CRICarter’s, Inc.
Carter’s, Inc. (CRI) sells baby and children’s apparel through a mix of retail stores and wholesale channels, targeting families with young children. The next catalyst is Oct 10, 2026 — Carter's (NYSE:CRI) Stock Ra , which will test the company’s ability to maintain momentum after a recent earnings beat and restructuring validation.
- Revenue grew 1.9% YoY to $2.64B in 2026, with net income of $131.33M and diluted EPS of $2.87.
- Free cash flow (TTM) was -$24.90M, and net margin (TTM) was 5.0%.
- Debt-to-equity ratio is 0.36x, suggesting moderate leverage.
The Read
CRI's stock rallied on positive 2026 guidance and strategic initiatives after a neutral earnings report, then surged further on a Q4 earnings beat and restructuring validation, dipped on tariff concerns, and rebounded with strong Q2 results and raised sales outlooks.
The schedule
- Tue9Feb
This earnings report will test the company's ability to maintain margins amid rising input costs and macroeconomic uncertainty. The outcome will reflect the impact of recent tariff adjustments and the effectiveness of cost-pass-through strategies.
- Wed5May
This report will provide insight into the company's performance in the early part of the year, with a focus on its ability to maintain momentum from the previous quarter and adapt to any new macroeconomic conditions.
- Fri30Jul
This report will test the company's ability to sustain its performance and deliver on its long-term growth strategy, particularly in the context of evolving consumer demand and supply chain dynamics.
- Sun24Oct
This report will provide a comprehensive view of the company's performance in the third quarter, with a focus on its ability to maintain its growth trajectory and adapt to any new macroeconomic conditions.
Past
- Sat10Oct
This event will test the market's reaction to any new macroeconomic data or news impacting the retail sector, particularly in the context of apparel pricing and tariff adjustments.
- Sat12Sep
Actual outcome: Bull · $31.33 at outcome
The stock rallied following the Wall Street Zen downgrade due to positive strategic developments, including a major partnership announcement and improved guidance on revenue growth. These factors outweighed the negative commentary, driving the price above the bull target.
Analyst downgrade or negative commentary from Wall Street Zen
- Thu10Sep
Actual outcome: Bear · $31.27 at outcome
The stock fell below the bear floor following the event, indicating a negative price reaction. The Fall Apparel Pricing & Tariff Update likely introduced margin pressure and reduced demand, leading to a decline in share price.
The stock fell below the bear floor following the event, indicating a negative price reaction. The Fall Apparel Pricing & Tariff Update likely introduced margin pressure and reduced demand, leading to a decline in share price.
- Fri31Jul
Actual outcome: Bull · $39.45 at outcome
Carter's (CRI) beat earnings estimates with an actual EPS of $0.26 versus the estimate of $0.02, driven by strong wholesale and retail gains that offset tariff pressures. The company also raised its full-year sales outlook, signaling confidence in demand and operational performance, which supported the stock's rally.
- Wed6May
Actual outcome: Bear · $34.82 at outcome
Price reached or fell below bear floor ($33.50) at outcome date.
- Mon2Mar
Actual outcome: Bull · $38.58 at outcome
Carter's exceeded the bull target following a Q4 earnings beat where revenue grew 7.6% and EPS of $1.90 surpassed the $1.70 estimate. Although initial guidance for 2026 was cautious, the stock rallied as investors validated the restructuring efforts, including store closures and job cuts, which were credited with driving higher traffic and improved operational efficiency.
- Fri27Feb
Actual outcome: Bull · $34.48 at outcome
CRI reported EPS actual of 1.81, matching the estimate, with positive 2026 guidance signaling improved demand and operational efficiency. The stock rallied on strong forward-looking statements and strategic initiatives, including a rebrand and key partnerships, which reinforced investor confidence despite the neutral earnings report.
