KinderCare Learning Companies, Inc. (NYSE:KLC) Goldman Sachs Communicopia + Technology Conference 2025 September 8, 2025 6:45 PM EDT
Company Participants
Paul Thompson – CEO & Director
Anthony Amandi – Chief Financial Officer
Conference Call Participants
Keen Fai Tong – Goldman Sachs Group, Inc., Research Division
Presentation
Keen Fai Tong
Research Analyst
Okay. Let’s go ahead and get started. So thank you both for joining us. Really pleased to be joined by Paul Thompson, CEO of KinderCare; and Tony Amandi, CFO.
Question-and-Answer Session
Keen Fai Tong
Goldman Sachs Group, Inc., Research Division
So really, again, thank you for joining us for the conference. I want to spend a little bit of time talking about the high-level strategic vision of KinderCare. KinderCare recently completed its IPO. So for those who may be newer to the name, can you provide a brief overview of the business?
Paul Thompson
CEO & Director
Absolutely. So number one, KinderCare is the largest in early childhood education. We are in 41 states across the U.S. and in D.C. The industry itself is very fragmented. So for the opportunity for us to be in more communities and grow through tuck-in acquisitions and opening up greenfields across the U.S. is a great opportunity for us. So that’s probably the #1 thing I want to share. Number two, we have a very differentiated platform in the industry, which gives us a lot of versatility to address all total addressable market in this space.
So on the one hand, we have subsidy children who receive vouchers through the federal government, which allows them to parent choice go into the quality care that they want to receive. So that gives us on one end. On the other end, we have a premium brand, which is Creme, and we’ve had that brand for 3 years. So it’s also another way for
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