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Here are 1-3 brief analogies to describe Scholastic:

• The Disney of children's books and school learning.

• A publisher and distributor of children's books and educational materials, operating like a dedicated 'Amazon for schools' for reading and learning.

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• Children's Books: Scholastic publishes and distributes a vast array of children's books, e-books, and interactive media, encompassing popular original series and licensed properties.
• Books Plus Activity Products: The company creates and sells "books plus" items and activity kits through brands like Klutz and Make Believe Ideas.
• Classroom Magazines: Scholastic produces and distributes various educational classroom magazines, such as Scholastic News and Junior Scholastic, for different grade levels.
• Supplemental and Classroom Materials: It provides diverse supplemental and core classroom materials, programs, and support services for schools.
• Reference and Non-Fiction Educational Products: The company offers both print and online reference and non-fiction products specifically designed for educational environments.
• Educational Consulting Services: Scholastic provides consulting services tailored to schools and educational institutions.
• Digital Educational Resources and Online Subscriptions: It offers digital educational resources and online subscription services, particularly through its international segment.

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Scholastic Corporation (SCHL) primarily sells its products and services to individuals, leveraging various channels to reach them. Based on the company description, the major categories of customers it serves are:

1. Children and their Parents: This is the primary demographic for the vast majority of Scholastic's book sales. Products like the Harry Potter, Dog Man, and Goosebumps series are directly marketed and sold to children, with purchases often facilitated by parents through school book clubs, school book fairs, and direct online sales, as well as through retail channels.
2. Individual Educators/Teachers: Teachers often purchase classroom magazines (e.g., Scholastic News, Storyworks), supplemental materials, and books for their classroom libraries, whether using school funds or their own personal funds. Scholastic provides resources directly tailored for classroom use by individual educators.
3. The General Public: This category encompasses any individual who purchases Scholastic books and other products through traditional retail stores (bookstores, mass merchandisers) or online channels (like Amazon or Scholastic's own website), outside of the specific school-based programs. This broad category includes gift-givers, adult readers of children's books, and others who discover Scholastic titles through the wider trade market.

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Peter Warwick, President and Chief Executive Officer

Peter Warwick became President and CEO of Scholastic in August 2021, making him the third CEO in the company's over 100-year history. He had previously served as an independent director on Scholastic's Board from 2014 to 2021. Prior to Scholastic, Peter held several senior leadership positions at Thomson Reuters, including CEO of its Legal and Regulatory businesses in the APAC region, CEO of Thomson Tax & Accounting, and CEO of Thomson Legal, before retiring as Chief People Officer in 2018. He also began his career at Pearson, where he became CEO of the company's professional education and information business unit. Peter, born in the United Kingdom, holds degrees in history from Bristol University and York University, and started his career in educational publishing.

Haji Glover, Executive Vice President and Chief Financial Officer

Haji Glover was named Executive Vice President & Chief Financial Officer of Scholastic, effective January 22, 2024. He previously held the role of Senior Vice President of Corporate Finance at Scholastic from 2020 to 2022. Most recently, he served as the Director of Finance at Amazon, leading the finance organization for the People Experience and Technology division. Before his initial tenure at Scholastic, Mr. Glover held various finance leadership roles at Lockheed Martin, Ford Motor Company, Honeywell International, and Alvogen Group.

Iole Lucchese, Chair of the Board and Executive Vice President, Chief Strategy Officer and President, Scholastic Entertainment

Iole Lucchese was appointed Executive Vice President of Scholastic Corporation in 2016 and Chair of the Board of Directors in 2021, having served as Chief Strategy Officer since 2014. A 30-year veteran of the company, she started her career with Scholastic Canada Book Clubs. She has been instrumental in modernizing Scholastic for the digital age, forging new partnerships, and successfully relaunching Scholastic Entertainment. In 2021, she was given 54 percent of the former CEO Richard Robinson's super-voting Class A shares, making her the effective owner of Scholastic.

Jeffrey Mathews, Executive Vice President, Chief Growth Officer, and President, Scholastic Education

Jeffrey Mathews was appointed President, Scholastic Education in 2025 and Chief Growth Officer in 2024. In his role as Chief Growth Officer, he partners with leaders across the business to refine and implement Scholastic's long-term growth strategy, and also leads the company's corporate development and investor relations functions. As President, Scholastic Education, he focuses on deepening the company's impact in schools, communities, and homes.

Beth Polcari, President, Education Solutions

Beth Polcari was named President of Education Solutions in August 2023. She previously served as President of International since 2020. Having started her career at Scholastic in 1984, Ms. Polcari has held leadership roles in finance, operations, and strategy within the U.S. education businesses. Her accomplishments include establishing the Early Childhood Division and managing the growth of the supplementary publishing business.

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The key risks to Scholastic Corporation's (SCHL) business include challenges within its Education Solutions segment, intense competition and digital disruption in the publishing and educational markets, and a significant reliance on successful new book titles and maintaining relationships with creative talent.

1. Declining Education Solutions Segment and School Funding Pressures: Scholastic's Education Solutions segment has faced significant headwinds, experiencing declines in revenue due to challenging market conditions and reduced spending on supplemental educational materials by schools. School budget pressures are identified as a major risk that directly impacts this core part of Scholastic's business, with sales in this division falling significantly in recent periods.
2. Highly Competitive and Evolving Market, including Digital Disruption: The company operates in a highly competitive landscape for children's books, educational products, and entertainment. Scholastic faces stiff competition from other traditional publishers, media companies, and increasingly from larger education technology companies and online mass merchants like Amazon. The accelerated digitization of education poses a direct challenge to Scholastic's traditional physical book fair and club models, necessitating adaptation to changing consumer and school purchasing patterns and preferences.
3. Dependence on Blockbuster Titles and Creative Talent: Scholastic's financial success is heavily reliant on its ability to consistently publish popular new children's book series and maintain strong relationships with authors, illustrators, and other creative talent. The business faces a risk of unpredictable revenue streams due to a concentration around marquee creators and intellectual property (IP), meaning financial performance can be "lumpy and unpredictable" without a steady stream of best-selling titles.

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The clear emerging threat to Scholastic Corporation is the increasing market dominance and widespread adoption of comprehensive, subscription-based digital platforms that offer curated children's books, interactive stories, and educational content. These platforms, often backed by major technology or media companies, pose a direct challenge to Scholastic's traditional school book club and school book fair channels, as well as its individual book sales and educational materials. By providing unlimited access to a vast library of content for a recurring fee, potentially incorporating interactive elements and reaching schools directly, they could fundamentally disrupt the transaction-based model of acquiring physical and individual digital titles, diminishing the appeal and necessity of Scholastic's established distribution networks.

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Here are 3-5 expected drivers of future revenue growth for Scholastic (symbol: SCHL) over the next 2-3 years:

1. Strategic Acquisition and Integration of 9 Story Media Group: Scholastic's acquisition of 9 Story Media Group is expected to contribute to top-line growth, as indicated by its partial-year contribution to fiscal 2025 revenue guidance. This acquisition is aimed at enhancing Scholastic's capabilities in children's entertainment, creating synergies with existing intellectual properties, and expanding the company's footprint in global children's media.
2. Continued Growth and Expansion of School Book Fairs: The company has outlined plans to increase its book fair count, targeting 90,000 fairs in fiscal 2025, which is expected to contribute to modest growth in this segment. Recent performance has shown growth in Book Fairs revenue driven by a higher fair count and increased revenue per fair, with expectations for these trends to continue.
3. Strong Performance and New Releases of Key Intellectual Properties (IP) in Trade Publishing: Scholastic anticipates revenue growth from its successful original and licensed intellectual properties. The strong performance of franchises such as Dav Pilkey's "Dog Man" series, along with new and special edition releases from "The Hunger Games" and "Harry Potter" franchises, are key contributors to trade publishing revenue and are expected to drive future sales. The company also benefits from foreign rights deals related to its IP.
4. Expansion into and Monetization of Digital and Screen-based Content: Scholastic is pursuing a 360-degree content creation strategy to transform its existing book series into screen content. Initiatives such as the launch of a Scholastic-branded streaming app and the growth of classic content on platforms like YouTube are part of this strategy, aiming to expand digital presence and monetize its extensive library of children's media.

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Share Repurchases

• In October 2022, Scholastic authorized the repurchase of up to $75 million of its common stock through a modified "Dutch Auction" tender offer.
• In December 2025, the Board expanded its share repurchase authorization to $150 million.
• As of March 2026, the company announced a $200 million accelerated share buyback plan.

Share Issuance

No significant share issuances were identified over the last 3-5 years.

Outbound Investments

• In June 2024, Scholastic finalized the acquisition of 9 Story Media Group, a children's content producer and distributor, for approximately US$182 million (CAD $250 million) to enhance its content creation and distribution capabilities.
• In December 2025, Scholastic announced a comprehensive branding, publishing, and distribution partnership with Mark Rober, founder of the educational technology company CrunchLabs.

Capital Expenditures

• Capital expenditures were $26 million in fiscal year 2022, $62 million in fiscal year 2023, and $58 million in fiscal year 2024.
• In fiscal year 2025, capital expenditures related to the New York City headquarters property amounted to $7.3 million prior to its sale-leaseback.
• For the second quarter of fiscal year 2026 (ended November 30, 2025), capital expenditures totaled $6.2 million.