Mark Yagalla
Gold, currencies, macro, commodities

Carter's Isn't Just For Kids, But Also For Big Boys Like Chase Coleman And Tiger Global

Executive summary:

  • Q4 results gave shares of Carter's a strong boost and there are several initiatives to grow its top- and bottom-lines.
  • Carter's will benefit from greater direct-to-consumer sales as the company opens more stores and grows its e-commerce business.
  • A consolidation of its office divisions and supply chain improvements will boost margins going forward.
  • I expect the launch of its e-commerce business in Canada and its new side-by-side stores to help propel growth.
  • Shares still remain attractive trading at 15x next year's earnings and have attracted Tiger Global with a 10% stake.

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Shares of Carter's (NYSE:CRI) got a huge boost last month after reporting Q4 results. Mr. Market really liked what it saw in the report...

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