PUBLISHER: SIMBA Information, Inc. | PRODUCT CODE: 1340783
PUBLISHER: SIMBA Information, Inc. | PRODUCT CODE: 1340783
PreK-12 Instructional Materials Industry Competitive Analysis, 2023
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
