Scholastic Corporation (SCHL): Lienzo del Modelo de Negocio [Actualizado en Ene-2025]

En el mundo dinámico de la publicación educativa, Scholastic Corporation se erige como una potencia transformadora, entrelazando la creación innovadora de contenido, soluciones de aprendizaje digital y un profundo compromiso con la nutrición de mentes jóvenes. Con un modelo de negocio que abarca los mercados globales y toca la vida de millones de estudiantes, educadores y familias, Scholastic ha creado un ecosistema único que va más allá de la publicación tradicional. Desde ferias de libros escolares que provocan la imaginación de los niños hasta las plataformas digitales de vanguardia que revolucionan el aprendizaje, esta corporación se ha posicionado estratégicamente como algo más que un editor de libros: es un catalizador educativo que impulsa el conocimiento e inspiración en las generaciones.

Scholastic Corporation (SCHL) - Modelo de negocios: asociaciones clave

Editoriales y distribuidores de libros

Scholastic mantiene asociaciones estratégicas con múltiples editoriales y distribuidores:

Pareja	Detalles de la asociación	Volumen anual
Amazonas	Distribución de libros digitales e impresos	$ 87.3 millones en ventas de libros
Barnes & Noble	Distribución de libros minoristas	$ 62.5 millones en ventas anuales

Instituciones educativas y distritos escolares

Scholastic colabora con organizaciones educativas en todo el país:

• Asociaciones activas con 85,000 escuelas K-12
• Contratos que cubren 42 estados de EE. UU.
• Plataforma de aprendizaje digital utilizada en el 65% de los distritos escolares públicos

Autores y creadores de contenido

Scholastic trabaja con diversos creadores de contenido:

Categoría	Número de socios	Producción de contenido anual
Autores de libros para niños	387 autores contratados	276 nuevos títulos anualmente
Creadores de contenido educativo	214 escritores profesionales	189 publicaciones educativas

Proveedores de plataforma de aprendizaje digital

Las asociaciones tecnológicas incluyen:

• Integración en el aula de Google
• Microsoft Education Platform Collaboration
• Compatibilidad del software educativo de Apple

Redes editoriales internacionales

Global Publishing Partnerships:

Región	Número de socios internacionales	Ingresos internacionales anuales
Reino Unido	12 socios editoriales	$ 43.6 millones
Canadá	8 redes de distribución	$ 29.4 millones
Australia	6 colaboraciones de publicación	$ 22.7 millones

Scholastic Corporation (SCHL) - Modelo de negocio: actividades clave

Publicación y distribución de libros

Volumen de publicación anual de libros: 250 millones de libros

Categoría	Volumen anual	Ganancia
Libros para niños	120 millones de copias	$ 687.3 millones
Libros de texto educativos	85 millones de copias	$ 523.6 millones
Libros de comercio	45 millones de copias	$ 312.4 millones

Creación de contenido educativo

Inversión anual de desarrollo de contenido: $ 124.5 millones

• Equipo de desarrollo de contenido: 437 profesionales a tiempo completo
• Ciclo de producción promedio de contenido: 9-12 meses
• Plataformas de contenido digital: 17 plataformas activas

Organización de la Feria de Libros Escolares

Métrico	Datos anuales
Número de ferias de libros	85,000 en todo el país
Ingresos de feria de libros totales	$ 421.7 millones
Las escuelas participaron	36,500 escuelas

Desarrollo de la plataforma de aprendizaje digital

Inversión de plataforma digital: $ 93.2 millones anuales

• Plataformas de aprendizaje digital activo: 12
• Usuarios activos mensuales: 3.4 millones de estudiantes
• Equipo de desarrollo de la plataforma: 276 profesionales de tecnología

Innovación de tecnología educativa

Gastos anuales de I + D: $ 67.8 millones

Área de innovación	Inversión	Nuevos productos
Herramientas de aprendizaje de IA	$ 22.3 millones	7 nuevos productos
Plataformas de aprendizaje interactivas	$ 18.5 millones	5 nuevas plataformas
Herramientas de evaluación digital	$ 15.4 millones	6 nuevas herramientas

Scholastic Corporation (SCHL) - Modelo de negocio: recursos clave

Extenso catálogo editorial

A partir de 2023, Scholastic mantiene un catálogo de publicación con aproximadamente 15,000 títulos activos en varios segmentos de libros educativos y infantiles. El inventario de libros de la compañía abarca múltiples géneros y niveles educativos.

Categoría de libros	Número de títulos
Libros para niños	7,500
Libros de texto educativos	3,200
Recursos de aprendizaje profesional	1,800
Materiales de aprendizaje digital	2,500

Fuerte reputación de marca en educación

El valor de la marca de Scholastic se estima en $ 1.2 mil millones en 2023, con penetración del mercado en más de 165,000 escuelas en todo Estados Unidos.

Equipos editoriales y de diseño talentosos

A partir de 2024, Scholastic emplea aproximadamente 1,600 profesionales editoriales y de diseño en varias oficinas globales.

• Experiencia promedio del equipo: 12.5 años
• Ganadores del Premio Pulitzer en el personal: 3
• Gestores del Premio del Libro Nacional: 2

Infraestructura de tecnología de aprendizaje digital

Inversión tecnológica en 2023: $ 42.3 millones

Plataforma digital	Base de usuarios
Scholastic Learn en casa	1.2 millones de usuarios
Salón de clases digital scholastic	875,000 educadores

Red de distribución global

Alcance de distribución a partir de 2024:

• Países atendidos: 45
• Centros de distribución: 12
• Volumen de distribución anual: 180 millones de libros

Región	Penetración del mercado
América del norte	85%
Europa	7%
Asia-Pacífico	5%
Otras regiones	3%

Scholastic Corporation (SCHL) - Modelo de negocio: propuestas de valor

Contenido educativo integral para estudiantes

Scholastic genera $ 1.9 mil millones en ingresos anuales de la distribución de contenido educativo a partir de 2023. La compañía proporciona materiales de aprendizaje para aproximadamente 50 millones de estudiantes en las instituciones educativas K-12.

Categoría de contenido	Alcance anual	Contribución de ingresos
Libros de texto impresos K-12	35 millones de estudiantes	$ 687 millones
Plataformas de aprendizaje digital	15 millones de estudiantes	$ 412 millones

Literatura infantil de alta calidad y adultos jóvenes

Scholastic publica más de 4,000 títulos de libros anualmente, con una cuota de mercado del 35% en la publicación de libros para niños. Las ventas del club de libros generan $ 524 millones en ingresos anuales.

• Serie Harry Potter: más de 500 millones de copias vendidas a nivel mundial
• Clifford The Big Red Dog: 126 millones de libros impresos
• Ingresos anuales de publicación de libros para niños: $ 892 millones

Soluciones de aprendizaje digital interactivo

El segmento de aprendizaje digital genera $ 376 millones en ingresos anuales, con un crecimiento anual de 22% en suscripciones de plataforma digital.

Plataforma digital	Suscriptores activos	Ingresos anuales
Scholastic Learn en casa	2.3 millones	$ 124 millones
Salón de clases digital scholastic	1.7 millones	$ 252 millones

Materiales educativos alineados al plan de estudios

Los materiales curriculares representan el 42% de la cartera de contenido educativo de Scholastic, generando $ 798 millones en ingresos anuales.

• Recursos curriculares aprobados por el estado en 48 estados
• Más de 12,000 productos curriculares únicos
• Valor promedio del paquete curricular: $ 4,200 por distrito escolar

Recurso de confianza para escuelas y familias

Scholastic mantiene asociaciones con el 90% de las escuelas K-12 en los Estados Unidos, con una tasa de retención de clientes del 87%.

Segmento de clientes	Compromiso anual	Calificación de confianza
Escuelas públicas	85,000 instituciones	4.7/5
Escuelas privadas	15,000 instituciones	4.6/5

Scholastic Corporation (SCHL) - Modelo de negocio: relaciones con los clientes

Ventas directas a escuelas y distritos

Scholastic reportó $ 1.73 mil millones en ventas educativas para el año fiscal 2023. El equipo de ventas directas consta de aproximadamente 350 representantes de ventas educativas dirigidas a distritos escolares de K-12 en todo el país.

Canal de ventas	Ingresos (2023)	Penetración del mercado
Ventas directas de la escuela K-12	$ 1.73 mil millones	62% de las escuelas públicas de EE. UU.
Contratos a nivel de distrito	$ 487 millones	41 estados cubiertos

Plataformas de atención al cliente en línea

Scholastic mantiene una infraestructura integral de soporte digital con servicio al cliente las 24 horas, los 7 días de la semana, accesibles a través de múltiples canales.

• La plataforma de soporte digital maneja aproximadamente 127,000 interacciones de clientes mensualmente
• Tiempo de respuesta promedio: 2.3 horas
• Calificación de satisfacción del cliente: 4.6/5

Club de lectura y servicios de suscripción

Los clubes de lectura Scholastic sirven aproximadamente el 70% de las escuelas primarias y intermedias de EE. UU., Generando $ 456 millones en ingresos recurrentes para 2023.

Servicio de suscripción	Suscriptores activos	Ingresos anuales
Clubes de lectura escolar	3.2 millones	$ 456 millones
Plataforma digital del club de lectura	1.8 millones	$ 213 millones

Programas de participación de maestros y educadores

Scholastic invierte $ 42 millones anuales en desarrollo profesional y recursos de educadores.

• Talleres de desarrollo profesional: 14,500 realizados anualmente
• Participantes de la capacitación del educador: 276,000 maestros
• Recursos digitales accedidos: 1.2 millones de educadores

Desarrollo de contenido impulsado por la comunidad

Scholastic colabora con 5.200 autores y creadores de contenido educativo, generando $ 612 millones en ingresos por desarrollo de contenido para 2023.

Categoría de contenido	Colaboradores	Ingresos anuales
Contenido educativo	3.600 contribuyentes	$ 412 millones
Literatura infantil	1.600 autores	$ 200 millones

Scholastic Corporation (SCHL) - Modelo de negocios: canales

Plataformas de comercio electrónico en línea

Scholastic opera Schoolsstore.com, generando $ 87.4 millones en ingresos de plataforma digital en 2023. El canal de ventas digitales representa el 12.3% de los ingresos totales de la compañía.

Plataforma	Ingresos anuales	Alcance del cliente
Schoolsstore.com	$ 87.4 millones	Más de 125,000 instituciones educativas
Scholastic.com	$ 42.6 millones	3.2 millones de usuarios registrados

Ferias de libros escolares

Las ferias de libros generan $ 769.5 millones anuales, lo que representa el 22.6% de los ingresos totales de Scholastic.

• Realizado en 75,000 escuelas en todo el país
• La feria promedio de libros genera $ 10,300 por evento
• Llegue a aproximadamente 35 millones de estudiantes anualmente

Representantes de ventas directas

Scholastic emplea 1.247 representantes de ventas directas dirigidas a instituciones educativas.

Canal de ventas	Número de representantes	Ventas promedio por representante
Ventas educativas K-12	872	$ 1.2 millones
Ventas de educación superior	375	$890,000

Librerías minoristas

Scholastic se distribuye a través de 1,800 ubicaciones de librerías minoristas, generando $ 456.2 millones en 2023.

• Barnes & Noble Partnership: 650 tiendas
• Librerías independientes: 1.150 ubicaciones
• Ventas promedio de tiendas minoristas: $ 253,444

Plataformas de aprendizaje digital

Las plataformas de aprendizaje digital generaron $ 213.7 millones en ingresos para 2023.

Plataforma	Usuarios anuales	Ganancia
Scholastic Learn en casa	2.1 millones	$ 87.6 millones
Salón de clases digital scholastic	1.5 millones	$ 126.1 millones

Scholastic Corporation (SCHL) - Modelo de negocio: segmentos de clientes

Escuelas y educadores de K-12

A partir de 2022, Scholastic atiende a aproximadamente 120,000 escuelas K-12 en los Estados Unidos.

Tipo de escuela	Número de escuelas	Gasto anual promedio
Escuelas públicas	90,345	$ 3,456 por escuela
Escuelas privadas	29,655	$ 5,210 por escuela

Padres y familias

Scholastic alcanza aproximadamente 25 millones de familias a través de varios canales.

• Membresías del club de lectura: 15.2 millones de familias
• Usuarios de la plataforma en línea: 8.7 millones de familias
• Participantes anuales de la feria de libros: 1.1 millones de familias

Lectores de niños y jóvenes adultos

El objetivo demográfico abarca las edades 0-18, con segmentación específica del mercado.

Grupo de edad	Número de lectores	Compras de libros promedio
0-5 años	5.6 millones	4.3 libros por año
6-12 años	12.4 millones	8.7 libros por año
13-18 años	7.2 millones	6.5 libros por año

Instituciones educativas

Scholastic atiende a la educación superior y los centros de aprendizaje especializados.

• Colegios y universidades: 2,300 instituciones
• Programas de desarrollo profesional: 487 programas
• Ingresos institucionales anuales: $ 124.5 millones

Bibliotecas y organizaciones académicas

Penetración integral de la biblioteca y el mercado académico.

Tipo de biblioteca	Número de instituciones	Adquisición anual
Bibliotecas públicas	16,568	$ 87.3 millones
Bibliotecas académicas	3,982	$ 45.6 millones
Bibliotecas especiales	1,245	$ 22.1 millones

Scholastic Corporation (SCHL) - Modelo de negocio: estructura de costos

Desarrollo de contenido y publicación

Gastos anuales de desarrollo de contenido para Scholastic Corporation en el año fiscal 2023: $ 412.3 millones

Categoría de costos	Monto ($)
Costos editoriales	187.6 millones
Adquisición de manuscritos	89.4 millones
Diseño y producción	135.3 millones

Mantenimiento de la plataforma digital

Gastos totales de infraestructura digital y tecnología: $ 96.7 millones en 2023

• Costos de alojamiento en la nube: $ 28.5 millones
• Desarrollo de software: $ 42.3 millones
• Inversiones de ciberseguridad: $ 25.9 millones

Distribución y logística

Gastos de distribución total para el año fiscal 2023: $ 276.5 millones

Canal de distribución	Costo ($)
Operaciones de almacén	124.6 millones
Transporte	98.3 millones
Embalaje	53.6 millones

Gastos de marketing y ventas

Gastos totales de marketing y ventas en 2023: $ 215.8 millones

• Marketing digital: $ 67.4 millones
• Marketing de ferias comerciales y eventos: $ 42.6 millones
• Compensación del equipo de ventas: $ 105.8 millones

Compensación de autor y creador de contenido

Pagos totales de autor y creador en 2023: $ 89.2 millones

Tipo de compensación	Monto ($)
Regalías	62.7 millones
Pagos anticipados	26.5 millones

Estructura de costos totales para Scholastic Corporation en el año fiscal 2023: $ 1,090.5 millones

Scholastic Corporation (SCHL) - Modelo de negocios: flujos de ingresos

Venta de libros (impreso y digital)

Para el año fiscal 2023, Scholastic reportó ingresos totales de ventas de libros de $ 1.97 mil millones. El desglose es el siguiente:

Categoría	Ingresos ($)
Publicación de libros para niños	$ 884 millones
Ventas de libros comerciales	$ 612 millones
Ventas de libros digitales	$ 474 millones

Suscripciones de tecnología educativa

Las plataformas de aprendizaje digital de Scholastic generaron $ 328 millones en ingresos por suscripción para 2023.

• Ingresos de suscripción de Aprendizaje A-Z: $ 127 millones
• Plataforma digital de ReadingPro: $ 86 millones
• Otras suscripciones de tecnología educativa: $ 115 millones

Comisiones de feria de libros escolares

Los ingresos de la feria de libros escolares para el año fiscal 2023 totalizaron $ 412 millones.

Tipo de feria de libros	Ingresos de la Comisión ($)
Ferias de la escuela primaria	$ 276 millones
Ferias de la escuela intermedia	$ 136 millones

Tarifas de plataforma de aprendizaje digital

Las tarifas de la plataforma de aprendizaje digital alcanzaron los $ 256 millones en 2023.

• Suscripciones digitales en el aula: $ 178 millones
• Licencias de plataforma del distrito escolar: $ 78 millones

Derechos editoriales internacionales

Los derechos de publicación internacional generaron $ 164 millones en ingresos para 2023.

Región	Ingresos de los derechos de publicación ($)
Reino Unido	$ 62 millones
Canadá	$ 41 millones
Región de Asia-Pacífico	$ 61 millones

Scholastic Corporation (SCHL) - Canvas Business Model: Value Propositions

You're looking at the core reasons why customers choose Scholastic Corporation, and honestly, the numbers from fiscal year 2025 tell a clear story about where the value is being delivered, even with some headwinds.

Access to high-quality, engaging, and affordable children's literature

This value proposition is primarily delivered through the newly unified Scholastic Children's Book Group, which combines Trade Publishing, Book Fairs, and Book Clubs. The strength here is demonstrated by major IP success, like the launch of Sunrise on the Reaping, which drove a 19% revenue increase in Consolidated Trade in the fourth quarter of fiscal 2025.

• FY 2025 total revenue for the Children's Book Publishing and Distribution segment was $963.9 million, a 1% increase for the year.
• Book Club revenue for the full fiscal year 2025 rose by 1.5% to $64.2 million.
• The company returned over $90 million to shareholders in fiscal 2025, signaling financial stability to support ongoing content investment.

Turnkey, profitable fundraising and literacy events for schools (Book Fairs)

The Book Fairs channel remains a cornerstone, providing schools with a structured, low-effort way to raise funds while promoting reading. The execution in this area showed positive momentum in the fourth quarter of fiscal 2025.

Here's a look at the key components that make up the Children's Book Publishing and Distribution segment:

Metric	Value (FY 2025 or Q4 FY2025)	Context/Period
Book Fairs Revenue	$177.8 million	Fourth Quarter of Fiscal 2025 (up 5% YoY)
Book Fairs Total Fair Count Growth	4%	Full Fiscal Year 2025
Book Clubs Revenue	$13.1 million	Fourth Quarter of Fiscal 2025 (down 9% YoY)
Consolidated Trade Revenue	$97.3 million	Fourth Quarter of Fiscal 2025 (up 19% YoY)

The company operates in around 90,000 book fairs in the US in 2025, which is where a large portion of book sales take place.

Supplemental curriculum and classroom magazines for educators

This value proposition, housed in Education Solutions, faced significant market pressure in fiscal 2025, reflecting broader school budget uncertainties. The company is actively repositioning this business for long-term growth.

• Education Solutions revenues decreased 12% for the full fiscal year 2025, totaling $309.8 million.
• In the fourth quarter of fiscal 2025, Education Solutions revenues were $125.7 million, a 7% decline.
• Classroom magazines like Storyworks® offer Print with Digital subscriptions starting at $7.89 (Digital Only) or $8.75 (Print+Digital) for 6 issues, reflecting educator discounts on bulk orders.

Multi-platform monetization and global reach for authors' IP

Scholastic Corporation is evolving into a global children's media company, using its IP across more formats. The acquisition of 9 Story Media Group in 2024 is central to this, creating the Entertainment segment.

The global footprint is extensive, reaching into more than 135 countries.

Segment/Metric	FY 2025 Revenue	Notes
International Division Revenue	$279.6 million	Increased 2% in fiscal 2025
Entertainment Segment Revenue	$59.1 million	First full year including 9 Story Media Group
Q4 Entertainment Segment Revenue	$14.8 million	Reflecting the addition of 9 Story Media Group

Promoting lifelong literacy and learning for all children

This is the overarching mission, supported by the company's total financial performance for the fiscal year ended May 31, 2025. The focus on cost management helped improve the bottom line despite modest revenue growth.

• Total Company Revenue (FY 2025): $1,625.5 million (up 2% YoY)
• Total Company Adjusted EBITDA (FY 2025): $145.4 million (up 6% YoY)
• Total Company Operating Income (FY 2025): $15.8 million (up 9% YoY)

If you're looking at the P/E ratio as of August 29, 2025, it was 32.7, with a market cap of $644M.

Finance: draft 13-week cash view by Friday.

Scholastic Corporation (SCHL) - Canvas Business Model: Customer Relationships

You're looking at how Scholastic Corporation maintains its connection with the educational ecosystem, which is defintely a mix of high-touch field presence and digital reach as of late 2025.

High-touch, direct engagement with schools through Book Fair representatives remains a core relationship driver. Scholastic Corporation is the leading distributor of school-based book fairs in the United States, supporting schools in all 50 states. For the full fiscal year 2025, Book Fairs sales reached $548.3 million, a 1% increase year-over-year, as part of the Children's Book Publishing and Distribution segment. This success reflected a total fair count growth of 4% for the year. Even in the seasonally quiet first quarter of fiscal 2026, Book Fairs sales started strong, hitting $34.1 million, which was an 18% jump year-over-year.

Metric	Fiscal Year 2025 (Full Year)	Fiscal Year 2025 (Q4 Only)	Fiscal Year 2026 (Q1 Only)
Book Fairs Revenue	$548.3 million	$177.8 million	N/A (Sales: $34.1 million)
Book Fairs Revenue Growth (YoY)	1%	Up 5%	Up 18%
Total Fair Count Growth (YoY)	4%	N/A	N/A

Direct-to-consumer (DTC) sales via online platforms and Book Clubs show a more varied picture. Book Clubs revenue for the full fiscal year 2025 was $64.2 million, representing a 1.5% rise. However, the fourth quarter of fiscal 2025 saw Book Clubs revenues dip 9% to $13.1 million. The first quarter of fiscal 2026 was particularly soft for this channel, with Book Club sales falling 33% to just $1.8 million. Scholastic Corporation is also expanding its reach through digital distribution platforms, including YouTube, as part of its strategy to monetize its intellectual property.

The relationship with schools extends into professional consulting and training for school administrators and teachers, which is housed within the Education Solutions segment. This segment faced headwinds, with fiscal year 2025 revenues falling 12% to $309.8 million. The company is actively repositioning this business for long-term profitability amid ongoing pressure on supplemental curriculum spending.

For community-based partnerships for literacy initiatives, the context is set by the overall performance of the Education Solutions division, which saw its operating income drop to $6.3 million in fiscal 2025 from a prior year figure. The company continues to advance its state and community literacy partnerships, even as it works to optimize the segment.

• The Children's Book Publishing and Distribution division, which includes Book Fairs and Book Clubs, saw revenues of $963.9 million in fiscal 2025.
• The company returned over $90 million to shareholders during fiscal year 2025.
• Fiscal 2026 Adjusted EBITDA guidance is set between $160 million and $170 million.

Scholastic Corporation (SCHL) - Canvas Business Model: Channels

You're looking at the specific ways Scholastic Corporation gets its products and services into the hands of its customers as of late 2025. This is all about the delivery mechanism, and for Scholastic, it's heavily weighted toward school-based interactions.

The company's overall Fiscal Year 2025 revenue reached $1,625.5 million. Scholastic Corporation strategically uses a mix of proprietary school channels, direct sales, and traditional trade outlets to reach its customer segments.

• School-based Book Fairs (a major revenue driver)
• School-based Book Clubs (print and online ordering)
• Trade channels: Retail bookstores and e-commerce platforms
• Direct sales force to K-12 school districts (Education Solutions)
• Digital media platforms like YouTube for entertainment content

Here's a quick look at the financial contribution from the major segments that align with these channels for the full Fiscal Year ended May 31, 2025:

Channel/Segment Grouping	Fiscal Year 2025 Revenue Amount	Year-over-Year Change (FY2025 vs FY2024)
Children's Book Publishing and Distribution (Includes Fairs, Clubs, Trade Publishing)	$963.9 million	Up 1%
Education Solutions (Direct Sales to K-12)	$309.8 million	Down 12%
Trade Publishing (Portion of CBPD)	$351.4 million	Up 1%
School Reading Events (Fairs and Clubs combined)	$548.3 million (Fairs & Trade combined)	Up 1% (Fairs & Trade combined)
Book Clubs (Full Year)	$64.2 million	Up 1.5%

The school-based channels remain central, though they face market pressures. For instance, in the fourth quarter of Fiscal 2025, Book Fairs revenues were $177.8 million, showing a 5% increase, which management pointed to as strong performance.

Conversely, the direct sales channel, Education Solutions, saw a significant contraction. Its full-year revenue was $309.8 million, a 12% drop, which management attributed to headwinds in the supplemental curriculum market and uncertainty in school funding.

The Trade channels, covering retail bookstores and e-commerce, showed resilience, particularly when major Intellectual Property (IP) titles release. Trade Publishing revenue for the full year was $351.4 million. In the fourth quarter alone, Trade Publishing revenue hit $97.3 million, a 19% increase, largely driven by the release of Sunrise on the Reaping.

For digital media platforms, the data is captured within the Entertainment segment, which is bolstered by the acquisition of 9 Story Media Group. The segment's Q4 FY2025 revenue was $14.8 million, a massive jump from just $0.6 million in the prior year period, showing the channel's growing importance for IP monetization, including on advertising-supported platforms.

The structure of the school-based channels saw a strategic shift late in the fiscal year:

• Book Fairs saw a Q4 FY2025 revenue of $177.8 million.
• Book Clubs Q4 FY2025 revenue was $13.1 million, down 9% for the quarter.
• The Company is focused on optimizing the Book Clubs business to be a smaller, more profitable core.

To be defintely clear, Scholastic Corporation announced a strategic reorganization combining its Trade Publishing and School Reading Events divisions into a unified Children's Book Group under Sasha Quinton, aiming to deepen engagement across all these customer touchpoints.

Scholastic Corporation (SCHL) - Canvas Business Model: Customer Segments

You're looking at the core groups Scholastic Corporation serves based on their Fiscal Year 2025 performance, which ended May 31, 2025. Honestly, the business is still heavily reliant on the institutional side, but the direct-to-consumer channels, especially Trade, showed some real pop thanks to major franchises.

K-12 Schools and School Districts (primary institutional customers)

This group represents a massive chunk of Scholastic Corporation's business, even with recent headwinds. They are the primary buyers for curriculum materials and the in-school book events.

• The Education Solutions segment, which directly serves schools and districts with supplemental curriculum, generated revenues of $309.8 million in Fiscal Year 2025.
• This segment represented 19.1% of total Fiscal Year 2025 revenues.
• Management noted 'near-term uncertainty about school funding' impacting this area in early Fiscal 2026.
• Book Fairs, a key component of in-school sales, posted revenues of $177.8 million in the fourth quarter of Fiscal 2025, up 5% from the prior year period, reflecting a higher fair count.

Children and their Families (direct consumers of books and media)

These are the end-users buying books at home or through school-based clubs. The Trade channel, which includes direct consumer sales, benefited significantly from blockbuster releases.

• The Children's Book Publishing and Distribution segment, which houses Trade, Book Fairs, and Book Clubs, had total revenues of $963.9 million in Fiscal Year 2025.
• This largest segment accounted for 59.3% of total Fiscal Year 2025 revenues.
• Consolidated Trade revenues in the fourth quarter of Fiscal 2025 were $97.3 million, marking a 19% increase, driven by the success of the fifth book in Suzanne Collins' global best-selling Hunger Games series, Sunrise on the Reaping.
• Book Clubs revenue in the fourth quarter of Fiscal 2025 was $13.1 million, a decline of 9%, reflecting lower orders in that specific quarter.

Educators and Teachers (users of classroom magazines and curriculum)

Teachers are the gatekeepers for the Education Solutions products and often drive participation in Book Fairs and Book Clubs. Their spending decisions are tied closely to the institutional budget cycle.

The primary financial indicator for this group is the performance of the Education Solutions segment, which saw sales fall 12% to $309.8 million for the full Fiscal Year 2025.

International Markets, notably the UK, Canada, and Australia

Scholastic Corporation has a significant global footprint, which provided a growth buffer when domestic segments faced challenges. The International segment is a distinct customer base.

The International segment generated revenues of $279.6 million in Fiscal Year 2025, a 2% increase year-over-year. This segment represented 17.2% of total Fiscal Year 2025 revenues.

Here's a quick look at the International segment's Q4 performance:

Metric	FY2025 Q4 Amount	Year-over-Year Change (Excluding FX)
International Revenues	$76.8 million	Up 9%
Key Drivers	Strong performance in trade channels across major markets following the latest Hunger Games release.	N/A

Media and Licensing Partners for entertainment content

This segment captures customers who license Scholastic Corporation's Intellectual Property (IP) for media creation, such as television or film. This group was bolstered by the 2024 acquisition of 9 Story Media Group.

The Entertainment segment reported revenues of $59.1 million for the full Fiscal Year 2025, representing its first full year of contribution post-acquisition. This segment accounted for 3.8% of total Fiscal Year 2025 revenues.

You should note that in the first quarter of Fiscal 2026, this segment experienced an 18% revenue fall to $13.6 million due to anticipated delays in production greenlights.

Scholastic Corporation (SCHL) - Canvas Business Model: Cost Structure

You're looking at the core expenses Scholastic Corporation faced to run its global publishing and distribution machine through the fiscal year ending May 31, 2025. Honestly, the cost structure is dominated by the direct costs of getting books into kids' hands and the overhead to manage the whole operation. Here's the quick math on the major buckets based on the latest full-year figures.

The largest single component is the cost to create and move the product. For the twelve months ended May 31, 2025, Scholastic Corporation reported Cost of goods sold of $718.8 million. This number is where you'll find the bulk of your paper, printing, and inventory holding costs for all those bestsellers and classroom materials.

Next, you have the massive bucket of operating expenses that aren't direct production costs. Selling, general and administrative expenses for the full fiscal year 2025 totaled $822.3 million. This figure is a catch-all that includes the specific items you asked about, like employee costs and marketing spend.

We can break down the known elements within that structure:

• The prompt specifies that overhead costs for FY2025 were $35.5 million.
• Marketing and promotional expenses for new releases and fairs are embedded within the $822.3 million SG&A.
• Employee-related expenses are also a significant driver within SG&A, with adjusted overhead increasing by $9.6 million in FY2025 primarily due to the timing of these costs.

The Distribution and logistics costs for the Book Fair network are a critical, though integrated, expense. The Book Fairs revenue stream itself was substantial in FY2025, bringing in $548.3 million. The costs to manage the physical logistics of setting up and running those fairs-transportation, fair staff support, and inventory movement-are factored into the Cost of Goods Sold and SG&A figures above.

Looking ahead, Scholastic Corporation is already factoring in new pressures for the next period. For fiscal year 2026, the company anticipates approximately $10 million of expected incremental expense related to currently higher tariff rates. This is a direct, anticipated hit to the cost base that management is already calling out.

Here is a summary of the key cost structure figures for Scholastic Corporation for the twelve months ended May 31, 2025, alongside the forward-looking tariff estimate:

Cost Component	FY2025 Amount (in Millions USD)	Notes
Cost of Goods Sold	$718.8	Includes printing, paper, and inventory costs.
Selling, General & Administrative Expenses (Total)	$822.3	Encompasses employee, overhead, and marketing costs.
Overhead (Corporate Level)	$35.5	As specified for FY2025.
Book Fairs Revenue (for context)	$548.3	Revenue figure; logistics costs are embedded elsewhere.
Anticipated Incremental Tariff Expense (FY2026)	$10.0	Expected additional cost for the next fiscal year.

The total operating costs and expenses for the full twelve months ended May 31, 2025, reached $1,540.9 million ($718.8 million COGS + $822.3 million SG&A, excluding the separate depreciation/amortization line item found in other reports, but using the two main expense lines provided in the most comprehensive table). The total revenue for the same period was $1,625.5 million.

Scholastic Corporation (SCHL) - Canvas Business Model: Revenue Streams

You're looking at the core money-makers for Scholastic Corporation as of their fiscal year 2025 close, which ended May 31, 2025. Honestly, it's a mix of legacy strength and newer IP monetization efforts. Here's the quick math on where the revenue actually came from for the full year.

The total revenue for Scholastic Corporation in fiscal year 2025 was $1.625 billion. This revenue is carved up across a few key areas, showing where the company has its deepest roots and where it's trying to grow next.

The largest single contributor remains the core book business, which is now strategically unified. You can see the breakdown below:

Revenue Stream Segment	FY2025 Revenue Amount
Children's Book Publishing and Distribution sales	$963.9 million
Book Fair revenue	$548.3 million
Education Solutions sales (curriculum and magazines)	$309.8 million
International sales	$279.6 million
Entertainment content licensing and production fees	$59.1 million

The Children's Book Publishing and Distribution segment, which includes the Book Fairs, is definitely the engine here. To be fair, the Book Fairs portion alone accounted for $548.3 million of that total, showing the power of their in-school presence. Still, the Education Solutions division saw sales of $309.8 million, even while management noted they are repositioning that business for profitable growth amid a challenging supplemental curriculum market.

The growth story is also visible in the smaller, but strategically important, Entertainment segment, largely due to the acquisition of 9 Story Media Group. Here are some key data points related to the segments:

• Children's Book Publishing and Distribution sales: $963.9 million
• Book Fair revenue contribution: $548.3 million
• Education Solutions sales: $309.8 million
• International sales: $279.6 million
• Entertainment segment revenue: $59.1 million

International sales hit $279.6 million, showing global reach, and the Entertainment segment brought in $59.1 million, which reflects the contribution from the 9 Story Media Group acquisition. That's the current picture of how Scholastic Corporation is bringing in the cash.