Carter's, Inc.

NYSE:CRI 주식 리포트

시가총액: US$1.2b

Carter's 경영진

경영진 기준 점검 3/4

Carter's CEO는 Richard Westenberger, Jan2009 에 임명되었습니다 의 임기는 17.33 년입니다. 총 연간 보상은 $3.96M, 19.9% 급여 및 80.1% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 $5.59M 가치에 해당하는 회사 주식의 0.46% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 2.6 년과 5.5 년입니다.

핵심 정보

Richard Westenberger

최고경영자

US$4.0m

총 보수

CEO 급여 비율19.87%
CEO 재임 기간17.3yrs
CEO 지분 보유율0.5%
경영진 평균 재임 기간2.6yrs
이사회 평균 재임 기간5.5yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 May 10

CRI: New Leadership, Tariff Pressures And Sports Collaboration Will Support Fair Value

Analysts have nudged their price target on Carter's stock slightly higher to approximately $40, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the drivers of this refined view. What's in the News Carter's appointed Sharon Price John as Chief Executive Officer, effective June 15, 2026.
Seeking Alpha May 08

Carter's Finally Is Deserving Of An Upgrade As Revenue Grows And A Tariff Check Is On Its Way

Summary Carter's is upgraded to a soft 'buy' as revenue growth and strong Q1 results offset ongoing profitability pressures. Q1 2026 revenue rose 8.1% to $681.1M, with the US Retail segment driving double-digit volume and higher pricing. Management guides for low-to-mid single-digit revenue growth in FY26 but expects operating cash flow and EBITDA to decline. A potential $130M tariff refund could materially strengthen CRI's balance sheet and support increased marketing investment. Read the full article on Seeking Alpha
내러티브 업데이트 Apr 24

CRI: New Sports Collaboration And Steady Outlook Will Support Fairly Valued Shares

Analysts have lifted their price target for Carter's by $2 to $39, pointing to slightly adjusted assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E as the key drivers of this change. What's in the News Carter’s and Umbro launched a limited-edition Carter’s x Umbro kids collection inspired by global soccer, featuring country-themed kits from Argentina, Brazil, Canada, England, France, Germany, Spain, and the United States, available from April 6 in Carter’s stores and online (Key Developments).
내러티브 업데이트 Apr 09

CRI: New Collaborations And Cautious Sales Outlook Will Support Fairly Valued Shares

Analysts have maintained their $37.00 price target for Carter's, noting only minor adjustments to inputs such as discount rate, revenue growth, profit margin, and future P/E assumptions that do not materially change their overall view on the stock. What's in the News Carter’s and Umbro announced a limited edition Carter’s x Umbro collection inspired by global soccer, featuring country themed kits for nations including Argentina, Brazil, Canada, England, France, Germany, Spain, and the United States.
내러티브 업데이트 Mar 26

CRI: Capsule Launch And Guidance Will Support Fairly Valued Shares Despite Risks

Analysts now set their price target for Carter's at $37.00. This level is aligned with prior estimates and reflects updated assumptions for the discount rate and future P/E, while keeping revenue growth and profit margin views unchanged.
내러티브 업데이트 Mar 11

CRI: Higher Risk Profile Will Temper Benefits Of New Capsule Collection And Guidance

Analysts have adjusted their price target on Carter's to $37.00 from $34.80, reflecting updated views on revenue growth, profit margins, and the P/E multiple they consider appropriate for the stock. What's in the News Carter's issued earnings guidance for the first quarter of fiscal 2026, projecting mid single digit growth in net sales and citing an expected US$630 million in net sales for the first quarter of fiscal 2025 as a reference point for that period (Company guidance).
내러티브 업데이트 Feb 25

CRI: Higher Risk Profile Will Limit Benefits Of New Capsule Collection

Analysts have increased their price target on Carter's by $1.40, reflecting updated views on fair value, discount rate assumptions, revenue growth and profit margin potential, as well as a slightly lower future P/E multiple. What's in the News Carter's and Once Upon a Farm launched a limited edition Carter's x Once Upon a Farm capsule collection featuring apparel and sleepwear designed around playful days and snack time moments (Key Developments).
내러티브 업데이트 Feb 10

CRI: Higher Risk And Governance Tightening Will Constrain Future Return Potential

Analysts have modestly revised their price view on Carter's, keeping fair value steady at $33.40 while fine tuning assumptions around the discount rate, revenue growth, profit margin and future P/E to reflect updated expectations for the business and its risk profile. What's in the News Carter's and Once Upon a Farm launched a limited edition Carter's x Once Upon a Farm capsule collection, combining Carter's PurelySoft apparel with prints inspired by Once Upon a Farm snacks in strawberry, banana and avocado designs, targeted at baby and toddler sizes up to 5T across 12 styles, priced around $18 to $20 and sold online and in Carter's stores nationwide (Key Developments).
내러티브 업데이트 Jan 24

CRI: Updated Outlook Will Balance Tighter Governance And Measured Return Expectations

Analysts have raised their price expectations for Carter's, with the fair value estimate moving from US$28.80 to US$33.40 as they update assumptions around revenue growth, profit margins, the discount rate and future P/E levels. What's in the News Carter's and Once Upon a Farm launched a limited edition Carter's x Once Upon a Farm capsule collection featuring baby and toddler apparel and sleepwear made with PurelySoft fabrics and prints inspired by the food brand's snacks.
내러티브 업데이트 Jan 10

CRI: Tighter By Laws And Softer Outlook Will Weigh On Returns

Analysts have slightly reduced their price target on Carter's, reflecting a modest adjustment in the discount rate and future P/E assumptions, while keeping the fair value per share broadly unchanged at about $28.80. What's in the News Carter’s amended its By-Laws on November 13, 2025, clarifying that special meetings held in lieu of annual meetings can only address business that would be appropriate for an annual meeting, tightening the scope of what can be brought to a vote (Key Developments).
내러티브 업데이트 Dec 25

CRI: Governance Tightening And Weaker Revenue Outlook Will Pressure Future Returns

Analysts have modestly lowered their price target on Carter's, trimming fair value by approximately $0.70 to about $28.80. They are factoring in weaker revenue growth expectations, which are partly offset by slightly improved profit margins and a marginally lower discount rate and future P/E multiple.
내러티브 업데이트 Dec 10

CRI: Tighter Shareholder Rules And Completed Buyback Will Shape Future Outlook

Analysts have modestly adjusted their price target on Carter's, reflecting slightly lower discount rate and valuation multiple assumptions that leave fair value effectively unchanged at about $29.50 per share. What's in the News Carter’s, Inc.
내러티브 업데이트 Nov 26

CRI: Shareholder Restrictions and Stable Outlook Will Shape Near-Term Direction

Narrative Update on Carter's Analyst Price Target Analysts have maintained their price target for Carter's at $29.50, citing only minor adjustments to key financial assumptions such as a slight increase in the discount rate and forward price-to-earnings ratio, with no significant impact on projected fair value. What's in the News On November 13, 2025, Carter’s, Inc.
내러티브 업데이트 Nov 12

CRI: Share Repurchase Momentum Will Slow With Headwinds Ahead

Narrative Update on Carter's Price Target Analysts have raised Carter's fair value estimate slightly from $28.80 to $29.50, citing modest adjustments in the discount rate and future price-to-earnings expectations. What's in the News No shares were repurchased during the most recent tranche of the company's buyback program.
내러티브 업데이트 Oct 29

Improved Margins And Modest Revenue Outlook Will Balance Market Headwinds

Analysts have raised their price target for Carter's from $24.60 to $28.80, as this reflects improved expectations around revenue growth and profit margins. What's in the News Carter's did not repurchase any additional shares from June 29, 2025 to September 27, 2025 as part of its ongoing buyback program.
분석 기사 Aug 02

Benign Growth For Carter's, Inc. (NYSE:CRI) Underpins Stock's 27% Plummet

To the annoyance of some shareholders, Carter's, Inc. ( NYSE:CRI ) shares are down a considerable 27% in the last...
분석 기사 Jul 03

Returns On Capital At Carter's (NYSE:CRI) Have Stalled

If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...
분석 기사 May 28

Carter's (NYSE:CRI) Is Reducing Its Dividend To $0.25

The board of Carter's, Inc. ( NYSE:CRI ) has announced it will be reducing its dividend by 69% from last year's payment...
분석 기사 May 13

Carter's (NYSE:CRI) Has A Pretty Healthy Balance Sheet

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
분석 기사 Apr 24

Insufficient Growth At Carter's, Inc. (NYSE:CRI) Hampers Share Price

With a price-to-earnings (or "P/E") ratio of 7.4x Carter's, Inc. ( NYSE:CRI ) may be sending very bullish signals at...
분석 기사 Mar 25

The Returns At Carter's (NYSE:CRI) Aren't Growing

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
분석 기사 Mar 04

Carter's' (NYSE:CRI) Conservative Accounting Might Explain Soft Earnings

The most recent earnings report from Carter's, Inc. ( NYSE:CRI ) was disappointing for shareholders. While the headline...
분석 기사 Mar 02

Carter's' (NYSE:CRI) Dividend Will Be $0.80

The board of Carter's, Inc. ( NYSE:CRI ) has announced that it will pay a dividend of $0.80 per share on the 28th of...
Seeking Alpha Feb 26

Carter's Stock Continues To Slide, Won't Be Attractive Until Sales Stabilize

Summary Carter's, Inc. posted positive Q4 2024 sales growth but guided for a challenging FY25 with lower sales, margins, and higher SG&A expenses due to market and competitive pressures. Wholesale and international segments drove sales growth, while retail faced margin challenges due to price discounts and lower entry prices. The company expects a 30%+ drop in operating profits and EPS decline to $3.2-$3.8 in FY25, with significant margin pressures. Despite a fair valuation at a 12x multiple, I maintain a Hold rating on CRI stock due to ongoing sales declines and retail margin challenges. Read the full article on Seeking Alpha
분석 기사 Feb 09

Is Carter's (NYSE:CRI) Using Too Much Debt?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Seeking Alpha Jan 15

Carter's: Not Hugely Compelling, But Unlikely To Be A Washout Either

Summary Carter's Inc. has been suffering from topline challenges since 2022, and it does not appear that this will abate in 2025 either. Despite an attractive FCF yield of 14.6%, and membership in the US Cash Cows Index, investors should note that the FCF performance is still poised to trend lower YoY. Valuations look cheap, but this is a function of a weak earnings outlook. CRI offers a compelling yield of 6% which is over 2x the industry average and twice as much as its own average. While CRI isn't yet showing any bullish momentum, and the short interest has spiked again, the long-term charts point to a favorable risk-reward. Read the full article on Seeking Alpha
분석 기사 Dec 10

Carter's, Inc.'s (NYSE:CRI) Shares Lagging The Market But So Is The Business

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") above 20x, you may...
분석 기사 Oct 30

Return Trends At Carter's (NYSE:CRI) Aren't Appealing

There are a few key trends to look for if we want to identify the next multi-bagger. Ideally, a business will show two...
Seeking Alpha Oct 28

Carter's Q3 Disappointed And The Stock Is At A Decade Low, But Only Fairly Valued

Summary Carter's, Inc.'s Q3 2024 results showed a 4% sales decline, with aggressive pricing strategies impacting margins; a challenging Q4 is expected with further sales declines. Despite a 15% stock drop post-earnings, I maintain a Hold rating due to ongoing challenges and an insufficient yield to entice investment. Wholesale volumes grew, driven by Amazon and Walmart, but retail remains pressured; discounting risks long-term margin deterioration. Carter's stock trades at a 10-year low; potential recovery hinges on returning to historical revenue and margin levels, which remains uncertain. Read the full article on Seeking Alpha
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새 내러티브 Sep 24

Challenges Outweigh Growth Prospects Amid Economic Headwinds And Margin Pressures

Anticipated price cuts and increased promotional activities to stimulate demand may pressure profit margins and overall profitability.
분석 기사 Sep 21

Is Carter's (NYSE:CRI) A Risky Investment?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
분석 기사 Sep 03

Earnings Working Against Carter's, Inc.'s (NYSE:CRI) Share Price

With a price-to-earnings (or "P/E") ratio of 10.2x Carter's, Inc. ( NYSE:CRI ) may be sending bullish signals at the...

CEO 보수 분석

Richard Westenberger의 보수는 Carter's의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Apr 04 2026n/an/a

US$88m

Jan 03 2026US$4mUS$788k

US$89m

Sep 27 2025n/an/a

US$87m

Jun 28 2025n/an/a

US$132m

Mar 29 2025n/an/a

US$160m

Dec 28 2024US$3mUS$763k

US$182m

Sep 28 2024n/an/a

US$226m

Jun 29 2024n/an/a

US$234m

Mar 30 2024n/an/a

US$230m

Dec 30 2023US$3mUS$705k

US$228m

Sep 30 2023n/an/a

US$203m

Jul 01 2023n/an/a

US$202m

Apr 01 2023n/an/a

US$215m

Dec 31 2022US$2mUS$675k

US$246m

Oct 01 2022n/an/a

US$263m

Jul 02 2022n/an/a

US$283m

Apr 02 2022n/an/a

US$317m

Jan 01 2022US$4mUS$648k

US$336m

Oct 02 2021n/an/a

US$338m

Jul 03 2021n/an/a

US$335m

Apr 03 2021n/an/a

US$273m

Jan 02 2021US$2mUS$601k

US$109m

Sep 26 2020n/an/a

US$135m

Jun 27 2020n/an/a

US$113m

Mar 28 2020n/an/a

US$148m

Dec 28 2019US$2mUS$615k

US$261m

보상 대 시장: Richard의 총 보수(USD3.96M)는 US 시장에서 비슷한 규모 기업의 평균(USD5.48M) 수준입니다.

보상과 수익: Richard의 보상은 20% 이상 증가했지만 지난 1년 동안 회사 수익은 20% 이상 감소했습니다.


CEO

Richard Westenberger (56 yo)

17.3yrs
재임 기간
US$3,964,938
보수

Mr. Richard F. Westenberger, C.P.A., serves as an Executive Vice President, Chief Financial at OshKosh B'gosh, Inc., Carter s Retail, Inc. since 2009, TWCC Product Development and Sales, Inc. and Carter s...


리더십 팀

이름직위재임 기간보수지분
Richard Westenberger
Interim President & CEO17.3yrsUS$3.96m0.46%
$ 5.6m
Karen Smith
Chief Supply Chain Officer3.9yrsUS$1.83m0.15%
$ 1.8m
Allison Peterson
Chief Retail & Digital Officer1.8yrsUS$2.02m0.18%
$ 2.2m
Emily Evert
Chief Strategy Officerless than a yearUS$3.11m데이터 없음
Antonio Robinson
Chief Administrative & Compliance Officer and Secretary3.3yrs데이터 없음0.15%
$ 1.9m
Thomas Robillard
Vice President of Investor Relationsless than a year데이터 없음데이터 없음
Lindsay Rider
Senior Director of Public Affairsno data데이터 없음데이터 없음
Julie D'Emilio
Chief Sales Officer10.3yrsUS$1.87m0.18%
$ 2.2m
Sarah Crockett
Chief Marketing Officerless than a year데이터 없음0.12%
$ 1.4m
Hilary Duff
Chief Mom Officer4yrs데이터 없음데이터 없음
David Tichiaz
Chief Brand Officerless than a year데이터 없음0.10%
$ 1.2m
2.6yrs
평균 재임 기간
51yo
평균 나이

경험이 풍부한 관리: CRI의 경영진은 경험이 있음으로 간주됩니다(평균 재임 2.6 년).


이사회 구성원

이름직위재임 기간보수지분
Gretchen Schar
Independent Director6.8yrsUS$335.00k0.047%
$ 571.9k
Jevin Eagle
Independent Director15.8yrsUS$340.00k0.062%
$ 744.3k
William Montgoris
Independent Non-Executive Chairman of the Board18.8yrsUS$516.67k0.13%
$ 1.6m
Luis Borgen
Independent Director4.5yrsUS$309.00k0.036%
$ 438.8k
Stacey Rauch
Independent Director4yrsUS$310.00k0.035%
$ 426.7k
Stephanie Stahl
Independent Director4yrsUS$362.00k0.035%
$ 426.7k
Mark Hipp
Independent Director8.3yrsUS$309.00k0.046%
$ 553.7k
Hali Borenstein
Independent Director6.4yrsUS$292.00k0.046%
$ 557.1k
Jeffrey Black
Independent Director4yrsUS$293.00k0.035%
$ 426.7k
Rochester Anderson
Independent Director4yrsUS$295.00k0.035%
$ 426.7k
5.5yrs
평균 재임 기간
62.5yo
평균 나이

경험이 풍부한 이사회: CRI의 이사회경험이 있음으로 간주됩니다(평균 재임 5.5 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/12 01:06
종가2026/05/12 00:00
수익2026/04/04
연간 수익2026/01/03

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Carter's, Inc.는 25명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Paul KearneyBarclays
Brian McNamaraBerenberg
Lorraine Corrine HutchinsonBofA Global Research