Carter's Inc.

Carter's (CRI) remains a buy after a recent sell-off, with shares trading at attractive 9x earnings and positive same-store sales momentum. A $132 million tariff refund and improved working capital have fortified CRI's balance sheet, enabling debt reduction and securing its 3.3% dividend yield. New CEO Sharon Price John is positioned to drive growth, with Gen Z traction and easing tariff headwinds supporting a margin inflection in H2.

Children's clothing brand Carter's is announcing a rebrand as it tries to keep up with the modern parent and its core customer base. The overall company has struggled over the past few years as it faces elevated product costs and tariffs, with its stock sinking more than 50% over the past three years.

ATLANTA--(BUSINESS WIRE)--Carter's, Inc. (NYSE: CRI), North America's largest and most-enduring apparel company exclusively for babies and young children, today unveiled an evolution of its namesake Carter's brand anchored by a new brand promise, or North Star, to “Let every child's light shine.” This evolution comes as the experience of raising children continues to change. Parents and caregivers are navigating more information, advice and expectations, while placing greater emphasis on giving.

CRI's growth strategy centers on brand innovation, digital expansion and productivity initiatives to strengthen sales and offset tariff pressures.