Dividend And ProfitabilityThe company's dividend was misaligned with their current level of profitability, highlighting ongoing financial challenges.
Tariff And Cost ChallengesCRI faces a challenging macro environment with the possibility of much higher costs due to tariffs, along with declining margins and concerning birthrate trends.
US Retail Segment PerformanceThe US Retail business has been the largest issue at Carters, with sales in the Retail segment declining 25% and EBIT margins declining by 1,000bp.