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Upturn AI Summary - About
Carter’s Inc(CRI)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for CRI
10/02/2026: CRI (1-star) is currently NOT-A-BUY. Pass it for now.
Carter's Inc. is a well-established leader in the children's apparel market, known for its strong brand presence and diversified distribution across retail and wholesale channels. The company’s primary strength lies in its long-standing trust with parents, providing a steady, if modest, growth profile. Its main investment story centers on the success of its omnichannel strategy and the potential of the Skip Hop lifestyle brand. However, investors must consider risks including intense competition from mass retailers, demographic sensitivities, and the pressures of a mature apparel market. Carter's is likely suited for value or dividend-focused investors seeking stability rather than high growth, with monitoring of margin health and store traffic trends being key.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Mixed fit | The company operates in a mature, slow-growth industry that limits significant high-growth potential. |
| Momentum investor | Weak fit | The stock typically lacks the high-volatility, high-alpha characteristics favored by momentum traders. |
| Value investor | Strong fit | The stock is often considered for its reasonable valuation relative to its cash flow and market position. |
| Dividend investor | Strong fit | The company has a consistent history of returning cash to shareholders via dividends. |
| Low-risk investor | Strong fit | The established brand presence and market maturity contribute to a relatively stable investment profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | Medium | The stock price can fluctuate based on seasonal retail cycles and economic news. |
| Valuation risk | Medium | Investors must monitor if the market price aligns with the company's long-term earnings growth potential. |
| Competition risk (retail and mass-market) | High | Aggressive pricing by giants like Walmart and Target poses a constant threat to market share. |
| Business quality | Strong | Carter's has a long-standing reputation and a dominant niche in the infant clothing market. |
| Dividend income | Medium | Dividend sustainability depends on the company's ability to maintain healthy margins during retail downturns. |
| Execution risk | Medium | Successfully managing the transition between brick-and-mortar and digital sales channels is critical. |
Price Behavior
Rolling Over
The price momentum is slowing down and beginning to turn downward.
Choppy
The stock has experienced frequent reversals and pronounced short-term price swings.
Analysis of Past Performance
Type Stock | Historic Profit -24.46% | Avg. Invested days 32 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.16B USD | Price to earnings Ratio 5.84 | 1Y Target Price 42.29 |
Price to earnings Ratio 5.84 | 1Y Target Price 42.29 | ||
Volume (30-day avg) 1.5M shares | Beta 0.83 | 52 Weeks Range 26.35 - 43.94 | Updated Date 10/02/2026 |
52 Weeks Range 26.35 - 43.94 | Updated Date 10/02/2026 | ||
Dividends yield (FY) 3.19% | Basic EPS (TTM) 5.43 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Retail Segment | Direct-to-consumer sales through company-owned retail stores and e-commerce websites. | This is how they sell directly to parents, capturing higher margins than wholesale. |
| Wholesale Segment | Selling branded apparel to department stores and mass-market retailers. | This is a volume-based business that ensures the brand is available where most parents shop. |
| International/Licensing | Operations in international markets and revenue from licensing the brand. | This provides geographic diversification and low-cost brand exposure. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE 5.84 | Forward PE 16.45 | Enterprise Value 1.62B | Price to Sales(TTM) 0.39 |
Enterprise Value 1.62B | Price to Sales(TTM) 0.39 | ||
Enterprise Value to Revenue 0.55 | Enterprise Value to EBITDA 4.72 | Shares Outstanding 36.71M | Shares Floating 34.70M |
Shares Outstanding 36.71M | Shares Floating 34.70M | ||
Percent Insiders 4.81 | Percent Institutions 113.49 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About Carter’s Inc
Exchange NYSE | Headquarters Atlanta, GA, United States | ||
IPO Launch date 2003-10-24 | President, CEO & Director Ms. Sharon Price John | ||
Sector Consumer Cyclical | Industry Apparel Retail | Full time employees 15400 | Website https://www.carters.com |
Full time employees 15400 | Website https://www.carters.com | ||
Carter's, Inc., together with its subsidiaries, designs, sources, and markets branded childrenswear in the United States and internationally. It operates through three segments: U.S. Retail, U.S. Wholesale, and International. The company'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 playclothes, such as denim jeans, overalls, core bottoms, knit tops, t-shirts, and layering pieces. It also provides products for playtime, travel, mealtime, bath time, and home gear, as well as kid's and diaper bags, as well as range of licensed sports and character t-shirts. In addition, the company offers sleepwear, swimwear, outerwear, bedding, accessories, and toys; and toddler apparel and accessories. It sells its products through its retail stores, websites, and mobile app, as well as its wholesale distribution; and distributes its products to wholesale customers, including department stores, national chains, and specialty retailers. The company markets its products under the Carter's, OshKosh B'gosh, Skip Hop, Child of Mine, Just One You, Simple Joys, Little Planet, Otter Avenue, and other brands. Carter's, Inc. was founded in 1865 and is headquartered in Atlanta, Georgia.
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