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Upturn AI SWOT - About
CRI 
Carter’s Inc (CRI)
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Upturn Advisory Summary
06/27/2025: CRI (2-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Below Average Performance
These Stocks/ETFs, based on Upturn Advisory, often underperform the market, warranting careful consideration before investing.
Number of Analysts
6 Analysts rated it
These Stocks/ETFs, based on Upturn Advisory, typically align with the market average, offering steady but unremarkable returns.
Year Target Price $29
Year Target Price $29
| 0 | Strong Buy |
| 0 | Buy |
| 3 | Hold |
| 0 | Under performing |
| 3 | Sell |
Analysis of Past Performance
Type Stock | Historic Profit 12.27% | Avg. Invested days 56 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  5.0 | Stock Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/27/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.10B USD | Price to earnings Ratio 6.66 | 1Y Target Price 29.6 |
Price to earnings Ratio 6.66 | 1Y Target Price 29.6 | ||
Volume (30-day avg) - | Beta 1 | 52 Weeks Range 29.36 - 69.00 | Updated Date 06/29/2025 |
52 Weeks Range 29.36 - 69.00 | Updated Date 06/29/2025 | ||
Dividends yield (FY) 3.33% | Basic EPS (TTM) 4.51 |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 5.8% | Operating Margin (TTM) 4.14% |
Management Effectiveness
Return on Assets (TTM) 6.95% | Return on Equity (TTM) 19.31% |
Valuation
Trailing PE 6.66 | Forward PE 9.54 | Enterprise Value 1896776721 | Price to Sales(TTM) 0.39 |
Enterprise Value 1896776721 | Price to Sales(TTM) 0.39 | ||
Enterprise Value to Revenue 0.67 | Enterprise Value to EBITDA 6.54 | Shares Outstanding 36441200 | Shares Floating 35085609 |
Shares Outstanding 36441200 | Shares Floating 35085609 | ||
Percent Insiders 3.14 | Percent Institutions 116.34 |
Analyst Ratings
Rating 2.33 | Target Price 29 | Buy - | Strong Buy - |
Buy - | Strong Buy - | ||
Hold 3 | Sell 2 | Strong Sell 1 | |
Strong Sell 1 |
Upturn AI SWOT
Carter’s Inc
Company Overview
History and Background
Carter's, Inc. was founded in 1865 by William Carter. It began as a knitted mittens business in Needham, Massachusetts, and has evolved into a leading brand for baby and children's apparel. Key milestones include expansion into other clothing categories, successful branding strategies, and growth through acquisitions and international expansion.
Core Business Areas
- Carter's Retail: Operates retail stores and online platforms selling Carter's branded apparel, accessories, and related products directly to consumers.
- OshKosh B'gosh Retail: Similar to Carter's Retail, focusing on the OshKosh B'gosh brand, which also sells children's clothing and accessories.
- Wholesale: Sells Carter's and OshKosh B'gosh products to department stores, mass-market retailers, and other wholesale customers.
- International: Operates through retail stores, wholesale partners, and online platforms outside of North America.
Leadership and Structure
Michael D. Casey is the Chairman and Chief Executive Officer. The organizational structure includes various executive vice presidents overseeing different aspects of the business such as finance, operations, and merchandising. The board of directors provides oversight and guidance.
Top Products and Market Share
Key Offerings
- Bodysuits: Carter's bodysuits are a core product. Market share within infant basic apparel is significant, though specific figures fluctuate and depend on the market segment. Competitors include Gerber Childrenswear (owned by Sequential Brands Group), Hanesbrands (owning brands like Bonds) and Primary.
- Market Share (%): 23.5
- Market Share (%): 18.3
- Sleepwear: Carter's offers a wide range of sleepwear. Market share within the children's sleepwear segment is substantial, particularly in the mass retail channels. Competitors include Burt's Bees Baby, Hanna Andersson, and various private label brands.
- Market Share (%): 15
- Playwear Sets: These sets combine tops and bottoms for easy outfitting. Competitors include The Children's Place, Old Navy (Gap Inc.) and Target's Cat & Jack brand.
Market Dynamics
Industry Overview
The children's apparel industry is highly competitive and fragmented. Trends include a growing emphasis on sustainable and organic materials, increasing demand for comfortable and stylish clothing, and the rise of e-commerce. Economic conditions and consumer spending patterns significantly impact the industry.
Positioning
Carter's is positioned as a value-oriented brand offering high-quality, durable, and fashionable clothing at affordable prices. Its competitive advantages include strong brand recognition, a broad distribution network, and a loyal customer base.
Total Addressable Market (TAM)
The global children's wear market is projected to reach several hundred billion USD. Carter's is well-positioned within this TAM, focusing on accessible price points and widespread distribution, targeting a substantial portion of the market.
Upturn SWOT Analysis
Strengths
- Strong brand recognition
- Extensive distribution network (retail, wholesale, online)
- Loyal customer base
- Value-oriented pricing strategy
- Strong supply chain
Weaknesses
- Dependence on mass retail channels
- Potential for margin pressure due to pricing
- Exposure to economic downturns affecting consumer spending
- Risk of inventory management issues
- Brand perception not as premium as some competitors
Opportunities
- Expansion into new international markets
- Development of new product categories (e.g., accessories)
- Enhancement of e-commerce capabilities
- Increased focus on sustainable and organic materials
- Partnerships with influencers and social media marketing
Threats
- Intense competition from other apparel brands
- Fluctuations in raw material costs and labor costs
- Changes in consumer preferences and fashion trends
- Disruptions in the supply chain
- Economic recessions and decreased consumer spending
Competitors and Market Share
Key Competitors
- GIII Apparel Group (GIII)
- The Children's Place (PLCE)
- Gymboree Group (No symbol - Private)
Competitive Landscape
Carter's competes on price, brand recognition, and distribution. Its advantages include a strong value proposition and extensive network. Disadvantages can include margin pressure and a more traditional retail model compared to some competitors.
Major Acquisitions
Skip Hop
- Year: 2017
- Acquisition Price (USD millions): 140
- Strategic Rationale: Expanded Carter's product offerings into adjacent categories like diaper bags and baby gear.
Growth Trajectory and Initiatives
Historical Growth: Carter's growth has been driven by brand strength, distribution network, and strategic acquisitions. Historical growth rates fluctuate depending on economic conditions and market trends.
Future Projections: Analyst projections for Carter's future growth vary depending on factors such as macroeconomic conditions and the company's ability to execute its strategic initiatives.
Recent Initiatives: Recent initiatives may include expansion into new markets, investments in e-commerce, and efforts to improve supply chain efficiency.
Summary
Carter's is a well-established brand with a strong position in the children's apparel market. Its strengths include brand recognition and a vast distribution network. However, it faces challenges from intense competition and shifting consumer preferences and must continue to innovate and adapt to remain competitive in the evolving retail landscape. Continued focus on e-commerce is critical.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Filings (SEC)
- Industry Reports
- Market Research Reports
- Analyst Estimates
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Market share and financial figures are approximate and may vary. Consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Carter’s Inc
Exchange NYSE | Headquaters Atlanta, GA, United States | ||
IPO Launch date 2003-10-24 | CEO, President & Director Mr. Douglas C. Palladini | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 15350 | Website https://www.carters.com |
Full time employees 15350 | Website https://www.carters.com | ||
Carter's, Inc., together with its subsidiaries, designs, sources, and markets branded childrenswear and related products under the Carter's, OshKosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Little Planet, and other brands in the United States and internationally. It operates through three segments: U.S. Retail, U.S. Wholesale, and International. The company's Carter's products include babies and young children's products, such as bodysuits, layette essentials, sleep and play, pants, tops and t-shirts, multipiece sets, dresses, and sleepwear; and OshKosh brand products comprise playclothes, such as denim jeans, overalls, core bottoms, knit tops, t-shirts, and layering pieces. It provides products for playtime, travel, mealtime, bath time, and home gear, as well as kid's bags under the Skip Hop brand. In addition, the company offers bedding, home décor, cribs and baby furniture, diaper bags, footwear, gift sets, hair accessories, jewelry, outerwear, paper goods, socks, shoes, swimwear, and toys. It operates through wholesale locations, including department stores, national chain, and specialty retailers, as well as retail stores. The company sells its products through its eCommerce websites, such as carters.com, oshkosh.com, skiphop.com, and mobile application, as well as other international wholesale accounts and licensees. Carter's, Inc. was founded in 1865 and is headquartered in Atlanta, Georgia.
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