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Carter's Wholesale Weakness: Temporary Reset or Structural Shift?
ZACKS· 2026-01-30 18:05
Key Takeaways CRI saw U.S. Wholesale sales decline in Q3, driven by lower Simple Joys demand on Amazon.CRI views the Simple Joys slowdown as a structural shift and is refocusing on core brands.CRI expects low-single-digit Wholesale declines in Q4, offset partly by growth in other brands.Carter’s, Inc. (CRI) experienced weakness in the U.S. Wholesale segment, which saw a decline in net sales in the third quarter of 2025. The decline was mainly due to lower sales of the Simple Joys brand on Amazon. Management ...