KinderCare Learning Companies, Inc.

NYSE:KLC Stock Report

Market Cap: US$574.4m

KinderCare Learning Companies Management

Management criteria checks 3/4

KinderCare Learning Companies' CEO is Tom Wyatt, appointed in Dec 2025, has a tenure of less than a year. total yearly compensation is $3.79M, comprised of 2.1% salary and 97.9% bonuses, including company stock and options. directly owns 0.88% of the company’s shares, worth $5.03M. The average tenure of the management team and the board of directors is 3 years and 5.5 years respectively.

Key information

Tom Wyatt

Chief executive officer

US$3.8m

Total compensation

CEO salary percentage2.08%
CEO tenureless than a year
CEO ownership0.9%
Management average tenure3yrs
Board average tenure5.5yrs

Recent management updates

Recent updates

Narrative Update Jun 26

KLC: Future Earnings Power Will Rely On Margin Recovery

Analysts have trimmed their price target for KinderCare Learning Companies to $6.00 per share, reflecting updated assumptions for fair value at $6.00, slightly adjusted discount rates, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple. What’s in the News for KinderCare Learning Companies KinderCare Learning Companies reported goodwill impairment losses of $273.5 million for the first quarter ended April 4, 2026.
Seeking Alpha May 26

KinderCare Learning Companies Deserves To At Least Double From Here

Summary KinderCare Learning Companies remains a "Strong Buy" as operational improvements and revised guidance signal substantial upside potential despite the recent share price doubling. KLC’s profitability suffered from occupancy declines and self-inflicted operational distractions, but management’s corrective actions and cost-cutting are expected to drive stabilization. Recent guidance revision raised 2026 EBITDA to $215–$235 million, supporting a bullish valuation case even at conservative EV/EBITDA multiples. Federal and state subsidy support, alongside enrichment program expansion, provide structural tailwinds and potential for further operational recovery. Read the full article on Seeking Alpha
Analysis Article Feb 02

Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Analysis Article Dec 23

KinderCare Learning Companies' (NYSE:KLC) Returns On Capital Are Heading Higher

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Analysis Article Nov 14

Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 31% Dive

To the annoyance of some shareholders, KinderCare Learning Companies, Inc. ( NYSE:KLC ) shares are down a considerable...
Analysis Article Oct 11

KinderCare Learning Companies (NYSE:KLC) Use Of Debt Could Be Considered Risky

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Analysis Article Aug 20

Lacklustre Performance Is Driving KinderCare Learning Companies, Inc.'s (NYSE:KLC) 26% Price Drop

NYSE:KLC 1 Year Share Price vs Fair Value Explore KinderCare Learning Companies's Fair Values from the Community and...
Analysis Article Jul 08

Is KinderCare Learning Companies (NYSE:KLC) A Risky Investment?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Analysis Article May 16

Results: KinderCare Learning Companies, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

KinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders are probably feeling a little disappointed, since its...
Analysis Article May 14

Estimating The Fair Value Of KinderCare Learning Companies, Inc. (NYSE:KLC)

Key Insights The projected fair value for KinderCare Learning Companies is US$13.27 based on 2 Stage Free Cash Flow to...
Analysis Article Apr 09

Does KinderCare Learning Companies (NYSE:KLC) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Analysis Article Apr 09

Revenues Working Against KinderCare Learning Companies, Inc.'s (NYSE:KLC) Share Price Following 38% Dive

KinderCare Learning Companies, Inc. ( NYSE:KLC ) shareholders that were waiting for something to happen have been dealt...
Seeking Alpha Mar 28

Why Is KinderCare Learning Companies Performing So Poorly?

Summary KinderCare Learning Companies has seen its stock plummet nearly 50% below its IPO price due to mispricing and disappointing earnings reports. Major concerns include high reliance on federal subsidies, high debt levels, and tepid growth prospects, making KLC a risky investment. Despite a large market opportunity, the Company's 2025 outlook is tepid, with flat occupancy growth and lowered pricing power, deterring immediate investment. I recommend staying on the sidelines until there's improvement in technical price action and a successful earnings report that boosts market confidence. Read the full article on Seeking Alpha
Seeking Alpha Oct 24

KinderCare Learning Companies: Aided By Pandemic Subsidies

Summary KinderCare Learning Companies, Inc. went public recently, but high earnings multiples and reliance on pandemic-related subsidies make me cautious. Despite solid growth and a large market, KinderCare's operating income is modest due to labor costs and even inflated by COVID-19 subsidies. The company's valuation is demanding, with significant leverage and earnings likely to decline in 2024 amid margin pressures. Given these factors, I prefer to observe KinderCare's performance further before considering any investment. Read the full article on Seeking Alpha

CEO Compensation Analysis

How has Tom Wyatt's remuneration changed compared to KinderCare Learning Companies's earnings?
DateTotal CompensationSalaryCompany Earnings
Apr 04 2026n/an/a

-US$424m

Jan 03 2026US$4mUS$79k

-US$113m

Sep 27 2025n/an/a

-US$69m

Jun 28 2025n/an/a

-US$60m

Mar 29 2025n/an/a

-US$70m

Dec 28 2024US$60mUS$975k

-US$93m

Sep 28 2024n/an/a

US$56m

Jun 29 2024n/an/a

US$58m

Mar 30 2024n/an/a

US$65m

Dec 30 2023US$3mUS$975k

US$103m

Sep 30 2023n/an/a

US$123m

Apr 01 2023n/an/a

US$183m

Dec 31 2022n/an/a

US$219m

Oct 01 2022n/an/a

US$231m

Apr 02 2022n/an/a

US$179m

Jan 01 2022US$2mUS$830k

US$88m

Oct 02 2021n/an/a

US$9m

Jul 03 2021n/an/a

-US$44m

Apr 03 2021n/an/a

-US$111m

Jan 02 2021US$1mUS$655k

-US$129m

Compensation vs Market: Tom's total compensation ($USD3.79M) is above average for companies of similar size in the US market ($USD2.46M).

Compensation vs Earnings: Tom's compensation has been consistent with company performance over the past year.


CEO

Tom Wyatt (70 yo)

less than a year
Tenure
US$3,790,521
Compensation

Mr. John Thomson Wyatt, also known as Tom, is CEO & Chairman of KinderCare Learning Centers LLC from 2026 and was its Chairman & CEO from April 2022 to February 2025 and was its Chief Executive Officer of...


Leadership Team

NamePositionTenureCompensationOwnership
John Wyatt
Chairman & CEOless than a yearUS$3.79m0.88%
$ 5.0m
Anthony Amandi
Chief Financial Officer7.5yrsUS$2.45m0.40%
$ 2.3m
Jessica Harrah
Chief People Officer5.5yrsUS$1.29m0.13%
$ 753.5k
John Zavada
Chief Information Officerless than a yearno datano data
Jeff Spiegel
Chief Brand Officerno datano datano data
Michael Canavin
President of KinderCare Learning Centers & Crème de la Crème Schoolsno datano datano data
Daniel Figurski
President of KinderCare Learning Companies -Employers & Championsno datano datano data
Kathryn Gallagher
Corporate Secretaryno datano datano data
Olivia Kirrer
Vice President of Growth Finance and M & Ano datano datano data
3.0yrs
Average Tenure
47yo
Average Age

Experienced Management: KLC's management team is considered experienced (3 years average tenure).


Board Members

NamePositionTenureCompensationOwnership
John Wyatt
Chairman & CEO14.5yrsUS$3.79m0.88%
$ 5.0m
Joel Schwartz
Independent Director11.5yrsno datano data
Michael Nuzzo
Independent Director5.5yrsUS$340.92k0.040%
$ 227.5k
Christine Deputy
Independent Director5.5yrsUS$332.17k0.018%
$ 106.3k
Jean Desravines
Lead Independent Director5.5yrsUS$365.92k0.022%
$ 127.6k
Alyssa Waxenberg
Independent Director5.5yrsUS$315.92k0.017%
$ 95.6k
5.5yrs
Average Tenure
55yo
Average Age

Experienced Board: KLC's board of directors are considered experienced (5.5 years average tenure).


Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/07/05 05:00
End of Day Share Price 2026/07/02 00:00
Earnings2026/04/04
Annual Earnings2026/01/03

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

KinderCare Learning Companies, Inc. is covered by 8 analysts. 7 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey MeulerBaird
Manav PatnaikBarclays
Jeffrey SilberBMO Capital Markets Equity Research