Everything on Media & Capital Allocation

Scholastic is executing a $400 million sale-leaseback to fund a substantial share buyback and debt reduction, while pivoting to an entertainment strategy via its animation studio to counter headwinds in traditional school book sales.

Impact: Aggressive capital returns improve balance sheet efficiency, but long-term value creation hinges on the success of the entertainment pivot against declining core education revenue.

— from Geopolitical Risks, AI Moats, and M&A Shifts Shape Markets · OHNE AKTIEN WIRD SCHWER - Tägliche Börsen-News· Mar 31, 2026