CRI · NYSE · Apparel - Retail

Carter's (CRI)

Designs and sells young-child apparel through retail, wholesale, and international channels.

$30.52
vs last close−0.17 (−0.55%)
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Carter's, Inc.CRI
Consumer Discretionary

Sells babies' and young children's apparel, accessories, and Skip Hop baby essentials through owned stores, eCommerce, wholesale accounts, and international licensees. The business is anchored in U.S. Retail and U.S. Wholesale, with international sales and royalties adding reach beyond North America.

Designs, sources, and markets babies' and young children's apparel under Carter's, OshKosh B'gosh, exclusive Carter's brands, Little Planet, Otter Avenue, and other labels. Skip Hop extends the portfolio into baby essentials for play, snack, and bath.

Sales run through U.S. Retail, U.S. Wholesale, and International segments. The network is concentrated in North America through stores, eCommerce, a mobile app, and wholesale partners, while international wholesale accounts and licensees carry the brands into many overseas markets.

Execution depends on brand value, fit and quality, pricing, style, selection, and convenient distribution. Products are sourced through manufacturers worldwide, so tariffs, trade policy, consumer demand, fashion trends, intellectual-property protection, and restructuring execution shape operating results.

Company facts

CEOSharon Price John
ListedOct 24, 2003
ExchangeNYSE
HeadquartersAtlanta, GA
CountryUnited States
Employees15,400
CIK0001060822
ISINUS1462291097

Market cap$1.13B
EPS (ttm)$5.49
P/E (ttm)5.59
ROE20.8%
P/B1.10
P/S0.3795
Dividend yieldDiv yield3.26%
Beta1.10vs XLY 0.82

Price target$40.00+30.3%Average of 24 analysts
ConsensusBuy12 of 24 analysts
Ratings

Target rangeAs of Sep 21, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Sep 8, 2026BMO CapitalInitiate
Rating: Target:
Rating: OutperformTarget: $40
Sep 8, 2026Capital One FinancialTarget
Target:
Target: $40
Jun 17, 2026Wells FargoUpgrade
Rating: UnderweightTarget: $33
Rating: Equal WeightTarget: $42
May 11, 2026UBSReiterate
Rating: Target: $40
Rating: NeutralTarget: $41
Apr 29, 2026Wells FargoReiterate
Rating: Target: $25
Rating: UnderweightTarget: $33

Next report
Oct 26, 26
in 34 days
EPS estimate
$0.85
Revenue estimate
$753.4M
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$2.39$0.66$0.17$0.74$1.90$0.39$0.26Pending
Estimate$1.87$0.53$0.43$0.78$1.70$0.13$0.06$0.85
Surprise+27.8%+24.5%−60.5%−5.1%+11.8%+212.0%+324.8%

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26May '26Jul '26Oct '26
Reported$859.7M$629.8M$585.3M$757.8M$925.5M$681.1M$615.5MPending
Estimate$835.8M$555.0M$742.5M$912.4M$922.4M$660.6M$605.7M$753.4M
Surprise+2.9%+13.5%−21.2%−16.9%+0.3%+3.1%+1.6%
Estimate$0.85
ReportedDue Oct 26, 2026
Estimate$753.4M
ReportedDue Oct 26, 2026
View details

Debt to equity115.30%
Current ratio247.00%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$758.5M$859.7M$629.8M$585.3M$757.8M$925.5M$681.1M$615.5M
Net income$58.3M$61.5M$15.5M$446.0K$11.6M$64.2M$14.3M$105.0M
Net margin7.7%7.2%2.5%0.1%1.5%6.9%2.1%17.1%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$77.0M$83.2M$26.1M$4.0M$29.1M$84.7M$23.8M$137.7M
YoY growth−17.5%−38.9%−47.6%−89.7%−62.2%+1.8%−8.7%+3,304.6%

Balance sheet, Jul 4, 2026Cash & short-term investments $653.6M · Total debt $1.18B · Total assets $2.73B · Shareholders' equity $1.03B

Revenue
$615.5M
Operating income
$137.7M
Net income
$105.0M
View details

Dividend yield
3.26%
Next ex-date
Dec 1, 26
estimated · in 70 days
Annual dividend
$1.00
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Mar '25Jun '25Aug '25Nov '25Mar '26May '26Sep '26
Dividend$0.80$0.80$0.25$0.25$0.25$0.25$0.25$0.25
Annual yield5.79%7.28%8.80%7.81%5.18%2.88%2.60%3.13%
Ex-dateNov 25Mar 10Jun 2Aug 26Nov 24Mar 13May 26Sep 1
Payment dateDec 6Mar 28Jun 20Sep 12Dec 5Mar 27Jun 5Sep 25
View details

Institutions109.14%40.07M shares
296 holders · as of Jun 30, 2026
Insiders4.11%1.51M shares
24 holders · as of Aug 13, 2026
Strategic holders5.15%1.89M shares
1 holder · as of Aug 6, 2026
Adds to118.40%

36.71M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

These groups come from separate filings that can overlap, so they add to 118.40%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
15.86%5.82Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
7.82%2.87Mas of Jun 30, 2026
Allianz Asset Management GmbHInstitution
6.18%2.27Mas of Jun 30, 2026
Mackenzie Financial CorporationInstitution
6.02%2.21Mfiled Feb 4, 2022
Dimensional Fund Advisors LPInstitution
5.19%1.91Mas of Jun 30, 2026

Insider tradesForm 4

No open-market trades in the last 12 months.

View details

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Compare

CompanyPriceChange
Carter's$30.52−0.55%$1.13B5.68.80.4+5.2%
Gap$21.42+0.80%$7.65B6.38.40.5−2.0%
The Children's Place$2.23+2.06%$48.5M0.0−18.9%
Target$159.29+1.00%$71.63B16.417.20.7+5.3%
Walmart$108.66+1.13%$855.02B38.836.31.2+5.9%
Nike$36.23+0.36%$53.42B17.221.81.2−1.1%
Walt Disney$103.95−0.27%$180.96B21.513.91.8+7.1%
Under Armour Class A$4.77−0.00%$2.03B60.50.4−3.2%
Median17.219.50.7−1.1%