The Children's Place, Inc.

Overview

Pure-play children's specialty retailer in North America with an omnichannel presence.
Brands: The Children’s Place and Gymboree.
Global operations include 498 stores in North America, a multi-channel e-commerce platform, and wholesale/international distribution through franchise and wholesale partners.
Digital storefronts: www.childrensplace.com and www.gymboree.com.
International footprint: 223 international points of distribution in 12 countries through nine international franchise and wholesale partners.
The company designs, contracts manufacture, and sells apparel, accessories, and footwear predominantly at value prices.
Mithaq Capital SPC (a Cayman segregated portfolio company) became the controlling stockholder during Fiscal 2024 and increased its shareholding following a rights offering in Fiscal 2025.

Core product lines: high-quality, affordable apparel, accessories, and footwear for children.
Product strategy balances trend-right fashion with basics and value pricing.

Integrated retail stores (U.S., Canada, Puerto Rico) and e-commerce support an omnichannel customer experience.
Wholesale relationships include marketplaces and a U.S. wholesale relationship with Amazon, as well as international franchisees.
Emphasis on ship-from-store capabilities, store portfolio management, renovations, and landlord relationships.
Uses first-party data for targeted marketing, a loyalty program (MyPLACE), and a private label card ecosystem to drive frequency and retention.

Reported segments: The Children’s Place U.S. and The Children’s Place International.
- U.S. segment: U.S. and Puerto Rico stores and U.S.-based wholesale revenue.
- International segment: Canada stores and revenue from international franchisees; certain central costs are allocated to International.
Segment profitability is reported based on operating income (loss).

Total stores (as of January 31, 2026): 498
- United States: 436
- Canada: 56
- Puerto Rico: 6
Store format: multiple formats averaging about 4,900 square feet.
Employees (as of January 31, 2026):
- Approximately 7,800 total employees
- About 1,430 at corporate offices and distribution centers
- About 1,070 full-time store employees
- About 5,300 part-time and seasonal store employees
No employees are covered by a collective bargaining agreement.

The company contracts to manufacture the substantial majority of its products and does not own manufacturing facilities.
Sourcing network includes offices in Hong Kong, Pakistan, Kenya, China, India, Ethiopia, and Indonesia.
Key sourcing countries: Bangladesh and Vietnam each account for more than 15% of sourced merchandise; no single country represents more than 20% of total sourcing capacity; exposure to China is limited to the mid-single digits.
Responsible sourcing program monitors supplier facilities for safe working conditions and compliance with local laws, with ongoing efforts to reduce risks such as forced labor and to meet supply chain traceability and regulatory requirements (e.g., Uyghur Forced Labor Prevention Act).
Sustainability reporting: Sustainability and Social Impact Update published in October 2024 with planned biennial updates.

Digital expansion includes redesigned responsive websites and mobile applications, expanded personalization, and ship-from-store capabilities across the fleet.
Marketing uses a full-funnel approach across brand, performance marketing, CRM, and retail channels, and applies data to improve engagement and retention.

The Human Capital & Compensation Committee oversees talent strategies, succession planning, and leadership development.
Governance framework aligns with management changes and strategic priorities.

Mithaq Capital SPC became the controlling stockholder in Fiscal 2024.
Mithaq increased its shareholding further as a result of the rights offering in Fiscal 2025.