actively focuses on corporate social responsibility (CSR) through its "Raise the Future Impact Report". The company also relaunched its KIDCYCLE™ clothing takeback program in select stores in 2025 to promote responsible recycling. Furthermore, Carter's owns the Little Planet brand, which emphasizes organic fabrics and sustainable materials, and has a goal to use 100% sustainable cotton and polyester fibers by 2030. The company has also invested nearly $35 million since 2021 through its corporate philanthropy programs to support families and children.

Carter's, Inc. has a broad institutional ownership base. Major institutional holders include Roseman Wagner Wealth Management, BlackRock Institutional Trust Company, N.A., The Vanguard Group, Inc., AQR Capital Management, LLC, and D. E. Shaw & Co., L.P. Top mutual fund holders include iShares Core S&P Small-Cap ETF and Avantis US Small Cap Value ETF. Overall, institutional ownership stands at approximately 126.45%, while individual ownership is around 3.7%.