10-K · February 27, 2026
Carter’s 2025 10-K emphasizes its #1 position in U.S. children’s apparel (Carter’s brands ~9% share as of December 2025) and a multi-channel footprint (1,068 company-operated stores in North America and ~19,500…
Earnings analysis · 10-Q
CRI earnings analysis
Filed May 6, 2026 · Our reading of the company's report
The latest report
Carter's, Inc. reported Q1 2026 revenue of $681 million, exceeding consensus estimates of $661 million, with a diluted EPS of $0.39, higher than expected. Management anticipates low single-digit to mid-single-digit…
Read full summary
Carter's, Inc. reported Q1 2026 revenue of $681 million, exceeding consensus estimates of $661 million, with a diluted EPS of $0.39, higher than expected. Management anticipates low single-digit to mid-single-digit percentage growth in net sales and adjusted operating income for the fiscal year, citing strong U.S. Retail comparable sales as a key driver despite facing risks from tariffs and inflation.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.39
What stood out
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Revenue Exceeds Estimates
Total revenue reached $681 million, surpassing the consensus estimate of $661 million.
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Strong EPS Performance
Reported diluted EPS of $0.39, significantly exceeding prior estimates of $0.11.
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U.S. Retail Growth
U.S. Retail comparable sales increased by 10.5%.
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Improved Operating Cash Flow
Operating cash flow showed a positive trend, reflecting better cash management.
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No Impairment Charges
Management reported no impairment charges, which supports asset valuations.
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Solid Guidance Reiteration
Management reaffirms low to mid single-digit growth expectations for fiscal 2026.
What to watch
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Rising Tariff and Inflation Costs
Tariff pressures and inflation are expected to impact costs, affecting margins.
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Geopolitical Instability Risks
Ongoing geopolitical tensions could adversely affect financial performance.
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Potential Margin Compression
Economic uncertainty may lead to decreased consumer spending and margin pressures.
Management's outlook
Management expects low single-digit to mid-single-digit percentage growth in net sales and adjusted operating income for fiscal 2026.
Earlier filings 4
10-Q · October 27, 2025
Carter’s reported Q3 net sales essentially flat at $757.8M (down $0.6M, -0.1% vs. Q3 2024), but profits compressed sharply: gross margin fell 180 bps to 45.1% and diluted EPS dropped to $0.32 (down $1.30, -80.2% YoY).…
10-K · February 25, 2025
Carter’s 2024 10-K shows a business executing a three-part strategy (elevate product style/value, improve marketing, leverage multichannel) while facing a modest sales decline: consolidated net sales fell $101.5 million…
10-Q · July 26, 2024
Carter’s reported consolidated net sales of $564,434,000 in Q2 (down $35.8M or 6.0% vs. prior-year quarter) with diluted EPS of $0.76 (up $0.12 vs. prior year). Gross margin expanded to 50.1% (+150 bps) and operating…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.