KinderCare (KLC) Q4 2025 Results Conference Call Transcript

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KinderCare Learning Companies, Inc. (KLC) reported its Q4 2025 results, with CEO Tom Wyatt outlining plans to improve operational execution, address underperforming centers, and increase marketing investments following a disappointing performance. Despite a 6% revenue increase year-over-year, the company experienced a net loss due to a non-cash goodwill impairment and a decrease in same-center occupancy. The 2026 guidance anticipates lower revenue and adjusted EBITDA due to reduced grants and increased marketing spend, with expected enrollment improvements later in the year.

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