KinderCare Learning Companies Inc (NYSE:KLC)

Q3 2025 Kindercare Learning Companies Inc Earnings Call Transcript

Nov 12, 2025 / 10:00 PM GMT

Release Date Price: $5 (-2.15%)

Transcript 10-Q8-K

Key Points

Positve

KinderCare Learning Companies Inc (KLC) reported a revenue of $677 million, up nearly 1% from last year.
The company continues to see strong performance in its Champions before and after school business, with double-digit revenue growth year over year.
KinderCare for employers, which includes on-site employer-focused centers, continues to perform well with average occupancy over 70%.
The company successfully expanded its employer relationships, signing 20 new contracts with employers across 17 states.
KinderCare Learning Companies Inc (KLC) opened 2 new early childhood education centers and acquired 6 centers across different states, indicating growth in its center count.

Negative

Same center occupancy was at the lower end of the expected range, finishing at an average of 67%, down 160 basis points from a year ago.
The company faced headwinds in its subsidy business due to softening tuition reimbursement rates and fewer new student authorizations in certain states.
Total average weekly full-time enrollments decreased by 190 basis points, reflecting lower overall enrollment compared to last year.
The company experienced a slower pace of enrollments during the back-to-school season, impacting revenue and margins.
KinderCare Learning Companies Inc (KLC) adjusted its full-year 2025 revenue forecast due to slower recovery in enrollment and occupancy, expecting revenue to finish between $2.72 and $2.74 billion.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KLC.N - Kindercare Learning Companies Inc
Q3 2025 Kindercare Learning Companies Inc Earnings Call
Nov 12, 2025 / 10:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good afternoon ladies and gentlemen, and welcome to the Kindercare 3rd quarter 2025 earnings conference call. At this time, all lines are in listen-only mode, and following the presentation, we will conduct a question-and-answer session. If at any time during this call you require immediate assistance, please press 0 for the operator.

This call is being recorded on Wednesday, November 12th, 2025. I'm announcing the call over to Ms Olivia Keir. Please go ahead.

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Unidentified_2 [2]
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Thank you and good evening everyone.

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