儿童服装零售商卡特（Carter's，股票代码：CRI）今日盘中股价大涨6.94%，引起市场广泛关注。尽管公司面临一些挑战，但重组计划似乎提振了投资者信心。
据报道，卡特公司计划到2025年底裁减约300个办公室职位，占员工总数的15%。此外，公司还计划在未来三年内在北美关闭约150家门店，高于此前计划的100家。卡特预计，这些措施将从2026年开始每年在多个类别上削减1000万美元的销售、一般及行政（SG&A）支出。这一系列重组计划旨在提高公司运营效率，优化成本结构。
然而，卡特公司仍面临诸多挑战。公司第三季度营收为7.578亿美元，低于分析师预期的7.698亿美元，主要原因是关税导致产品成本上升，进而影响了服装批发需求。卡特警告称，关税对税前利润的年化影响在2亿至2.5亿美元之间。为应对这一挑战，公司计划到2025财年将其产品采购支出的75%转移到越南、柬埔寨、孟加拉国和印度，而中国占比将降至不到3%。尽管面临这些困难，投资者似乎对公司的重组计划持积极态度，推动了股价的上涨。
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