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Edge12 Dec 2025
Running on Clouds: The Story of On
The story of how a Swiss runner's pursuit of a new running sensation became On, aiming to be the most premium global sportswear brand worldwide.
Carter's
Carter's (CRI) investor relations material
Carter's 28th Annual ICR Conference 2026 summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.28th Annual ICR Conference 2026 summary12 Jan, 2026
Leadership insights and brand value
CEO highlighted the strong heritage and latent equity of the brands, emphasizing the need to unlock this value and leverage a talented leadership team.
Focus is on directing existing brand equity and organizational talent toward growth.
Investment and demand creation
Increased investment in product design and marketing is underway to better connect with Gen Z parents and modern consumers.
Marketing spend is being ramped up, with a data-driven, test-and-learn approach to ensure returns.
Productivity improvements are prioritized over new store openings, aiming to drive more traffic to existing stores.
Social media and influencer engagement are now key channels for reaching target customers.
Consumer trends and pricing
Holiday period saw strong performance across all channels and age categories, with higher prices and less promotion not deterring sales.
New consumers attracted tend to have higher incomes and are more receptive to premium products.
Growth in eco-friendly and premium product lines is contributing to revenue and customer file expansion.
Efforts are focused on re-engaging lapsed consumers and acquiring new ones.
Maintaining a competitive value equation (price, style, quality) is central to pricing strategy.
How will store closures boost retail profit?
New customer profile and pricing acceptance
What drives Amazon's brand portfolio shift?
Partial view of Summaries dataset, powered by Quartr API
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Next Carter's earnings date
Q4 202513 Feb, 2026
Carter's
Next Carter's earnings date
Q4 202513 Feb, 2026
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Frequently asked questions
Carter's, Inc. is the largest branded marketer in North America focused on apparel for babies and young children. The company owns several well-known brands, including Carter's, OshKosh B'gosh, Skip Hop, and Little Planet. Carter's sells a range of products such as clothing, accessories, footwear, and home décor for young children, primarily through its retail stores, e-commerce platforms, and various wholesale channels. Additionally, Carter's brands are available at major retailers like Walmart and Target, and online via platforms such as Amazon. Carter's is headquartered in Atlanta, Georgia, and its shares are traded on the NYSE.
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