Every material Form 8-K KinderCare Learning Companies, Inc. has filed with the SEC since August 13, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
KinderCare Learning Companies (NYSE: KLC) said director Michael Nuzzo resigned from its board effective September 29, 2026, to devote time to other commitments, and that the resignation was not due to any disagreement with the company. The board filled the seat with Preston Grasty of Partners Group and named David Barse as Audit Committee chair, a change in board composition that does not alter reported financial results.
Michael Nuzzo resigned from the board, a Class II director seat, effective September 29, 2026, and also left the Audit and Compensation committees.
David Barse was appointed to the Audit Committee and named its chair, and to the Compensation Committee, effective September 29, 2026.
Preston Grasty, a Senior Investment Leader at Partners Group, was appointed to fill the vacancy as a Class II director through the 2029 annual meeting and joined the Nominating and Corporate Governance Committee.
KinderCare Education, a wholly-owned subsidiary, entered into an Amended and Restated Fifth Amendment to its master lease covering 545 center sites with landlord KCP RE LLC, effective August 11, 2026. The amendment extends lease terms to between December 31, 2033 and December 31, 2042 for most sites, but raises the cap on annual rent escalations from 10% to 12.5%, which increases the potential cost of future rent adjustments.
Schedule 1 (13 sites) was transferred to affiliate KCP RE II LLC under a new master lease ending December 31, 2029, at the same annual rent.
Lease expirations for Schedules 2 through 6 range from December 31, 2033 to December 31, 2042, with one five-year extension option for Schedules 4 through 6.
The escalation percentage is the lesser of 12.5% (previously 10%) or the applicable index increase, with adjustment dates from August 1, 2030.
KinderCare reported second-quarter 2026 revenue of $697.5 million, down 0.4% from a year earlier, and a net loss of $8.8 million, compared with net income of $38.6 million in the second quarter of 2025. The company also updated its full-year 2026 guidance, but the filing does not state the prior ranges, so the direction of the change cannot be determined from this document.
Revenue of $697.5 million vs. $700.1 million in Q2 2025; center enrollment fell 4.0%
Net loss of $8.8 million, or $0.07 per diluted share, vs. net income of $38.6 million, or $0.33, a year earlier
Adjusted EBITDA of $63.0 million, down 23.6%; impairment losses rose $20.7 million and 49 centers closed in Q2
Full-year 2026 guidance: revenue $2.66 billion to $2.70 billion; adjusted EBITDA $200 million to $220 million; adjusted EPS $0.05 to $0.15
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