CARTERS (CRI) Q2 FY26 earnings call

Carter's delivered solid Q2 FY26 results, exceeding outlook with net sales up 5% and adjusted operating profit increasing 54%, significantly bolstered by a $132 million tariff recovery. The company continues to see strong U.S. retail comparable sales growth and e-commerce acceleration, driven by effective marketing and platform investments. While navigating a complex macro environment with some wholesale softness and consumer price resistance, the new CEO is focused on leveraging iconic brands and a multi-channel model to drive consistent, profitable growth and enhance shareholder value.