Carter's
Designs and sells young-child apparel through retail, wholesale, and international channels.
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Profile
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
Categories
Key statistics
Year to date +1.1% · Average volume (30d) 1.1M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Jun 17, 2026 | Wells Fargo | Upgrade | Underweight | Equal Weight | $33 | $42 |
| May 11, 2026 | UBS | Reiterate | Neutral | $40 | $41 | |
| Apr 29, 2026 | Wells Fargo | Reiterate | Underweight | $25 | $33 | |
| Apr 9, 2026 | Goldman Sachs | Target | $29 | $38 | ||
| Feb 19, 2026 | UBS | Reiterate | Neutral | $33 | $40 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 31, 2026Q2 FY26 | $0.06 | $0.26 | +324.8% | $605.7M | $615.5M | +1.6% | +2.06% |
| May 6, 2026Q1 FY26 | $0.13 | $0.39 | +212.0% | $660.6M | $681.1M | +3.1% | −3.98% |
| Feb 27, 2026Q4 FY25 | $1.70 | $1.90 | +11.8% | $922.4M | $925.5M | +0.3% | +4.17% |
| Oct 27, 2025Q3 FY25 | $0.78 | $0.74 | −5.1% | $912.4M | $757.8M | −16.9% | −4.43% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $629.8M | $585.3M | $757.8M | $925.5M | $681.1M | $615.5M | |
| Gross profit | $291.1M | $281.8M | $341.6M | $400.2M | $293.9M | $412.6M | |
| Operating income | $26.1M | $4.0M | $29.1M | $84.7M | $23.8M | $137.7M | |
| Net income | $15.5M | $446.0K | $11.6M | $64.2M | $14.3M | $105.0M | |
| Diluted EPS | $0.43 | $0.01 | $0.32 | $1.81 | $0.40 | $2.96 | |
| Gross margin | 46.2% | 48.1% | 45.1% | 43.2% | 43.1% | 67.0% | |
| Operating margin | 4.1% | 0.7% | 3.8% | 9.2% | 3.5% | 22.4% |
Fiscal years (4-quarter sums)FY21 $3.49B · FY22 $3.21B · FY23 $2.95B · FY24 $2.84B · FY25 $2.90B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jul 4, 2026Cash & short-term investments $653.6M · Total debt $1.18B · Total assets $2.73B · Shareholders' equity $1.03B
Dividends
Last cut to $0.25 from $0.80 in Jun 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 26, 2026 | May 26 | Jun 5 | $0.25 | |
| Mar 13, 2026 | Mar 13 | Mar 27 | $0.25 | |
| Nov 24, 2025 | Nov 24 | Dec 5 | $0.25 | |
| Aug 26, 2025 | Aug 26 | Sep 12 | $0.25 | |
| Jun 2, 2025 | Jun 2 | Jun 20 | $0.25 | cut from $0.80 |
| Mar 10, 2025 | Mar 10 | Mar 28 | $0.80 | |
| Nov 25, 2024 | Nov 25 | Dec 6 | $0.80 | |
| Aug 27, 2024 | Aug 27 | Sep 13 | $0.80 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 36.85M · Float 34.85M · 94.6% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 5.82M | 15.80% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 2.87M | 7.79% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.91M | 5.20% | 13G | Jul 14, 2026 |
| Allianz Asset Management GmbH | 1.89M | 5.13% | 13F | Aug 14, 2026 |
| Pacific Investment Management Company LLC | 1.89M | 5.10% | 13G | Aug 6, 2026 |
Insider tradesForm 4
No open-market trades in the last 12 months.
View detailsPeers
- Gap
Old Navy and Gap overlap in value-priced baby and kids apparel
- The Children's Place
Pure-play children's apparel specialist across stores and digital
- Target
Cat & Jack pressures value kids apparel through Target stores
- Walmart
Mass-retail private labels pressure basics and opening prices
- Nike
Kids athletic apparel brand with wholesale and direct reach
- Walt Disney
Character licensing creates pull in kids apparel and accessories
- Under Armour Class A
Youth performance apparel challenger in active kids assortments
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Carter's | $33.55 | −0.03% | $1.24B | 6.1 | 9.8 | 0.4 | +5.2% |
| Gap | $23.48 | −0.04% | $8.45B | 7.1 | 9.8 | 0.6 | −2.0% |
| The Children's Place | $2.47 | +0.41% | $54.9M | — | — | 0.0 | −11.1% |
| Target | $163.23 | +0.05% | $74.10B | 16.9 | 17.6 | 0.7 | +5.3% |
| Walmart | $103.07 | −0.03% | $820.40B | 37.2 | 34.5 | 1.1 | +5.9% |
| Nike | $39.55 | −0.10% | $58.60B | 18.9 | 23.3 | 1.3 | −1.1% |
| Walt Disney | $108.09 | −0.01% | $187.72B | 22.3 | 14.6 | 1.9 | +7.1% |
| Under Armour Class A | $5.13 | +1.18% | $2.17B | — | 64.3 | 0.4 | −3.2% |
| Median | 18.9 | 20.5 | 0.7 | −1.1% |