Carter's Inc
F:HCH

Watchlist Manager
Carter's Inc Logo
Carter's Inc
F:HCH
Watchlist
Price: 33 EUR -3.51% Market Closed
Market Cap: €1.2B

Carter's Inc
Investor Relations

Carter’s makes clothing and related products for babies and young children. Its main brands include Carter’s and OshKosh B’gosh, along with Skip Hop for baby gear and gifts. The company sells everyday basics such as bodysuits, sleepwear, playwear, outerwear, and accessories, which makes it a focused specialist in the children’s apparel market rather than a broad fashion retailer. The company sells through its own stores and websites, through major retail partners, and through wholesale channels such as department stores and mass merchants. It makes money mainly by selling branded apparel and baby products at retail prices or wholesale prices, depending on the channel. That mix gives Carter’s control over both the customer experience and the distribution of its brands. What makes Carter’s business model distinctive is its concentration on young children’s wear, especially durable everyday basics that parents replace often as kids outgrow them. It serves parents, gift buyers, and retail partners that want a trusted children’s brand. In the supply chain, Carter’s sits between clothing manufacturers and the end customer, using its brand names, product design, and channel relationships to move products through the market.

Show more
Loading...
No Stocks Selected

Compare the stock's returns with its benchmark index and competitors. Gain insights into its relative performance over time.

Select Stock to Compare
Last Earnings Call
Fiscal Period
Q1 2026
Call Date
May 6, 2026
AI Summary
Q1 2026

Beat: Carter’s first quarter sales and earnings came in above the company’s prior expectations, with net sales of $681 million and adjusted operating income of $28 million.

Demand: Management said demand improved across all channels, helped by an earlier Easter, stronger traffic from marketing investments, and continued strength in U.S. Retail.

Tariffs: Tariffs remained the biggest pressure point, cutting into gross margin and wholesale profitability, although the company said the impact should ease later in the year.

Guidance: Carter’s reiterated full-year sales and earnings guidance, while keeping second-quarter sales and profit guidance relatively conservative given tariff and consumer uncertainty.

Leadership: The company confirmed its CEO transition, said Doug Palladini has departed, and expects Sharon Price John to join next month.

Outlook: Management said it still expects profit growth to be weighted to the second half, supported by pricing, better tariff comparisons, and improving wholesale order trends.

Key Financials
Net sales
$681 million
Operating income
$28 million
Earnings per share
$0.39
Gross margin
43.1%
SG&A
$270 million
Operating margin
4.2%
Tariff impact
roughly $50 million
Productivity savings
roughly $6 million
Operating cash flow
$6 million
Inventory
$466 million
Inventory tariff value
$26 million
Tax rate
approximately 28%
Debt refinancing EPS impact
approximately $0.08 per share
U.S. Retail sales
nearly 13% growth
U.S. Retail comparable sales
over 10%
International sales
14%
Mexico sales
over 40%
Mexico comparable sales
21%
Net inventories
$466 million
Operating cash flow guide
$110 million to $120 million
CapEx guide
approximately $55 million
Earnings Call Recording
Other Earnings Calls

Management

Mr. Michael D. Casey
CEO, President & Chairman
No Bio Available
Mr. Richard F. Westenberger CPA
Senior EVP, CFO & COO
No Bio Available
Ms. Julie A. D'Emilio
Executive Vice President of Global Sales
No Bio Available
Mr. Brian J. Lynch
Consultant
No Bio Available
Ms. Kendra D. Krugman
Senior EVP and Chief Creative & Growth Officer
No Bio Available
Mr. Benjamin L. Pivar
Senior VP & Chief Information Officer
No Bio Available
Mr. Antonio D. Robinson
Senior VP of Corporate Social Responsibility, General Counsel, Secretary & Chief Compliance Officer
No Bio Available
Lindsay Rider
Senior Director of Public Affairs
No Bio Available
Mr. Jeffrey M. Jenkins
Executive Vice President of Global Marketing
No Bio Available
Ms. Jill A. Wilson
Senior Vice President of Human Resources & Talent Development
No Bio Available

Contacts

Address
GEORGIA
Atlanta
3438 Peachtree Rd NE Ste 1800
Contacts
+16783991000.0
www.carters.com
Get AI-powered insights for any company or topic.
Open AI Assistant

Intrinsic Value is all-important and is the only logical way to evaluate the relative attractiveness of investments and businesses.

Warren Buffett