Carter's

CRI

Market cap $1.22B

Carter's, Inc. (CRI) Q4 2025 Earnings Call Transcript

CRI tops Q4 estimates with 7.6% sales growth, but stock sinks over 15% on soft Q1 and 2026 earnings outlook.

Carter's, Inc. reported Q4 results with solid top-line growth but significant margin deterioration due to tariffs and higher costs. FY26 guidance projects modest revenue growth driven by pricing, but persistent gross margin pressure and higher interest expense will weigh on net income. CRI trades at 10x forward earnings, yet secular headwinds like declining fertility and inability to offset tariffs undermine the investment case.

The Shoes & Retail Apparel industry players are riding premiumization and digital momentum, but rising costs and promotions test margins. Stocks like NKE, ADDYY, BIRK, CRI and CAL are positioned for growth.

Carter's (CRI) came out with quarterly earnings of $1.9 per share, beating the Zacks Consensus Estimate of $1.7 per share. This compares to earnings of $2.39 per share a year ago.

Carter's posted higher fourth-quarter sales with the help of increased traffic and prices, following job cuts and store closings the company announced in October.

ATLANTA--(BUSINESS WIRE)--Carter's, Inc. (NYSE:CRI), North America's largest and most-enduring apparel company exclusively for babies and young children, today reported its fourth quarter and fiscal year 2025 results. “Carter's delivered improved fourth quarter results with each of our business segments posting sales growth over last year. We see momentum building behind our products and demand creation initiatives, which have driven an improvement in the rate of traffic, new customer acquisiti.

Here is how Carter's (CRI) and Dolby Laboratories (DLB) have performed compared to their sector so far this year.

Carter's, Inc. (NYSE: CRI) will release earnings for its fourth quarter before the opening bell on Friday, Feb. 27.

ATLANTA--(BUSINESS WIRE)--Carter's, Inc. (NYSE:CRI), North America's largest and most-enduring apparel company exclusively for babies and young children, will report its fourth quarter and fiscal year 2025 results before the market opens on Friday, February 27, 2026. The Company will host a conference call to discuss its results and provide an update on its business on this date at 8:30 a.m. Eastern Standard Time. To listen to a live webcast and view the accompanying presentation materials, ple.