Carter's, Inc. declared a quarterly dividend of US$0.25 per share, payable on September 25, 2026, to shareholders of record as of September 1, 2026, and became DoorDash's largest kids' apparel assortment for rapid back-to-school delivery. The company also reported earnings that exceeded expectations and raised its outlook, citing marketing and productivity improvements and strength in its baby segment. The new dividend and DoorDash partnership are seen as modest supports to brand reach and confidence, but the core investment narrative still hinges on the baby franchise's resilience against weaker birth trends and rising tariffs. Carter's projects $3.1 billion revenue and $134.4 million earnings by 2029, implying a fair value of $42.67 per share, a 24% upside to its current price. The most optimistic analysts see revenue near $3.2 billion and earnings near $127.8 million, highlighting divergent views on the company's future.
Carter’s IncRaises dividend, beats earnings, raises outlook, and projects fair value upside.
DoorDash, Inc. Class A Common StockBecomes largest kids' apparel assortment partner for Carter's, boosting delivery demand.
