Inferra AI / Company / CRI
Carters Inc.
CRI · Consumer Discretionary
Last earnings Oct 30, 2026
Key results
Net revenuequarter
$758 million
Reports Third Quarter Fiscal 2025 Results Net sales $758 million, comparable to prior year Diluted EPS $0.32 vs.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
EPSquarter
$0.32
Reports Third Quarter Fiscal 2025 Results Net sales $758 million, comparable to prior year Diluted EPS $0.32 vs.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted EPSquarter
$1.62
$1.62 in Q3 2024 adjusted diluted EPS $0.74 vs.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Revenuequarter
2.6%
Retail and International segment net sales increased 2.6% and 4.9%, respectively, while U.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Wholesale segment net sales decreased 5.1%.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Operating marginquarter
3.8%
Operating margin decreased to 3.8%, compared to 10.2% in the prior year, reflecting higher tariff costs, investments in product make, lower unit volume, and investments in new stores, partially offset by higher pricing.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted operating marginquarter
5.2%
Adjusted operating margin decreased to 5.2%, compared to 10.2% in the prior year period, principally due to the factors described above.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Net incomequarter
$11.6 million
Net income was $11.6 million, or $0.32 per diluted share, compared to $58.3 million, or $1.62 per diluted share, in the third quarter of fiscal 2024.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Third quarter fiscal 2024 net income included a $0.7 million non-cash charge for a partial settlement of the OshKosh B Gosh Pension Plan.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Selling, general, and administrativequarter
$317,963 thousand
Selling, general, and administrative expenses 317,963 284,714 869,246 797,572
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Operating incomequarter
$29,093 thousand
Operating income 29,093 77,040 59,240 171,528
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
AI analysis
Q3 FY2025 · reported Oct 27, 2025
Based on: Earnings release + parent 8-K — transcript not held
The quarter in charts
Operating margin
Percent of revenue, as stated
EX-99 · Oct 27, 2025 Margin values as stated in the release.
Headline figures
| Metric | Q3 FY2025 | Prior qtr | Year ago |
|---|---|---|---|
| Net revenue | $758 million | — | — |
| EPS | $0.32 | $0.76 | — |
| Adjusted EPS | $1.62 | $0.76 | — |
| Revenue | 2.6% | 14.1% | — |
| Operating margin | 3.8% | 0.7% | 10.2% |
| Adjusted operating margin | 5.2% | 0.7% | 10.2% |
| Net income | $11.6 million | $0.4 million | — |
| Selling, general, and administrative | $317,963 thousand | $280,965 thousand | — |
Guidance · company-stated
Direction: Withdrawn
“5 As announced previously, given the ongoing and significant uncertainty surrounding incremental tariffs and potential related impact on the Company s business, the Company has suspended its fiscal 2025 guidance.”
Classified from the release's primary full-year outlook statement.
Margin
Capital allocation
$1.64 in Q3 2024 Returned $47 million to shareholders through dividends in the first three quarters of fiscal 2025 Company announces productivity improvement actions ATLANTA, October 27, 2025 Carter s, Inc.
Event summary
Reports Third Quarter Fiscal 2025 Results Net sales $758 million, comparable to prior year Diluted EPS $0.32 vs
Based on: Earnings release + parent 8-K — transcript not held
Guidance & outlook
Direction: Withdrawn
Company outlook — Withdrawn (“suspended”)
“5 As announced previously, given the ongoing and significant uncertainty surrounding incremental tariffs and potential related impact on the Company s business, the Company has suspended its fiscal 2025 guidance.”
Classified from the release's primary full-year outlook statement.
Capital allocation
$1.64 in Q3 2024 Returned $47 million to shareholders through dividends in the first three quarters of fiscal 2025 Company announces productivity improvement actions ATLANTA, October 27, 2025 Carter s, Inc.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Return of Capital In the third quarter of fiscal 2025, the Company paid a cash dividend of $0.25 per common share totaling $9.1 million.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
In the first three quarters of fiscal 2025, the Company paid cash dividends totaling $47.2 million.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
No shares were repurchased in the first three quarters of fiscal 2025.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company s Board of Directors will evaluate future distributions of capital, including dividends and share repurchases, based on a number of factors, including business conditions, the Company s future financial performance, investment priorities, and other considerations.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
, obtained commitments for a new five-year asset-based revolving credit facility with initial borrowing commitments of no less than $750 million, subject to the borrowing base under the new facility.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Strategy & priorities
We are pursuing several initiatives, including closing low-margin retail stores, right-sizing our organization, and honing product choices, which we believe will generate significant savings, improve overall cost structure, and provide investment capacity as we establish the foundation to return to consistent, profitable growth going forward.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
I m confident our new product, marketing, and consumer experience initiatives, which have begun to bear fruit, will further strengthen our market position in the years ahead.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Third quarter and first three quarters of fiscal 2025 results included expenses related to organizational restructuring initiatives, operating model improvement costs, leadership transition costs, a non-cash charge for settlement of the OshKosh B Gosh Pension Plan, and a tax charge associated with the termination of the Company s deferred compensation plan.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company s Board of Directors will evaluate future distributions of capital, including dividends and share repurchases, based on a number of factors, including business conditions, the Company s future financial performance, investment priorities, and other considerations.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
The Company plans to reinvest a portion of the productivity-related savings described above in high return, growth-driving initiatives, to include demand creation.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Risks & headwinds
However, elevated product costs, in part due to the impact of higher tariffs, as well as additional investment, weighed meaningfully on our profitability.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Operating margin decreased to 3.8%, compared to 10.2% in the prior year, reflecting higher tariff costs, investments in product make, lower unit volume, and investments in new stores, partially offset by higher pricing.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Operating margin decreased to 3.0%, compared to 8.6% in the prior year period, reflecting higher tariff costs, investments in product make, investments in new stores, operating model improvement costs, and increased performance-based compensation.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted operating margin decreased to 4.4%, compared to 8.6% in the prior year period, principally due to higher tariff costs, investments in product make, investments in new stores, increased provisions for performance-based compensation, and unfavorable foreign currency exchange rates.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
2025 Business Outlook and Tariffs The Administration has implemented significant new tariffs on products imported into the United States from a wide range of countries.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
These additional tariffs have begun to add substantially to the approximately $110 million in duties on imported product paid by the Company in fiscal 2024.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
What changed vs prior quarter
Guidance direction — prior quarter: Withdrawn; this quarter: Withdrawn
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Adjusted EPS — prior quarter passage and this quarter's passage are both cited.
SEC original ↗Carters Inc. — Earnings release (8-K exhibit)EX-99Oct 27, 2025
Competitors
Competitors & peers
Same GICS sector — classification peers, not declared competitors
Filings
34 documents- Q3 2026
- 8-KCRI
Oct 30, 2026
- EX-99CRI
Oct 30, 2026
- Q2 2026
- 8-KCRI
Sep 21, 2026
- 8-KCRI
Aug 20, 2026
- 10-QCRI
Jul 31, 2026
- 8-KCRI
Jul 31, 2026
- Q1 2026
- 8-KCRI
May 14, 2026
- 10-QCRI
May 6, 2026
- 8-KCRI
May 6, 2026
- 8-KCRI
May 1, 2026
- EX-99CRI
May 1, 2026
- Q4 2025
- 10-KCRI
Feb 27, 2026
- 8-KCRI
Feb 27, 2026
- 8-KCRI
Jan 9, 2026
- EX-99CRI
Jan 9, 2026
- Q3 2025
- 8-KCRI
Nov 25, 2025
- 8-KCRI
Nov 18, 2025
- 8-KCRI
Nov 13, 2025
- 8-KCRI
Nov 13, 2025
- EX-99CRI
Nov 13, 2025
- EX-99CRI
Nov 13, 2025
- 8-KCRI
Oct 30, 2025
- EX-99CRI
Oct 30, 2025
- 8-KCRI
Oct 28, 2025
- EX-99CRI
Oct 28, 2025
- 10-QCRI
Oct 27, 2025
- 8-KCRI
Oct 27, 2025
- Q2 2025
- 8-KCRI
Sep 24, 2025
- EX-99CRI
Sep 24, 2025
- 8-KCRI
Aug 18, 2025
- 8-KCRI
Aug 14, 2025
- 10-QCRI
Jul 25, 2025
- 8-KCRI
Jul 25, 2025
- 8-KCRI
Jul 11, 2025
Earnings releases
8 documentsPresentations
0 documentsNo presentations for Carters Inc. are held in this edition of the library.
Transcripts
0 documentsNo transcripts for Carters Inc. are held in this edition of the library.
See also the earnings calendar for every tracked company’s next earnings date.