Core Insights - Brookdale Senior Living Inc. will release its third quarter 2025 financial results on November 6, 2025, after market close, followed by a conference call on November 7, 2025, at 8:00 a.m. Central Time [1][2]. Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the United States, managing 623 communities across 41 states and serving approximately 57,000 residents as of September 30, 2025 [3]. - The company offers a range of living options including independent living, assisted living, memory care, and continuing care retirement communities, focusing on enriching the lives of seniors through compassionate care and exceptional service [3]. - Brookdale emphasizes its commitment to wellness, personal growth, and meaningful relationships, guided by its core values of passion, courage, partnership, and trust [3].

Core Insights - Brookdale Senior Living (BKD) shares increased by 9.4% to close at $8.88, supported by high trading volume, compared to a 6.3% gain over the past four weeks [1][2] Occupancy Growth - The company reported significant occupancy growth, with a weighted average consolidated occupancy rate of 82.5% in September, up 330 basis points year-over-year [2] - For the third quarter, the average occupancy rate was 81.8%, reflecting a 290-basis-point improvement compared to the previous year [2] Financial Expectations - Brookdale is projected to report a quarterly loss of $0.16 per share, which is a year-over-year change of +27.3% [3] - Expected revenues for the upcoming quarter are $823.17 million, representing a 5% increase from the same quarter last year [3] Earnings Estimate Trends - The consensus EPS estimate for Brookdale has remained unchanged over the last 30 days, indicating that stock price movements may not continue without trends in earnings estimate revisions [4] - Monitoring BKD is advised to see if the recent stock price increase can lead to sustained strength [4] Industry Context - Brookdale is part of the Zacks Medical - Nursing Homes industry, which includes other companies like Ensign Group (ENSG) [5] - Ensign Group's consensus EPS estimate has also remained unchanged at $1.59, reflecting a year-over-year change of +14.4% [6]

We recently published 10 Big Names With Whopping Gains; 6 Jump All-Time Highs. Brookdale Senior Living Inc. (NYSE:BKD) is one of the best performers on Thursday. Brookdale Senior Living extended its winning streak to a third day on Thursday to hit a new all-time high as investors cheered a significant jump in its occupancy rate in the third quarter of the year, supported by the official appointment of a new chief executive officer (CEO). During the session, Brookdale Senior Living Inc. (NYSE:BKD) jumped ...

Core Insights - Brookdale Senior Living (NYSE: BKD) experienced a significant increase of over 9% in its share price following a positive business update, contrasting with a slight decline of 0.3% in the S&P 500 [1] Occupancy Statistics - Brookdale reported a weighted average occupancy of 82.5%, which is an increase of 330 basis points compared to the same month in 2024 and 70 basis points higher than the August figure [3] - For the third quarter of this year, the weighted average occupancy was 81.5%, reflecting a year-over-year increase of 290 basis points and a quarter-over-quarter increase of 170 basis points [3][4] Fundamental Performance - The improvements in occupancy are expected to positively impact the company's fundamentals, contributing to the favorable investor reaction despite the lack of commentary or future guidance from the company [4]

Core Insights - Brookdale Senior Living Inc. (BKD) reported a weighted average consolidated occupancy rate of 82.5% for September 2025, marking a 330 basis point increase year-over-year and a 70 basis point increase from the previous month [1][8] - The same-community occupancy for September 2025 reached 82.7%, up 270 basis points year-over-year, driven by stronger move-in volumes and reduced move-out activity [2][8] - The company operates 645 senior living communities across 41 states, accommodating approximately 58,000 residents, positioning it well to meet the needs of an aging population [6] Occupancy Performance - The weighted average consolidated occupancy for Q3 2025 was 81.8%, reflecting a year-over-year growth of 290 basis points and a sequential increase of 170 basis points [2] - Same-community occupancy climbed to 84% at the end of September, a 30 basis point gain from the previous month, with Q3 same-community occupancy reaching 82.3%, the highest sequential growth since 2022 [3][8] Financial Implications - Higher occupancy levels are expected to enhance resident fee revenues, which accounted for nearly 96% of total revenues in the first half of 2025 [5] - Adjusted EBITDA for 2025 is forecasted to be between $445 million and $455 million, representing a 16.5% increase over the 2024 reported figure [5] Market Performance - Brookdale's shares have increased by 39.7% over the past year, outperforming the industry average growth of 11.8% [7]

[Filing Information](index=1&type=section&id=Filing%20Information) This section provides essential filing details for the Form 8-K, including registrant information and report status [Registrant Details](index=1&type=section&id=Registrant%20Details) Provides official registrant details for Brookdale Senior Living Inc., including incorporation state, commission file number, address, and contact information Registrant Information | Detail | Information | | :--- | :--- | | **Registrant Name** | Brookdale Senior Living Inc. | | **State of Incorporation** | Delaware | | **Commission File Number** | 001-32641 | | **IRS Employer Identification No.** | 20-3068069 | | **Principal Executive Offices Address** | 105 Westwood Place, Suite 400, Brentwood, Tennessee 37027 | | **Telephone Number** | (615) 221-2250 | [Report Date and Filing Status](index=1&type=section&id=Report%20Date%20and%20Filing%20Status) This section specifies the date of the report and confirms that Brookdale Senior Living Inc. is not an emerging growth company - The date of the earliest event reported is **October 8, 2025**[3](index=3&type=chunk) - The registrant is not an emerging growth company[7](index=7&type=chunk) [Section 2 - Financial Information](index=2&type=section&id=Section%202%20-%20Financial%20Information) This section details the company's financial disclosures, specifically regarding results of operations and financial condition [Item 2.02 Results of Operations and Financial Condition](index=2&type=section&id=Item%202.02%20Results%20of%20Operations%20and%20Financial%20Condition) Brookdale Senior Living Inc. announced September 2025 occupancy and Q3 2025 financial results via a press release (Exhibit 99.1), noting its 'furnished' not 'filed' status - Brookdale Senior Living Inc. issued a press release on **October 8, 2025**, announcing consolidated occupancy for September 2025 and other information for the quarter ended September 30, 2025[8](index=8&type=chunk) - A copy of the press release is furnished as **Exhibit 99.1**[8](index=8&type=chunk) - The information in this report (including the exhibit) is not considered 'filed' for purposes of Section 18 of the Securities Exchange Act of 1934, nor incorporated by reference into other filings, unless expressly set forth[9](index=9&type=chunk) [Section 7 - Regulation FD](index=2&type=section&id=Section%207%20-%20Regulation%20FD) This section addresses compliance with Regulation FD regarding the fair disclosure of material nonpublic information [Item 7.01 Regulation FD Disclosure](index=2&type=section&id=Item%207.01%20Regulation%20FD%20Disclosure) Incorporates financial information from Item 2.02 by reference, ensuring Regulation FD compliance for fair disclosure of material nonpublic information - The information set forth in **Item 2.02** of this report is incorporated herein by reference[10](index=10&type=chunk) [Section 9 - Financial Statements and Exhibits](index=2&type=section&id=Section%209%20-%20Financial%20Statements%20and%20Exhibits) This section lists all financial statements and exhibits included as part of the Form 8-K filing [Item 9.01 Financial Statements and Exhibits](index=2&type=section&id=Item%209.01%20Financial%20Statements%20and%20Exhibits) This section lists the exhibits accompanying the Form 8-K, including the press release detailing financial results and the interactive data file for the cover page Exhibits List | Exhibit No. | Description | | :--- | :--- | | 99.1 | Press Release dated October 8, 2025 | | 104 | Cover Page interactive Data File (embedded within the Inline XBRL document) | [Signature](index=3&type=section&id=Signature) This section provides the official authorization and signatory details for the Form 8-K filing [Authorization and Signatory](index=3&type=section&id=Authorization%20and%20Signatory) This section confirms the official authorization and signing of the Form 8-K report by an authorized officer of Brookdale Senior Living Inc. Signatory Details | Detail | Information | | :--- | :--- | | **Date** | October 8, 2025 | | **Signatory Name** | Dawn L. Kussow | | **Title** | Executive Vice President and Chief Financial Officer |

Core Insights - Brookdale Senior Living Inc. reported significant improvements in occupancy rates for September 2025, indicating a positive trend in the senior living sector [1][5]. Occupancy Results - The weighted average occupancy for September 2025 was 82.5%, which represents an increase of 330 basis points year-over-year and 70 basis points sequentially [5]. - The month-end consolidated occupancy reached 83.8%, marking a sequential increase of 60 basis points [5]. - For the third quarter, the weighted average consolidated occupancy was 81.8%, up 290 basis points year-over-year and 170 basis points sequentially [5]. Same Community Occupancy - The weighted average occupancy for same communities in September was 82.7%, reflecting a year-over-year increase of 270 basis points, attributed to higher move-in activity and lower move-out activity compared to the previous year [5]. - The month-end same community occupancy was 84.0%, which is a sequential increase of 30 basis points [5]. - The third quarter weighted average same community occupancy was 82.3%, showing a year-over-year increase of 260 basis points and a sequential growth of 150 basis points, the highest sequential growth since 2022 [5].

Core Viewpoint - Brookdale Senior Living Inc. has appointed Nick Stengle as the new Chief Executive Officer, effective October 6, 2025, succeeding Denise W. Warren, who will become Non-Executive Chairman of the Board [1][3]. Leadership Transition - Nick Stengle's appointment follows a comprehensive search by the Board's Search Committee, bringing extensive experience in senior living, healthcare, and hospitality [2]. - Stengle previously served as President and COO of Gentiva, overseeing over 12,000 associates and approximately 550 locations across 38 states [2]. - His prior roles include EVP and COO for Sunrise Senior Living, managing operations for around 250 communities and providing care to over 20,000 residents [2]. Strategic Vision - Denise W. Warren expressed confidence in Stengle's ability to build on Brookdale's momentum, emphasizing his track record in operational performance and culture building [3]. - Stengle highlighted Brookdale's strong foundation and long-term growth drivers, aiming to enhance shareholder value and capitalize on favorable industry demographics [3]. Board Composition - With Stengle's addition, the Brookdale Board will consist of nine directors, eight of whom are independent, ensuring a diverse and relevant skill set [3]. Company Overview - Brookdale operates 623 communities across 41 states, serving approximately 57,000 residents as of September 30, 2025 [7]. - The company focuses on enriching seniors' lives through compassionate care and exceptional service, offering various living arrangements including independent living, assisted living, and memory care [7].

Summary of Brookdale Senior Living Conference Call Company Overview - **Company**: Brookdale Senior Living (NYSE: BKD) - **Industry**: Senior Housing Facilities - **Position**: Largest operator of senior housing facilities in the United States - **Current Status**: Transitioning from challenges faced during COVID-19, with a focus on improving occupancy and financial performance [1][4][6] Key Points and Arguments Occupancy and Financial Performance - **Occupancy Rate**: Achieved an average occupancy of 80% in Q2 2025, which is critical for covering fixed costs in a high fixed cost business [4][5] - **Future Expectations**: Aiming to return to pre-pandemic occupancy levels of 89%, with August occupancy reported at 81.5% [14][9] - **Revenue Growth**: Adjusted EBITDA growth has improved leverage, translating into increased shareholder value [5][14] Market Dynamics - **Supply and Demand**: Favorable market conditions with a decrease in new construction since 2017 and an expected increase of one million baby boomers turning 80 each year through 2026 [6][48] - **Community Portfolio**: Rationalizing the community portfolio from over 1,100 to an expected 550 by mid-2026 to optimize operations [7][8] Strategic Initiatives - **Brookdale HealthPlus Program**: A care coordination initiative that has shown significant positive outcomes, including an 80% reduction in urgent care visits and a 66% reduction in hospitalizations [10][11] - **Investment in Communities**: Ongoing CapEx investments to enhance community appeal and competitiveness, including a $5 million First Impressions program [31][32] Pricing and Revenue Management - **Pricing Strategy**: Dynamic pricing strategies based on occupancy levels, with a focus on filling lower-occupied communities while managing rates in higher-occupied ones [17][19] - **Revenue Per Occupied Room (RevPOR)**: Year-to-date RevPOR growth of 2.6% against expense growth of 2%, indicating effective cost management [19][20] Financial Health and Deleveraging - **Debt Management**: No debt maturities until June 2026, with a focus on reducing leverage from nearly 20 times to a target of low nine times [5][34][35] - **Cash Flow**: Positive cash flow reported in Q1 and Q2 2025, with expectations for continued improvement as occupancy grows [5][48] Marketing and Resident Engagement - **Marketing Strategy**: Shift from reliance on third-party referrals to internal marketing efforts, with a focus on enhancing resident experience to improve retention [42][46] - **Net Promoter Score**: Continuous improvement in resident and family satisfaction metrics, indicating successful engagement strategies [46] Additional Important Insights - **Long-term Outlook**: The company is positioned for durable, sustainable growth due to favorable macroeconomic conditions and a strong focus on operational efficiency [47][48] - **Community Ownership Strategy**: Transitioning from leased to owned properties to reduce financing costs and enhance cash flow [29][30] This summary encapsulates the key insights and strategic directions discussed during the Brookdale Senior Living conference call, highlighting the company's recovery trajectory, market positioning, and future growth potential.

Core Insights - Brookdale Senior Living Inc. will participate in the 2025 Jefferies Healthcare Services Conference on September 30, 2025, with a fireside chat scheduled to begin at 8:00 am CST [1] - A replay of the webcast will be available on the Company's website until October 31, 2025 [2] Company Overview - Brookdale Senior Living Inc. is the leading operator of senior living communities in the United States, managing 645 communities across 41 states and serving approximately 58,000 residents as of June 30, 2025 [2] - The Company offers various living arrangements, including independent living, assisted living, memory care, and continuing care retirement communities, focusing on empowering seniors to live with dignity and purpose [2] - Brookdale emphasizes its commitment to exceptional service through its core values of passion, courage, partnership, and trust, aiming to redefine senior living for a healthier future [2]