KINDERCARE LEARNING COMPANIES INC (KLC)
Consumer Discretionary · Early Childhood Education and Child Care Services · NYSE
The nation's largest private early-childhood education and care provider, operating 1,555+ community centers plus employer-sponsored and before-/after-school programs serving 200,000+ children, facing acute demand pressures and profitability headwinds.
What KINDERCARE LEARNING COMPANIES INC does
KinderCare Learning Companies is the leading private provider of early education and child care services in the United States, operating a national network of community-based centers, employer-sponsored programs, and before- and after-school sites serving children from six weeks to 12 years of age. The company operates three consumer-facing brands: KinderCare Learning Centers (community-based ECE, 88% of revenue), Crème School (premium ECE, 4% of revenue), and Champions (before- and after-school programs, 8% of revenue). KinderCare also provides customized family care benefits and tuition assistance programs to employers with over 1,000 corporate relationships.
Themes: ["Early childhood education (ECE)","Child care services","Before- and after-school care","Employer-sponsored child care","Educational outcomes and school readiness","Workforce engagement and retention","Family benefits programs"]
Fundamentals
- Price$5.05 as of 2026-07-09 close
- Market cap$598M as of 2026-07-10
- 1-year return-49.1% as of 2026-07-09 close
- Net margin-15.5% as of 2026-07-10
- Gross margin+21.0% as of 2026-07-10
- ROE-55.0% as of 2026-07-10
- Debt / equity1.97 as of 2026-07-10
- Revenue growth (YoY)-17.8% as of 2026-07-10
- Revenue CAGR (3y)+6.0% SEC XBRL
- Beta2.31 as of 2026-07-10
Key risks (from latest filing)
["Significant revenue decline (-17.82% YoY) and unprofitability (-15.48% net margin) as of latest reporting, with material weakness in internal controls over financial reporting that may impede compliance with financial reporting obligations","Heavy dependence on child enrollment and family demand, which is vulnerable to demographic trends, economic conditions, unemployment rates, and potential permanent shifts in workforce office environments reducing demand for center-based child care","Substantial leverage (long-term debt of ~$917M as of April 2026) could constrain capital availability, limit operational flexibility, and restrict cash flow available for reinvestment and growth initiatives"]
Competitors & peers
- Bright Horizons Family Solutions
- Learning Care Group
- Tutor Time Learning Centers
- La Petite Academy
- Goddard Systems
- Primrose Schools
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.