Carter's, Inc.

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  • Thu, Feb. 4, 11:23 AM
    • The retail sector is struggling after Kohl's issues soft guidance and with several reports from store chains (Cato, Zumiez, Fred's) tipping weak January traffic.
    • Department store decliners include J.C. Penney (JCP -3.1%), Macy's (M -2.7%), Nordstrom (JWN -5.6%), and Dillard's (DDS -1.3%). While mall names Gap (GPS -1.4%), American Eagle Outfitters (AEO -1.6%), Abercrombie & Fitch (ANF -2.2%), Children's Place (PLCE -3.1%), and Carter's (CRI -1.9%) are also weak compared to the broad market.
    • Target (TGT -3%), Costco (COST -2.8%), and Wal-Mart (WMT -1%) are also lower. Earlier today. Costco reported a +1% comp in the U.S. for January.
    • Discount-leaning Fred's (FRED -8.7%), Dollar Tree (DLTR -3.1%), Dollar General (DG -1.6%), Big Lots (BIG -3%), Five Below (FIVE -2.9%), TJX Companies (TJX -2.2%), and Ross Stores (ROST -1.2%) are also feeling a pinch.
    | Thu, Feb. 4, 11:23 AM | 21 Comments
  • Mon, Jan. 4, 7:44 AM
    • Oppenheimer upgrades Carter's (NYSE:CRI) to an Outperform rating.
    • The investment firm sets a price target of $108 on the children's apparel seller.
    • Carter's closed 2015 at $89.03 to sit on the low end of its 52-week range of $79.85 to $109.53.
    | Mon, Jan. 4, 7:44 AM
  • Dec. 16, 2015, 10:15 AM
    • Apparel prices were lower in November almost across the board, except when it came to clothes for young kids.
    • Baby and toddler apparel prices rose 4.9% Y/Y in November on an adjusted basis and were up 1% from October.
    • Stronger pricing could help Carter's (CRI +0.8%) and The Children's Place (PLCE +0.3%) if it sustains.
    • BLS CPI data
    | Dec. 16, 2015, 10:15 AM
  • Dec. 9, 2015, 9:06 AM
    • The extended forecast from the National Weather Service for the U.S. shows the warm weather trend continuing for a large portion of the nation.
    • The warm snap already impacted some categories in the retail sector around the Black Friday to Cyber Monday period, but now threatens to dampen or push out later on the calendar sales for certain items.
    • The weather excuse is a frequent topic on Q4 earnings conference calls.
    • The flip side of the U.S. weather issue is the performance of FedEx (NYSE:FDX) and UPS (NYSE:UPS). The shippers benefit on the expense side from calm weather in high population areas during the holiday period.
    • Snow cover map of the U.S.
    • Weather-watching: DKS, ACAT, HIBB, DKS, CRI, DECK, LE, COLM, ARO, AEO, ANF, TGT, UA, FL, FINL.
    | Dec. 9, 2015, 9:06 AM | 3 Comments
  • Nov. 24, 2015, 10:37 AM
    • Cold weather apparel sellers finally received a bit of good news when Redbook cited seasonal items helped move along overall chain store sales last week.
    • The sector is looking to play catch-up after October saw warmer-than-normal temperatures across a majority of the U.S.
    • Looking for a cold snap: Dick's Sporting Goods (NYSE:DKS), Columbia Sportswear (NASDAQ:COLM), Lands' End (NASDAQ:LE), Hibbett Sports (NASDAQ:HIBB), Under Armour (NYSE:UA), Nike (NYSE:NKE), Carter's (NYSE:CRI), Finish Line (NASDAQ:FINL), Deckers Outdoor (NYSE:DECK).
    • Previously: Redbook Chain Store Sales (Nov. 24 2015)
    | Nov. 24, 2015, 10:37 AM | 2 Comments
  • Nov. 12, 2015, 4:47 PM
    • Carter's (NYSE:CRI) declares $0.22/share quarterly dividend, in line with previous.
    • Forward yield 1.02%
    • Payable Dec. 4; for shareholders of record Nov. 23; ex-div Nov. 19.
    | Nov. 12, 2015, 4:47 PM
  • Nov. 11, 2015, 9:28 AM
    | Nov. 11, 2015, 9:28 AM | 4 Comments
  • Oct. 29, 2015, 9:45 AM
    • Carter's (NYSE:CRI) is down 5.2% after reporting a retail stores comparable sales decline of 5.6% in Q3.
    • The company's adjusted operating margin increased 120 bps to 15.4% off some leveraging of expenses.
    • Investors seem to be skittish off the tone of management during the earnings call on Q4 trends.
    • Previously: Carter's beats by $0.06, misses on revenue (Oct. 29 2015)
    | Oct. 29, 2015, 9:45 AM
  • Oct. 29, 2015, 6:20 AM
    • Carter's (NYSE:CRI): Q3 EPS of $1.52 beats by $0.06.
    • Revenue of $850M (+6.4% Y/Y) misses by $1.93M.
    | Oct. 29, 2015, 6:20 AM
  • Oct. 28, 2015, 5:30 PM
  • Oct. 12, 2015, 10:49 AM
    • Cotton prices are expected to fall sharply this year and into 2016 due to a variety of market factors - including lower demand for yarn and a drop in polyester prices.
    • Companies with an eye on the level of cotton prices based on recent conference calls transcripts posted on SA include Hanesbrands (NYSE:HBI), Carter's (NYSE:CRI), Vera Bradley (NASDAQ:VRA), PVH Corp (NYSE:PVH), Williams-Sonoma (NYSE:WSM), Chico's FAS (NYSE:CHS), Express (NYSE:EXPR), L Brands (NYSE:LB), Gildan Activewear (NYSE:GIL), and The Children's Place (NASDAQ:PLCE),
    | Oct. 12, 2015, 10:49 AM
  • Oct. 2, 2015, 9:26 AM
    • Amazon (NASDAQ:AMZN) will be the number two player in non-food consumables by 2018, according to a new report from Cowen & Company.
    • The company is leveraging its powerful Prime platform to gain market share in the highly-competitive field by highlighting to consumers its advantages on pricing and delivery.
    • Amazon's gains could come at the expense of store traffic for Wal-Mart (NYSE:WMT), Target (NYSE:TGT), and Walgreens (NASDAQ:WBA), notes Cowen.
    • The Amazon Effect could also impact pricing in the personal care, household, pet, and baby products sectors - a wide swath of the consumer goods industry that impacts companies such as Procter & Gamble (NYSE:PG), Avon Products (NYSE:AVP), Revlon (NYSE:REV), Kimberly-Clark (NYSE:KMB), Carter's (NYSE:CRI), Colgate-Palmolive (NYSE:CL), Ulta Salon (NASDAQ:ULTA), Unilever (UN, UL), and Church & Dwight (NYSE:CHD) as they negotiate deals.
    • Related ETFs: IYK, UGE, SZK
    | Oct. 2, 2015, 9:26 AM | 33 Comments
  • Aug. 20, 2015, 5:04 PM
    • Carter's (NYSE:CRI) declares $0.22/share quarterly dividend, in line with previous.
    • Forward yield 0.9%
    • Payable Sept. 11; for shareholders of record Sept. 1; ex-div Aug. 28.
    | Aug. 20, 2015, 5:04 PM
  • Aug. 12, 2015, 4:27 PM
    • The Panama Canal Authority plans to restrict the amount of cargo ships will be allowed to carry through the canal beginning on September 8.
    • The action is a result of the low level of water in Gatun Lake and Alajuela Lake resulting from this year's El Nino phenomenon.
    • Citigroup has its eyes on the development, noting retailers with potential exposure this fall to reduced shipping to East Coast ports include Carter's (NYSE:CRI), Columbia Sportswear (NASDAQ:COLM), Wolverine Worldwide (NYSE:WWW), Staples (NASDAQ:SPLS), and Steve Madden (NASDAQ:SHOO).
    • Panama Canal Advisory (.pdf)
    | Aug. 12, 2015, 4:27 PM | 1 Comment
  • Jul. 29, 2015, 10:48 AM
    • Carter's (CRI -4.6%) trades lower on heavy volume, despite beating with both lines of its Q2 report.
    • Investors appear to be focusing on Q3 EPS guidance from the company which came in below expectations, $1.40-$1.46 vs. $1.47 consensus.
    • Previously: Carter's beats by $0.10, beats on revenue (Jul. 29 2015)
    | Jul. 29, 2015, 10:48 AM
  • Jul. 29, 2015, 6:27 AM
    • Carter's (NYSE:CRI): Q2 EPS of $0.73 beats by $0.10.
    • Revenue of $612.77M (+6.7% Y/Y) beats by $3.15M.
    | Jul. 29, 2015, 6:27 AM
Company Description
Carter's Inc is a branded marketer of apparel for babies & young children in USA. The Company through its subsidiaries design, source & market branded childrenswear under the Carter's, Child of Mine, Just One You, Precious Firsts, OshKosh & other brands.