Carter's, Inc. (CRI)
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-29
NYSEConsumer DiscretionaryApparel - RetailSnapshot 2026-10-29
Research Workspace
Put CRI beside peers and holdings, graph the same metric, and keep your notes with the evidence.
Daily closes. Earnings/event dots are placed inline.
Industries move in repeating boom-and-bust cycles. This shows where this stock’s industry sits in that cycle, stage by stage (recovery → expansion → supercycle → steady → deceleration → contraction), from its fundamentals (orders, revenue, capital spending), not the stock’s price.
A booming industry is a tailwind for the names in it; a contracting one is a headwind. Companies in the same industry tend to rise and fall together with the cycle, the way a tide lifts and lowers every boat in the harbor at once, so a large part of a stock’s swing can come from where its industry sits rather than from the company itself. It’s context for reading the company’s results, not a buy/sell call. Full explanation →
Apparel, Accessories & Luxury Goods is in contraction. Describes the industry's cycle state, not a call on this stock.
The stage band shows the industry’s cycle over the chart’s timeline (each color a stage); a ▼ marks a quarter its growth inflected down — amber is an unconfirmed watch, red is confirmed the next quarter. Use “Overlay cycle on chart” to tint the price chart by stage. The industry’s fundamentals, not a signal on this stock.
Primary pillar under pressure — Improve adjusted operating income: Direct metric needs a verified mapping.
View ThesisMiddle-of-the-pack management execution.
View ManagementExpectations look reasonable — what the market is pricing in sits in line with or below what analysts forecast.
View ValuationThis stock is volatile — it swings about 2% on a typical day and fell roughly 34% in its worst 12-month stretch.
View RiskCarter's rebranding for younger parents has to increase revenue as recent revenue growth slowed from 8.1% to 5.0%. The latest quarter beat on non-GAAP earnings, supporting the revenue-recovery case. CRI trades at 10× P/E versus a 15× peer median. The price reflects less growth than our forecast. The next-quarter miss probability is 33%, and frequent disruptive corporate change adds uncertainty. The adjusted operating-income pillar is under pressure because its metric mapping needs verification. Peer multiples imply a price about 30% above where it trades. The thesis is on watch, and this read is provisional.
Trailing returns as of 2026-10-29. CRI is total return (includes dividends); the S&P 500 benchmark is price return (the index excludes dividends).
Based on 8 analysts currently covering CRI (as of Oct 2026).
Based on 3 Wall Street analysts offering 12-month price targets for CRI in the last 4 months.
Continue this research
Compare CRI with peers and holdings, graph the same reported metric, keep your questions beside the evidence, and return when the facts change.
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| Compare | Company | Living FV | P/E | Revenue % | Quality |
|---|---|---|---|---|---|
| CRI Selected company | Graph | Compare | Trend | Review | |
| Peer Add a competitor | Graph | Compare | Trend | Review | |
| Holding Compare a holding | Graph | Compare | Trend | Review |
Selected metric trend
Quarterly · checked companies · value or % of revenue
A consensus fair price across 12 valuation methods, at three horizons. As of 2026-10-29. Estimates are diagnostics, not price targets. Short-horizon estimates are close to coin-flips, so confidence is a method-agreement read, not a prediction.
Today's peer multiple on trailing earnings, with no growth credited. This is the headline read.
Adds projected growth, so it leans optimistic by design. Read it as upside context, not a base case.
A price-focused, side-by-side fair-value read versus Apparel, Accessories & Luxury Goods — fair value, gap to price, and forward P/E.
Compare the value case
Put CRI next to peers and holdings, compare Living FV and multiples, then graph the driver behind the difference.
Advances: Increase revenue
Stable outlook indicates recovery in sales and margins.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
End-of-day figures as of 2026-10-29. EPS is implied from price ÷ P/E. Not investment advice.
Current $33.38
The last 12 months of price, then the range of analyst 12-month targets from today’s $33.38.
Analyst ratings and price targets are third-party Wall Street estimates, not QuarterlyIQ’s view. Not investment advice.
A long-thesis check that carries the widest uncertainty of the three horizons.
Above average on quality vs scored peers
Direction of the business behind the multiple. Bands are backend reads; trailing-12-month basis.

Advances: Increase revenue
Rebranding targets younger parents, likely increasing revenue.

Advances: Increase revenue
Rebranding may attract new customers and increase revenue.

Advances: Maintain dividend payments
Dividend declaration supports capital allocation objective.
