KinderCare Learning Companies Inc. (KLC)
NYSE NYSE Primary 
KinderCare Learning: Valuation Looks Attractive Considering Fundamentals
KinderCare Learning Companies shares have plunged 61.3%, but the current valuation appears extremely attractive given the company's fundamentals. Despite declining enrollment and profitability, KLC continues to expand its center count and invest in growth initiatives, including digital tools and employer partnerships. Management has lowered near-term guidance due to subsidy cuts and economic headwinds, yet adjusted profits and cash flows show resilience versus last year.
KinderCare: Recovery Timeline Likely Pushed Back To A Later Period
Maintain a Hold rating on KinderCare as near-term headwinds persist, particularly weak enrollment and occupancy trends overshadowing positive developments. KLC's Champions segment and B2B employer channel show strong growth, but the core Early Childhood Education business remains flat, impacting overall profitability. State-level subsidy execution risks and a cautious consumer backdrop are expected to weigh on KLC's recovery, likely pushing improvement into 2027.
KinderCare Learning Companies, Inc. (KLC) Presents at J.P. Morgan 2025 Ultimate Services Investor Conference Transcript
KinderCare Learning Companies, Inc. ( KLC ) J.P. Morgan 2025 Ultimate Services Investor Conference November 18, 2025 3:20 PM EST Company Participants Anthony Amandi - Chief Financial Officer Conference Call Participants Judson Lindley - JPMorgan Chase & Co, Research Division Presentation Judson Lindley JPMorgan Chase & Co, Research Division Awesome.
KinderCare Learning Companies, Inc. (KLC) Q3 2025 Earnings Call Transcript
KinderCare Learning Companies, Inc. ( KLC ) Q3 2025 Earnings Call November 12, 2025 5:00 PM EST Company Participants Olivia Kirrer - Vice President of Growth Finance and M & A Paul Thompson - CEO & Director Anthony Amandi - Chief Financial Officer Conference Call Participants Yehuda Silverman - Morgan Stanley, Research Division Andrew Steinerman - JPMorgan Chase & Co, Research Division John Ronan Kennedy - Barclays Bank PLC, Research Division Jeffrey Meuler - Robert W. Baird & Co. Incorporated, Research Division Jeffrey Silber - BMO Capital Markets Equity Research Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Joshua Chan - UBS Investment Bank, Research Division Faiza Alwy - Deutsche Bank AG, Research Division Presentation Operator Good afternoon, ladies and gentlemen, and welcome to the KinderCare Third Quarter 2025 Earnings Conference Call.
KinderCare Learning Companies, Inc. (KLC) Q3 Earnings Surpass Estimates
KinderCare Learning Companies, Inc. (KLC) came out with quarterly earnings of $0.13 per share, beating the Zacks Consensus Estimate of $0.12 per share. This compares to earnings of $0.05 per share a year ago.
KinderCare Learning Companies: A Show-Me Stock Yet To Start A Turnaround
KinderCare's weak growth, declining enrollments, and operational issues undermine confidence and make it a 'show-me' stock unsuitable for investment right now. Heavy reliance on government support exposes KinderCare to policy risks, and recent legislative changes offer little near-term growth upside. Despite a low valuation compared to peers, KinderCare's lack of turnaround evidence and tepid guidance keep me on the sidelines.
KinderCare Learning Companies, Inc. (KLC) Q2 2025 Earnings Call Transcript
KinderCare Learning Companies, Inc. (NYSE:KLC ) Q2 2025 Earnings Conference Call August 12, 2025 5:00 PM ET Company Participants Anthony Amandi - Chief Financial Officer Olivia Kirrer - Vice President of Growth Finance and M & A Paul Thompson - CEO & Director Conference Call Participants Faiza Alwy - Deutsche Bank AG, Research Division Jeffrey Marc Silber - BMO Capital Markets Equity Research John Ronan Kennedy - Barclays Bank PLC, Research Division Keen Fai Tong - Goldman Sachs Group, Inc., Research Division Steven Pawlak - Robert W. Baird & Co. Incorporated, Research Division Toni Michele Kaplan - Morgan Stanley, Research Division Operator Good afternoon, ladies and gentlemen, and welcome to the KinderCare Second Quarter 2025 Earnings Conference Call.
KinderCare Learning Companies, Inc. (KLC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates
Although the revenue and EPS for KinderCare Learning Companies, Inc. (KLC) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
KinderCare Learning Companies: An Attractive Education Play
KinderCare is the largest US private childcare provider, showing strong revenue growth but recently challenged profitability due to post-COVID cost pressures. Despite recent losses, adjusted profits and EBITDA are rebounding, and management expects continued improvement with upcoming quarterly results as a catalyst. Shares trade at very low multiples, making KinderCare the cheapest among peers, with a massive $62B addressable market and industry fragmentation offering long-term upside.
KinderCare Learning: Poor Core Business Performance And Lingering Uncertainty (Rating Downgrade)
I am downgrading KinderCare Learning from buy to hold due to underperformance and significant political risks affecting revenue. KLC's core business trends remain weak, with flat occupancy and reliance on pricing rather than volume for growth. Government funding risks, particularly potential cuts to childcare subsidies, add uncertainty and pressure on KLC's financial outlook.
Why Is KinderCare Learning Companies Performing So Poorly?
KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment.
KinderCare Learning Companies, Inc. (KLC) Q4 2024 Earnings Call Transcript
KinderCare Learning Companies, Inc. (NYSE:KLC ) Q4 2024 Results Earnings Conference Call March 20, 2025 5:00 PM ET Company Participants Olivia Kirrer - Vice President, Growth Finance and M&A Paul Thompson - Chief Executive Officer Tony Amandi - Chief Financial Officer Conference Call Participants Andrew Steinerman - J.P. Morgan Toni Kaplan - Morgan Stanley Ronan Kennedy - Barclays George Tong - Goldman Sachs Jeff Silber - BMO Faiza Alwy - Deutsche Bank Jeffrey Meuler - Baird Joshua Chan - UBS Operator Welcome to KinderCare's fourth quarter earnings conference call.
