CRI

Carter's (CRI) fundamentals in fiscal Q2 were "generally solid," and the company's results will like

Get insights on thousands of stocks from the global community of over 7 million individual investors at Simply Wall St. Carter's (CRI) is back on investors' radar after a strong quarter, with revenue and earnings guidance coming in ahead of analyst expectations and triggering fresh attention on the stock's recent momentum. See our latest analysis for Carter's. Carter's share price has climbed 16.36% over the past 30 days and 24.46% year to date, while the 1 year total shareholder return of 42.98% contrasts with weaker 3 and 5 year outcomes. This suggests momentum has recently strengthened after a tougher longer term period. If this kind of renewed interest has you thinking beyond childrenswear, it could be a good moment to broaden your watchlist and uncover 20 top founder-led companies After Carter's stock jumped on stronger than expected earnings and guidance, the key question is whether the recent move fully reflects this shift in sentiment or if there is still a valuation gap that could point to further upside being priced in by the market. The most followed Carter's valuation narrative puts fair value at $40.67 per share, slightly below the last close of $41.32. This frames recent price strength as modestly ahead of that fair value anchor. Read the complete narrative. The narrative leans on modest revenue growth, firmer margins and a lower future earnings multiple than many peers. The key is how those ingredients combine. The full set of expectations behind that fair value is where the real insight sits. Result: Fair Value of $40.67 (OVERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, there are still a few ways the Carter's story could surprise, including faster traction in international markets or stronger returns from newer premium and sustainable ranges. Find out about the key risks to this Carter's narrative. The analyst narrative sees Carter's as about 2% overvalued at $41.32 versus fair value of $40.67, but the market is applying a P/E of 17.3x, which is well below the US Luxury industry at 23.8x, the peer average at 27.5x, and even the fair ratio of 18x. That gap points to a different question: is the market underpricing Carter's relative to its group or correctly discounting its slower growth profile? See what the numbers say about this price — find out in our valuation breakdown. With sentiment o...

Wrapping up Q1 earnings, we look at the numbers and key takeaways for the consumer discretionary - apparel and accessories stocks, including Carter's (NYSE:CRI) and its peers. The Consumer Discretionary sector, by definition, is made up of companies selling non-essential goods and services. When economic conditions deteriorate or tastes shift, consumers can easily cut back or eliminate these purchases. For long-term investors with five-year holding periods, this creates a structural challenge: the sector is inherently hit-driven, with low switching costs and fickle customers. As a result, only a handful of companies can reliably grow demand and compound earnings over long periods, which is why our bar is high and High Quality ratings are rare. Apparel and accessories companies design, brand, and distribute clothing, handbags, jewelry, and related lifestyle products, often spanning multiple price tiers. Tailwinds include premiumization trends (consumers trading up for perceived quality), international expansion into emerging markets, and growing digital commerce penetration. However, these businesses face headwinds from highly cyclical demand, intense promotional environments, and counterfeit competition undermining brand equity. Tariff volatility and sourcing concentration in a handful of countries add risk. Additionally, rapidly changing fashion cycles and the rise of ultra-fast-fashion digital competitors compress product life cycles and make demand forecasting exceptionally difficult. The 15 consumer discretionary - apparel and accessories stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 1.6% while next quarter’s revenue guidance was in line. Thankfully, share prices of the companies have been resilient as they are up 6.4% on average since the latest earnings results. Rumored to sell more than 10 products for every child born in the United States, Carter's (NYSE:CRI) is an American designer and marketer of children's apparel. Carter's reported revenues of $681.1 million, up 8.1% year on year. This print exceeded analysts’ expectations by 3.2%. Overall, it was a stunning quarter for the company with EPS guidance for next quarter exceeding analysts’ expectations and a beat of analysts’ EPS estimates. Interestingly, the stock is up 28.3% since reporting and currently trades at $42.79. Is now the time to buy Car...

A month has gone by since the last earnings report for Carter's (CRI). Shares have added about 6.7% in that time frame, outperforming the S&P 500. Will the recent positive trend continue leading up to its next earnings release, or is Carter's due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the latest earnings report in order to get a better handle on the important catalysts. Carter’s delivered solid first-quarter 2026 results, wherein earnings and revenues beat the Zacks Consensus Estimate. The company posted adjusted earnings of 39 cents per share, topping the Zacks Consensus Estimate of 7 cents. However, the metric fell 40.9% from the year-ago quarter.Net sales increased 8.1% from the year-ago quarter to $681.1 million, supported by broad-based demand across segments and a strong Easter selling period. This exceeded the consensus mark of $662 million by 2.9%. A key operating highlight was U.S. Retail comparable net sales growth of 10.5%, marking the fourth straight quarter of increase. CRI’s U.S. Retail segment net sales rose 12.8% year over year to $332.2 million.The U.S. Wholesale segment’s sales edged up 0.5% year over year to $251.4 million.The International segment recorded a 14.3% year-over-year increase in sales to $97.5 million. Gross profit inched up 1% year over year to $293.9 million. Adjusted operating income decreased 19.6% to $28.4 million, and the adjusted operating margin fell 140 basis points to 4.2%, mainly owing to higher tariff costs, inflationary pressure in store-associated costs, partly offset by pricing, favorable channel mix and gains from cost savings. Carter’s ended first-quarter 2026 with cash and cash equivalents of $473.4 million, net long-term debt of $567.5 million and shareholders’ equity of $928.5 million. Net cash provided by operating activities was $6.4 million against a $48.6 million use of cash in the year-ago quarter,In the first quarter of 2026, the company paid a dividend of 25 cents a share in cash, amounting to $9.2 million. It did not repurchase shares in the reported quarter. Carter’s second-quarter and 2026 outlook include CEO transition-related adjustments. The company expects low single-digit to mid-single-digit percentage growth in net sales and adjusted operating income compared with fiscal 2025, alongside a low double-digit to mid-teen...

V.F. Corporation VFC posted fourth-quarter fiscal 2026 results, wherein top and bottom lines beat the Zacks Consensus Estimate and improved year over year.Net sales of $2,166 million beat the consensus mark of $2,128 million by 1.8%, and increased 1% year over year. The company reported breakeven earnings, against the consensus estimate of a loss of 2 cents a share. In the prior-year quarter, it reported a loss of 13 cents per share. V.F. Corporation price-consensus-eps-surprise-chart | V.F. Corporation Quote V.F. Corp. witnessed clear momentum in the Americas. Results were led by continued global gains at The North Face and Timberland, while Vans remained softer overall but began to show early signs of improvement, highlighted by a return to growth in the Americas' direct-to-consumer business. The bottom line improved versus last year, reflecting the company’s ongoing transformation efforts and tighter execution, and management pointed to further progress in strengthening the balance sheet and reducing leverage as it heads into fiscal 2027. On a regional basis, revenues in the Americas rose 2% year over year on a reported basis. In the EMEA region, revenues were up 1% on a reported basis and down 9% on a constant-currency basis. Revenues in the APAC region were flat on a reported basis but down 4% on a constant-currency basis. International revenues grew 2% year over year on a reported basis but were down 7% on a constant-currency basis.Channel-wise, wholesale revenues fell 1% on a reported basis. Direct-to-consumer revenues were up 4% year over year on a reported basis and down 1% on a constant-currency basis. Our model estimated the wholesale revenues to fall 1.1% and direct-to-consumer revenues to rise 3.9% year over year.Revenues in the Outdoor segment improved 11% year over year on a reported basis (up 5% on a constant-currency basis) to $1,339 million. In the Active segment, revenues of $588.6 million declined 1% year over year on a reported basis and 6% on a constant-currency basis. Revenues in the All Other segment fell 29% year over year on a reported basis (down 33% on a constant-currency basis) to $237.5 million. V.F. Corp. ended the fiscal year with cash and cash equivalents of $823.9 million, long-term debt of $3.52 billion and shareholders’ equity of $1.85 billion. Net debt was down $0.8 billion from the year-ago period. For fiscal 2027, VFC e...

Shareholders appeared unconcerned with Carter's, Inc.'s (NYSE:CRI) lackluster earnings report last week. Our analysis suggests that while the profits are soft, the foundations of the business are strong. We've found 21 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free. For anyone who wants to understand Carter's' profit beyond the statutory numbers, it's important to note that during the last twelve months statutory profit was reduced by US$17m due to unusual items. It's never great to see unusual items costing the company profits, but on the upside, things might improve sooner rather than later. When we analysed the vast majority of listed companies worldwide, we found that significant unusual items are often not repeated. And that's hardly a surprise given these line items are considered unusual. Assuming those unusual expenses don't come up again, we'd therefore expect Carter's to produce a higher profit next year, all else being equal. That might leave you wondering what analysts are forecasting in terms of future profitability. Luckily, you can click here to see an interactive graph depicting future profitability, based on their estimates. Because unusual items detracted from Carter's' earnings over the last year, you could argue that we can expect an improved result in the current quarter. Based on this observation, we consider it likely that Carter's' statutory profit actually understates its earnings potential! Unfortunately, though, its earnings per share actually fell back over the last year. At the end of the day, it's essential to consider more than just the factors above, if you want to understand the company properly. If you want to do dive deeper into Carter's, you'd also look into what risks it is currently facing. You'd be interested to know, that we found 2 warning signs for Carter's and you'll want to know about these bad boys. Today we've zoomed in on a single data point to better understand the nature of Carter's' profit. But there are plenty of other ways to inform your opinion of a company. For example, many people consider a high return on equity as an indication of favorable business economics, while others like to 'follow the money' and search out stocks that insiders are buying. So you may wish to see this free collection of companies boasting high return on equity, or this list of...

ATLANTA, May 14, 2026--(BUSINESS WIRE)--The Board of Directors of Carter’s, Inc. (NYSE:CRI) today declared a quarterly dividend of $0.25 per share, payable on June 5, 2026, to shareholders of record at the close of business on May 26, 2026. Future declarations of quarterly dividends and the establishment of future record and payment dates will be at the discretion of the Company’s Board of Directors based on a number of factors, including business conditions, the Company’s future financial performance, investment priorities, and other considerations. About Carter’s, Inc. Carter’s, Inc. is North America’s largest and most-enduring apparel company exclusively for babies and young children. The Company’s core brands are Carter’s and OshKosh B’gosh, iconic and among the sector’s most trusted names. These brands are sold through more than 1,000 Company-operated stores in the United States, Canada, and Mexico and online at www.carters.com, www.oshkosh.com, www.cartersoshkosh.ca, and www.carters.com.mx. Carter’s also is the largest supplier of baby and young children’s apparel to North America’s biggest retailers. The Company’s Child of Mine brand is available exclusively at Walmart, its Just One You brand is available at Target, and its Simple Joys brand is available on Amazon.com. The Company’s emerging brands include Little Planet, crafted with organic fabrics and sustainable materials, Otter Avenue, a toddler-focused apparel brand, and Skip Hop, baby essentials from tubs to toys. Carter’s is headquartered in Atlanta, Georgia. Additional information may be found at www.carters.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260514182925/en/ Contacts T.C. Robillard VP, Investor Relations [email protected]

Kontoor Brands, Inc. KTB reported stronger first-quarter 2026 results, with revenues and adjusted earnings from continuing operations increasing sharply year over year. The company also updated its full-year outlook and announced plans to divest the Lee business. During the quarter, the company initiated a competitive process to divest the Lee business and indicated that multiple parties have expressed interest. Management expects to enter into a definitive agreement for the divestiture during 2026, resulting in the Lee business being reported under discontinued operations. The company also stated that the divestiture is expected to be immaterial to earnings per share over a 12-to-18-month period, as the earnings contribution from Lee is anticipated to be offset through capital deployment initiatives, restructuring actions and mitigation of overhead and other previously allocated expenses. Adjusted earnings per share from continuing operations totaled $1.06, up 71% from the 62 cents in the year-ago quarter. This includes a 26-cent contribution from Helly Hansen. Adjusted EPS also included 11 cents of overhead and other expenses that were previously allocated to the Lee business. Including the contribution from discontinued operations, adjusted earnings per share came in at $1.55. The Zacks Consensus Estimate for earnings is pegged at $1.17 per share. Kontoor Brands, Inc. price-consensus-eps-surprise-chart | Kontoor Brands, Inc. Quote Revenue from continuing operations increased 45% year over year to $613 million from $423 million, supported by contributions from the acquisition of Helly Hansen, which was completed during the second quarter of 2025. Including discontinued operations, revenues totaled $807.6 million. The Zack Consensus Estimate for revenues is pegged at $778 million. Wrangler brand global revenue increased 4% year over year (or 2% in constant currency) to $435.8 million, slightly missing the Zacks Consensus Estimate of $437 million. Wrangler U.S. revenue rose 1%, supported by a 6% increase in direct-to-consumer sales and a 1% increase in wholesale revenue. Wrangler international revenue increased 20%, driven by 38% growth in direct-to-consumer sales and a 17% increase in wholesale revenue compared with the prior-year period. Helly Hansen’s global revenue increased 16% year over year on a pro forma basis to $176 million. Growth was balanced acr...

Carter's, Inc. (NYSE:CRI) defied analyst predictions to release its first-quarter results, which were ahead of market expectations. It was overall a positive result, with revenues beating expectations by 3.1% to hit US$681m. Carter's also reported a statutory profit of US$0.39, which was an impressive 297% above what the analysts had forecast. Following the result, the analysts have updated their earnings model, and it would be good to know whether they think there's been a strong change in the company's prospects, or if it's business as usual. With this in mind, we've gathered the latest statutory forecasts to see what the analysts are expecting for next year. Trump has pledged to "unleash" American oil and gas and these 15 US stocks have developments that are poised to benefit. After the latest results, the six analysts covering Carter's are now predicting revenues of US$3.02b in 2026. If met, this would reflect a reasonable 2.4% improvement in revenue compared to the last 12 months. Per-share earnings are expected to jump 32% to US$3.16. Before this earnings report, the analysts had been forecasting revenues of US$3.00b and earnings per share (EPS) of US$3.09 in 2026. So the consensus seems to have become somewhat more optimistic on Carter's' earnings potential following these results. Check out our latest analysis for Carter's There's been no major changes to the consensus price target of US$39.67, suggesting that the improved earnings per share outlook is not enough to have a long-term positive impact on the stock's valuation. It could also be instructive to look at the range of analyst estimates, to evaluate how different the outlier opinions are from the mean. The most optimistic Carter's analyst has a price target of US$53.00 per share, while the most pessimistic values it at US$30.00. These price targets show that analysts do have some differing views on the business, but the estimates do not vary enough to suggest to us that some are betting on wild success or utter failure. Of course, another way to look at these forecasts is to place them into context against the industry itself. For example, we noticed that Carter's' rate of growth is expected to accelerate meaningfully, with revenues forecast to exhibit 3.2% growth to the end of 2026 on an annualised basis. That is well above its historical decline of 4.4% a year over the past five years. By co...

Image source: The Motley Fool. Wednesday, May 6, 2026 at 8:30 a.m. ET Interim Chief Executive Officer and President, Chief Financial Officer and Chief Operating Officer — Richard Westenberger Chief Retail & Digital Officer — Allison Peterson Vice President, Investor Relations — Thomas Robillard Operator: Welcome to Carter's First Quarter Fiscal 2026 Earnings Conference Call. On the call are Richard Westenberger, Interim Chief Executive Officer and President; Chief Financial Officer and Chief Operating Officer; Allison Peterson, Chief Retail & Digital Officer; and T.C. Robillard, Vice President, Investor Relations. Please note that today's call is being recorded. I'll now turn the call over to T.C. Robillard. Thomas Robillard: Thank you. Good morning, everyone. We issued our first quarter 2026 earnings release earlier today. The release and presentation materials for today's call are available in our Investor Relations website at ir.carters.com. Note that the statements on today's call about items such as the company's expectations and plans are forward-looking statements. For a discussion of factors that could cause actual results to vary from those contained in the forward-looking statements, please see our most recent SEC filings as well as the earnings release and presentation materials posted on our website. In these materials, you will also find reconciliations of various non-GAAP financial measurements referenced during this call. After today's prepared remarks, we will take questions as time allows. I will now turn the call over to Richard. Richard Westenberger: Thank you, T.C. Good morning, everyone. We appreciate you joining us on the call this morning for an update on our business, and I'm pleased to have my colleague, Allison Peterson, who leads our North American direct-to-consumer businesses, joining me today to provide her thoughts. As usual, we have a lot going on here at Carter's. As I'm sure many of you saw, we announced a leadership transition last week. Doug Palladini has departed as our CEO. We have continued progress to report today, and I'd like to thank Doug for his leadership and contributions over the past year. Anyone who met Doug quickly appreciated his passion for our brands and our mission of serving families with young children, and we wish Doug all the best. We are looking forward to welcoming Sharon Price John as our new CEO n...

Steven Madden, Ltd. SHOO reported fiscal first-quarter 2026 results, wherein both the top and bottom lines surpassed the Zacks Consensus Estimate. The top line increased year over year. Shares gained investor attention after the company highlighted strong momentum across its core brands, particularly Steven Madden and Kurt Geiger. Online searches for the Steven Madden brand increased 27% during the quarter. Management pointed to healthy consumer demand, strong sell-through trends at department stores and improving traction in direct-to-consumer channels. The company also raised its fiscal 2026 revenue outlook, supported by better-than-expected performance from Kurt Geiger, Steven Madden and Dolce Vita. Investors were additionally encouraged by management’s confidence in returning to earnings growth in the fiscal second quarter and delivering strong growth for the full year. As a result, shares of SHOO have gained nearly 6.2%. SHOO posted adjusted earnings of 45 cents per share, which beat the Zacks Consensus Estimate of 42 cents. However, the bottom line declined 25% from 60 cents in the prior-year quarter. Steven Madden, Ltd. price-consensus-eps-surprise-chart | Steven Madden, Ltd. Quote Total revenues rose 18% year over year to $653.1 million from $553.5 million, surpassing the Zacks Consensus Estimate of $643.8 million. Wholesale revenues increased 1% year over year to $443.6 million, missing our estimated mark of $479.7 million. Excluding Kurt Geiger, wholesale revenues declined 8.2%, primarily due to softness in private label. Adjusted gross margin in the segment increased to 49.2% from 35.7% in the prior-year period, driven by higher average selling prices, favorable business mix and lower private-label penetration. Wholesale footwear revenues were $278.9 million, declining 5.8%, but declined 12%, excluding Kurt Geiger. This missed our estimated mark of $317.4 million. While wholesale accessories/apparel revenues rose 15.1% year over year to $164.8 million, they dipped 0.5%, excluding Kurt Geiger. The figure beat our estimated mark of $162.4 million. Direct-to-consumer revenues jumped 83.8% year over year to $206 million, beating our estimated mark of $156.1 million. However, excluding Kurt Geiger, DTC revenues increased 8% year over year, reflecting growth across brick-and-mortar and e-commerce channels. Adjusted gross margin in the segment increased...

Carter’s, Inc. CRI delivered solid first-quarter 2026 results, wherein earnings and revenues beat the Zacks Consensus Estimate. The company posted adjusted earnings of 39 cents per share, topping the Zacks Consensus Estimate of 7 cents. However, the metric fell 40.9% from the year-ago quarter. Net sales increased 8.1% from the year-ago quarter to $681.1 million, supported by broad-based demand across segments and a strong Easter selling period. This exceeded the consensus mark of $662 million by 2.9%. A key operating highlight was U.S. Retail comparable net sales growth of 10.5%, marking the fourth straight quarter of increase. Cater’s shares have jumped 17% during the trading hours post releasing its quarterly results. This Zacks Rank #1 (Strong Buy) stock gained 0.4% in the past three months against the industry’s 15.2% decline. CRI’s U.S. Retail segment net sales rose 12.8% year over year to $332.2 million, exceeding our model’s forecast of $320.1 million for the quarter. The U.S. Wholesale segment’s sales edged up 0.5% year over year to $251.4 million, surpassing our estimate of $247.5 million for the segment. The International segment recorded a 14.3% year-over-year increase in sales to $97.5 million, topping our estimate of $94.3 million. Carter's, Inc. price-consensus-eps-surprise-chart | Carter's, Inc. Quote Gross profit inched up 1% year over year to $293.9 million. Adjusted operating income decreased 19.6% to $28.4 million, and the adjusted operating margin fell 140 basis points to 4.2%, mainly owing to higher tariff costs, inflationary pressure in store-associated costs, partly offset by pricing, favorable channel mix and gains from cost savings. Carter’s ended first-quarter 2026 with cash and cash equivalents of $473.4 million, net long-term debt of $567.5 million and shareholders’ equity of $928.5 million. Net cash provided by operating activities was $6.4 million against a $48.6 million use of cash in the year-ago quarter, In the first quarter of 2026, the company paid a dividend of 25 cents a share in cash, amounting to $9.2 million. It did not repurchase shares in the reported quarter. Carter’s second-quarter and 2026 outlook include CEO transition-related adjustments. The company expects low single-digit to mid-single-digit percentage growth in net sales and adjusted operating income compared with fiscal 2025, alongside a low double-digit to...