clintparmsway Posted - 1 week ago

$CRI Strong day today. At 51 bucks (1.8bn market cap) I think under this “market friendly” president, all bad news is priced. Corporation tax cuts will boost eps into 25/26 even on flat revenues. Could the play even become thematic? Campaign to increase national birth rate (especially given anti-immigration policies). I’m liking $CRI more every day.

OpenOutcrier Posted - 2 weeks ago

$CRI (+1.9% pre) Carter's Q3 Earnings Beat Estimates, Sales Decline 4.2% Y/Y https://ooc.bz/l/47022

Joethenovice Posted - 10/30/24

@Acdcwi That's from a call about '23. They were complaining that they had too much inventory in '23 (which is a problem that the $CROX CEO acknowledged was a big misstep early on) and took a loss on it. Then they were saying that they are seeing good sell through with the lower inventories but not enough to make up what they were making when HD was really "in" (in '22). Heydude has decent margins. Even with flat revenues from Crocs the FCF should be just fine. Crocs is soaring internationally (including huge opportunity next year with the plant being complete in India so they can finally meet the demand there, and if the war ever ends, they can go back to doing good business in Russia) stable and growing modestly nationally and seems to be here to stay. I'm holding strong and will add if we have a repeat crash to the 80's. I will check out $CRI though.

clintparmsway Posted - 10/30/24

$CROX Buckle Q4 earnings: “HeyDude, last year, $40 million of our business was -- that's close -- was down in Hey Dude footwear, was close to half of our total loss for the year”. HeyDude is surely going to crush margins, particularly if god forbid crocs brand sees flat revenues. I think within 18 months FCF could look significantly less healthy. Question is how low? And what would that put the market cap at on a 10x LFCF. In consumer goods there are other places to look - $CRI which you can be sure will have better FCF 18 months out. Impairment loss in net income for HeyDude in the next 2 years?

clintparmsway Posted - 10/30/24

@Joethenovice $BKE Q4 earnings: “HeyDude, last year, $40 million of our business was -- that's close -- was down in Hey Dude footwear, was close to half of our total loss for the year”. HeyDude is surely going to crush margins, particularly if god forbid crocs brand sees flat revenues. I think within 18 months FCF could look significantly less healthy. Question is how low? And what would that put the market cap at on a 10x LFCF. In consumer goods there are other places to look - $CRI which you can be sure will have better FCF 18 months out. Impairment loss in net income for HeyDude in the near 2 years?

Jamesiam Posted - 10/28/24

$CRI will they reduce the dividend?

Platine83 Posted - 10/28/24

$CRI Institutions hold 120% of this company. This is insane

SalmanAziz Posted - 10/28/24

$CRI gonna wait till the end of the week to take a starter position.

markstr Posted - 10/27/24

$CRI

Jamesiam Posted - 10/26/24

$CRI will this go back to $60 anytime soon?

clintparmsway Posted - 10/25/24

$CRI Initiated a position today. Interesting sell-off today, I assume because of the suspension of buybacks - insignificant and the correct thing to do. It was a pretty good earnings and call. Guiding for 200m for net cash from operations for FY2024 (only 11m YTD) so a big q4 coming. FCF down from 2023 mainly because of a 200m dollar swing in inventories they haven’t cleared yet compared to last year. Management bullish on H1 2025 and the supply chain. Birth rates have been supressed, demand will return sooner than is being priced, and they are aiming to boost sales by 250m with new stores within 2ish years (by 2027). When inventories are better managed, there is going to be a big jump in FCF. I’d say it’s currently trading at about 15xFCF/EV (150-160m FCF) with a 5% divvy. Started a position, and if they wanna sell this off another 20% I will be coming in with considerable size. PT $72-80 if they can show they are on track for 250m FCF by end of Q2 2025.

swingingtech Posted - 10/25/24

$CRI https://wallstreetwaves.com/carters-stock-faces-increased-selling-pressure/

briefingcom Posted - 10/25/24

$CRI: Carter's beats by $0.24, reports revs in-line; guides Q4 EPS below consensus, revs in-line https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20241025062003CRI&utm_campaign=inplay&utm_medium=social&utm_source=st&utm_content=view_page

OpenOutcrier Posted - 10/25/24

$CRI (+1.3% pre) Carter's Non-GAAP EPS of $1.64 beats by $0.24, revenue of $758M beats by $2.39M - SA https://seekingalpha.com/news/4203472-carters-non-gaap-eps-of-1_64-beats-0_24-revenue-of-758m-beats-2_39m

DonCorleone77 Posted - 10/25/24

$CRI Carter's sees Q4 adjusted EPS $1.32-$1.72, consensus $1.85 Sees Q4 revenue $800M-$840M, consensus $825.49M.

DonCorleone77 Posted - 10/25/24

$CRI Carter's raises FY24 adjusted EPS to $4.70-$5.15 from $4.60-$5.05 Consensus is for FY24 EPS $5.04. Sees FY24 revenue $2.785B-$2.825B, consensus $2.81B. Sees FY24 adjusted operating income $240M-$260M; operating cash flow $200M. Raises FY24 Capital expenditures view to $65M from $75M.

DonCorleone77 Posted - 10/25/24

$CRI Carter's reports Q3 adjusted EPS $1.64, consensus $1.40 Reports Q3 revenue $758M, consensus $755.61M. "We exceeded our Q3 sales and earnings objectives," said Michael D. Casey, Chairman and CEO. "Our U.S. Retail sales were better than planned and driven by the strength of our product offerings, and effectiveness of our pricing and brand marketing strategies. In July, we initiated a plan to invest $40M in more competitive pricing and $10M in additional brand marketing in the second half of this year. We believe these investments, together with better in-store and online shopping experiences, improved the trend in our U.S. Retail sales in the third quarter. Compared to the first half of this year, we saw improving trends in conversion rates, transactions, unit volume, and new customer acquisition."

WeeklyTrader Posted - 10/23/24

Who's ready for $CRI's big breakout? RSI: 53.29% 50-day MA: $66.16 200-day MA: $70.31

WeeklyTrader Posted - 1 month ago

What’s your take on the future of $CRI? RSI: 47.01% 50-day MA: $65.51 200-day MA: $70.53

Kascnef82 Posted - 1 month ago

$CRI looks like Jimmy Carter is weak

StockInvest_us Posted - 2 months ago

Signal alert: $CRI - Overbought Trend Short (Overvalued) https://stockinvest.us/l/RRkYExycbl

Thestocktraderhubzee Posted - 2 months ago

$CRI Wells Fargo Maintains Equal-Weight on Carter's, Raises Price Target to $72

jmorg70 Posted - 08/28/24

$CRI Snoozefest here. I have a position that is uncomfortably large for me and it is literally +.0023%

jmorg70 Posted - 08/27/24

$CRI Pump and dump going on this morning.

walktothecabin Posted - 3 months ago

$CRI - retail, dividend, perhaps has bottomed

markstr Posted - 3 months ago

$CRI

NVDAMillionaire Posted - 07/31/24

$CRI Carter’s (NYSE:CRI) Weathers Macroeconomic Headwinds, Maintains Solid Fundamentals http://beyondspx.com/2024/07/27/carters-nysecri-weathers-macroeconomic-headwinds-maintains-solid-fundamentals/

LewisDaKat Posted - 07/26/24

$CRI News Article Carter's, Inc. Reports Second Quarter Fiscal 2024 Results https://marketwirenews.com/news-releases/carter-s-inc-reports-second-quarter-fiscal-2024-resu-5171382504606304.html $CRI

briefingcom Posted - 07/26/24

$CRI: Carter's beats by $0.26, reports revs in-line; guides Q3 EPS below consensus, revs below consensus; guides FY24 EPS below consensus, revs below consensus https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20240726061402CRI&utm_campaign=inplay&utm_medium=social&utm_source=st&utm_content=view_page

itsallaboutheoptions Posted - 07/26/24

$CRI on puts since yesterday