KinderCare Learning Companies, Inc.

KinderCare Learning Companies, Inc. (NYSE: KLC) operates as a leading private provider of early childhood education and care services across the United States. The company's website is located at https://investors.kindercare.com.

The company serves children ranging from six weeks to twelve years of age through a diversified portfolio of brands and service offerings. KinderCare Learning Centers, the flagship brand, operates 1,555 community-based centers with capacity to serve approximately 200,000 children and generated 88 percent of fiscal 2025 revenue. Crème School, a premium early education provider, operates 46 schools across 15 states with capacity for over 10,000 children and contributed 4 percent of revenue. Champions, a leading before- and after-school program provider, operates 1,153 sites nationwide and generated 8 percent of revenue. The company also operates 77 onsite employer-sponsored centers and maintains relationships with over 1,000 employers offering customized family care benefits.

As of January 3, 2026, KinderCare employed approximately 43,700 people, including over 42,000 teachers and staff and approximately 1,600 corporate support center employees. The company operates across 41 states and the District of Columbia, leasing approximately 1,600 early childhood education centers and utilizing approximately 1,000 before- and after-school sites.

The company's business model centers on delivering high-quality, outcomes-driven educational experiences anchored in four strategic pillars: educational excellence through proprietary curriculum and third-party assessments, people and engagement through data-driven talent management, health and safety protocols, and operational excellence. KinderCare pursues voluntary national accreditation and utilizes research-based assessment tools to demonstrate learning outcomes. In fiscal 2025, revenue generated from families whose tuition is partially or fully subsidized by government agencies comprised 37 percent of total revenue, reflecting the company's significant role in serving low-income families.

The company operates in a highly fragmented market where the top five providers represent approximately 6 percent of total capacity. Growth strategies include increasing same-center revenues through enrollment and pricing optimization, expanding footprint through greenfield development and acquisitions, and developing adjacent revenue streams through employer-sponsored programs and tuition benefits offerings.