2023年PreK-12教材行業競爭分析

本報告考察了 PreK-12 (K-12) 教材行業，並探討了學前教材提供商為保持競爭力並跟上趨勢而採取的各種舉措。這包括應對學習損失、SEL 和靈活學習等後新冠趨勢，以及調整數位化轉型的策略和產品。 它還涵蓋了行業趨勢和擔憂，例如 ESSER 融資即將下降，以及併購和私募股權融資的下降。 我們還提供服務於該行業的主要公司的概況以及私營公司的財務數據

內容

簡介和研究方法

調查方法

第一章2022-2023年投資趨勢

• 教育工作者和供應商面臨的趨勢和挑戰
• 潛在的 ESSER 資金懸崖
• 難題繼續惡化
• 技術:適應疫情後市場
• 公司如何應對這一趨勢?

第二章 PREK-12 公司 2022 年和 2023 年初的財務業績

• 顯著的生長促進因素
• 古德哈特威爾考克斯延遲報告
• 邁向 2023 年
• PREK-12 營銷總體超過出版

第三章2022-2023年股價走勢

• 2023 年迄今為止的情況
• 穩定的股票發行和回購活動
• 私有製趨勢

第四章 2022 年和 2023 年曆史併購活動

• PREK-12 教育領域的併購活動將於 2022 年趨於穩定
• 行業趨勢推動收購活動
• 2023 年上半年併購活動將放緩

第五章私募股權投資興趣放緩

• 2023 年迄今為止增速將進一步放緩
• 私募股權投資組合中包含教育相關股票

第六章公司簡介

• 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