Wow, glad I’m not in Higher Ed or Skills.
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Take a look at McGraw-Hill's results. Higher Education is down 8% for the current quarter. This compares to Cengage Learning down 14% (actual decline is somewhat larger since Cengage's school business is included in the number and was down only 7%).
How can our leader claim Cengage is outperforming the industry? The comparative numbers seem pretty clear to me that this is not the case!