Carter's Incorporated (CRI)

In the past six months, Carter's reported its fourth-quarter and fiscal year 2025 results on February 27, 2026, exceeding revenue and adjusted EPS expectations, with net sales growing 8%. In April 2026, Goldman Sachs upgraded Carter's stock from "Sell" to "Neutral", and other analyst firms hold "Buy" ratings. The company is closing approximately 100 stores by the end of 2026 as part of a broader rationalization. In November 2025, Carter's subsidiary closed a sale of $575 million in senior notes due 2031.

Demand for Carter's, Inc. products exhibits seasonality, with the fourth quarter typically being a period of strong demand. The company reported broad-based demand and sales growth across all business segments in the fourth quarter of fiscal year 2025. Historically, favorable demographics have boosted demand, but overall demand can be influenced by broader macroeconomic factors.

Carter's, Inc. (CRI), founded in 1865, is an American designer and marketer of apparel for babies and young children, operating in the Consumer Cyclical sector. It has brands like Carter's, OshKosh B'gosh, Skip Hop, Little Planet, Child of Mine, Just One You, and Simple Joys. Its products include apparel and accessories for babies, toddlers, and kids. Carter's is known for its high-quality products, design, and sustainability.

Carter's, Inc. has a significant geographic footprint across North America and an international presence. As of January 3, 2026, Carter's operated 1,068 retail stores in North America and had approximately 19,500 wholesale locations. Its international segment includes sales through retail stores and e-commerce sites in Canada and Mexico, as well as sales to international wholesale accounts and licensees. The company sources its products through a global network of third-party suppliers, primarily in Asia, with additional support in Vietnam, Cambodia, India, and Bangladesh.

Carter's has a strong brand reputation, recognized for its quality and longevity in children's clothing. Carter's and OshKosh B'gosh brands hold a collective market share of approximately 10% in the U.S. for children aged zero to ten as of December 2025. Carter's has faced competitive pressures from e-commerce and fast-fashion rivals, but tariff changes have benefited Carter's, leading to a positive shift in U.S. sales growth. Carter's is reallocating advertising spend towards platforms like Instagram, YouTube, and TikTok to attract younger, higher-income consumers and launched a limited-edition soccer-inspired childrenswear collection with Umbro in April 2026.

Carter's, Inc. has a significant number of institutional owners and shareholders. As of April 9, 2026, there were 254 institutional owners holding a total of 40,022,433 shares. Major institutional holders include BlackRock, Inc., The Vanguard Group, Inc., RWWM, Inc., Charles Schwab Investment Management, Inc., Pacific Investment Management Company LLC, State Street Global Advisors, Inc., UBS Asset Management AG, American Century Investment Management Inc., and Dimensional Fund Advisors LP. Top mutual fund holders include iShares Trust - iShares Core S&P Small-Cap ETF, American Century ETF Trust - Avantis U.S. Small Cap Value ETF, and PIMCO Equity Series - PIMCO RAE US Small Fund.