Carter's Inc (CRI)
NYSE:CRI
Want to see CRI full AI Analyst Report?
Earnings Data
Report Date
Jul 24, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.06Last Year’s EPS
0.17Same Quarter Last Year
Based on 5 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents mixed but resilient operational performance: top-line momentum was clear (8% consolidated sales growth, strong U.S. Retail comps, double-digit unit growth in Retail, and robust international results) and productivity and cash flow improved. However, substantial margin and earnings pressure driven by higher tariffs, increased interest expense, and near-term SG&A increases constrain profitability and EPS, and policy uncertainty around tariffs remains a material risk. Management reiterated guidance and emphasized plans for second-half profit recovery, but near-term risks keep the tone cautious.Company Guidance
Net Sales Growth
First quarter net sales of $681 million, representing growth of 8% year-over-year.
U.S. Retail Strength and Comp Growth
Total U.S. Retail net sales grew nearly 13% in Q1. Comparable retail sales increased over 10% year-over-year and nearly 5% on a 2-year basis — fourth consecutive quarter of comp growth; comps driven by higher traffic and higher average transaction values.
Unit and AUR Momentum
Consolidated AURs improved in the high single digits and units were up low single digits. In U.S. Retail specifically, AURs were up low single digits and units increased double digits in Q1.
International Outperformance
International net sales increased 14% reported and 8% on a constant-currency basis. Mexico sales grew over 40% (with comps +21%) and the company plans to open 12 new stores in Mexico this year.
Productivity and Cost Savings
Productivity initiatives delivered roughly $6 million of cost reduction in Q1 across COGS and SG&A, and SG&A achieved ~180 basis points of leverage despite incremental investments.
Positive Operating Cash Flow and Inventory Position
Generated positive operating cash flow of $6 million in Q1 versus a use of $49 million a year earlier. Ending net inventories of $466 million (down 2% year-over-year and >14% from year-end) with inventory units down 9% year-over-year.
Successful Marketing & Collaborations Driving New Consumers
Incremental marketing investments increased traffic and grew the consumer file including new Gen-Z consumers. High-profile collaborations (e.g., Disney x OshKosh Winnie-the-Pooh and Umbro) performed well; the Winnie-the-Pooh product had an average AUR more than double the U.S. Retail average.
Guidance Affirmation and Segment Growth Plans
Company reiterated full-year guidance: net sales growth expected in low- to mid-single digits with adjusted operating income growth in low- to mid-single digits; expects operating income growth to be weighted to second half of 2026.
CRI Earnings History
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 |
|---|---|---|---|
May 06, 2026 | $33.34 | $37.23 | +11.67% |
Feb 27, 2026 | $41.77 | $33.31 | -20.25% |
Oct 27, 2025 | $31.85 | $32.47 | +1.95% |
Jul 25, 2025 | $31.94 | $25.65 | -19.70% |
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 Inc (CRI) report earnings?
Carter's Inc (CRI) is schdueled to report earning on Jul 24, 2026, Before Open (Confirmed).
What is Carter's Inc (CRI) earnings time?
Carter's Inc (CRI) earnings time is at Jul 24, 2026, 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 2026 (Q2) is 0.06.