Q1 2025 Brookdale Senior Living Inc Earnings Call Transcript

May 7, 2025 / 01:00 PM GMT

Release Date Price: $6.61 (-2.07%)

Transcript 10-Q8-K

Key Points

Positve

Brookdale Senior Living Inc (BKD) exceeded expectations for revPAR and adjusted EBITDA in the first quarter, leading to a raised annual guidance.
The company reported positive adjusted free cash flow for the first quarter, a significant milestone as it has generally been negative in this period.
Brookdale Senior Living Inc (BKD) is actively optimizing its real estate portfolio, expecting 75% of its consolidated portfolio units to be owned by year-end.
The company is implementing strategic initiatives such as SWAT teams and pricing promotions to accelerate occupancy growth.
Brookdale Senior Living Inc (BKD) has improved its labor expenses as a percentage of revenue, contributing to a 90 basis point improvement in operating income margin year-over-year.

Negative

The CEO search process is expected to take a minimum of six months, which may create uncertainty in leadership continuity.
There is a backdrop of macroeconomic uncertainty that could impact the company's full-year performance.
A significant portion of Brookdale Senior Living Inc (BKD)'s communities are still below the 70% occupancy threshold, indicating ongoing challenges in filling these units.
The company is facing seasonal expense increases, such as annual associate merit increases, which could impact margins in the second quarter.
Brookdale Senior Living Inc (BKD) acknowledges that the timing of community dispositions could introduce variability in financial results.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

BKD.N - Brookdale Senior Living Inc
Q1 2025 Brookdale Senior Living Inc Earnings Call
May 07, 2025 / 01:00PM GMT

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Presentation
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Unidentified_1 [1]
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Good morning. My name is Audra, and I will be your conference operator today.

At this time, I would like to welcome everyone to the Brookdale Senior Living first quarter 2025 earnings call.

Today's conference is being recorded. All lines have been placed on mute to prevent any background noise. After the speaker's remarks, there will be a question and answer session. If you would like to ask a question during this time, simply press the star key followed by the number one on your telephone tab.

If you would like to withdraw your question, press one again.

At this time, I would like to on a conference over to Jessica Hazel, Vice President of Relations. Please go ahead.

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