Major Estimate Revision • May 21
Consensus EPS estimates fall by 2,647% The consensus outlook for fiscal year 2026 has been updated. 2026 expected loss increased from -US$0.078 to -US$2.16 per share. Revenue forecast unchanged at US$2.71b. Consumer Services industry in the US expected to see average net income growth of 21% next year. Consensus price target up from US$3.19 to US$4.24. Share price fell 15% to US$3.71 over the past week. Reported Earnings • May 15
First quarter 2026 earnings: EPS misses analyst expectations First quarter 2026 results: US$2.45 loss per share (down from US$0.18 profit in 1Q 2025). Revenue: US$672.5m (flat on 1Q 2025). Net loss: US$289.8m (down US$311.0m from profit in 1Q 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Consumer Services industry in the US. Announcement • Apr 24
KinderCare Learning Companies, Inc. to Report Q1, 2026 Results on May 14, 2026 KinderCare Learning Companies, Inc. announced that they will report Q1, 2026 results After-Market on May 14, 2026 Announcement • Apr 21
KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026 KinderCare Learning Companies, Inc., Annual General Meeting, Jun 04, 2026. Recent Insider Transactions • Mar 19
Chairman & CEO recently bought US$999k worth of stock On the 18th of March, John Wyatt bought around 494k shares on-market at roughly US$2.02 per share. This transaction amounted to 91% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was John's only on-market trade for the last 12 months. Reported Earnings • Mar 15
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: US$0.95 loss per share. Revenue: US$2.73b (up 2.6% from FY 2024). Net loss: US$112.9m (loss widened 22% from FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Consumer Services industry in the US. New Risk • Mar 13
New major risk - Revenue and earnings growth Earnings have declined by 6.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Earnings have declined by 6.0% per year over the past 5 years. Announcement • Feb 20
KinderCare Learning Companies, Inc. to Report Q4, 2025 Results on Mar 12, 2026 KinderCare Learning Companies, Inc. announced that they will report Q4, 2025 results After-Market on Mar 12, 2026 Reported Earnings • Nov 13
Third quarter 2025 earnings: EPS misses analyst expectations Third quarter 2025 results: EPS: US$0.038 (down from US$0.15 in 3Q 2024). Revenue: US$676.8m (flat on 3Q 2024). Net income: US$4.55m (down 67% from 3Q 2024). Profit margin: 0.7% (down from 2.1% in 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 51%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Consumer Services industry in the US. Price Target Changed • Nov 13
Price target decreased by 32% to US$7.09 Down from US$10.50, the current price target is an average from 8 analysts. New target price is 75% above last closing price of US$4.04. Stock is down 84% over the past year. The company is forecast to post earnings per share of US$0.64 next year compared to a net loss per share of US$0.96 last year. Announcement • Nov 11
KinderCare Learning Companies, Inc. Announces Promotion of Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, Effective November 11, 2025 KinderCare Learning Companies, Inc. on November 10, 2025 announced the promotion of Chief Innovation Officer Lindsay Sorhondo to Executive Vice President and Chief Operating Officer, effective November 11, 2025. Ms. Sorhondo, age 41, will oversee the company’s strategy, operations and growth channels, customer experience and insights, as well as marketing and IT. In her new role, she will be responsible for driving alignment and innovation across KinderCare’s portfolio as the organization continues its mission to provide exceptional early education experiences for children and families nationwide. Since starting at KinderCare in 2013, Sorhondo has held various leadership roles, most recently as the company's Chief Innovation Officer. Over her 12-year tenure, she has been a key driver in strengthening the company’s business and operational capabilities, partnering across the organization and with field leadership to deliver strong execution and measurable outcomes. Prior to joining KinderCare, Sorhondo held leadership roles at ANN Inc. in New York City and served as a consultant with Gallup. She earned her bachelor’s degree in psychology from the University of California, San Diego, and her master’s degree in psychology from New York University. Announcement • Oct 30
KinderCare Learning Companies, Inc. to Report Q3, 2025 Results on Nov 12, 2025 KinderCare Learning Companies, Inc. announced that they will report Q3, 2025 results After-Market on Nov 12, 2025 Price Target Changed • Oct 15
Price target decreased by 17% to US$10.50 Down from US$12.63, the current price target is an average from 8 analysts. New target price is 80% above last closing price of US$5.82. Stock is down 79% over the past year. The company is forecast to post earnings per share of US$0.75 next year compared to a net loss per share of US$0.96 last year. Announcement • Aug 14
Gainey McKenna & Egleston Announces Files Class Action Lawsuit Against KinderCare Learning Companies, Inc Gainey McKenna & Egleston announced that a securities class action lawsuit has been filed in the United States District Court for the District of Oregon on behalf of all persons or entities who purchased the securities of KinderCare Learning Companies, Inc. (“KinderCare” or the “Company”) in its October 2024 initial public offering (the “IPO”). The Complaint alleges that Defendants made materially false and misleading statements because they failed to disclose the following adverse facts that existed at the time of the IPO: (i) that numerous incidents of child abuse, neglect, and harm had occurred at KinderCare facilities; (ii) that KinderCare did not provide the “highest quality care possible” at its facilities, and, indeed, in numerous instances had failed to provide even basic care, meet minimum standards in the child care industry, or comply with the laws and regulations governing the care of children; and (iii) that, as a result of (i)-(iii) above, KinderCare was exposed to a material, undisclosed risk of lawsuits, adverse regulatory action, negative publicity, reputational damage, and business loss. The Complaint further alleges that since the IPO, the price of KinderCare stock has fallen to lows near $9 per share – substantially less than half the $24 per share IPO price. Reported Earnings • Aug 13
Second quarter 2025 earnings: EPS misses analyst expectations Second quarter 2025 results: EPS: US$0.33 (up from US$0.32 in 2Q 2024). Revenue: US$700.1m (up 1.5% from 2Q 2024). Net income: US$38.6m (up 35% from 2Q 2024). Profit margin: 5.5% (up from 4.1% in 2Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 8.8%. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Consumer Services industry in the US. Announcement • Aug 13
KinderCare Learning Companies, Inc. Refines Earnings Guidance for the Full Year 2025 KinderCare Learning Companies, Inc. refined earnings guidance for the full year 2025. For the year, based on lowered occupancy expectations, company's revenue is now expected to be approximately $2.75 billion to $2.80 billion. Announcement • Jul 30
KinderCare Learning Companies, Inc. to Report Q2, 2025 Results on Aug 12, 2025 KinderCare Learning Companies, Inc. announced that they will report Q2, 2025 results After-Market on Aug 12, 2025 Board Change • Jun 25
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 2 highly experienced directors. CEO & Director Paul Thompson was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • May 14
First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2025 results: EPS: US$0.18 (up from US$0.018 in 1Q 2024). Revenue: US$668.2m (flat on 1Q 2024). Net income: US$21.2m (up 58% from 1Q 2024). Profit margin: 3.2% (up from 2.0% in 1Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Consumer Services industry in the US. Announcement • Apr 30
KinderCare Learning Companies, Inc. to Report Q1, 2025 Results on May 13, 2025 KinderCare Learning Companies, Inc. announced that they will report Q1, 2025 results After-Market on May 13, 2025 Announcement • Apr 22
KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025 KinderCare Learning Companies, Inc., Annual General Meeting, Jun 05, 2025. Reported Earnings • Mar 21
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: US$0.96 loss per share (down from US$0.14 profit in FY 2023). Revenue: US$2.66b (up 6.1% from FY 2023). Net loss: US$92.8m (down 191% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Buy Or Sell Opportunity • Mar 10
Now 23% undervalued after recent price drop Over the last 90 days, the stock has fallen 15% to US$16.50. The fair value is estimated to be US$21.46, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 39% per annum over the same time period. Announcement • Feb 13
KinderCare Learning Companies, Inc. to Report Q4, 2024 Results on Mar 20, 2025 KinderCare Learning Companies, Inc. announced that they will report Q4, 2024 results After-Market on Mar 20, 2025 Valuation Update With 7 Day Price Move • Dec 11
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$19.64, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$16.60 per share. Buy Or Sell Opportunity • Nov 22
Now 21% overvalued The stock has been flat over the last 90 days, currently trading at US$20.87. The fair value is estimated to be US$17.25, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has declined by 2.7%. For the next 3 years, revenue is forecast to grow by 6.1% per annum. Earnings are also forecast to grow by 38% per annum over the same time period. Reported Earnings • Nov 21
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: US$0.15 (down from US$0.18 in 3Q 2023). Revenue: US$671.5m (up 7.5% from 3Q 2023). Net income: US$14.0m (down 13% from 3Q 2023). Profit margin: 2.1% (down from 2.6% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Consumer Services industry in the US. Valuation Update With 7 Day Price Move • Nov 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to US$23.36, the stock trades at a forward P/E ratio of 50x. Average forward P/E is 15x in the Consumer Services industry in the US. Simply Wall St's valuation model estimates the intrinsic value at US$23.66 per share. Announcement • Nov 01
KinderCare Learning Companies, Inc. to Report Q3, 2024 Results on Nov 20, 2024 KinderCare Learning Companies, Inc. announced that they will report Q3, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 20, 2024 Announcement • Oct 10
KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million. KinderCare Learning Companies, Inc. has completed an IPO in the amount of $576 million.
Security Name: Common Stock
Security Type: Common Stock
Securities Offered: 24,000,000
Price\Range: $24
Discount Per Security: $1.32
Transaction Features: Sponsor Backed Offering Board Change • Oct 09
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 2 highly experienced directors. Independent Director Preston Grasty was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. 
