Bright Horizons Family Solutions (BFAM)
Market Price (10/2/2026): $65.1 | Market Cap: $3.4 BilSector: Consumer Discretionary | Industry: Specialized Consumer Services
Bright Horizons Family Solutions (BFAM)
Market Price (10/2/2026): $65.1Market Cap: $3.4 BilSector: Consumer DiscretionaryIndustry: Specialized Consumer Services
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, FCF Yield is 7.1% Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% Low stock price volatilityVol 12M is 46% Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, Future of Work & Talent Management, and Demographics & Social Change. Themes include Geriatric Care, Show more. | Weak multi-year price returns2Y Excs Rtn is -87%, 3Y Excs Rtn is -102% | Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 57% Key risksBFAM key risks include [1] its heavy reliance on employer-sponsored contracts vulnerable to economic downturns and [2] sustained enrollment challenges leading to center closures. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.2%, FCF Yield is 7.1% |
| Attractive cash flow generationCFO/Rev LTMCash Flow from Operations / Revenue (Sales), Last Twelve Months (LTM) is 11% |
| Valuation becoming less expensiveP/S 6M Chg %Price/Sales change over 6 months. Declining P/S indicates valuation has become less expensive. is -26% |
| Low stock price volatilityVol 12M is 46% |
| Megatrend and thematic driversMegatrends include Aging Population & Chronic Disease, Future of Work & Talent Management, and Demographics & Social Change. Themes include Geriatric Care, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -87%, 3Y Excs Rtn is -102% |
| Debt is significantNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 57% |
| Key risksBFAM key risks include [1] its heavy reliance on employer-sponsored contracts vulnerable to economic downturns and [2] sustained enrollment challenges leading to center closures. |
Qualitative Assessment
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Updated on 10/1/2026
Bright Horizons Family Solutions (BFAM) stock has lost about 10% since 6/30/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Earnings Performance and Margin Concerns. Bright Horizons reported adjusted earnings per share of $1.28 and revenue of $779.2 million for fiscal Q2 2026, both surpassing analyst estimates. However, the company experienced a significant year-over-year decline in its GAAP financial metrics, with net income decreasing by 26% to $40.6 million and diluted earnings per share falling by 17% to $0.79. This discrepancy was notably impacted by $19.1 million in center impairment losses. The market reacted negatively, with the stock falling 5.75% after the earnings announcement, as investors focused on these underlying profit strains and the company's guidance for flat reported operating margins for fiscal year 2026, which suggested incomplete progress toward longer-term margin improvement goals.
2. Operational Headwinds from Australian Operations and Center Closures. The company's performance was significantly impacted by specific operational challenges, particularly ongoing losses from its Australian operations and a series of center closures. These factors were cited by management as "drag" on margins and contributed to a cautious outlook for reported operating margins for both fiscal Q2 2026 and the full fiscal year.
Show more
Bright Horizons Family Solutions (BFAM) stock has lost about 10% since 6/30/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Earnings Performance and Margin Concerns. Bright Horizons reported adjusted earnings per share of $1.28 and revenue of $779.2 million for fiscal Q2 2026, both surpassing analyst estimates. However, the company experienced a significant year-over-year decline in its GAAP financial metrics, with net income decreasing by 26% to $40.6 million and diluted earnings per share falling by 17% to $0.79. This discrepancy was notably impacted by $19.1 million in center impairment losses. The market reacted negatively, with the stock falling 5.75% after the earnings announcement, as investors focused on these underlying profit strains and the company's guidance for flat reported operating margins for fiscal year 2026, which suggested incomplete progress toward longer-term margin improvement goals.
2. Operational Headwinds from Australian Operations and Center Closures. The company's performance was significantly impacted by specific operational challenges, particularly ongoing losses from its Australian operations and a series of center closures. These factors were cited by management as "drag" on margins and contributed to a cautious outlook for reported operating margins for both fiscal Q2 2026 and the full fiscal year.
Show more
Updated on 10/1/2026
Bright Horizons Family Solutions (BFAM) stock has lost about 10% since 6/30/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Earnings Performance and Margin Concerns. Bright Horizons reported adjusted earnings per share of $1.28 and revenue of $779.2 million for fiscal Q2 2026, both surpassing analyst estimates. However, the company experienced a significant year-over-year decline in its GAAP financial metrics, with net income decreasing by 26% to $40.6 million and diluted earnings per share falling by 17% to $0.79. This discrepancy was notably impacted by $19.1 million in center impairment losses. The market reacted negatively, with the stock falling 5.75% after the earnings announcement, as investors focused on these underlying profit strains and the company's guidance for flat reported operating margins for fiscal year 2026, which suggested incomplete progress toward longer-term margin improvement goals.
2. Operational Headwinds from Australian Operations and Center Closures. The company's performance was significantly impacted by specific operational challenges, particularly ongoing losses from its Australian operations and a series of center closures. These factors were cited by management as "drag" on margins and contributed to a cautious outlook for reported operating margins for both fiscal Q2 2026 and the full fiscal year.
3. Broader Macroeconomic Pressures in the Childcare Industry. The childcare sector, in general, has been facing macroeconomic headwinds that likely affected Bright Horizons. These include chronic labor shortages, with US vacancy rates reaching 12% in 2025 for early-childhood educators. Additionally, rising operating costs for providers, such as wages, real estate, and regulatory expenses, have been increasing at a faster rate than the fees they can charge in some markets. Concurrently, affordability pressures for families, identified as a major factor restricting market growth, limited pricing power and overall demand within the industry, contributing to an intensifying "care economy crisis" in 2026.
Show less
Bright Horizons Family Solutions (BFAM) stock has lost about 10% since 6/30/2026 because of the following key factors:
1. Mixed Fiscal Q2 2026 Earnings Performance and Margin Concerns. Bright Horizons reported adjusted earnings per share of $1.28 and revenue of $779.2 million for fiscal Q2 2026, both surpassing analyst estimates. However, the company experienced a significant year-over-year decline in its GAAP financial metrics, with net income decreasing by 26% to $40.6 million and diluted earnings per share falling by 17% to $0.79. This discrepancy was notably impacted by $19.1 million in center impairment losses. The market reacted negatively, with the stock falling 5.75% after the earnings announcement, as investors focused on these underlying profit strains and the company's guidance for flat reported operating margins for fiscal year 2026, which suggested incomplete progress toward longer-term margin improvement goals.
2. Operational Headwinds from Australian Operations and Center Closures. The company's performance was significantly impacted by specific operational challenges, particularly ongoing losses from its Australian operations and a series of center closures. These factors were cited by management as "drag" on margins and contributed to a cautious outlook for reported operating margins for both fiscal Q2 2026 and the full fiscal year.
3. Broader Macroeconomic Pressures in the Childcare Industry. The childcare sector, in general, has been facing macroeconomic headwinds that likely affected Bright Horizons. These include chronic labor shortages, with US vacancy rates reaching 12% in 2025 for early-childhood educators. Additionally, rising operating costs for providers, such as wages, real estate, and regulatory expenses, have been increasing at a faster rate than the fees they can charge in some markets. Concurrently, affordability pressures for families, identified as a major factor restricting market growth, limited pricing power and overall demand within the industry, contributing to an intensifying "care economy crisis" in 2026.
Show less
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Stock Movement Drivers
Fundamental Drivers
The -8.5% change in BFAM stock from 6/30/2026 to 10/1/2026 was primarily driven by a -8.9% change in the company's Net Income Margin (%).| (LTM values as of) | 6302026 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 70.88 | 64.83 | -8.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,980 | 3,028 | 1.6% |
| Net Income Margin (%) | 6.3% | 5.8% | -8.9% |
| P/E Multiple | 20.4 | 19.1 | -6.2% |
| Shares Outstanding (Mil) | 54 | 52 | 5.4% |
| Cumulative Contribution | -8.5% |
Market Drivers
6/30/2026 to 10/1/2026| Return | Correlation | |
|---|---|---|
| BFAM | -8.5% | |
| Market (SPY) | 2.3% | -31.2% |
| Sector (XLY) | -7.2% | -8.3% |
Fundamental Drivers
The -21.1% change in BFAM stock from 3/31/2026 to 10/1/2026 was primarily driven by a -20.2% change in the company's P/E Multiple.| (LTM values as of) | 3312026 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 82.13 | 64.83 | -21.1% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,934 | 3,028 | 3.2% |
| Net Income Margin (%) | 6.6% | 5.8% | -12.2% |
| P/E Multiple | 23.9 | 19.1 | -20.2% |
| Shares Outstanding (Mil) | 56 | 52 | 9.1% |
| Cumulative Contribution | -21.1% |
Market Drivers
3/31/2026 to 10/1/2026| Return | Correlation | |
|---|---|---|
| BFAM | -21.1% | |
| Market (SPY) | 17.8% | -22.8% |
| Sector (XLY) | 0.0% | -9.8% |
Fundamental Drivers
The -40.3% change in BFAM stock from 9/30/2025 to 10/1/2026 was primarily driven by a -45.7% change in the company's P/E Multiple.| (LTM values as of) | 9302025 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 108.57 | 64.83 | -40.3% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,790 | 3,028 | 8.5% |
| Net Income Margin (%) | 6.3% | 5.8% | -8.8% |
| P/E Multiple | 35.1 | 19.1 | -45.7% |
| Shares Outstanding (Mil) | 57 | 52 | 11.1% |
| Cumulative Contribution | -40.3% |
Market Drivers
9/30/2025 to 10/1/2026| Return | Correlation | |
|---|---|---|
| BFAM | -40.3% | |
| Market (SPY) | 15.6% | -6.8% |
| Sector (XLY) | -8.6% | 9.4% |
Fundamental Drivers
The -20.4% change in BFAM stock from 9/30/2023 to 10/1/2026 was primarily driven by a -73.6% change in the company's P/E Multiple.| (LTM values as of) | 9302023 | 10012026 | Change |
|---|---|---|---|
| Stock Price ($) | 81.46 | 64.83 | -20.4% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,227 | 3,028 | 36.0% |
| Net Income Margin (%) | 2.9% | 5.8% | 98.0% |
| P/E Multiple | 72.3 | 19.1 | -73.6% |
| Shares Outstanding (Mil) | 58 | 52 | 12.0% |
| Cumulative Contribution | -20.4% |
Market Drivers
9/30/2023 to 10/1/2026| Return | Correlation | |
|---|---|---|
| BFAM | -20.4% | |
| Market (SPY) | 84.9% | 21.6% |
| Sector (XLY) | 38.3% | 23.7% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| BFAM Return | -27% | -50% | 49% | 18% | -9% | -37% | -63% |
| Peers Return | 4% | 19% | 45% | 18% | -31% | -11% | 30% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 12% | 104% |
Monthly Win Rates [3] | |||||||
| BFAM Win Rate | 50% | 50% | 58% | 50% | 42% | 33% | |
| Peers Win Rate | 42% | 58% | 58% | 48% | 50% | 47% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 44% | |
Max Drawdowns [4] | |||||||
| BFAM Max Drawdown | -37% | -60% | -27% | -26% | -30% | -43% | |
| Peers Max Drawdown | -35% | -24% | -23% | -23% | -51% | -33% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: KLC, LOPE, LRN, STRA. See BFAM Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 10/1/2026 (YTD)
How Low Can It Go
| Event | BFAM | S&P 500 |
|---|---|---|
| 2025 US Tariff Shock | ||
| % Loss | -15.4% | -18.8% |
| % Gain to Breakeven | 18.3% | 23.1% |
| Time to Breakeven | 49 days | 79 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -24.0% | -9.5% |
| % Gain to Breakeven | 31.7% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -56.4% | -24.5% |
| % Gain to Breakeven | 129.5% | 32.4% |
| Time to Breakeven | 662 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -60.0% | -33.7% |
| % Gain to Breakeven | 149.9% | 50.9% |
| Time to Breakeven | 330 days | 140 days |
In The Past
Bright Horizons Family Solutions's stock fell -15.4% during the 2025 US Tariff Shock. Such a loss loss requires a 18.3% gain to breakeven.
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Asset Allocation
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| Event | BFAM | S&P 500 |
|---|---|---|
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -24.0% | -9.5% |
| % Gain to Breakeven | 31.7% | 10.5% |
| Time to Breakeven | 56 days | 24 days |
| 2022 Inflation Shock & Fed Tightening | ||
| % Loss | -56.4% | -24.5% |
| % Gain to Breakeven | 129.5% | 32.4% |
| Time to Breakeven | 662 days | 427 days |
| 2020 COVID-19 Crash | ||
| % Loss | -60.0% | -33.7% |
| % Gain to Breakeven | 149.9% | 50.9% |
| Time to Breakeven | 330 days | 140 days |
In The Past
Bright Horizons Family Solutions's stock fell -15.4% during the 2025 US Tariff Shock. Such a loss loss requires a 18.3% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Bright Horizons Family Solutions (BFAM)
Bright Horizons Family Solutions (BFAM) is a leading global provider of employer-sponsored education and care solutions, primarily serving corporations, governments, and universities. The company partners with these organizations to offer comprehensive benefits that support employees and their families, aiming to improve workforce productivity and retention by helping employees balance their professional and personal lives.
The company's services are delivered through three main segments. Its largest segment, Full Service Center-Based Child Care, provides traditional early education, preschool, and elementary school programs in dedicated centers. The Back-Up Care segment offers flexible solutions for unexpected care needs, including center-based and in-home child care, adult/elder care, school-age camps, and virtual tutoring. Additionally, the Educational Advisory and Other Services segment provides tuition assistance and student loan repayment program administration, workforce education, and college admissions advisory services.
Bright Horizons operates a vast network of over 1,000 child care and early education centers across multiple countries, including the United States, United Kingdom, Canada, the Netherlands, and India. This broad international presence allows BFAM to serve a diverse client base by offering essential family and educational support services tailored to the needs of modern global workforces.
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Here are 1-3 brief analogies to describe Bright Horizons Family Solutions (BFAM):
- Bright Horizons Family Solutions is like **Sodexo or Aramark for corporate employee family support services**, managing and providing everything from childcare centers to educational advising programs for employers.
- Think of them as a **premium, employer-sponsored KinderCare or Goddard School**, with added services for backup care and educational benefits for employees.
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Bright Horizons Family Solutions (BFAM) provides the following major services:
- Full Service Child Care & Early Education: Offers traditional center-based child care, early education, preschool, and elementary education programs.
- Back-Up Care Services: Provides flexible short-term care solutions including center-based, in-home child and elder care, school-age camps, and virtual tutoring.
- Educational Advisory Services: Delivers college admissions advice and related educational consulting services for families.
- Workforce Education & Tuition Programs: Manages employer-sponsored tuition assistance, student loan repayment, and workforce education programs.
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Bright Horizons Family Solutions (BFAM) primarily sells its services to other companies, specifically employers.
Bright Horizons provides a range of workplace solutions, including early education and child care, back-up care, and educational advisory services. These services are typically offered by employers to their employees as benefits. Therefore, the direct customers for a significant portion of Bright Horizons' business are other companies (employers) who contract with Bright Horizons to provide these solutions.
The background information provided does not list the names of specific customer companies that Bright Horizons serves.
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Stephen Kramer, Chief Executive Officer, President and Director
Stephen Kramer joined Bright Horizons in 2006 through the acquisition of College Coach®, a company he co-founded and led in 1998. He was named CEO in January 2018 and President in 2016, having previously served in various leadership positions within Bright Horizons, including Chief Development Officer and Managing Director, Europe. Earlier in his career, he led the Education Practice at Fidelity Ventures and was a Healthcare Consultant with Arthur D. Little. He also serves on the board and Audit Committee of Domino's Pizza, Inc.
Elizabeth J. Boland, Chief Financial Officer
Elizabeth J. Boland has served as the Chief Financial Officer of Bright Horizons Family Solutions since June 1999, having joined the company in 1997. With over 25 years as the company's CFO, her prior experience includes roles at PricewaterhouseCoopers, as Vice President-Finance for Olsten Corporation, and as Chief Financial Officer for The Visionaries, Inc. She also serves on the board of The Children's Place, Inc.
Mary Lou Burke-Afonso, Chief Operating Officer, North America Center Operations
Mary Lou Burke-Afonso is the Chief Operating Officer of North America Center Operations for Bright Horizons Family Solutions.
Mandy Berman, Chief Operating Officer, Back-Up Care and Emerging Care Services
Mandy Berman serves as the Chief Operating Officer of Back-Up Care and Emerging Care Services, and Executive Vice President and Chief Administrative Officer at Bright Horizons Family Solutions.
Rosamund Marshall, Managing Director, International
Rosamund Marshall holds the position of Managing Director, International at Bright Horizons Family Solutions.
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Key Business Risks for Bright Horizons Family Solutions (BFAM)
Bright Horizons Family Solutions Inc. (BFAM) faces several key risks, primarily centered around evolving workforce needs, operational challenges related to staffing, and a highly competitive market landscape.
- Shifting Workforce Dynamics and Demand for Childcare Services: A significant risk for Bright Horizons stems from changes in workforce dynamics, such as the adoption of hybrid work models or a reversal in the trend of employees returning to physical offices. The COVID-19 pandemic demonstrated how such shifts can drastically impact the occupancy rates of their childcare centers and, consequently, their operating profit. Economic downturns can also reduce the overall demand for childcare services as families seek alternative arrangements. Given that full-service center-based child care constitutes the largest portion of Bright Horizons' revenue (71-74%), fundamental changes in how and where parents work pose a substantial threat to their core business model.
- Labor Availability, Staffing Challenges, and Wage Pressure: As a service-based business, Bright Horizons is highly dependent on its ability to attract and retain qualified staff for its childcare and educational centers. Difficulty in securing sufficient labor, coupled with increasing wage pressure, can significantly impact the company's operational capacity, service quality, and overall profitability. This is explicitly identified as a key risk in their financial filings.
- Intense Competition and Market Fragmentation: Bright Horizons operates within a highly fragmented and competitive market. The company faces competition from a diverse range of providers, including large national childcare chains such as KinderCare Education and Learning Care Group, as well as corporate-sponsored centers and various in-home care services. This intense competition can lead to pricing pressures and necessitates continuous investment in marketing and brand differentiation to maintain market share and attract new clients.
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The widespread shift to remote and hybrid work models, reducing the demand for employer-sponsored, on-site, full-service center-based child care solutions.
The emergence of increasingly sophisticated direct-to-consumer and direct-to-employer digital platforms for comprehensive care services, offering alternative models for sourcing and managing child and elder care.
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Bright Horizons Family Solutions Inc. (BFAM) operates in several addressable markets related to child care and educational advisory services. The market sizes for their main products and services, by region, are detailed below.
Full Service Center-Based Child Care and Back-Up Care
- Global: The global child care market is estimated at US$ 245.1 billion in 2025 and is projected to grow to US$ 427.48 billion by 2035, rising at a compound annual growth rate (CAGR) of 5.72% from 2026 to 2035.
- United States: The U.S. child care market size was estimated at USD 65.15 billion in 2024 and is expected to reach USD 109.88 billion by 2033, growing at a CAGR of 6.02% from 2025 to 2033.
- United Kingdom: The UK child care services market generated a revenue of USD 14,379.4 million (approximately USD 14.38 billion) in 2024 and is expected to reach USD 16,122.6 million by 2030, growing at a CAGR of 1.9% from 2025 to 2030.
- Canada: The Canada child care services market generated a revenue of USD 13,762.0 million (approximately USD 13.76 billion) in 2024 and is expected to reach USD 17,877.1 million by 2030, growing at a CAGR of 4.5% from 2025 to 2030.
- India: The India child care services market generated a revenue of USD 19,320.1 million (approximately USD 19.32 billion) in 2024 and is expected to reach USD 25,892.3 million by 2030, growing at a CAGR of 5% from 2025 to 2030.
- Netherlands: A specific market size in USD for the Netherlands childcare services was not explicitly available in the provided search results. However, the Netherlands day care market is characterized by high demand for quality childcare services.
Educational Advisory and Other Services
- College Admissions Advisory Services: The global college admissions consulting market size was valued at $2.3 billion in 2024 and is forecasted to hit $6.8 billion by 2033, growing at a robust CAGR of 12.8%.
- Workforce Education (including tuition assistance and student loan repayment program administration): The global technical and vocational education market size, which encompasses workforce education, was estimated at USD 812.3 billion in 2024 and is projected to reach USD 1,432.9 billion by 2030, growing at a CAGR of 10.0% from 2025 to 2030.
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Bright Horizons Family Solutions (BFAM) is expected to drive future revenue growth over the next 2-3 years through several key strategies:
- Increased Utilization and Penetration of Back-Up Care Services: The Back-Up Care segment has consistently been a strong growth driver for Bright Horizons, with significant revenue increases reported and forecasted. The company's focus remains on scaling this business by expanding unique users within existing clients and leveraging employer partnerships to deepen its impact.
- Enrollment Gains and Tuition Price Increases in Full Service Center-Based Child Care: Revenue growth in the Full Service Center-Based Child Care segment is expected to continue through steady enrollment gains and strategic tuition price increases. While there are some headwinds from net center closures, these increases and enrollment improvements contribute to the segment's performance.
- Expansion and Deepening of Employer Relationships: Bright Horizons aims to grow its client base and strengthen existing employer relationships across all its services. This includes acquiring new clients and increasing the adoption of multiple services (cross-service adoption) within current employer partnerships, particularly for back-up care and educational advisory services which have a broader addressable market.
- Growth in Educational Advisory and Other Services: The Educational Advisory segment is anticipated to contribute to long-term growth. The company is making targeted investments in technology and product development, and new client acquisitions, particularly in sectors like education and healthcare, are fueling this segment's expansion.
- Optimization of the Center Portfolio: Bright Horizons is strategically closing 45 to 50 underperforming centers in the coming years to improve operational efficiency and overall profitability. This rationalization of the portfolio, by focusing on more viable locations and enhancing utilization rates, is expected to support sustainable revenue quality and margin expansion across the full-service segment.
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Capital Allocation Decisions for Bright Horizons Family Solutions (BFAM) Over the Last 3-5 Years
Share Repurchases
- Bright Horizons Family Solutions authorized a new share repurchase program of up to $600 million on March 9, 2026.
- This new authorization replaces a previous $500 million program from June 2025, which had approximately $127.6 million remaining.
- The company repurchased $225 million of common stock in 2025, with about $120 million of those repurchases occurring in the fourth quarter of 2025.
Share Issuance
- On March 4, 2026, the Chief Operating Officer of North America Center Operations was awarded 7,260 restricted stock units (RSUs) that vest on the third anniversary of the grant date.
- Also on March 4, 2026, the Managing Director of International Operations was granted 4,950 restricted stock units, vesting entirely on the third anniversary of the grant date.
Outbound Investments
- In May 2022, Bright Horizons acquired Only About Children (OAC), a provider of child care and early education in Australia, for AUD$450 million (approximately USD$320 million).
Capital Expenditures
- Capital investments by Bright Horizons totaled $91 million in 2025, slightly down from $95 million in 2024.
- These capital expenditures in 2025, amounting to $91.3 million, were primarily focused on fixed asset purchases for maintenance, refurbishments in existing centers, technological advancements, and the establishment of new child care centers.
Peer Outperformance in Specialized Consumer Services
BFAM has trailed 100% of its 6 Specialized Consumer Services peers over 5Y. Among the peers that beat it is FTDR. Specialized Consumer Services ranks 13th of 21 industries in Consumer Discretionary by median 5Y return. The sector’s gains have largely come from elsewhere.
Share of Specialized Consumer Services constituents that BFAM has outperformed, by holding period. Peers without a full price history over a given window are excluded from that window.
1Y
0%
of 6 industry peers · -40.0% return
3Y
17%
of 6 industry peers · -20.5% return
5Y
0%
of 6 industry peers · -55.5% return
Specialized Consumer Services peers with revenue growth within 4pp of BFAM's that beat it on at least 2 of 3 windows, and by at least 20pp over 5Y. Growth is matched by construction, so the gap is largely a re-rating gap. The multiple column is the context for it.
| Ticker | Name | Rev Growth 3Y Avg | P/E | 1Y | 3Y | 5Y | 5Y Gap |
|---|---|---|---|---|---|---|---|
| BFAM | Bright Horizons Family Solutions | 10.8% | 19.1x | -40.0% | -20.5% | -55.5% | — |
| FTDR | Frontdoor | 7.9% | 19.2x | 12.0% | 149.7% | 79.4% | +135pp |
Price returns, excluding dividends. P/E shown for context only and not used for matching.
Median price return by industry across the Consumer Discretionary sector, ranked by 5Y. Specialized Consumer Services is BFAM's own industry. Use this to see which corners of the sector have carried the returns.
| Industry | Names | 1Y med | 3Y med | 5Y med | Top 3 by 5Y |
|---|---|---|---|---|---|
| Education Services | 8 | -17.9% | 94.3% | 109.4% | CVSA 229% · PRDO 214% · UTI 173% |
| Apparel Retail | 10 | 8.5% | 109.3% | 69.9% | ANF 252% · URBN 159% · ROST 123% |
| Homebuilding | 15 | -12.7% | 33.2% | 43.9% | GRBK 219% · PHM 164% · TOL 160% |
| Automotive Retail | 13 | -17.7% | 12.4% | 34.0% | MUSA 211% · PAG 125% · ORLY 111% |
| Broadline Retail | 6 | 17.5% | 52.3% | 33.7% | EBAY 65% · AMZN 51% · OLLI 47% |
| Automobile Manufacturers | 4 | -6.9% | 30.5% | 27.5% | GM 56% · TSLA 37% · F 18% |
| Specialty Stores | 7 | -1.4% | 40.3% | 22.9% | SIG 37% · FIVE 27% · ASO 24% |
| Footwear | 4 | 7.3% | 44.7% | 5.3% | DECK 31% · SHOO 26% · CROX -16% |
| Hotels, Resorts & Cruise Lines | 17 | 7.0% | 32.6% | -1.9% | RCL 202% · MAR 137% · HLT 132% |
| Home Improvement Retail | 3 | -26.8% | -5.9% | -2.8% | LOW -1% · HD -3% · FND -61% |
| Casinos & Gaming | 10 | -19.5% | -14.3% | -2.9% | MCRI 86% · RRR 15% · RSI 5% |
| Restaurants | 16 | -11.8% | 12.3% | -8.2% | EAT 272% · CAKE 146% · TXRH 80% |
| Specialized Consumer Services ← | 7 | -19.6% | 13.1% | -10.7% | HRB 96% · FTDR 79% · SCI 37% |
| Other Specialty Retail | 5 | -39.8% | -12.7% | -13.6% | WINA 60% · ULTA 46% · TSCO -14% |
| Automotive Parts & Equipment | 15 | -7.6% | -21.0% | -13.7% | BWA 68% · ALV 52% · DAN 33% |
| Home Furnishings | 4 | -6.8% | 25.4% | -14.5% | SGI 42% · LZB 1% · MHK -30% |
| Distributors | 4 | -14.9% | -26.9% | -15.1% | ARMK 123% · GPC 19% · LKQ -49% |
| Leisure Products | 8 | -4.5% | -11.6% | -32.9% | GOLF 85% · HAS 24% · MAT -20% |
| Apparel, Accessories & Luxury Goods | 12 | -1.3% | -2.9% | -42.3% | TPR 256% · RL 248% · KTB 48% |
| Computer & Electronics Retail | 3 | -12.9% | 46.9% | -45.5% | BBY 5% · GME -45% · UPBD -63% |
| Leisure Facilities | 3 | -41.3% | 48.0% | -47.0% | OSW 124% · PRKS -47% · PLNT -50% |
Median of constituents with a full price history over each window. Top names are unfiltered by size in this render.
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Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 78.34 |
| Mkt Cap | 3.3 |
| Rev LTM | 1,902 |
| Op Inc LTM | 314 |
| FCF LTM | 239 |
| FCF 3Y Avg | 236 |
| CFO LTM | 306 |
| CFO 3Y Avg | 302 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | 5.8% |
| Rev Chg 3Y Avg | 9.0% |
| Rev Chg Q | 5.7% |
| QoQ Delta Rev Chg LTM | 1.4% |
| Op Inc Chg LTM | 9.1% |
| Op Inc Chg 3Y Avg | 34.5% |
| Op Mgn LTM | 16.8% |
| Op Mgn 3Y Avg | 15.1% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 17.0% |
| CFO/Rev 3Y Avg | 15.7% |
| FCF/Rev LTM | 13.6% |
| FCF/Rev 3Y Avg | 12.5% |
FDA Approved Drugs Data
Expand for More| Post-Approval Fwd Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| FDA App # | Brand Name | Generic Name | Dosage Form | FDA Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| ANDA215343 | FLUTICASONE PROPIONATE | fluticasone propionate | ointment | 9012023 | -7.2% | 20.1% | 45.6% | 22.1% | -32.9% |
| Post-Approval Fwd Returns | |||||||||
|---|---|---|---|---|---|---|---|---|---|
| FDA App # | Brand Name | Generic Name | Dosage Form | FDA Approval | 3M Rtn | 6M Rtn | 1Y Rtn | 2Y Rtn | Total Rtn |
| ANDA215343 | FLUTICASONE PROPIONATE | fluticasone propionate | ointment | 9012023 | -7.2% | 20.1% | 45.6% | 22.1% | -32.9% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Full-service center-based child care | 2,081 | 1,962 | 1,781 | 1,494 | 1,297 |
| Back-up care | 728 | 610 | 526 | 421 | 351 |
| Educational advisory services | 124 | 114 | 112 | 105 | 107 |
| Total | 2,934 | 2,686 | 2,418 | 2,020 | 1,755 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Back-up care | 222 | 170 | 136 | 115 | 115 |
| Full-service center-based child care | 66 | 54 | 9 | 13 | -8 |
| Educational advisory services | 27 | 23 | 26 | 30 | 22 |
| Total | 315 | 247 | 171 | 158 | 129 |
Price Behavior
Price Behavior
| Market Price | $64.83 | |
| Market Cap ($ Bil) | 3.3 | |
| First Trading Date | 01/25/2013 | |
| Distance from 52W High | -40.6% | |
| 50 Days | 200 Days | |
| DMA Price | $71.07 | $77.90 |
| DMA Trend | down | down |
| Distance from DMA | -8.8% | -16.8% |
| 3M | 1YR | |
| Volatility | 34.7% | 45.8% |
| Downside Capture | 16.93 | 2.81 |
| Upside Capture | -64.61 | -57.15 |
| Correlation (SPY) | -31.8% | -7.0% |
BFAM Betas & Captures as of 9/30/2026
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | -0.53 | -0.13 | -1.02 | -0.81 | -0.24 | 0.53 |
| Up Beta | -2.36 | -0.82 | -2.17 | -1.14 | -0.27 | 0.65 |
| Down Beta | 2.63 | -0.05 | -1.58 | -1.13 | -0.14 | 0.50 |
| Up Capture | -138% | -39% | -64% | -52% | -29% | 11% |
| Bmk +ve Days | 6 | 16 | 27 | 66 | 132 | 424 |
| Stock +ve Days | 7 | 15 | 29 | 62 | 123 | 371 |
| Down Capture | 121% | 108% | -21% | -46% | 4% | 80% |
| Bmk -ve Days | 16 | 26 | 37 | 60 | 120 | 328 |
| Stock -ve Days | 15 | 27 | 35 | 64 | 129 | 380 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BFAM | |
|---|---|---|---|---|
| BFAM | -40.4% | 45.7% | -0.99 | - |
| Sector ETF (XLY) | -8.7% | 19.4% | -0.59 | 9.4% |
| Equity (SPY) | 15.7% | 13.0% | 0.85 | -6.8% |
| Gold (GLD) | 7.7% | 29.6% | 0.25 | -19.9% |
| Commodities (DBC) | 43.7% | 20.8% | 1.64 | -2.3% |
| Real Estate (VNQ) | 1.2% | 13.6% | -0.16 | 10.4% |
| Bitcoin (BTCUSD) | -27.0% | 44.5% | -0.58 | -4.1% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BFAM | |
|---|---|---|---|---|
| BFAM | -14.5% | 38.3% | -0.31 | - |
| Sector ETF (XLY) | 4.2% | 24.1% | 0.13 | 33.9% |
| Equity (SPY) | 13.0% | 17.2% | 0.57 | 34.0% |
| Gold (GLD) | 18.6% | 18.9% | 0.80 | -2.0% |
| Commodities (DBC) | 10.3% | 19.6% | 0.40 | 5.5% |
| Real Estate (VNQ) | 0.4% | 18.9% | -0.08 | 39.5% |
| Bitcoin (BTCUSD) | 13.2% | 52.3% | 0.43 | 15.6% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with BFAM | |
|---|---|---|---|---|
| BFAM | -0.1% | 36.2% | 0.10 | - |
| Sector ETF (XLY) | 11.7% | 22.2% | 0.48 | 41.5% |
| Equity (SPY) | 15.3% | 17.9% | 0.72 | 43.0% |
| Gold (GLD) | 11.6% | 16.4% | 0.58 | -0.2% |
| Commodities (DBC) | 8.2% | 18.1% | 0.37 | 13.7% |
| Real Estate (VNQ) | 4.4% | 20.7% | 0.17 | 46.1% |
| Bitcoin (BTCUSD) | 63.9% | 66.2% | 1.04 | 10.3% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 9/1/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/30/2026 | -4.4% | -5.1% | -4.0% |
| 5/5/2026 | -18.6% | -15.3% | -24.6% |
| 2/12/2026 | -18.2% | -11.6% | -6.6% |
| 10/30/2025 | 18.4% | 6.0% | 12.7% |
| 7/31/2025 | 10.6% | 6.3% | 4.4% |
| 5/5/2025 | -4.3% | -3.0% | 1.0% |
| 2/13/2025 | 8.4% | 6.2% | 8.5% |
| 11/4/2024 | -12.8% | -14.3% | -10.7% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 15 |
| # Negative | 13 | 12 | 9 |
| Median Positive | 10.4% | 7.2% | 8.3% |
| Median Negative | -7.7% | -10.5% | -10.7% |
| Max Positive | 18.4% | 26.1% | 20.7% |
| Max Negative | -18.6% | -26.4% | -28.3% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 7/30/2026 | -4.4% | -5.1% | -4.0% |
| 5/5/2026 | -18.6% | -15.3% | -24.6% |
| 2/12/2026 | -18.2% | -11.6% | -6.6% |
| 10/30/2025 | 18.4% | 6.0% | 12.7% |
| 7/31/2025 | 10.6% | 6.3% | 4.4% |
| 5/5/2025 | -4.3% | -3.0% | 1.0% |
| 2/13/2025 | 8.4% | 6.2% | 8.5% |
| 11/4/2024 | -12.8% | -14.3% | -10.7% |
| 8/1/2024 | 14.1% | 11.5% | 18.8% |
| 5/2/2024 | 6.7% | 8.5% | 4.4% |
| 2/13/2024 | 10.4% | 10.5% | 19.6% |
| 11/1/2023 | 9.1% | 12.3% | 20.7% |
| 8/1/2023 | -0.5% | -1.8% | 0.6% |
| 5/2/2023 | 10.5% | 26.1% | 14.1% |
| 2/16/2023 | 10.7% | 8.1% | 8.3% |
| 11/1/2022 | 1.0% | 5.6% | 14.5% |
| 8/2/2022 | -12.8% | -19.1% | -27.8% |
| 5/3/2022 | -7.7% | -26.4% | -17.1% |
| 2/16/2022 | -2.4% | -3.0% | 4.1% |
| 11/2/2021 | -12.2% | -15.3% | -28.3% |
| 8/4/2021 | 2.5% | 1.6% | 2.1% |
| 5/5/2021 | -7.2% | -9.4% | -2.8% |
| 2/17/2021 | -8.2% | -5.0% | -5.8% |
| 11/5/2020 | -5.4% | 0.2% | 1.9% |
| SUMMARY STATS | |||
| # Positive | 11 | 12 | 15 |
| # Negative | 13 | 12 | 9 |
| Median Positive | 10.4% | 7.2% | 8.3% |
| Median Negative | -7.7% | -10.5% | -10.7% |
| Max Positive | 18.4% | 26.1% | 20.7% |
| Max Negative | -18.6% | -26.4% | -28.3% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 06/30/2026 | 08/06/2026 | 10-Q |
| 03/31/2026 | 05/07/2026 | 10-Q |
| 12/31/2025 | 02/26/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/07/2025 | 10-Q |
| 03/31/2025 | 05/07/2025 | 10-Q |
| 12/31/2024 | 02/27/2025 | 10-K |
| 09/30/2024 | 11/07/2024 | 10-Q |
| 06/30/2024 | 08/06/2024 | 10-Q |
| 03/31/2024 | 05/06/2024 | 10-Q |
| 12/31/2023 | 02/27/2024 | 10-K |
| 09/30/2023 | 11/06/2023 | 10-Q |
| 06/30/2023 | 08/08/2023 | 10-Q |
| 03/31/2023 | 05/08/2023 | 10-Q |
| 12/31/2022 | 02/28/2023 | 10-K |
| 09/30/2022 | 11/08/2022 | 10-Q |
| 06/30/2022 | 08/05/2022 | 10-Q |
| 03/31/2022 | 05/06/2022 | 10-Q |
| 12/31/2021 | 02/25/2022 | 10-K |
| 09/30/2021 | 11/05/2021 | 10-Q |
| 06/30/2021 | 08/06/2021 | 10-Q |
| 03/31/2021 | 05/10/2021 | 10-Q |
| 12/31/2020 | 03/01/2021 | 10-K |
| 09/30/2020 | 11/09/2020 | 10-Q |
| 06/30/2020 | 08/10/2020 | 10-Q |
| 03/31/2020 | 05/11/2020 | 10-Q |
| 12/31/2019 | 02/27/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
Recent Forward Guidance
Updated 9/28/2026Latest: Q2 2026 Earnings Reported 7/30/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Revenue | Reported | 3.08 Bil | 3.10 Bil | 3.12 Bil | 0 | Affirmed | Guidance: 3.10 Bil for 2026 | |
| 2026 Diluted Adjusted EPS | Reported | 5.05 | 5.1 | 5.15 | 2.0% | Raised | Guidance: 5 for 2026 | |
Prior: Q1 2026 Earnings Reported 5/5/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Diluted adjusted earnings per common share | Reported | 4.9 | 5 | 5.1 | 0 | Affirmed | Guidance: 5 for 2026 | |
| 2026 Revenue | Reported | 3.08 Bil | 3.10 Bil | 3.12 Bil | 0 | Affirmed | Guidance: 3.10 Bil for 2026 | |
Q4 2025 Earnings Reported 2/12/2026
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2026 Diluted Adjusted Earnings Per Common Share | Reported | 4.9 | 5 | 5.1 | 11.0% | Higher New | Actual: 4.51 for 2025 | |
| 2026 Revenue | Reported | 3.08 Bil | 3.10 Bil | 3.12 Bil | 6.0% | Higher New | Actual: 2.92 Bil for 2025 | |
Q3 2025 Earnings Reported 10/30/2025
| Forward Guidance | Guidance Change | |||||||
|---|---|---|---|---|---|---|---|---|
| Metric | Source | Low | Mid | High | % Chg | % Delta | Change | Prior |
| 2025 Revenue | Reported | 2.92 Bil | 0.5% | Raised | Guidance: 2.91 Bil for 2025 | |||
| 2025 Diluted Adjusted EPS | Reported | 4.48 | 4.51 | 4.53 | 7.3% | Raised | Guidance: 4.2 for 2025 | |
Insider Activity
Updated 9/2/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tocio, Mary Ann | Direct | Sell | 9022026 | 72.65 | 6,000 | 435,880 | 1,040,953 | Form | |
| 2 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 9022026 | 75.00 | 1,200 | 90,000 | 2,320,875 | Form |
| 3 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 8042026 | 75.57 | 1,200 | 90,684 | 2,429,198 | Form |
| 4 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 7282026 | 80.00 | 500 | 40,000 | 2,667,600 | Form |
| 5 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 10022025 | 108.52 | 1,000 | 108,520 | 2,870,245 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Tocio, Mary Ann | Direct | Sell | 9022026 | 72.65 | 6,000 | 435,880 | 1,040,953 | Form | |
| 2 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 9022026 | 75.00 | 1,200 | 90,000 | 2,320,875 | Form |
| 3 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 8042026 | 75.57 | 1,200 | 90,684 | 2,429,198 | Form |
| 4 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 7282026 | 80.00 | 500 | 40,000 | 2,667,600 | Form |
| 5 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 10022025 | 108.52 | 1,000 | 108,520 | 2,870,245 | Form |
| 6 | Burke, Mary Lou | COO North America Center Ops | Direct | Sell | 9032025 | 116.49 | 1,000 | 116,490 | 3,197,534 | Form |
Investor Activity (13F)
Updated Oct 2, 202613F holdings as of Mar 31, 2026 (Q1 2026)
Active managers (13F portfolio over $250M, at least 3 holdings) with a position over $5M that is either over 10% of their portfolio or held in a concentrated book of 50 or fewer total positions. Index/ETF, sovereign, bank, community-bank and charitable/donor-advised filers are excluded.
| Active Manager |
|---|
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Industry Resources
| Consumer Discretionary Resources |
| Retail Dive |
| Business of Fashion (BoF) |
| WWD (Women's Wear Daily) |
| National Retail Federation (NRF) |
| McKinsey & Company - Consumer |
| Mintel Consumer Trends |
| Specialized Consumer Services Resources |
| Consumer Reports |
| Better Business Bureau (BBB) |
| TrendWatching |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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