Childcare Industry Expert Call Takeaways

研报英文原文证据摘录

Childcare Industry Expert Call Takeaways

USA | Diversified Services

Bright Horizons Family Solutions EquityJuneResearch11, 2026

TARGET CHANGEChildcare Industry Expert Call Takeaways

We hosted Danielle Briody, Founder of Strategic CareFits Solutions, to RATING HOLD

discuss current trends across pricing, demand, labor, and corporate-sponsored PRICE $65.31^

childcare. Bottom line, the industry remains healthy but is entering a more PRICE TARGET | % TO PT $72.00 ($85.00) | +10%

constrained phase, with pricing normalization, affordability pressure, and 52W HIGH-LOW $130.76 - $57.63

evolving employer behavior driving increased bifurcation between scaled FLOAT (%) | ADV MM (USD) 95.2% | 105.33

premium operators and smaller providers. Reit Hold, Lower PT to $72. MARKET CAP $3.6B

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See here for a replay of the call. ^Prior trading day's closing price unless otherwise noted.

Pricing Entering a More Rational Phase. Following the post-COVID pricing reset, our expert believes

the cost of childcare services are running 25-30% above pre-covid levels given accelerated price Cal CHANGE TO JEFe JEF vs CONS

increases to improve labor. That said, our expert now believes price increases have moderated to 2026 2027 2026 2027

3-5% down from the HSD-LDD% increases experienced post COVID-19. We think prices moderated

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as parents pushed back given broader macro uncertainty and cumulative increases over the last

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several years. Premium operators continue to command higher pricing, but the gap vs. mid-

market may narrow as consumers become more price-sensitive and more willing to trade down.

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Looking forward, pricing power remains intact but constrained by an emerging affordability ceiling,

EPS 0.82 1.18 1.77 1.27 5.04