- Carter's is the market leader in young children's apparel and is well-positioned for a post-pandemic recovery with a long runway of profitable growth.
- My last article focused on a potential inflection point on the horizon that may result in favorable demographic tailwinds that are currently being overlooked by investors.
- In this article, I lay out my valuation of CRI - which I estimate is worth 20-25% more than prevailing market prices, making CRI an interesting opportunity to consider.
For further details see:
Carter's, Inc.: Valuing The Baby That Was Tossed With The Bathwater