← Carter’s overview

Carter’s vs Amer Sports: why the prices moved differently

Weekly · monthly · quarterly news summaries, side by side in time

Carter’s Inc (CRI)

Q3 2026
▲2▼1

Carter's beats, raises dividend, expands delivery, but store closures and soft guidance weigh

  • Q2 beat and raised outlook Carter's reported Q2 EPS of $0.26, beating estimates by $0.20, with revenue up 5.1% to $615 million. Management raised Q3 EPS guidance to $0.85 and improved the full-year adjusted EPS outlook, while operating cash flow guidance rose to $230-240 million. This strengthens confidence in the business and supports the stock price.

    This is the core positive fundamental driver that directly boosts investor confidence and the stock price.

  • Dividend increase and DoorDash partnership Carter's declared a $0.25 quarterly dividend and became DoorDash's largest kids' apparel assortment for rapid back-to-school delivery. These moves return cash to shareholders and expand brand reach to more customers, modestly supporting the stock.

    These are new capital return and distribution expansion actions that positively influence investor sentiment and demand.

  • Store closures and narrowed outlook Carter's closed 29 stores in the first half of 2026 as part of a plan to shutter 150 lower-margin locations by 2028. The company narrowed its full-year outlook, and the stock fell over 8% on the news. This raises concerns about growth and margin pressure.

    This is a key negative event that directly caused a sharp stock drop and reflects ongoing challenges.

  • Q2 revenue beat but soft next-quarter guidance Carter's Q2 revenue rose 5.2% to $615.5 million, beating estimates, with adjusted operating profit up 54%. However, next-quarter revenue guidance missed consensus, and the stock is down 15.4% since the report. This shows operational strength but also cautious future expectations.

    This captures the mixed nature of the latest earnings report, balancing strong past results with weak forward guidance.

September 2026
▲2▼1

Carter's beats, raises dividend, expands delivery, but store closures and soft guidance weigh

  • Q2 beat and raised outlook Carter's reported Q2 EPS of $0.26, beating estimates by $0.20, with revenue up 5.1% to $615 million. Management raised Q3 EPS guidance to $0.85 and improved the full-year adjusted EPS outlook, while operating cash flow guidance rose to $230-240 million. This strengthens confidence in the business and supports the stock price.

    This is the core positive fundamental driver that directly boosts investor confidence and the stock price.

  • Dividend increase and DoorDash partnership Carter's declared a $0.25 quarterly dividend and became DoorDash's largest kids' apparel assortment for rapid back-to-school delivery. These moves return cash to shareholders and expand brand reach to more customers, modestly supporting the stock.

    These are new capital return and distribution expansion actions that positively influence investor sentiment and demand.

  • Store closures and narrowed outlook Carter's closed 29 stores in the first half of 2026 as part of a plan to shutter 150 lower-margin locations by 2028. The company narrowed its full-year outlook, and the stock fell over 8% on the news. This raises concerns about growth and margin pressure.

    This is a key negative event that directly caused a sharp stock drop and reflects ongoing challenges.

  • Q2 revenue beat but soft next-quarter guidance Carter's Q2 revenue rose 5.2% to $615.5 million, beating estimates, with adjusted operating profit up 54%. However, next-quarter revenue guidance missed consensus, and the stock is down 15.4% since the report. This shows operational strength but also cautious future expectations.

    This captures the mixed nature of the latest earnings report, balancing strong past results with weak forward guidance.

Latest
▲2▼1

Carter's beats, raises dividend, expands delivery, but store closures and soft guidance weigh

  • Q2 beat and raised outlook Carter's reported Q2 EPS of $0.26, beating estimates by $0.20, with revenue up 5.1% to $615 million. Management raised Q3 EPS guidance to $0.85 and improved the full-year adjusted EPS outlook, while operating cash flow guidance rose to $230-240 million. This strengthens confidence in the business and supports the stock price.

    This is the core positive fundamental driver that directly boosts investor confidence and the stock price.

  • Dividend increase and DoorDash partnership Carter's declared a $0.25 quarterly dividend and became DoorDash's largest kids' apparel assortment for rapid back-to-school delivery. These moves return cash to shareholders and expand brand reach to more customers, modestly supporting the stock.

    These are new capital return and distribution expansion actions that positively influence investor sentiment and demand.

  • Store closures and narrowed outlook Carter's closed 29 stores in the first half of 2026 as part of a plan to shutter 150 lower-margin locations by 2028. The company narrowed its full-year outlook, and the stock fell over 8% on the news. This raises concerns about growth and margin pressure.

    This is a key negative event that directly caused a sharp stock drop and reflects ongoing challenges.

  • Q2 revenue beat but soft next-quarter guidance Carter's Q2 revenue rose 5.2% to $615.5 million, beating estimates, with adjusted operating profit up 54%. However, next-quarter revenue guidance missed consensus, and the stock is down 15.4% since the report. This shows operational strength but also cautious future expectations.

    This captures the mixed nature of the latest earnings report, balancing strong past results with weak forward guidance.

Amer Sports, Inc. (AS)

Q3 2026
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

September 2026
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.

Latest
▲3

Amer Sports beats Q2, raises guidance again on Arc'teryx and Salomon strength

  • Q2 earnings beat and raised full-year guidance Amer Sports reported second-quarter results that beat expectations, with revenue up 32% to $1.63 billion and operating profit nearly tripling. Management raised full-year revenue growth guidance to about 24% and lifted its earnings outlook, signaling the business is performing better than previously expected.

    This is the core new event that directly drives the stock higher by showing stronger-than-expected profits and a brighter outlook.

  • All three brands and regions growing double digits Arc'teryx, Salomon, and Wilson all posted strong double-digit growth, with every region and sales channel expanding. Direct-to-consumer sales hit a record 55% of revenue, which helps margins because the company keeps more profit per sale instead of sharing it with retailers.

    Broad-based growth across brands and channels shows the strength is not a one-off, supporting a higher stock price.

  • Q3 guidance raised ahead of Investor Day On September 16, Amer Sports raised its third-quarter revenue growth outlook to 20-22% from 18-20% and lifted its operating margin target. It also reaffirmed long-term goals of low-double-digit to mid-teens annual revenue growth and steady margin expansion, giving investors confidence in future profits.

    This is a fresh, forward-looking upgrade that extends the positive earnings story and supports the stock's valuation.

  • One-time tariff refunds flattered margins; Q3 growth slows A big chunk of the Q2 margin jump came from one-time tariff refunds, not regular operations. Without that boost, margins would look less impressive. Also, Q3 revenue growth is guided at 18-20%, well below the 32% just reported, so the pace of growth is slowing.

    This is the main counterweight: it warns that some of the profit surge may not repeat and growth is decelerating, which could temper stock gains.