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KinderCare Learning Companies (KLC) investor relations material

KinderCare Learning Companies Goldman Sachs Communicopia + Technology Conference 2025 summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Goldman Sachs Communicopia + Technology Conference 2025 summary8 Sep, 2025

Strategic vision and growth levers

  • Largest early childhood education provider in 41 states and D.C., with a differentiated platform serving all income levels and a strong B2B presence.

  • Five growth levers: same center enrollment, tuition increases, B2B expansion, tuck-in acquisitions, and new center openings.

  • Champions program is the largest for-profit before and after-school program, with over 1,000 sites and ongoing expansion.

  • Flexibility in offerings, including onsite and community centers, is a key competitive advantage.

Industry dynamics and government support

  • Childcare industry recognized as essential for economic strength, with increased parental focus on developmental outcomes.

  • 80% of centers are NAEYC accredited, far above industry average, supporting quality and trust.

  • Continued bipartisan federal support, including block grant funding and tax credits, expected to benefit the sector in 2025 and beyond.

  • State-level discretionary funds and parent choice initiatives further support growth.

Operational performance and challenges

  • Occupancy rates expected to decline 100–150 bps this year due to local market dynamics, mainly teacher turnover and enrollment funnel issues.

  • Diagnostic tools and quintile strategies are used to address underperforming centers, with a focus on data-driven playbooks.

  • Emphasis on operational best practices and empowering center directors to improve engagement and enrollment.

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Q3 202519 Nov, 2025
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Q3 202519 Nov, 2025

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Frequently asked questions

KinderCare Learning Companies Inc. is a provider of early childhood education and childcare services in the United States. The company operates a network of childcare centers, offering educational programs for infants, toddlers, preschool, and school-age children. KinderCare’s programs focus on fostering development through play-based learning, tailored to support cognitive, social, and emotional growth. In addition to childcare, the company provides before- and after-school programs and summer camps. The company is headquartered in Portland, Oregon, and its shares are listed on the Nasdaq.

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