•
May 31, 2024

Scholastic Q4 2024 Earnings Report

Scholastic's Q4 2024 earnings were impacted by slowdown in supplemental curriculum purchases and increased pressure on consumer spending, resulting in revenue and profit below expectations.

Key Takeaways

Scholastic reported a decrease in revenue and operating income for the fourth quarter of fiscal year 2024, primarily due to lower U.S. Book Club revenues, decreased supplemental curriculum product sales in Education Solutions, and lower revenue per fair in the U.S. Book Fairs channel.

Revenues decreased 10% to $474.9 million, driven by lower U.S. Book Club revenues and pressures on customer spending.

Operating Income decreased 49% to $47.2 million, reflecting lower operating income in Education Solutions and U.S. Book Fairs.

The company made progress advancing its 360-degree content creation strategy with the addition of 9 Story Media Group.

Scholastic is targeting growth in fiscal 2025 with continued investment in growth initiatives and cost management.

Total Revenue
$475M
Previous year: $528M
-10.1%
EPS
$1.73
Previous year: $2.26
-23.5%
Adjusted EBITDA
$90.7M
Gross Profit
$268M
Previous year: $308M
-13.1%
Cash and Equivalents
$114M
Previous year: $225M
-49.4%
Total Assets
$1.67B
Previous year: $1.87B
-10.5%

Scholastic

Scholastic

Scholastic Revenue by Segment

Scholastic Revenue by Geographic Location

Forward Guidance

The Company expects fiscal 2025 revenue growth of 4% to 6% and is targeting Adjusted EBITDA of $140 to $150 million, reflecting the partial-year contribution of 9 Story Media Group, partially offset by continuing spending on key growth initiatives and the impact of ongoing pressure on consumer and school spending.

Positive Outlook

  • Expected fiscal 2025 revenue growth of 4% to 6%.
  • Targeting Adjusted EBITDA of $140 to $150 million.
  • Partial-year contribution from 9 Story Media Group.
  • Continued investment in growth initiatives.
  • Focus on cost management.

Challenges Ahead

  • Ongoing pressure on consumer spending.
  • Ongoing pressure on school spending.
  • Seasonal loss expected in fiscal first quarter approximately in line with the prior year.
  • External environment will continue to pressure results in fiscal 2025.
  • Continuing spending on key growth initiatives will offset some gains.

Revenue & Expenses

Visualization of income flow from segment revenue to net income