KinderCare Learning Companies Inc (NYSE:KLC)

Q1 2026 Kindercare Learning Companies Inc Earnings Call Transcript

May 14, 2026 / 09:00 PM GMT

Release Date Price: $4.37 (+6.33%)

Transcript 10-Q8-K

Key Points

Positve

KinderCare Learning Companies Inc (KLC) reported a modest increase in revenue, supported by strong performance in its Champions brand and B2B businesses.
The company saw a 15% increase in inquiries in targeted areas due to refined marketing investments, indicating growing interest from families.
Enrollment in the opportunity region increased by 8%, showcasing effective leadership and strategic focus in underperforming areas.
The Champions segment experienced 70% growth, driven by new site additions and strong performance at existing sites.
KLC signed 12 new tuition benefit clients in the quarter, reflecting strong employer interest in supporting employees with childcare solutions.

Negative

Enrollment in Early Childhood Education (ECE) centers remained below prior year levels, down about 3%, which continues to be a primary pressure point.
Same-center revenue decreased by $7 million from last year, primarily due to lower enrollment.
The company expects to close more centers than usual in 2026 as part of a comprehensive network assessment, which could create near-term variability.
Adjusted EBITDA decreased to $52 million from $83 million in the first quarter of the previous year, impacted by lower occupancy.
The company recorded a non-cash impairment related to a decline in stock price, resulting in a reported net loss of $290 million.

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

KLC.N - Kindercare Learning Companies Inc
Q1 2026 Kindercare Learning Companies Inc Earnings Call
May 14, 2026 / 09:00PM GMT

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Presentation
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Unidentified_1 [1]
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Welcome to KinderCare's first quarter earnings conference call.

All lines have been placed on mute to prevent any background noise.

After the speaker's remarks, there will be a question-and-answer session.

If you would like to ask a question during this time, simply press star followed by the number one on your telephone keypad.

If you would like to withdraw your question, press star one again.

It is now my pleasure to introduce Olivia Keer, KinderCare's VP of Investor Relations.

Ms. Keer, you may now begin the conference.

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Unidentified_2 [2]
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