2023年PreK-12教材行业竞争分析

本报告考察了 PreK-12 (K-12) 教材行业，并探讨了学前教材提供商为保持竞争力并跟上趋势而采取的各种举措。这包括应对学习损失、SEL 和灵活学习等后新冠趋势，以及调整数位化转型的策略和产品。 它还涵盖了行业趋势和担忧，例如 ESSER 融资即将下降，以及併购和私募股权融资的下降。 我们还提供服务于该行业的主要公司的概况以及私营公司的财务数据

内容

简介和研究方法

调查方法

第一章2022-2023年投资趋势

• 教育工作者和供应商面临的趋势和挑战
• 潜在的 ESSER 资金悬崖
• 难题继续恶化
• 技术:适应疫情后市场
• 公司如何应对这一趋势?

第二章 PREK-12 公司 2022 年和 2023 年初的财务业绩

• 显着的生长促进因素
• 古德哈特威尔考克斯延迟报告
• 迈向 2023 年
• PREK-12 营销总体超过出版

第三章2022-2023年股价走势

• 2023 年迄今为止的情况
• 稳定的股票发行和回购活动
• 私有製趋势

第四章 2022 年和 2023 年历史併购活动

• PREK-12 教育领域的併购活动将于 2022 年趋于稳定
• 行业趋势推动收购活动
• 2023 年上半年併购活动将放缓

第五章私募股权投资兴趣放缓

• 2023 年迄今为止增速将进一步放缓
• 私募股权投资组合中包含教育相关股票

第六章公司简介

• BOXLIGHT
• CAMBIUM LEARNING
• CENGAGE
• DISCOVERY EDUCATION
• GOODHEART-WILLCOX
• HOUGHTON MIFFLIN HARCOURT
• KAHOOT!
• MCGRAW HILL
• PEARSON
• POWERSCHOOL
• RENAISSANCE LEARNING
• SAVVAS LEARNING COMPANY
• SCHOLASTIC CORPORATION
• STRIDE

Simba's PreK-12 Instructional Materials Industry Competitive Analysis 2023 examines the variety of adjustments that educational material providers to PreK-12 schools are doing to remain competitive and keep up with trends. This includes addressing post COVID trends such as learning loss, SEL, flexible learning, as well as aligning strategy and products to the digital transformation. Also covered are industry trends and concerns such as the upcoming ESSER funding drop, and the decline in mergers and acquisitions and private equity funding The report also profiles and, for public companies, financial data, for major players serving this industry: Boxlight, Cambium Learning, Cengage, Discovery Education, Goodheart-Willcox, Houghton Mifflin Harcourt, Kahhot!, Mcgraw Hill, Pearson, PowerSchool, Renaissance, Savvas Learning, Scholastic and Stride.

Table of Content

INTRODUCTION AND METHODOLOGY

METHODOLOGY

CHAPTER 1: OPERATIONAL TRENDS IN 2022-2023

TRENDS AND CHALLENGES FACE EDUCATORS AND VENDORS

Potential ESSER Funding Cliff Ahead

Difficult Issues Continue to Intensify

Technology: Adapting to the Post-Pandemic Marketplace

HOW COMPANIES HAVE RESPONDED TO THE TRENDS

Cambium Learning

Cengage

Discovery Education

Houghton Mifflin Harcourt

Kahoot!

McGraw Hill

Pearson

PowerSchool

Renaissance Learning

Savvas Learning

Scholastic

Stride

CHAPTER 2: PREK-12 COMPANIES' FINANCIAL PERFORMANCE IN 2022 AND EARLY 2023

Table 1 PreK-12 Performance Index Most Recently Reported Fiscal Years ($ in 000)

GROWTH DRIVERS TO WATCH

GOODHEART WILLCOX DELAYS REPORTING

LOOKING AHEAD TO 2023

Table 2 PreK-12 Performance Index, Latest Partial Fiscal Year (% change)

PREK-12 MARKETING OUTPERFORMS PUBLISHING AS A WHOLE

CHAPTER 3: STOCK PRICE TRENDS IN 2022-2023

THE YEAR 2023 SO FAR

Table 3 Public Education Company Stock Index, January 2022-June 2023 (opening & closing prices and

% change)

ROBUST STOCK ISSUANCE AND REPURCHASE ACTIVITY

TREND TOWARD PRIVATE OWNERSHIP CONTINUES

SPACS AND IPOS COOL

ii August 2023 © Simba Information

CHAPTER 4: M&A ACTIVITY IN 2022 AND 2023 YEAR TO DATE

M&A ACTIVITY IN PREK-12 EDUCATION STEADY IN 2022

Table 4 M&A Activity Involving Suppliers of PreK-12 Educational Solutions, 2022

INDUSTRY TRENDS DRIVE ACQUISITION ACTIVITY

FIRST HALF OF 2023 SHOWS A SLOWING OF M&A ACTIVITY

Table 5 M&A Activity Involving Suppliers of PreK-12 Educational Solutions, First Seven Months of

Calendar Year 2023

CHAPTER 5: INTEREST FROM PRIVATE EQUITY SLOWS

Table 6 Selected Private Equity Investments in PreK-12 Education, 2022

MORE SLOWING IN 2023 TO DATE

Table 7 Selected Private Equity Investments in PreK-12 Education, First Half of Calendar Year 2023

PRIVATE EQUITY PORTFOLIOS MAINTAIN EDUCATION HOLDINGS

Table 8 Selected Private Equity Investors in PreK-12 Education, 2023

CHAPTER 6: COMPANY PROFILES

BOXLIGHT

CAMBIUM LEARNING

CENGAGE

DISCOVERY EDUCATION

GOODHEART-WILLCOX

HOUGHTON MIFFLIN HARCOURT

KAHOOT!

MCGRAW HILL

PEARSON

POWERSCHOOL

RENAISSANCE LEARNING

SAVVAS LEARNING COMPANY

SCHOLASTIC CORPORATION

STRIDE