Professional
Added to YB: 2025-07-11
Pitch date: 2025-07-01
CRI [neutral]
Carter's, Inc.
+5.74%
current return
Author Info
No bio for this author
Company Info
Carter's, Inc., together with its subsidiaries, designs, sources, and markets branded childrenswear in the United States and internationally.
Market Cap
$1.2B
Pitch Price
$30.87
Price Target
N/A
Dividend
3.12%
EV/EBITDA
2.85
P/E
5.98
EV/Sales
0.57
Sector
Textiles, Apparel and Luxury Goods
Category
value
Palm Valley Capital Fund Portfolio Holding: Carter's, Inc.
CRI (increased position): Q1 beat but withdrew 2025 guidance due to tariff uncertainty & CEO transition. Supply mostly from Vietnam, Cambodia, Bangladesh, India. New CEO (ex-Vans) may increase marketing spend, risking margins. Position reduced on changed margin assumptions. Still cheap at below-historical revenue/profit levels.
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