The earnings call reflects a mixed outlook for Carter's. While there is positive momentum in sales growth, international success, and new brands, significant challenges remain with decreased profitability, tariff impacts, and increased expenses.

Company Guidance -

Q3 2025

In the recent earnings call for Carter's Second Quarter Fiscal 2025, several key guidance metrics were highlighted. The company reported second-quarter sales of $585 million, marking a 4% increase over the previous year, driven primarily by growth in U.S. Retail and International segments. However, operating income for the quarter was $12 million, with an adjusted operating margin of 2%, reflecting a decline due to pricing investments and SG&A expenses rising by 10% to $273 million. Gross margin dropped by 200 basis points to 48.1%, impacted by pricing strategies in U.S. retail, excess inventory sales, and higher tariffs, which led to an estimated $2 million impact on gross margin in Q2. The company anticipates more significant tariff impacts in the future, with a second-half 2025 net earnings headwind estimated at $35 million due to incremental baseline tariffs. Despite these challenges, Carter's expects to mitigate the tariff costs by 2026, with strategic plans including price adjustments, vendor negotiations, and product development improvements. The company is also focused on enhancing store productivity, leveraging increased investment in demand creation, and optimizing its retail footprint with a new store segmentation strategy.

U.S. Retail and International Sales Growth

U.S. retail sales grew by $9 million and international sales increased by $11 million, contributing to a 4% overall sales growth in the second quarter compared to last year.

Successful Product Development and Consumer Engagement

Carter's reduced its product development timeline by three months and increased new customer acquisition by 8% compared to last year.

International Business Success

The international segment showed strong performance, with a plus 8% comp in Canada and a plus 19% comp in Mexico.

New Brand Launches and Consumer Response

Otter Avenue was launched as a new brand for toddlers, and Little Planet expanded its consumer base by 50% this year.

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

Daily Earnings Calendar >

CRI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 24, 2025	2025 (Q3)	0.59 / -	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	$32.75	$26.30	-19.69%
Apr 25, 2025	$37.92	$33.60	-11.39%
Feb 25, 2025	$50.65	$42.49	-16.11%
Oct 25, 2024	$62.96	$54.59	-13.29%

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 Oct 24, 2025, Before Open (Confirmed).

What is Carter's Inc (CRI) earnings time?

Carter's Inc (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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