For BKD, shares are up 6.55% over the past week while the Zacks Medical - Nursing Homes industry is up 2.19% over the same time period. Shares are looking quite well from a longer time frame too, as the monthly price change of 10.12% compares favorably with the industry's 10.12% performance as well. Considering longer term price metrics, like performance over the last three months or year, can be advantageous as well. Shares of Brookdale Senior Living have increased 12.67% over the past quarter, and have ga ...

The Zacks Consensus Estimate for Sera Prognostics' 2024 bottom line suggests a 19% year-over-year improvement. SERA's average earnings surprise for the past four quarters is at 3.7%. The consensus mark for its current-year revenues indicates a 14.4% year-over-year increase. Brookdale Senior Living has witnessed 31 straight months of year-over-year increases in weighted average occupancy. This suggests that the company is witnessing continuous growth in occupancy rates, which is likely to lead to higher resi ...

May 2024 Observations: Brookdale Senior Living Inc. is the nation's premier operator of senior living communities. The Company is committed to its mission of enriching the lives of the people it serves with compassion, respect, excellence, and integrity. The Company, through its affiliates, operates independent living, assisted living, memory care, and continuing care retirement communities. Through its comprehensive network, Brookdale helps to provide seniors with care, connection, and services in an envir ...

Brookdale Senior Living Inc.’s (BKD) shares have declined 2.6% since it reported first-quarter 2024 results on May 7, 2024. Despite a narrower-than-expected loss, which resulted from higher resident fees and increased occupancy rates, investors may have been worried about an elevated expense level. Overall costs took a hit from persistent inflationary pressures.Revenue per available unit (“RevPAR”) is anticipated to witness 6.25-6.75% growth on a year-over-year basis in the second quarter of 2024 while the ...

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.Even ...

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 ...

Item 1. Legal Proceedings 32 Item 6. Exhibits 34 PART I. FINANCIAL INFORMATION | --- | --- | --- | --- | --- | |-----------------------------------------------------------------------------------------------------------------------------------------------------|-------|----------|-------|----------| | | | | | | | Expense | | | | | | Facility operating expense (excluding facility depreciation and amortization of $79,904 and $79,317, respectively) | | 542,550 | | 530,807 | | General and administrative expense ...

财务数据和关键指标变化 - 第一季度收入同比增长4.3%,达到预期范围的上限 [1][2] - 同店RevPAR同比增长6.3%,主要由于入住率提升150个基点和房价涨幅4.3% [2][3] - 同店营业利润率达27.6%,为疫情初期以来的最高水平 [3][4] - 同店营业收入同比增长12%,连续10个季度实现同比增长 [4] - 第一季度调整后EBITDA同比增长10%至9800万美元,超出预期 [5] 各条业务线数据和关键指标变化 - 公司未提及各业务线的具体数据和指标变化 [1-6] 各个市场数据和关键指标变化 - 公司未提及各地区市场的具体数据和指标变化 [1-6] 公司战略和发展方向 - 公司聚焦3大战略重点:1)尽快将所有可用房间以最佳盈利价格投放市场 2)吸引、培养和留住最优秀的员工 3)通过提供优质个性化服务赢得住客和家属的信任和满意度 [1][2][3] - 公司计划到2024年底在130个社区推广创新的Brookdale HealthPlus健康管理项目,提升服务质量和价值 [9] - 公司目前没有大规模开发新项目的计划,而是专注于提升现有资产的运营效率 [9][10] 行业竞争 - 公司表示行业供需动态以及公司的差异化优势将推动未来长期增长 [3] - 公司认为Brookdale HealthPlus项目在行业内处于领先地位 [9] 管理层对经营环境和未来前景的评论 - 管理层对公司当前的恢复进度和未来增长前景表示乐观 [3][4][5] - 管理层认为公司目前的战略执行情况良好,有望持续推动业绩改善 [1][2][3] 问答环节重要的提问和回答 问题1 **Ben Hendrix提问** 询问公司对于未来季度超越历史季节性趋势的信心来源,以及对于退租率改善空间的看法 [6][7] **管理层回答** 1) 员工留存率提升和相关措施是支撑未来季度超预期表现的重要因素 [7] 2) 公司对于进一步改善自愿和非自愿退租率仍有信心和空间 [7] 问题2 **Joanna Gajuk提问** 询问公司对于二季度入住率环比改善的预期幅度,以及对于恢复至2019年甚至更高水平的时间预估 [7][8] **管理层回答** 1) 二季度入住率环比改善幅度预计将优于历史同期,但具体数字可能与去年不太一致 [7][8] 2) 公司目标是尽快恢复至2019年的盈利水平,并有望超越历史高点 [8] 问题3 **Josh Raskin提问** 询问公司在新建项目、健康服务等方面的发展计划 [9][10] **管理层回答** 1) 公司目前暂无大规模新建项目的计划,而是专注于提升现有资产的运营效率 [9] 2) 公司更倾向于在现有社区内提供更多健康服务,而非开拓新的业务线 [10]

公司信息披露 - 2024年3月，Brookdale Senior Living Inc. 公布了其合并占用率和截至2024年3月31日季度的其他信息[3] - 公司于2024年4月8日发布了一份新闻稿，公布了其合并占用率和截至2024年3月31日季度的其他信息[3] - 公司的执行副总裁兼首席财务官Dawn L. Kussow于2024年4月8日签署了该报告[8]

公司业绩 - Brookdale Senior Living Inc. 2024年3月的加权平均入住率比去年同期增长了180个基点，达到77.9%[1] - 公司连续29个月实现年度加权平均入住率增长，显示了入住率持续改善的趋势[2] - 2023年BKD的居民费用收入同比增长10.5%，RevPAR和调整后的EBITDA分别同比增长11.3%和39.1%[3] - 公司预计2024年第一季度的RevPAR和调整后的EBITDA将位于各自指导范围的上半部分[4]