财务数据和关键指标变化 - 第二季度调整后EBITDA同比增长20%,调整后自由现金流同比增长26% [9][40] - 如果将2024年上半年的结果年化,公司的全年调整后EBITDA将接近2019年全年水平,仅低3% [40] - 第二季度同店RevPAR同比增长5.9%,其中入住率增长130个基点,RevPOR增长4.1% [36] - 第三季度公司预计RevPAR同比增长6.25%-6.75%,调整后EBITDA在9000万美元至9500万美元之间 [42][44] 各条业务线数据和关键指标变化 - 公司的辅助生活和记忆护理产品占比较高,与行业以较低护理需求产品为主有所不同 [26] - Brookdale HealthPlus计划将从2024年初的49个社区增加到年底的130个,有助于提高入住率和住客满意度 [13][63][64] 各个市场数据和关键指标变化 - 第二季度新建工程对公司社区的影响仅为2%,未来几年新供给将受到限制 [22][23] - 美国老龄人口增长速度创下近一个世纪以来的最快纪录,为公司带来巨大的需求增长机会 [24][25] 公司战略和发展方向及行业竞争 - 公司专注于可持续的盈利性增长,而非单纯追求入住率增长 [17][18][19][20] - 公司作为行业内最大的运营商,凭借规模优势和专业服务能力在高度分散的行业中脱颖而出 [25][26] - 公司与Omega Healthcare Investors续签了24个社区的租约,获得了8000万美元的资本支出资金 [28] 管理层对经营环境和未来前景的评论 - 管理层对公司长期增长前景表示乐观,预计未来几年内可以实现入住率和营业收入的大幅增长 [20][27][29] - 公司将继续专注于提高员工保留率和降低员工流失率,以提升运营效率和服务质量 [12] 其他重要信息 - 公司第二季度同店劳动力成本占收入的比重同比改善190个基点,持续推动利润率扩张 [37] - 截至6月30日,公司总流动性为3.46亿美元 [41] 问答环节重要的提问和回答 问题1 **Josh Raskin 提问** 询问公司未来是否有出售资产的计划,以及通过此来降低债务的可能性 [57][58][59] **Cindy Baier 回答** 公司目前对现有资产较为满意,但会保持开放态度,如果有有利于股东的出售机会会予以考虑。公司主要通过提高EBITDA来实现去杠杆 [60] 问题2 **Tao Qiu 提问** 询问公司第三季度营销费用的变化情况,以及与Ventas的租约续签进展 [70][71][73] **Cindy Baier和Dawn Kussow回答** 第三季度营销费用同比有所增加,主要是由于将一些客户获取成本从摊销改为直接费用。公司在与Ventas续签租约时会以为股东创造价值为首要考虑 [80][81][84][85][86][87] 问题3 **Joanna Gajuk 提问** 询问公司入住率提升的时间节奏,以及低于70%入住率的社区占比情况 [91][92][96] **Cindy Baier和Dawn Kussow回答** 公司专注于可持续的财务表现改善,而非单纯追求入住率。预计未来几年内可以实现入住率恢复至2019年以上水平。低于70%入住率的社区占比会随着时间而变化,公司关注的是整体财务指标的改善 [92][93][97]

Exhibit 99.1 Brookdale Announces Second Quarter 2024 Results Nashville, Tenn., August 8, 2024 - Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") announced results for the quarter ended June 30, 2024. HIGHLIGHTS • Second quarter consolidated revenue per available unit (RevPAR) increased 6.4% over the prior year quarter. • Second quarter consolidated weighted average occupancy grew 160 basis points over the prior year quarter representing a continuation of better than pre-pandemic growt ...

NASHVILLE, Tenn., Aug. 8, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) ("Brookdale" or the "Company") announced results for the quarter ended June 30, 2024. HIGHLIGHTS Second quarter consolidated revenue per available unit (RevPAR) increased 6.4% over the prior year quarter. Second quarter consolidated weighted average occupancy grew 160 basis points over the prior year quarter representing a continuation of better than pre-pandemic growth trends. Same community operating margin, when exclu ...

NASHVILLE, Tenn., July 25, 2024 /PRNewswire/ -- Brookdale Senior Living Inc. (NYSE: BKD) plans to release its second quarter 2024 financial results after the market closes on Thursday, August 8, 2024.  The Company also plans to discuss the results on a conference call scheduled for Friday, August 9, 2024, at 9:00 a.m. (ET).BROOKDALE SENIOR LIVING - EARNINGS CALLDate:  Friday, August 9, 2024Time:  9:00 a.m. (ET) / 8:00 a.m. (CT)brookdaleinvestors.comCall Within US: +1 (833) 470-1428Call Outside US: +1 (929) ...

Brookdale Senior Living Inc. (BKD) recently announced that its June 2024 weighted average occupancy grew 140 basis points (bps) from the year-ago level to 78.2%, thanks to greater than pre-pandemic average move-in volumes and lower move-outs.The weighted average occupancy for the second quarter increased 160 bps year over year, reaching 78.1%. This marks a great start to the year, along with a similar 160 bps year-over-year increase to 77.9% in the first quarter. This positive trend is expected to persist, ...

June 2024 weighted average occupancy increased 140 basis points over the prior year to 78.2%.June year-over-year growth was supported by move-in volumes above pre-pandemic average and comparable to the prior year period, and move-outs below the prior year period, as adjusted for dispositions.Sequentially, June weighted average occupancy grew 10 basis points while June month end occupancy grew 20 basis points, supporting a second quarter 2024 weighted average sequential occupancy increase of 20 basis points ...

Momentum investing is essentially the opposite of the tried-and-tested Wall Street adage -- "buy low and sell high." Investors following this investing style typically avoid betting on cheap stocks and waiting long for them to recover. They believe instead that one could make far more money in lesser time by "buying high and selling higher."Everyone likes betting on fast-moving trending stocks, but it isn't easy to determine the right entry point. These stocks often lose momentum when their future growth po ...

Momentum investing is all about the idea of following a stock's recent trend, which can be in either direction. In the 'long' context, investors will essentially be "buying high, but hoping to sell even higher." And for investors following this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving in that direction. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Whil ...

Brookdale Senior Living Inc. (BKD) recently announced that its May 2024 weighted average occupancy grew 150 basis points (bps) from the year-ago level to 78.1%. The weighted average occupancy for the second quarter-to-date rose 160 bps year over year to 78%. This marks a great start to the year, along with a 160 bps year-over-year increase to 77.9% in the first quarter.Brookdale Senior Living has witnessed 31 straight months of year-over-year increases in weighted average occupancy. This suggests that the c ...

May 2024 Observations:Sequentially, May weighted average occupancy increased 20 basis points while month end occupancy increased 30 basis points, supported by ongoing improvement in resident retention.May weighted average occupancy reflected a continued outperformance versus pre-pandemic normal seasonality and represented the Company's thirty-first consecutive month of year-over-year weighted average occupancy growth.Second quarter-to-date weighted average occupancy increased 160 basis points to 78.0% compa ...