Carter's Reports Strong Q1 2026 U.S. Retail Sales Growth, Maintains Full-Year Outlook

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Carter's reported first-quarter 2026 U.S. Retail net sales increased nearly 13%, driven by comparable sales growth of more than 10% across stores and e-commerce channels. The Baby assortment remained the primary growth driver, while Toddler and Kid categories also reflected gains. For full-year 2026, the company expects net sales growth in the low to mid-single-digit range compared with 2025, supported by growth across all major business segments including U.S. Retail, U.S. Wholesale and International. Adjusted operating income is also expected to increase in the low to mid-single-digit range, with a larger portion of profit growth anticipated in the second half of the year as tariff pressures moderate and pricing benefits improve. Management maintained its operating cash flow forecast of $110-$120 million and expects capital expenditures of roughly $55 million.

Impact on assets 4

Consumer Discretionary▲
Carter’s Inc
CRI
▲ PositiveDemandrelevance

Carter's reported strong Q1 U.S. Retail sales growth of nearly 13%, driven by comparable sales growth over 10%.