
Can Carter's Retail Strength Offset Tariff Pressures in 2026?
CRI posts strong retail growth in the fourth quarter, but tariff-driven costs hit margins as pricing and productivity moves aim to offset pressure.
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CRI posts strong retail growth in the fourth quarter, but tariff-driven costs hit margins as pricing and productivity moves aim to offset pressure.

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

CRI's retail momentum strengthens with rising sales, digital engagement and baby category growth driving positive comps.

CRI stock rises after a Q4 beat as sales climbed 7.6%, fueled by strong e-commerce demand, higher store traffic and growth across retail, wholesale and international.

Shares of Carter's, Inc. (NYSE: CRI - Get Free Report) have earned an average rating of "Hold" from the eight analysts that are currently covering the stock, Marketbeat.com reports. Three research analysts have rated the stock with a sell rating, two have given a hold rating, two have given a buy rating and one has issued

Carter's (CRI) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy).

Here at Zacks, our focus is on the proven Zacks Rank system, which emphasizes earnings estimates and estimate revisions to find great stocks. Nevertheless, we are always paying attention to the latest value, growth, and momentum trends to underscore strong picks.

ECPG, UVE and CRI made it to the Zacks Rank #1 (Strong Buy) value stocks list on March 2, 2026.

CZNC, UCB and CRI made it to the Zacks Rank #1 (Strong Buy) income stocks list on March 2, 2026.

Carter's, Inc. (NYSE: CRI - Get Free Report)'s share price gapped down prior to trading on Friday. The stock had previously closed at $42.07, but opened at $36.42. Carter's shares last traded at $35.1220, with a volume of 1,348,396 shares changing hands. Carter's News Roundup Here are the key news stories impacting Carter's this week:

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.

AXQ Capital LP lessened its holdings in Carter's, Inc. (NYSE: CRI) by 50.5% during the undefined quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 12,155 shares of the textile maker's stock after selling 12,397 shares during the quarter. AXQ Capital LP's holdings in Carter's

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.