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.
Carter’s, Inc. (CRI) announced an organizational restructuring plan to right-size its cost structure, with total charges expected at $10.1–$11.1 million. The company recorded $6.1 million of these charges in the third quarter of fiscal 2025 and expects an additional $4.0–$5.0 million in the fourth quarter.
The company expects to pay substantially all of these costs in the first two quarters of fiscal 2026, with actions associated with the plan expected to be substantially completed by the second quarter of fiscal 2026, subject to local law and consultation requirements. Carter’s also furnished a press release with financial results for the fiscal quarter ended September 27, 2025 as Exhibit 99.1; the information was furnished, not filed.
Carter's, Inc. adopted a stockholder rights plan to deter takeover attempts and preserve long-term value for shareholders. The board declared a dividend of one Right for each outstanding share of common stock to holders of record at the close of business on October 3, 2025. Each Right permits its holder, under the Rights Agreement, to buy one ten-thousandth of a share of Series A Junior Participating Preferred Stock at an initial exercise price of $160.00 per Right, subject to adjustment.
The Rights Agreement, dated September 22, 2025, names Equiniti Trust Company, LLC as Rights Agent and includes a flip-in feature. If a person or group becomes an "Acquiring Person," most Rights held by that Acquiring Person and certain affiliates automatically become null and void, while other holders may exercise Rights to receive Common Stock valued at two times the exercise price. Related documents include the Certificate of Designation for the Preferred Stock and a press release dated September 24, 2025.
Hali Borenstein, a director of Carter's, Inc. (CRI), received 16.8031 shares of the issuer's common stock on 09/12/2025 at no cash cost under the companys director deferred compensation program. Following the transaction, the reporting persons total beneficial ownership is reported as 16,991.8143 shares. The Form 4 was filed by one reporting person and signed by an attorney-in-fact on 09/12/2025. The filing explains these shares were credited as a dividend payment and will be settled pursuant to the deferred compensation plan.
Jevin Eagle, a director of Carters, Inc. (CRI), was credited with 16.8031 shares of common stock on 09/12/2025 as part of the company’s director deferred compensation program. The shares were recorded at a $0 price because they represent a dividend payment credited into the plan rather than a market purchase. After this transaction, the reporting person’s beneficial ownership totaled 22,713.8143 shares. The Form 4 was filed individually and signed by an attorney-in-fact, Derek Swanson, on 09/12/2025. The filing indicates the change is non-derivative and direct ownership resulting from the dividend-crediting mechanism.
RWWM, Inc. and related persons reported beneficial ownership of Carter's Inc. (CRI) common stock totaling 6,141,521 shares, representing 16.86% of the class as of the reporting event date 08/31/2025. RWWM, Inc. (an investment adviser organized in California) holds sole dispositive power over those 6,141,521 shares while recording no sole voting power. The RWWM Inc. 401(k) Profit Sharing Plan holds 8,604 shares (0.02%) with shared voting power. Scott P. Roseman and Aaron J. Wagner are named individuals: both report shared dispositive power over 6,141,521 shares; Mr. Wagner reports 849 shares with sole voting power. The filing states the securities are held in the ordinary course of business and were not acquired to change or influence control of the issuer.
Carter's, Inc. (CRI) disclosed the involuntary termination without cause of Ms. Krugman, effective October 21, 2025, with severance and a customary release to be confirmed in a separation agreement; her 2025 annual incentive payout, if any, will be pro-rated through August 22, 2025. The Board irrevocably terminated The William Carter Company Deferred Compensation Plan effective September 30, 2025, citing low participation, administrative complexity, and reduced need following an approved transition to a Safe Harbor 401(k) Plan. The Plan is overfunded; participating employees will receive a single lump-sum payout of their account balances on a Final Payment Date scheduled no earlier than 12 months and no later than 24 months after termination. As of August 14, 2025, 16 of 302 eligible employees were active participants.
Emily DeHaven Scanlon Evert, Chief Strategy Officer of Carter's Inc. (CRI), reported initial beneficial ownership of 78,868 shares of Common Stock on Form 3 dated 08/14/2025. The shares are restricted and vest in four equal annual installments beginning one year after the grant. The filing was signed by an attorney-in-fact on 08/15/2025.
Sarah Crockett, Chief Marketing Officer and Director of Carter's Inc. (CRI), reported initial beneficial ownership of 25,632 shares of common stock on Form 3 filed for the event dated 08/14/2025. The shares are restricted and vest in four equal annual installments beginning one year after the grant date, and ownership is reported as direct. The form was signed by an attorney-in-fact on 08/15/2025.
Carter’s, Inc. reported that on August 14, 2025 it issued a press release announcing the declaration of a quarterly cash dividend for its shareholders. The company furnished this information under a Regulation FD disclosure, meaning it is sharing the same information with all investors at the same time.
The actual dividend details are contained in the press release, which is attached as Exhibit 99.1 and incorporated by reference. This report itself does not treat the dividend information as formally filed under securities law, but rather as information made available for fair disclosure.
AQR Capital Management and its parent beneficially own 2,564,457 shares of Carter's common stock, equal to 7.04% of the class. The report shows the holders have shared voting power and shared dispositive power over these shares rather than sole control. The filing is submitted under Schedule 13G and includes a certification that the securities are held in the ordinary course of business and not with the purpose of changing or influencing control of the issuer. The filing also states that AQR Capital Management, LLC is a wholly owned subsidiary of AQR Capital Management Holdings, LLC.