Company Analysis

Carter's Inc. (CRI)

NYSE: CRI · Apparel & Other Finishd Prods of Fabrics & Similar Matl · Atlanta, GA · filing with the SEC since 1998
Grade4.9
◀ Past 5.4● Present 4.6▶ Future 4.7

The grade of Carter's Inc.

Nine metrics read from its own filings, by tense
Headline grade
4.9/10
◀ Past5.430% of the headline
● Present4.640% of the headline
▶ Future4.730% of the headline

All three tenses have at least two readings, so the archetype blend applies as printed.

All nine metrics read as filed from the record.

◀ Past

What did they actually do?

5.4/1030% of the headline grade · 3 of 3 filed

Surviving crises

as filed
6.0/10

Has it survived what it has been through?

No warning events in its filings since 2017.

weight 33% of this tense · 61st percentile among 19 sector filers · read for itself

From the record

Carter's Inc.'s filings since 2017 show no warning events in the scan: no bankruptcy or receivership notice, no debt default notice, no exchange listing notice, no restatement warning, no auditor change, no material cyber incident and no late-report notice (its current reports).

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Track record

as filed
4.3/10

What has it actually done, year after year?

-1.1% a year over 10 filed years; profitable in 10 of 10.

weight 45% of this tense · 43rd percentile among 19 sector filers · read for its customers

From the record

Carter's Inc.'s 10 filed years say what it did: revenue went from $3.2 billion in fiscal 2016 to $2.9 billion in fiscal 2026, down 1.1% a year; it rose in 5 of 9 years; the deepest fall was 19% from fiscal 2019 to fiscal 2024; net income was positive in 10 of 10 of those years (its annual reports).

What it rests on

  • revenue growth over the filed span-1.1%bottom 18% of its family
  • the share of years revenue rosebottom 24% of its family
  • the share of filed years with a profittop 16% of its family
  • the deepest fall from a revenue peak19.2%bottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Shareholder treatment

as filed
6.9/10

How has it treated the people who own it?

Share count shrank 3.0% a year. 46% of cash flow returned. Insiders: 0 sales, 0 purchases.

weight 22% of this tense · 69th percentile among 17 sector filers · read for its shareholders

From the record

Over the 3 fiscal years to 2026-01-03, Carter's Inc.'s diluted share count shrank about 3.0% a year, and dividends and buybacks returned about 46% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 0 purchases of their own stock on the open market in the year to 2026-09-30 (their Form 4 filings).

What it rests on

  • the share count over the yearstop 18% of its family
  • cash returned against operating cash flowtop 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

● Present

What are they doing right now?

4.6/1040% of the headline grade · 3 of 3 filed

Financial health

as filed
5.1/10

Is it financially healthy right now?

ROE 10%: 10¢ of profit per shareholder dollar. Leverage 64%: owes 64¢ per asset dollar.

weight 45% of this tense · 51st percentile among 19 sector filers · read for itself

From the record

Return on equity: in the fiscal year ended 2026-01-03, Carter's Inc. earned about 10 cents of profit for every dollar of shareholders' money, and gross profitability: its products earned about 51 cents per dollar of everything the company owns. Leverage: it owed about 64 cents per dollar of assets, and net share issuance: its share count shrank 0.3% over the year (the filed statements).

What it rests on

  • what it owes per dollar of assetsbottom 39% of its family
  • return on equitytop 42% of its family
  • gross profit against assetstop 34% of its family
  • the share count against the year beforebottom 39% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Industry position

as filed
3.9/10

How strong is its position in its industry?

bottom 39% of 19 in its family; net margin 3.2%.

weight 33% of this tense · 39th percentile among 19 sector filers · read for its customers

From the record

Carter's Inc.'s standing among 19 graded names in its industry family: revenue of $2.9 billion in fiscal 2026 ranks in the bottom 39% by size; a net margin of 3.2% ranks in the top 50%; revenue growth of -3.4% a year over the last 3 filed years ranks in the bottom 29% (its annual reports).

What it rests on

  • revenue against the family$2.90Bbottom 39% of its family
  • net margin3.2%top 50% of its family
  • three-year revenue growth-3.4%bottom 29% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Leadership

as filed
4.4/10

What are the people in charge doing?

bottom 44% of 10 in its family for leadership; chief executive since 2026.

weight 22% of this tense · 44th percentile among 10 sector filers · read for its shareholders

From the record

Carter's Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is John, Sharon Price (CEO & President, as filed), filing under that title since 2026-06-17, 5 months (bottom 32% of its family); the 19 officers and directors filing in the last fifteen months have been on the record a median of 4.5 years (bottom 45%); 9 officer or director changes were reported on Form 8-K since 2023-11-13, against the 19 people in charge now (top 45%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

What it rests on

  • officer and director changes on Form 8-K, against the people in charge9 in three years among 19 peopletop 45% of its family
  • the median years the people in charge have filed4.5 yearsbottom 45% of its family
  • the chief executive's years on the record5 monthsbottom 32% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

▶ Future

What are they set up to do next?

4.7/1030% of the headline grade · 3 of 3 filed

Room to expand

as filed
4.0/10

How much room does it have to grow?

bottom 39% of 19 in its family for room to expand.

weight 45% of this tense · 39th percentile among 19 sector filers · read for itself

From the record

Carter's Inc.'s room to grow, from the newest filed statements (fiscal 2026): cash of $487 million against debt of $567 million leaves -3.1% of its assets as net cash, bottom 34% of its family; cash from operations less capital spending is 2.4% of revenue (bottom 39%); a gross margin of 45.4% (bottom 45%) (its annual report).

What it rests on

  • cash less debt against assets-3.1%bottom 34% of its family
  • cash from operations less capital spending against revenue2.4%bottom 39% of its family
  • gross margin45.4%bottom 45% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Growth drivers

as filed
6.3/10

What could actually drive growth from here?

top 38% of 19 in its family for growth drivers.

weight 33% of this tense · 62nd percentile among 19 sector filers · read for its customers

From the record

Carter's Inc.'s growth drivers, from the filed years to fiscal 2026: revenue grew -3.4% a year over the last three filed years against -1.1% over all 10, slowing (top 29% of its family); the newest year grew 1.9% (top 39%); capital spending grew 10% a year (top 44%) (its annual reports). Carter's Inc. reported 3 lines of business in fiscal 2025: Retail at $1.5 billion (51%), Wholesale at $1.0 billion (35%), International at $431 million (15%); 2 of 3 grew against the year before (its annual report).

What it rests on

  • three-year growth against the whole span-2.3 points a yeartop 29% of its family
  • the newest year's revenue growth1.9%top 39% of its family
  • three-year growth of capital spending10.0%top 44% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

Expectations vs reality

as filed
4.0/10

Did its newest year beat what its own record pointed to?

bottom 40% of 17 in its family for expectations against reality.

weight 22% of this tense · 40th percentile among 17 sector filers · read for its shareholders

From the record

Carter's Inc.'s newest year against its own record: revenue of $2.9 billion in fiscal 2026 came in 8.3% above the $2.7 billion its prior three years' pace pointed to (top 21% of its family); net income of $92 million against a prior three-year average of $223 million (bottom 21%); a net margin of 3.2% against 7.4% before (bottom 21%) (its annual reports).

What it rests on

  • revenue against the prior three years' pace8.3%top 21% of its family
  • net income against the prior three years' average-59%bottom 21% of its family
  • net margin against its prior average-4.2 pointsbottom 21% of its family

A production reading, recomputed from the filings on every data build, read from EDGAR Nov 13, 2026.

The grade is the company against its own industry, from its filings. It is not a view on the share price. How the grade is made

SI Assistanton CRI · research, not advice