Scholastic Corp.

Publishing • Communication Services • New York, NY, United States • SCHL (NMS)

212 343 6100 557 Broadway, New York, NY 10012, United States

Quarter: Q4 2027 Reported: December 22, 2025 Sentiment: Neutral

Scholastic Corporation, together with its subsidiaries, publishes and distributes children's books in the United States and internationally. The Children's Book Publishing and Distribution segment engages in the publication and distribution of children's print, digital, and audiobooks, as well as media and interactive products through its school reading events and trade channels; and operates school-based book clubs and book fairs. Its original publications include Harry Potter, The Hunger Games, The Baby-Sitters Club, The Magic School Bus, Captain Underpants, Dog Man, Wings of Fire, Cat Kid Comic Club, Clifford The Big Red Dog, and I Survived, Goosebumps; licensed properties comprising the Peppa Pig and Pokémon; and publishes and creates Klutz and Make Believe Ideas titles, such as Mini Shake Shop, Pokémon Stained Glass, LEGO Miniature Photography, and the Never Touch series. The Education Solutions segment publishes and distributes classroom magazines under the Scholastic News, Scholastic Scope, Storyworks, Let's Find Out, and Junior Scholastic names; supplemental and classroom materials and programs, and related support services; print and online reference and non-fiction products; and provides consulting services. The Entertainment segment provides the development, production, distribution and licensing of kids' and family film and television content. The International segment publishes and distributes English, Hindi, and French language books; and operates school-based marketing channels, as well as supplying original and licensed children's books, and supplemental educational materials, including professional books for teachers. It distributes its products and services directly to schools and libraries through retail stores and the internet. Scholastic Corporation was founded in 1920 and is based in New York, New York.

Analysis Summary

This 8-K filing from December 2025 primarily details executive compensation and a special bonus, not the Q4 2027 earnings call. Jeffrey Mathews, Executive Vice President and Chief Growth Officer, has been appointed to the additional role of President, Education Solutions, effective December 16, 2025, formalizing his interim capacity since June 2025. In recognition of his expanded responsibilities, Mr. Mathews's base salary will increase from $615,000 to $675,000 effective January 1, 2026. His short-term incentive program (STIP) target bonus percentage is raised from 60% to 70% of his base salary, effective June 1, 2025, with a guaranteed minimum payout for fiscal year 2026. For fiscal year 2027 equity awards, his target will be equal to his increased base salary of $675,000. A temporary 12-month severance provision was also added, entitling him to 24 months' salary if employment is terminated due to a compensation downgrade. Furthermore, the Human Resources and Compensation Committee approved a $1.5 million special transaction bonus pool for executives and key personnel instrumental in concluding two sale/leaseback transactions on December 17, 2025. CFO Haji Glover and Mr. Mathews each received $400,000 from this pool. This filing indicates strategic moves in executive leadership and asset management, but provides no insight into the company's Q4 2027 financial performance, guidance, or market trends.

Key Highlights

• Jeffrey Mathews officially appointed President, Education Solutions.
• Mathews's base salary increased to $675,000, effective January 1, 2026.
• Mathews's STIP bonus target increased to 70% of base salary, effective June 1, 2025.
• Mathews's FY2027 equity compensation target set at $675,000.
• A $1.5 million special bonus pool was approved for successful sale/leaseback transactions.
• CFO Haji Glover and Jeffrey Mathews each received $400,000 from the special bonus pool.
• Mathews received a temporary 12-month severance provision (24 months salary for compensation downgrade).

Financial Metrics

eps

Not available from this 8-K filing

YoY: N/A

revenue

Not available from this 8-K filing N/A

YoY: N/A

guidance

net income

Not available from this 8-K filing N/A

YoY: N/A

Stock Performance (90 Days)

Data through Dec 26, 2025

Layoff Events

Earnings Calls

Positive Signals

• Formalization of a key executive's role (President, Education Solutions).
• Increased compensation package for a critical leader, indicating retention and value.
• Successful completion of two sale/leaseback transactions.
• Company's willingness to reward executives for strategic achievements.

Risks & Concerns

— Lack of Q4 2027 financial performance data in this document.
— Potential for stakeholder scrutiny regarding executive compensation increases without accompanying performance metrics.
— The specific severance clause for 'compensation downgrade' could signal internal sensitivities.
— This document does not provide insight into broader market trends or competitive positioning.