The earnings call reflects a mix of positive developments in revenue growth, particularly in the international and baby segments, alongside challenges such as significant tariff impacts and decreased profitability. There are strategic initiatives underway to address these issues, including brand expansion and pricing adjustments. However, the pressure from tariffs and increased expenses temper the overall outlook.

Company Guidance

During the Carter's Second Quarter Fiscal 2025 Earnings Conference Call, the company provided guidance that reflects a cautious optimism about future performance amidst ongoing challenges. Carter's reported second-quarter sales of $585 million, marking a 4% year-over-year increase driven primarily by their U.S. Retail and International segments. However, adjusted operating income declined to $12 million, with an adjusted operating margin of 2%. The company faced headwinds from tariffs, which impacted the gross margin by approximately $2 million in Q2 and are expected to have a more significant impact moving forward. Adjusted SG&A expenses rose by 10% to $273 million, partly due to higher store-related expenses. Despite these challenges, Carter's outlined plans to mitigate costs through price increases, sourcing diversification, and operational efficiencies, while also emphasizing long-term investments in demand creation and product innovation to drive sustainable and profitable growth. The company did not reinstate guidance due to tariff uncertainties but remains focused on leveraging its market leadership and brand strength for future success.

Sales Growth

Second quarter sales of $585 million represented growth of 4% over last year, driven by U.S. Retail and International segments.

International Segment Success

International sales grew by $11 million, with Canada posting a +8% comp and Mexico +19% comp, showing strong performance in this segment.

Baby Category Performance

Carter's baby category sales continue to accelerate for the fourth straight quarter with +5% growth in Q1 and +10% in Q2 versus last year.

New Brand Launches

Launch of new brands such as Little Planet, which grew its consumer base by 50%, and the introduction of Otter Avenue, aimed at toddlers.

Carter's (CRI) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CRI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	0.58 / -	1.64	―	―	―
Jul 25, 2025	2025 (Q2)	0.39 / 0.17	0.76	-77.63% (-0.59)
Apr 25, 2025	2025 (Q1)	0.53 / 0.66	1.04	-36.54% (-0.38)
Feb 25, 2025	2024 (Q4)	1.89 / 2.39	2.76	-13.41% (-0.37)
Oct 25, 2024	2024 (Q3)	1.40 / 1.64	1.84	-10.87% (-0.20)
Jul 26, 2024	2024 (Q2)	0.53 / 0.76	0.64	18.75% (+0.12)
Apr 26, 2024	2024 (Q1)	0.77 / 1.04	0.98	6.12% (+0.06)
Feb 27, 2024	2023 (Q4)	2.61 / 2.76	2.29	20.52% (+0.47)
Oct 27, 2023	2023 (Q3)	1.54 / 1.84	1.67	10.18% (+0.17)
Jul 28, 2023	2023 (Q2)	0.54 / 0.64	1.3	-50.77% (-0.66)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

CRI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 25, 2025	$32.44	$26.05	-19.70%
Apr 25, 2025	$37.57	$33.28	-11.42%
Feb 25, 2025	$50.18	$42.09	-16.12%
Oct 25, 2024	$62.37	$54.07	-13.31%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Carter's (CRI) report earnings?

Carter's (CRI) is schdueled to report earning on Oct 24, 2025, Before Open (Confirmed).

What is Carter's (CRI) earnings time?

Carter's (CRI) earnings time is at Oct 24, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is CRI EPS forecast?

CRI EPS forecast for the fiscal quarter 2025 (Q3) is 0.59.

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