63 At May 31, 2024, there were 230,149 shares of Common Stock remaining authorized for issuance under the MSPP. The total fair value of shares vested during the fiscal years ended May 31, 2024, 2023 and 2022 was $5.8, $4.9 and $2.8, respectively. At May 31, 2024, there were 69,465 shares of Common Stock remaining authorized for issuance under the ESPP. | --- | --- | --- | |-------------------------------------------------------------------|-------|---------| | Authorizations | | Amount | | July 2023 | | 100 ...

Sluggish school spending trends weighed on results. Education publisher Scholastic (SCHL -18.52%) fell short of expectations in its most recent quarter. Investors are giving the results an F, sending shares down 19% as of 12:30 p.m. ET. Tepid demand from key consumer categories Scholastic is a publisher of education textbooks, related products, and other books aimed at children. The company earned $1.73 per share in its fiscal fourth quarter ending May 31 on revenue of $474.9 million, falling short of Wall ...

财务数据和关键指标变化 - 第四季度收入下降10%至4.749亿美元,主要受教育解决方案和学校图书展销业务的市场压力影响 [10][50] - 第四季度调整后营业利润下降25.2百万美元至6.68亿美元,净利润从7.57百万美元下降至5.05百万美元 [50] - 全年收入下降7%至16亿美元,调整后EBITDA从1.963亿美元下降至1.369亿美元 [51] - 全年每股收益从2.49美元下降54%至1.14美元 [51] 各条业务线数据和关键指标变化 儿童图书出版和发行 - 第四季度收入下降9%至2.66亿美元,主要受到图书俱乐部缩减和学校图书展销收入下降的影响 [52] - 全年收入下降8%至9.552亿美元 [52] - 第四季度分部营业利润下降8.5百万美元至4.99百万美元,主要受学校图书展销收入下降的高杠杆影响 [53] - 全年分部营业利润下降21.5百万美元至1.219亿美元 [53] 学校图书展销 - 第四季度收入下降6%至1.695亿美元,全年下降2%至5.416亿美元 [54] - 尽管展销场次增加,但每场展销收入低于去年创纪录水平,尽管仍高于疫情前水平,主要受到客户支出疲软影响 [54] 图书俱乐部 - 第四季度收入从2.62亿美元下降至1.44亿美元,全年从11.78亿美元下降至6.27亿美元 [55][56] - 公司正在调整图书俱乐部业务,使其更小且更有利润 [56] 教育解决方案 - 第四季度收入下降17%至1.357亿美元,全年下降9%至3.512亿美元 [58] - 补充性读写课程需求疲软以及竞争加剧影响了关键产品线的销售,部分被向非学校州和社区读写合作伙伴的销售增长所抵消 [58] - 第四季度分部营业利润下降19.4百万美元至3.56百万美元,全年下降至2.19百万美元 [59] 国际业务 - 第四季度收入从7.39亿美元下降至7.08亿美元,全年从2.794亿美元下降至2.736亿美元 [60] - 主要由于亚洲和澳大利亚贸易渠道销售疲软,部分被英国强劲的全球畅销书表现所抵消 [60] - 第四季度分部营业利润从2.2百万美元下降至1.8百万美元,全年亏损从3.6百万美元收窄至3.1百万美元 [61] 各个市场数据和关键指标变化 - 无明确提及各个市场的具体数据和指标变化 公司战略和发展方向及行业竞争 - 公司正在执行四大关键市场趋势和增长因素驱动的战略 [23-26] - 包括利用公司的知名品牌和全球畅销儿童系列作品,扩大在线和屏幕渠道的覆盖 [23][24] - 支持学校提高阅读成绩,与州政府、社区和慈善机构建立新的合作伙伴关系 [25] - 直接面向家庭,提供支持儿童教育的新渠道 [26] - 公司正在加大对儿童内容和媒体业务的投资,包括收购9 Story Media Group [15][16] - 计划在2025财年实现收入和调整后EBITDA的适度增长 [27][70] 管理层对经营环境和未来前景的评论 - 第四季度收入低于预期,主要受教育解决方案和学校图书展销业务的市场压力影响 [10] - 预计2025财年教育解决方案业务的补充性读写课程需求仍将疲软,但新产品推出将有助于2026财年开始的增长 [40][41][72] - 学校图书展销业务方面,计划通过新的营销和促销措施提高每场展销收入,并增加展销场次 [35][37] - 图书俱乐部业务正在调整,测试新的产品和服务以提高盈利能力和吸引力 [56] 其他重要信息 - 公司在2024财年通过股票回购和股息支付向股东返还1.81亿美元资金 [14] - 完成9 Story Media Group的收购,将其纳入新设立的娱乐分部 [15][16][67] - 2025财年自由现金流预计为2000万-3000万美元,公司将继续投资增长机会、维持高效资产负债表,并向股东返还剩余现金 [65][66] 问答环节重要的提问和回答 问题1 **Brendan McCarthy 提问** 询问学校图书展销业务2025财年的收入预期和是否能超过疫情前水平 [78] **Peter Warwick 回答** 预计2025财年学校图书展销业务收入将适度增长,但可能无法完全恢复到疫情前水平,因为之前有一些收益很低的展销活动已被剔除 [79][80] 问题2 **Brendan McCarthy 提问** 询问图书俱乐部业务的"缩小-增长"策略进展情况及未来计划 [81] **Peter Warwick 回答** 公司已经进行了大量尝试,并将从今年秋季开始实施新的举措,希望能够实现业务的适度增长,同时保持盈利能力,并更好地吸引老师参与 [82][83] 问题3 **Brendan McCarthy 提问** 询问公司是否考虑通过并购来获得更多符合"识字教育"趋势的资产 [84] **Jeffrey Mathews 回答** 公司正在通过自主研发来调整现有产品,使其更好地满足新的教学方法,同时也在评估并购机会,但重点仍在儿童内容和媒体领域 [87]

Scholastic (SCHL) came out with quarterly earnings of $1.73 per share, missing the Zacks Consensus Estimate of $2.66 per share. This compares to earnings of $2.26 per share a year ago. These figures are adjusted for nonrecurring items. This quarterly report represents an earnings surprise of -34.96%. A quarter ago, it was expected that this publishing, education and media company would post a loss of $0.80 per share when it actually produced a loss of $0.80, delivering no surprise. Over the last four quarte ...

业绩总结 - 公司在2024年第二季度实现营收474.9亿美元，同比增长至528.3亿美元[52] - 公司在2024年第二季度每股稀释收益为1.23美元，同比增长至2.26美元[52] - 公司在2024年第二季度净利润为35.9亿美元，同比增长至75.7亿美元[52] - 公司在2024年第二季度营业利润为47.3亿美元，同比增长至95.6亿美元[52] 业务部门表现 - 公司在2024年第二季度儿童图书出版和分销业务收入为43.6亿美元，同比增长至112.1亿美元[53] - 公司在2024年第二季度教育解决方案业务收入为29.5亿美元，同比增长至58.4亿美元[53] - 公司在2024年第二季度国际业务亏损0.8亿美元，同比减少至亏损3.6亿美元[53] - 公司在2024年第二季度总部费用为亏损25.1亿美元，同比减少至亏损91.9亿美元[53] - 公司在2024年第二季度营业利润为47.2亿美元，同比增长至106.3亿美元[53]

Scholastic Reports Fourth Quarter and Fiscal 2024 Results Advanced Long-Term Growth Strategy and Investments, While Navigating Increased Spending Headwinds in School-Based Businesses in Fourth Quarter Returned Over $181 Million to Shareholders and Advanced 360-Degree Content Strategy with Addition of 9 Story Media Group in Fiscal 2024 Targeting Modest Growth in Fiscal 2025, With Continued Investment in Growth Initiatives and Cost Management ® ® New York – July 18, 2024 - Scholastic Corporation (NASDAQ: SCHL ...

Advanced Long-Term Growth Strategy and Investments, While Navigating Increased Spending Headwinds in School-Based Businesses in Fourth Quarter Returned Over $181 Million to Shareholders and Advanced 360-Degree Content Strategy with Addition of 9 Story Media Group in Fiscal 2024 Targeting Modest Growth in Fiscal 2025, With Continued Investment in Growth Initiatives and Cost Management NEW YORK, July 18, 2024 /PRNewswire/ -- Scholastic Corporation (NASDAQ: SCHL), the global children's publishing, education an ...

NEW YORK and TORONTO, June 21, 2024 /PRNewswire/ -- Scholastic (NASDAQ: SCHL), the global children's publishing, education and media company, today announced that it has closed its previously announced definitive agreement to invest in 9 Story Media Group ("9 Story"), a leading independent creator, producer and distributor of premium children's content, after receiving a satisfactory opinion from the Minister of Canadian Heritage with respect to the transaction, in addition to satisfying customary closing c ...

Research from the Scholastic Reading for Life whitepaper shows that stories are a powerful mechanism for building resilience and helping young people develop empathy and cultivate emotional intelligence. Further, the Scholastic Kids and Family Reading Report™ found evidence of a positive connection between a child's reading frequency and their feelings of well-being: frequent readers were more likely than infrequent readers to report feeling proud (62 percent vs. 32 percent) and excited (59 percent vs. 46 p ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q Quarterly Report pursuant to section 13 or 15(d) of the Securities Exchange Act of 1934 For the quarterly period ended February 29, 2024 Commission File No. 000-19860 SCHOLASTIC CORPORATION (Exact name of Registrant as specified in its charter) (State or other jurisdiction of incorporation or organization) 557 Broadway, New York, New York 10012 (Address of principal executive offices) (Zip Code) Delaware 13-3385513 (IRS Employ ...