Rock-bottom prices don't always mean rock-bottom businesses.
The stocks we're examining today have all touched their 52-week lows, creating a classic investor's dilemma: bargain opportunity or value trap?
Barclays analyst Paul Kearney initiated coverage on Gildan Activewear, Macy's, Columbia Sportswear, Carter's and Kohl's, with mixed ratings and price forecasts. Despite strong U.S. consumer trends, Kearney remains cautious, citing market volatility and tariff risks impacting apparel sales into 2026.
Shares of children’s apparel manufacturer Carter’s (NYSE:CRI)
fell 11.5% in the afternoon session after the company reported weak first-quarter 2025 results, as a narrow beat on adjusted EPS and stronger-than-expected same-store sales were overshadowed by its suspension of forward guidance amid a CEO transition and tariff uncertainty.
Children’s apparel manufacturer Carter’s (NYSE:CRI) reported revenue ahead of Wall Street’s expectations in Q1 CY2025, but sales fell by 4.8% year on year to $629.8 million. Its non-GAAP profit of $0.66 per share was 27.9% above analysts’ consensus estimates.
Earnings results often indicate what direction a company will take in the months ahead. With Q4 behind us, let’s have a look at Guess (NYSE:GES) and its peers.
The end of the earnings season is always a good time to take a step back and see who shined (and who not so much). Let’s take a look at how apparel and accessories stocks fared in Q4, starting with Oxford Industries (NYSE:OXM).
A number of stocks fell in the afternoon session after stocks gave back some of the gains from the previous day as the White House clarified the tariffs on imports from China would add up to 145%, while the baseline 10% tariffs remained in place for all countries. This reminded markets that the global trade environment remained volatile, limiting the potential for sustained gains.
A number of stocks fell in the afternoon session after markets gave up early gains with optimism over progress in US-China trade talks quickly fading as the Trump administration announced plans to raise tariffs on all Chinese imports to well above 100%.
Quarterly earnings results are a good time to check in on a company’s progress, especially compared to its peers in the same sector. Today we are looking at Carter's (NYSE:CRI) and the best and worst performers in the apparel and accessories industry.
Shares of children’s apparel manufacturer Carter’s (NYSE:CRI)
fell 15.7% in the afternoon session after President Trump announced "reciprocal tariffs" on all US imports, set at a minimum rate of 10%.
Shareholders of Carter's would probably like to forget the past six months even happened. The stock dropped 40.3% and now trades at $40.01. This might have investors contemplating their next move.
