Carter’s, Inc. filings document the financial reporting, governance and capital structure of a public children’s apparel company listed on the New York Stock Exchange under CRI. Its 8-K reports furnish operating results for the U.S. Retail, U.S. Wholesale and International segments, including sales, margins, outlook updates, dividends and other material events.
The company’s filings also cover proxy governance, executive compensation, director matters, leadership appointments and officer departures. Debt and financing disclosures include The William Carter Company’s senior notes, asset-based revolving credit facility, subsidiary guarantees and related covenant terms, along with registered common stock and preferred stock purchase rights.
Pacific Investment Management Company LLC (PIMCO) reports beneficial ownership of 1,890,588 shares of Carter's Inc common stock on a Schedule 13G. This represents 5.1% of the outstanding common stock, based on 36,711,185 shares outstanding as of July 24, 2026.
PIMCO, organized in Delaware and acting as an investment adviser, reports sole voting and dispositive power over all 1,890,588 shares and no shared power. The shares are held in investment advisory clients’ or discretionary accounts for which PIMCO serves as investment adviser, and PIMCO disclaims beneficial ownership except to the extent of its pecuniary interest.
Carter’s, Inc. reported sharply stronger second-quarter 2026 results, with consolidated net sales of $615,490 (dollars in thousands), up 5.2%. Net income rose to $104,958 (dollars in thousands), or $2.87 per diluted share, largely reflecting a $128 million recovery of previously paid IEEPA tariffs that lifted gross margin to 67.0%. On an adjusted basis excluding this and other items, operating income was $18.1 million and adjusted diluted EPS was $0.26.
U.S. Retail comparable sales grew 5.1% for a fifth consecutive positive quarter, while U.S. Wholesale and International segments also increased sales. Operating cash flow for the first two quarters improved to $202,295 (dollars in thousands), raising cash and cash equivalents to $653,571 (dollars in thousands) with no borrowings under the revolving credit facility and long‑term debt of $567,808 (dollars in thousands). The company paid dividends of $0.25 per share in each of the first two quarters and retains $599.0 million of share repurchase authorization. New U.S. tariffs under Sections 122 and 301 and an intellectual property litigation matter introduce cost and legal uncertainty. Leadership transitioned to CEO Sharon Price John in June 2026.
Carter’s, Inc. reported second quarter fiscal 2026 net sales of $615 million, up 5% from Q2 2025, with U.S. Retail comparable sales up 5.1%. GAAP operating income rose to $139.8 million (22.7% margin) and net income to $105.0 million, or $2.87 per diluted share, largely reflecting a $132 million recovery of previously paid import duties and interest.
Excluding tariff recoveries, leadership-transition and IP litigation costs, adjusted operating income was $18.1 million versus $11.8 million a year ago, and adjusted diluted EPS increased to $0.26 from $0.17. For the first half of fiscal 2026, net sales grew to $1.30 billion, while adjusted diluted EPS was $0.65 compared with $0.83 in the prior-year period.
Management expects earnings to be more weighted to the second half of 2026, citing higher first-half tariff and investment impacts. For third quarter 2026, the company projects net sales of about $750 million, adjusted operating income of roughly $50 million, and adjusted diluted EPS of approximately $0.85, with higher adjusted profitability than third quarter 2025 on slightly lower sales.
Dimensional Fund Advisors LP reports beneficial ownership of 1,905,146 shares of Carter's Inc common stock, representing 5.2% of the class as of 06/30/2026. The position is reported on a Schedule 13G, indicating a passive institutional ownership stake.
Dimensional has sole voting power over 1,869,102 shares and sole dispositive power over 1,905,146 shares, with no shared voting or dispositive power. The shares are owned by various funds and accounts it advises, which have the right to dividends and sale proceeds; Dimensional disclaims beneficial ownership, and no single fund’s interest exceeds 5% of the class.
John Sharon Price reported acquisition or exercise transactions in this Form 4 filing.
Carter’s Inc. CEO & President John Sharon Price received two equity grants of common stock as compensation. One grant covers 93,302 time-based restricted shares that vest in four equal annual installments on March 2, 2027, 2028, 2029, and 2030 under an offer letter dated April 27, 2026. A second grant covers 62,204 performance-based restricted shares that cliff vest after the Compensation & Human Capital Committee certifies achievement of specified fiscal 2026–2028 performance metrics, expected in early 2029 if those goals are met.
Carter's, Inc. director and Chief Executive Officer & President John Sharon Price filed an initial Form 3 reporting his beneficial ownership in the company. The filing shows he held no shares of Common Stock immediately before his appointment as CEO, President, and board member.
Carter's Inc. executive Richard F. Westenberger, the company’s CFO & COO, reported a small disposition of company stock. He transferred 250 shares of Common Stock at a reported price of $0.00 per share.
According to the footnotes, this was a bona fide gift of shares to the University of Notre Dame, rather than a market sale. After the transaction, Westenberger directly holds 175,250 shares of Carter's Inc. common stock, and some of these remaining shares are described as restricted, subject to time-based or performance-based conditions.
Carter's Inc. director Jevin Eagle reported a small stock acquisition through the company’s director deferred compensation program. He was credited 12.0659 shares of common stock as a dividend-equivalent award, bringing his direct holdings to 27,020.391 shares. The shares were granted at no cash purchase price.
Hipp Mark reported acquisition or exercise transactions in this Form 4 filing.
Carter's Inc. director Mark Hipp received a grant of 4,266 shares of Common Stock as part of his director compensation. The shares were awarded at no purchase price and increased his directly held position to 21,184 shares following the transaction. This is a compensation-related equity award rather than an open-market trade.
Carter's Inc. director Jeffrey Harry Black received a stock grant as part of his director compensation. He was awarded 4,266 shares of Carter's common stock on May 14, 2026 at a stated price of $0.00 per share, reflecting a non-cash equity award rather than an open-market purchase.
Following this grant, Black directly holds 17,303 shares of Carter's common stock. The transaction is classified as a grant, award, or other acquisition and represents routine equity-based compensation for board service rather than a discretionary trade in the market.