Part 7/9:
Interestingly, Fischer mentions Carter’s constant sales and discounts—"always-on-sale" strategies—which seem to help the company maintain customer loyalty and drive sales. Broido questions whether this discounting approach benefits or harms the brand. Fischer affirms that aggressive promotions appear to be advantageous, likely boosting sales volume and customer retention.
The Role of Brand Positioning and Market Structure
Gross comments that Carter’s could be an attractive acquisition target, especially considering its strong brand strength. He observes that it might be the sort of standalone entity that could eventually be folded into a larger apparel conglomerate, similar to what’s happened historically in sectors like steel manufacturing.